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Nelson PaganNP
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Nelson Pagan

@nelsonpagan

CFO and finance executive with 15+ years in financial leadership, tax strategy, multi-entity operations, and $1M+ in capital raised.

United States
Message

I am a senior finance and tax executive with over 15 years of experience in financial management, corporate accounting, strategic planning, and business advisory. My background combines hands-on CFO leadership with expertise in U.S. GAAP, financial reporting, multi-entity operations, budgeting, forecasting, cash flow optimization, internal controls, and domestic and international taxation.

Throughout my career, I have worked with organizations across multiple industries, helping improve profitability, restructure financial operations, strengthen compliance, and develop strategies for sustainable growth. I have personally secured over $1 million in investment capital and established relationships with investors and lenders to support business financing and expansion.

My experience also includes mergers and acquisitions, due diligence, high-net-worth tax planning, trusts and estates, corporate structuring, and executive financial advisory.

Much of my work has involved project-based executive leadership, where I step into organizations to resolve complex financial challenges, improve productivity, and implement lasting operational improvements.

I hold advanced degrees in Taxation and Finance, along with a Bachelor’s degree in Accounting.

I am now pursuing a long-term remote executive leadership opportunity where I can apply my financial expertise, strategic perspective, and results-driven approach to help an organization achieve measurable growth and financial success.

Experience

Work history, roles, and key accomplishments

MG
Current

Chief Financial Officer

MNS Consulting Group

Jun 2024 - Present (2 years 4 months)

Directs financial and tax strategy for a diverse client portfolio, integrating multi-entity reporting, cash-flow planning, and profitability analysis. Advises high-net-worth individuals and families on complex tax matters and prepares Forms 1040, 1041, 706, and 709.

PS

Founder & Chief Executive Officer

Phoenix Financial Tax Services

Jan 2018 - Dec 2025 (7 years 11 months)

Built and led an accounting and tax advisory practice serving individuals, high-income taxpayers, entrepreneurs, and family groups. Managed end-to-end accounting operations, tax compliance, and business structuring, and prepared complex individual, fiduciary, gift, and estate returns.

AC

Tax Accountant Manager

Advantage Rent A Car / E-Z Rent A Car

Jan 2015 - Dec 2018 (3 years 11 months)

Managed multistate tax and corporate compliance for operations across more than 30 states, including financial reporting support, audits, reconciliations, and sales and use tax. Partnered with finance and operations teams to resolve reporting and compliance issues.

Education

Degrees, certifications, and relevant coursework

UT

Universidad del Turabo

Master's Degree, Taxation

Master's degree in Taxation from Universidad del Turabo.

UT

Universidad del Turabo

Master's Degree, Finance

Master's degree in Finance from Universidad del Turabo.

UH

Universidad de Puerto Rico en Humacao

Bachelor of Business Administration, Accounting

Bachelor of Business Administration in Accounting from Universidad de Puerto Rico en Humacao.

Tech stack

Software and tools used professionally

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