Nate G Passey, Cpa, Mba Email & Phone Number

Williamson, Wv, Us

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

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.

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

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)

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

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

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

Master Of Business Administration (M.B.A.), Accounting And Finance

Bachelor Of Science (Bs), Accounting