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Experienced Finance Leader with a demonstrated history of working in the financial services and real estate industries. Skilled in Financial analysis, Strategy Development, People management, Business Planning, Operations Management, Real Estate Development, and Investor Relations. Strong technology interest and capabilities.
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Chief Financial OfficerRosegate Mortgage, Llc Nov 2023 - PresentCharlotte, North Carolina, Us -
Director Of Finance And AccountingRosegate Mortgage, Llc Aug 2022 - Jan 2024Charlotte, North Carolina, Us
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Division ControllerTri Pointe Homes Oct 2020 - Aug 2022Irvine, California, Us -
Sr. Financial AnalystNewland Feb 2019 - Oct 2020San Diego, Ca, Us• Land acquisition analysis• Strategic project decision-making• Optimize team reports for efficiency and effectiveness• Financial metrics analysis and reporting• Investor relations regarding financial metrics & acquisitions• Analyze current project financials• Developed tools for development cost and project cost analysis• Monthly reporting redesign for efficiency and clarity• Segmentation and land use analysis • Manage reporting to senior leadership -
Financial AnalystNewland Aug 2017 - Feb 2019San Diego, Ca, Us
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Tax ManagerMovement Mortgage Feb 2017 - Sep 2017Fort Mill, Sc, Us• Responsibility for all personal property tax filings and payments• Project, Prepare and Review affiliated entities tax returns and extensions• Project and manage estimated taxes for Movement and its Owners• Communicate with Executive team regarding cash flow and impact of estimated taxes.• Reduced tax penalties of owners by 100% year over year. • Implemented and integrated multiple tax software systems with our accounting system• Manage intern’s daily tasks and responsibilities. -
Sr. Accounting AssociateMovement Mortgage Apr 2016 - Feb 2017Fort Mill, Sc, Us• Analysis and recording of mortgage servicing rights - post sale.• Cash flow analysis and forecasting for tax and accounting purposes.• Interaction with secondary markets to confirm sales valuations. • Manage fixed assets and depreciation. • Advise on technology for process improvement. • Process documentation and task detail. • P&L management and creation for multiple markets.
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Fso Tax StaffEy Jun 2014 - Apr 2016London, Gb- State and Local Tax Compliance and Credits (Banking Industry)- International Tax Compliance (Banking Industry)- Auditing (Insurance Industry and Banking Industry)- Tax Research (State, Local, and Federal Issues)- Peer advising- State and Local Tax Compliance Trainer -
PresidentSamford Recruitment Team Mar 2012 - Apr 2013Birmingham, Al, UsResponsible for:- Coordinating recruiting events for 300+ attending families.- Developing and implementing recruitment team retreat- Leading peer group of 50 students- Interviewing potential recruitment team members and officers- Assigning roles and responsibilities for each recruiting event. -
Fso Tax InternErnst & Young Jan 2013 - Mar 2013London, Gb• Compiled and reviewed California employment tax credit work for clients• Assisted with preparation of client K-1 statements • Worked with audit team to perform balance sheet tie-out for asset management client
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Global Ecommerce Tax InternWalmart May 2012 - Aug 2012Bentonville, Arkansas, UsGained experience in technical memorandum writing, international tax law, international M&ALead and collaborated with a cross-functional team to complete technical memorandum for international restructuring Gained experience with numerous tax code sections and tax planning -
Merchandising Intern - Fresh BakeryWalmart May 2011 - Aug 2011Bentonville, Arkansas, Us• Developed a Hispanic assortment for the fresh bakery with sales of $22MM and a profit of $4MM• Lead and collaborated with a cross-functional team to complete assigned project• Gained experience in merchandising, merchandising execution, & budgeting
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Market Analyst InternGraftech International May 2010 - Aug 2010Brooklyn Heights, Ohio, UsAssisted in merger and integration process for newly acquired company. Analyzed competitor and customer information. Supported supervisor with Annual Market-Analysis tasks. Collaborated with sales, production and quality teams to generate reports.
Nick Boardman Skills
Nick Boardman Education Details
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Samford UniversityMasters Of Accountancy -
Samford UniversityBusiness Administration; Accounting
Frequently Asked Questions about Nick Boardman
What company does Nick Boardman work for?
Nick Boardman works for Rosegate Mortgage, Llc
What is Nick Boardman's role at the current company?
Nick Boardman's current role is CFO at Rosegate Mortgage, LLC.
What is Nick Boardman's email address?
Nick Boardman's email address is ni****@****ent.com
What is Nick Boardman's direct phone number?
Nick Boardman's direct phone number is +175722*****
What schools did Nick Boardman attend?
Nick Boardman attended Samford University, Samford University.
What skills is Nick Boardman known for?
Nick Boardman has skills like Microsoft Excel, Public Speaking, Cross Functional Team Leadership, Auditing, Microsoft Office, Leadership Development, Team Leadership, Mergers And Acquisitions, Microsoft Word, Tax, Nonprofits, Sales.
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