JASON MITCHELL

Fractional CFO / Client Advisor / Audit Prep

Accounting / Finance

Las Vegas, Clark

Services offered

Dynamic Chief Financial Officer with over 25 years of experience in financial reporting, financial management and client advisory. Proven expertise in financial modeling, tax strategy, and asset management. Successful track record in working with banks to obtain loans for development projects and operational expenses. Adept at transforming financial processes to align with GAAP standards and optimizing tax benefits. Ready to leverage financial acumen to drive growth and operational excellence..

Financial reporting

Asset management

Chief financial officer

Financial advisor

Financial management

Tax strategy

Approximate rate: USD$ 175 per hour

Experience

Financial Executive | Strategic Consultant | Business Leader

A seasoned financial executive with over 25 years of experience in accounting, taxation, financial management, and corporate strategy.
Provided high-level financial and operational guidance to a diverse portfolio of businesses and individuals as the owner of Cedar Financial Inc., a Nevada CPA firm specializing in GAAP and tax basis financial reporting, strategic tax planning, and entity formation and compliance.
Held financial executive roles across multiple industries, including real estate development, property management, construction, insurance, healthcare, sports entertainment, and mineral processing.
Trustee for over $80M in assets.
Expertise extends to SEC reporting, corporate finance, and mergers & acquisitions, with prior experience as Principal Accounting Officer, Corporate Controller and Manager of Acquisitions at USI Holdings Corporation (a top 10 middle market insurance broker).
Managed a $200 million credit facility and successfully attained eight amendments to the credit facility.
Assisted in the acquisition of approximately $100 million in insurance brokerage and financial services revenues.
Proven leadership in financial modeling and operational analysis, securing multimillion-dollar capital investments, and optimizing financial performance.
Played a pivotal role in raising over $8M from accredited investors as CFO for Royal Mines and Minerals Corp., in taking the company public via a reverse merger to the OTC market, and in preparing all quarterly and annual SEC filings.
Secured over $10M in financing for The Madison Companies, a real estate development firm with assets exceeding $85 million.
Four years in public accounting with KPMG Peat Marwick and Arthur Andersen honing skills in assurance and audit services.