Nate G Passey, Cpa, Mba

Nate G Passey, Cpa, Mba Email and Phone Number

Serial Entrepreneur | Financial Professional | MBA, CPA @ DignifiHealth
Nate G Passey, Cpa, Mba's Location
Salt Lake City, Utah, United States, United States
Nate G Passey, Cpa, Mba's Contact Details

Nate G Passey, Cpa, Mba personal email

About Nate G Passey, Cpa, Mba

Certified Public Accountant with diverse industry experience.Skills and Practical Experience- budgeting/forecasting- cash flow modeling- debt/equity financing- debt covenant compliance- SOX compliance- financial analysis and reporting- inventory management - accounts payable- accounts receivable- payroll- cost accountingIndustry Experience- SaaS- eCommerce- professional services- convenience stores- restaurants- wireless retail- consumer products wholesale/retail- distribution- logistics/transportation- automobile service/repair- medical device manufacturing- food manufacturing- real estate development- hospice/home health- skilled nursing facilitySoftware- QuickBooks- Xero- Hyperion- ComputerEase- AS400- MFG/Pro- PDI- MS Dynamics- MS PowerBI- MS OfficeProficient in Business Intelligence (SQL, Data Modeling) and familiar with IT security.

Nate G Passey, Cpa, Mba's Current Company Details
DignifiHealth

Dignifihealth

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Serial Entrepreneur | Financial Professional | MBA, CPA
Nate G Passey, Cpa, Mba Work Experience Details
  • Dignifihealth
    Financial Controller
    Dignifihealth Jul 2021 - Present
    Williamson, Wv, Us
  • Now Cfo
    Consultant
    Now Cfo Feb 2016 - Jul 2021
    Salt Lake City, Utah, Us
    Providing all levels of financial, accounting, and business consulting within several industries including eCommerce, SaaS, manufacturing, retail, real estate development, solar power installation, automotive part distribution and repair. Start-ups, small, medium, and large companies.• Managed accounting and FP&A for SaaS startup.• CFO for specialty coffee equipment and accessory manufacturer with global eCommerce footprint.• Interim CFO for website development company; financial reporting, revenue recognition, AR factoring.• Detailed and dynamic storefront KPI reporting for national wireless retailer (250+ Locations, $1B in sales).• Effective liaison between internal corporate team and outside services (tax, legal, HR, consultants).• Direct leadership, mentoring, and training to accounting staff.Skills/ExperienceBudget/ForecastDebt/Equity FinancingSaaSCashflowPower BIData ModelingSQLQuickbooksDear InventorySAP BPC/FSMAudit PreparationSOX ComplianceBOM/Cost Accounting
  • Kids On The Move
    Board Member (Friday Kids Respite)
    Kids On The Move Jan 2013 - Jul 2016
    Orem, Ut, Us
    Provided volunteer Bookkeeping, Tax, and Financial Oversight for a statewide not for profit organization (Friday Kids Respite), which provided respite care services for families with special needs children.• Manage accounting, budgeting, and tax compliance for multi-county non-profit respite provider.• Responsible for preparation and presentation of financial statements to organizational board.
  • Mrs. Fields Famous Brands
    Duel Plant Controller (Gifting And Confection)
    Mrs. Fields Famous Brands Jun 2014 - Feb 2016
    Us
    Created attribution data modeling tools and analysis for in-depth analysis of web and catalog results. Manage budget, accounting operations and staff for both Mrs. Fields Gifting and Mrs. Fields Confections manufacturing facilities. Review and reconcile timely monthly close for largest business segment. Oversight and management of standard costing and bills of material within all manufacturing processes for two facilities. Skills/Experience Budget/ForecastMarketing analysisSQL/DB2AS400SysproMS Excel (VBA; PowerPivot)BOM/Cost Accounting
  • C.R. England
    Controller - Maintenance Division
    C.R. England Jul 2012 - May 2014
    Salt Lake City, Utah, Us
    Manage budget and accounting operations for maintenance division for the nation’s largest refrigerated carrier. Created and managed detailed budget process for over 100 cost/profit centers; Review and reconcile timely monthly close; and create and implement improved accounting policies and processes. Oversight and management of repair costing for all repair and service processes. Skills/Experience Budget/ForecastMS Power PointMS Visual studioSSRS/SQLMicrosoft Dynamics GPMS AccessAS400 ERPMS Excel (Pivot tables, macros, embedded SQL)
  • Intercon Inc
    Controller
    Intercon Inc Jun 2008 - Jul 2012
    Salt Lake City, Utah, Us
    Manage accounting operations and 2 employees for national furniture distribution and manufacturing company. Review and reconcile month end closing; credit management; payroll processing and reporting; accounts receivable; accounts payable; collections; and human resources; reviewed and approved international and domestic freight invoices; line of credit and cash management.• Reduced accounts receivable outstanding credit requests by 70%.• Addressed AP process inefficiencies and decreased average payment days by 25%.Skills/ExperienceASTM Product Safety TestingHuman ResourcesDebt CollectionsAP/AR ManagementApprise ERPMS ExcelInventory ControlFinancial ReportingPayroll Management
  • Hearts For Hospice & Home Health
    Controller
    Hearts For Hospice & Home Health Dec 2004 - Jun 2008
    Ogden, Utah, Us
    Oversee accounting operations and 6 employees for multi-state hospice, home health and non-emergency medical transport company. Perform home office cost allocations; prepaid expense amortizations; equipment acquisitions, disposition, and depreciation; Managed medical reimbursement process. • Created and managed the Company’s first accounting policies and procedures manual, which included comprehensive Medicare, Medicaid, and private insurance billing instructions.• Uncovered $100,000 medical billing error and developed controls to eliminate future incidences.• Designed and implemented a payroll database for 150 to 200 employees to comply with the specific statistical needs of a new Medicare requirement.Skills/ExperienceMS AccessAP/AR ManagementMS ExcelGovernmental Cost ReportingFinancial ReportingMedicaid/Medicare BillingPayroll Management
  • J. Randle Staples, Cpa
    Senior Accountant
    J. Randle Staples, Cpa 2004 - Jun 2008
    Consulted with care center administrators on accounting matters and reviewed bank reconciliations, journal entries, and financial statements.• Improved the previous method for completing cost reports and reduced work time by 30%.• Supervised filing of 15 to 20 annual Medicare and Medicaid cost reports for skilled nursing facilities, hospice, and home health agencies and managed monthly bookkeeping.• Oversaw completion of 20 to 30 tax returns for corporations and partnerships.Skills/ExperienceAP/AR ManagementMS ExcelGovernmental Cost ReportingFinancial ReportingMedicaid/Medicare BillingPayroll Management

Nate G Passey, Cpa, Mba Skills

Cost Accounting Inventory Management Financial Accounting Fixed Assets Payroll Accounting General Ledger Financial Statements Financial Analysis Bookkeeping Journal Entries Variance Analysis Human Resources Gaap Us Gaap Small Business Payroll Taxes Tax Tax Preparation Income Tax Bank Reconciliation Account Reconciliation Revenue Recognition Financial Reporting Invoicing Budgets Forecasting Tax Accounting Corporate Tax Accruals Sales Tax Cash Flow Finance Budgeting Quickbooks Access Adp Payroll Training Expenses Quicken Depreciation Year End Close Monthly Close Internal Controls Accounts Receivable Accounts Payable Microsoft Excel

Nate G Passey, Cpa, Mba Education Details

  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Accounting And Finance
  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Accounting

Frequently Asked Questions about Nate G Passey, Cpa, Mba

What company does Nate G Passey, Cpa, Mba work for?

Nate G Passey, Cpa, Mba works for Dignifihealth

What is Nate G Passey, Cpa, Mba's role at the current company?

Nate G Passey, Cpa, Mba's current role is Serial Entrepreneur | Financial Professional | MBA, CPA.

What is Nate G Passey, Cpa, Mba's email address?

Nate G Passey, Cpa, Mba's email address is ng****@****ail.com

What schools did Nate G Passey, Cpa, Mba attend?

Nate G Passey, Cpa, Mba attended University Of Utah - David Eccles School Of Business, University Of Utah - David Eccles School Of Business.

What skills is Nate G Passey, Cpa, Mba known for?

Nate G Passey, Cpa, Mba has skills like Cost Accounting, Inventory Management, Financial Accounting, Fixed Assets, Payroll, Accounting, General Ledger, Financial Statements, Financial Analysis, Bookkeeping, Journal Entries, Variance Analysis.

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