Christopher Hallborg, Cfa, Cpa Email & Phone Number

Houston, Texas, Us

• Integration of 8 acquisitions that resulted in 5X revenue growth into one ERP without adding any additional headcount to the GL Team• Partner with FP&A on reporting to sponsors and management, including budget vs actual, proforma financials and other ad hoc requests• Lead quarterly and annual lender reporting and compliance• Manage and support income tax service providers to prepare and submit tax extensions and returns• Partnered with Engineering Team to obtain a $3.2M R&D tax credit available for TY2023• Finalization of acquisition closing statement settlements and recovering amounts available under the agreements, including a recovery of $500K for excessive CEO compensation• Overhaul of sales and use tax processes to bring acquired entities into compliance, and strategic submission of VDAs to mitigate future risk• Engage and support consultants for tax work related to acquired NOLs, transaction costs, and interest capitalization• Negotiated with ERP service provider to reduce price from original offer resulting in annual savings of $100K/year for three years• Advising Corporate Development Team on potential financial risks of targets that require additional due diligence

Houston, Texas, Us

• Oversee the GL Team and maintain the general ledger to ensure the financial statements are in compliance with US GAAP• Train and mentor the GL Team to take on new tasks and improve/automate processes, including the implementation of the fixed asset subledger in NetSuite to replace asset tracking in Excel• Prepare quarterly financial reporting and other required documentation for lenders, including GAAP and non-GAAP information with MD&A• Review quarterly reporting to private equity investors• Prepare trial balance and coordinate the preparation of audit requests, including the tax provision, for external auditors• Draft financial statements and review footnotes for annual audit• Primary contact for third-party service providers to ensure compliance with income tax and sales tax obligations• Prepare monthly GAAP P&L analysis and present to FP&A• Record purchase price accounting adjustments and integrate accounting for seven acquired businesses with annual revenues totaling ~$270M• Provide quantitative and qualitative information used in valuations of acquired businesses• Assist FP&A with budgeting and other ad hoc requests• Assisted with quality of earnings review used to generate investment in Symplr from a leading private investment firm

Dallas, Tx, Us

• Explain changes in the consolidated balance sheet• Review Corporate Expenses and Other Income & Expense for accuracy and explain changes versus PQ and PY• Serve as key point of contact for assistance to Shared service center (SSC) in Poland with ~50 accountants• Transitioned accounting work of ~10 accountants from CH2M Denver HQ to Jacobs Dallas HQ and SSC• Run calls/communications with international teams to coordinate quarterly close• Responsible for restructuring and integration activities and quarterly reporting• Oversaw held-for-sale accounting adjustments for restructuring and compensation-related liabilities for divestiture of ECR LOB• Track month-end close status of general ledger and communicate to VP• Review quarterly top-side adjustments for US GAAP compliance

• Managed over 50 people at the DFW headquarters which includes the general ledger, billing, AR, AP, PP&E and payroll functions• Met with each accounting function to understand the issues they were facing and created a plan for remediation• Consolidated 19 payroll locations into 3, creating significant downstream efficiencies for the GL and Treasury teams• Identified internal control failures and proposed remediation• Reviewed facility and equipment leases for implications resulting from the new IFRS 16 leasing standard

Westlake, Texas, Us

• Responsible for all accounting functions of a $420 million US-based technology company with subsidiaries in Canada, Mexico, Brazil, China and UK• Managed a team of over 45 people in the US, Mexico and Brazil, along with external accounting/compliance firms• Ensured revenue was recorded in accordance with ASC 605 and 985-605, including multiple element arrangements, software revenue recognition, and determination of VSOE and BESP• Reduced time to complete the annual audit by three weeks• Reviewed and provided feedback to external valuation team preparing investment valuations for privately held investments valued at $50 million, including a pre-revenue investment in a technology startup• Prepared and reviewed memos on revenue recognition, investment valuation, complex partnerships, warrants, and annual impairment memos for PP&E, intangible assets and goodwill• Assisted and advised FP&A team on budgets and forecasts for EBITDA and cash• Coordinated the valuation of a $21 million asset acquisition of a Canadian business with EY • Advised on implementation of Oracle Multi-Currency Accounting module and Canadian general ledger• Reviewed quarterly and annual reporting for the board and lenders

Westlake, Texas, Us

• Served as interim Controller starting in February 2017 with oversight over all accounting functions including the general ledger, billing, AR, AP, inventory, PP&E and payroll• Reviewed consolidations of domestic and foreign subsidiaries including intercompany sales of inventory, loans, offshore R&D and cost-plus arrangements• Prepared quarterly reporting for lenders including GAAP and non-GAAP information with MD&A• Reduced “bad” turnover from over 40% to 10% through team-building events and recognizing individual employees’ contributions• Cross-trained and created efficiencies/redundancies while lowering the domestic accounting team from 39 to 34 people• Served as primary contact for quality of earnings review performed by EY• Created a more efficient process to account for the capitalization of internal labor on CIP projects thus saving 2 days of work for the accountant• Improved processes for updating standard costs and monthly inventory overhead adjustments resulting in more accurate accounting and allowing FP&A to forecast the adjustments• Trained staff on accounting for revenue under multiple element arrangements and reviewed results• Improved accuracy of recurring revenue forecast to be within +/- <1% for the FP&A team• Prepared confidential stock-based compensation schedules to be accounted for under ASC 718

Westlake, Texas, Us

• Built a team of accountants to transition the accounting from San Diego to Dallas• Integrated the accounting of two acquisitions with $80 million in revenue into Omnitracs• Trained and mentored 8 general ledger accounting staff• Implemented Trintech Cadency software to create a workflow review process of account reconciliations and gain efficiencies in the month-end close process• Managed the month-end close process from end to end• Reduced the month-end close from 10+ days to 5 days• Managed the general ledger to accommodate various reporting objectives, including US GAAP reporting, management reporting, and EBITDA• Prepared annual GAAP financial statements and footnotes

Westlake, Texas, Us

• Performed carve-out accounting and financial reporting for periods under Qualcomm ownership• Allocated the $800 million valuation of Omnitracs with external valuation team when purchased by Vista Equity Partners• Created the Omnitracs purchase price allocation adjustments in accordance with ASC 805

San Diego, Ca, Us

• Performed the month-end accounting close duties for balance sheet accounts for the Omnitracs business• Researched complex accounting transactions and created memos to be used by other accounting personnel and external auditors• Reviewed sales contracts and accounted for $300 million in revenue for compliance with ASC 605, including multiple-element arrangements• Evaluated contracts for potential accounting implications• Prepared data used in SEC disclosures, including footnotes and MD&A• Reviewed internal control documentation for compliance with Sarbanes-Oxley

• Performed the month-end accounting close duties for two subsidiaries with combined annual revenues of $12 million• Accounted for revenues in accordance with ASC 605• Analyzed information and created reports for executive decision making• Assisted with preparation of budgets and forecasts, and carried out variance analysis• Prepared data used in SEC disclosures, including footnotes and MD&A• Reviewed 10-Q and 10-K reports for completeness and accuracy• Researched complex accounting transactions and reported findings to the Chief Accounting Officer, such as ASC 420 – Exit or Disposal Cost Obligations and ASC 845 – Nonmonetary Transactions• Reduced the costs of outside consultants by volunteering to internally test internal controls

Irvine, California, Us

• Initiated, planned and executed day-to-day activities of audit engagements of companies in various industries, including medical device, technology and manufacturing industries• Corresponded with client personnel to gather required audit information on a timely basis in order to meet deadlines• Managed and provided on-the-job training for up to three junior staff on each engagement• Prepared and tested audit documentation supporting balances and reconciliations• Analyzed balances for trends and examined variances from expectation• Tested client-prepared adjusting journal entries and proposed adjusting journal entries for variances identified• Performed detailed testing in the following areas: o Revenue Recognition: tested for compliance with ASC 605o Inventory: tested valuation, capitalization of direct labor and overhead costs, reserve analysis, and cut-offo Fixed Assets: tested capitalization, capital leases, and examined for potential impairmento Software: tested capitalization under ASC 985-20 and revenue recognition under ASC 985-605o Debt: tested for compliance with ASC 470-50 and ASC 470-60o Equity: examined equity transaction agreements, tested warrant derivative liabilities for compliance with ASC 815 and ASC 820, tested preferred stock under ASC 480-10o Stock-Based Compensation: tested for compliance with ASC 718o Consolidation: tested for compliance with ASC 805 and ASC 810-10 o Goodwill & Intangibles: tested for compliance with ASC 350 • Researched accounting and auditing matters to determine appropriate treatment and documented findings in memos for manager and partner review• Reviewed and analyzed financial statements and note disclosures for completeness and accuracy, including public company 10-Q and 10-K reports

Gb

• Demonstrated ability to quickly learn new tasks through exposure to a wide variety of companies, industries and audit procedures• Identified and communicated audit and accounting issues to managers and partners• Prepared internal controls documentation, performed walk-throughs and tested controls for Sarbanes-Oxley compliance

Bachelor Of Commerce, Finance

Bachelor Of Arts, Economics