Nate G Passey, Cpa, Mba Email and Phone Number
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Nate G Passey, Cpa, Mba personal email
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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.
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Financial ControllerDignifihealth Jul 2021 - PresentWilliamson, Wv, Us -
ConsultantNow Cfo Feb 2016 - Jul 2021Salt Lake City, Utah, UsProviding 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 -
Board Member (Friday Kids Respite)Kids On The Move Jan 2013 - Jul 2016Orem, Ut, UsProvided 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. -
Duel Plant Controller (Gifting And Confection)Mrs. Fields Famous Brands Jun 2014 - Feb 2016UsCreated 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 -
Controller - Maintenance DivisionC.R. England Jul 2012 - May 2014Salt Lake City, Utah, UsManage 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) -
ControllerIntercon Inc Jun 2008 - Jul 2012Salt Lake City, Utah, UsManage 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 -
ControllerHearts For Hospice & Home Health Dec 2004 - Jun 2008Ogden, Utah, UsOversee 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 -
Senior AccountantJ. Randle Staples, Cpa 2004 - Jun 2008Consulted 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
Nate G Passey, Cpa, Mba Education Details
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University Of Utah - David Eccles School Of BusinessAccounting And Finance -
University Of Utah - David Eccles School Of BusinessAccounting
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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