Gary Squire Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

$70M privately held healthcare management consulting firm. Provided strategic leadership and oversight of all financial planning, reporting, accounting operations, treasury, and risk management across the organization.• Successfully navigated pandemic with no loss of revenue or headcount. Partnered with leadership and clients to transition service delivery model from in person to remote. Recalibrated financial forecasts, implemented cash flow management initiatives to preserve liquidity, and maintained full transparency.• Helped firm grow revenue in excess of 1.5x during tenure. Implemented revenue management processes, metrics to track performance, identify opportunities and optimize revenue across streams. • Worked closely with investment bankers and partnership to market company resulting in sale at an attractive multiple. Led seller quality of earnings and due diligence, prepared comprehensive financial/operational reports and addressed buyer diligence requests. Managed post sale net working capital and debt adjustments.

Chicago, Illinois, Us

Lead accounting and finance for $110M privately held international consulting firm catering to the legal services industry. Oversee general ledger accounting for 3 business units, consolidation, budgeting and forecasting models, internal analysis, and monthly financial performance review with leadership. Manage partnership regulatory compliance, insurance, client and vendor contracts, and treasury. Supervise and direct the work of 12 staff. • Assumed and led implementation of NetSuite ERP and CRM modules achieving successful go-live first of the year 2019, inclusive of full data migration of accounting, client and vendor data from legacy systems. Returned ERP functionality to pre-implementation levels within 3 months post go-live.• Directed adoption of ASC 606 resulting in $5M adjustment to revenue, including technical analysis, establishing internal communication plan, revising policy and procedures, and managing internal stakeholders and external auditors.• Managed HBR’s first ever financial statement audit obtaining an unqualified opinion. Assessed financial records, internal controls, adherence to GAAP and ensured proper supporting documentation in preparation for external auditor fieldwork.

Chicago, Illinois, Us

Hired to assess financial infrastructure and address operational deficiencies resulting from significant organic and inorganic growth in recent years. Proactively performed strategic analysis and developed solutions to evolving, unforeseen business needs due to increasingly complex accounting and finance environment. Directed the work of 4 staff. • Partnered directly with client CFO’s to unwind sales tax of $1.5M from existing contracts. Assessed taxability of complex contract proposals educating leadership as to compliance requirements. Developed subject matter expert level understanding of sales tax through technical research and self-education. • Led change management process to address nuances of managed services business model. Aligned stakeholders and redesigned procedures related to forecasting, contracting, invoicing and compliance.

HBR CONSULTING LLCPartnered with CFO to assist with ERP implementation and roll out of new IT Managed Services business unit.• Created tax projection and developed strategy to minimize partnership tax liability, achieving $200K reduction from prior year. Improved accuracy and granularity of cashflow model ensuring adequate cash balances to execute strategy and maintain normal operations. • Collaborated with senior leadership to build initial stand-alone budget for new $28M business unit. Developed expense assumptions, cost allocation methodologies and data templates.KAPOWPartnered with VP Finance of unique $27.5M venture capital backed tech start-up in the corporate events industry to prepare for first time audit and ERP implementation. • Developed account reconciliation and month-end close processes. Recorded adjustments of $5.7M to general ledger balances resulting in a positive impact of $340K to net income.• Identified system and procedural issues negatively impacting revenue recognition. Collaborated with multi-department team to quantify issue, determine resolution and implement corrective action.• Maximized efficiencies through chart of accounts reduction, process streamlining and template creation. Identified resource deficiency and facilitated hiring of a senior level accountant to oversee daily accounting function.

Oak Brook, Il, Us

Led accounting/finance for $36M privately held national healthcare IT consulting firm. Partnered with and supported senior management in the identification, development and implementation of new programs and growth objectives. Ensured partnership regulatory compliance, including annual federal LLC, state and local income tax, payroll tax, personal property tax, and state escheatment. Managed treasury relationship and compliance with debt covenants and borrowing base; maintained adequate cash balances to fund operations leveraging line of credit as needed. Ensured proper internal controls and procedures in place to safeguard assets and maximize efficiencies. Supervised and directed the work of 7 staff.• Developed tax strategy and 6 month forecast model to minimize partnership tax liability, achieving $350K reduction in tax liability from prior year. • Implemented and reviewed weekly with senior management an improved forecasting model increasing accuracy, enabling multiple scenarios, and incorporating staffing requirements to service revenue.

Oak Brook, Il, Us

Managed accounting/finance function, including general ledger accounting, payroll, month-end close, and internal analysis/reporting as well as budgeting and forecasting models. Prepared and reviewed year-end workpapers for annual financial statement review, partnership tax return and firm valuation and served as primary resource for external accountants. Maintained effective treasury relationship and bank reporting to ensure line of credit debt covenant and borrowing base compliance. Compiled quarterly financial packet and reviewed key performance indicators, areas of concern and strategic planning with senior management. Developed and implemented internal control and process improvement initiatives. Supervised 4 direct reports.• Increased functionality of general ledger system implementing revised account strings to capture project and cost center, creating ability to perform detailed analysis on multiple levels.• Created and implemented monthly benchmark reporting to measure operational performance on a company, client project, and individual level providing greater transparency to senior management and increasing staff accountability.• Improved procedures and strengthened internal controls through the creation of procedural documents, internal reports and training materials achieving a 5 day reduction in time to generate month end client invoices and a 33% decrease in average time to collect client payment.

Atlanta, Ga, Us

Partnered with CFO to proactively restructure and rebuild accounting function statewide. Managed daily accounting activities as well as timely completion of month and year-end close, including annual tax filings, serving as primary point of contact for external auditors. Created and managed statewide budget of $45M and 320 staff consolidating 30+ submissions. Evaluated quarterly financial performance on a statewide basis, forecasted year-end results and prepared presentation to Executive Team, Audit Committee and Board of Directors. Strengthened internal controls through creation of detailed policies, procedures and conducted staff trainings. Managed a network of 16 accountants and supervised work of 4 department staff. • Designed more efficient and accurate annual budgeting process, creating automated templates, implementing zero-based budgeting by cost/profit center, historical trend analysis and review of forecasts against plan. Templates facilitated upload of budgetary data into GL for first time in organization history, improving functionality of system reporting by providing managers with increased financial performance granularity.• Created and implemented improved procedures and strengthened internal controls for fundraising events, successfully achieving a 50% reduction in revenue processing time for 200+ events held annually. Procedures subsequently adopted by National Office. • Developed an internal audit program and performed periodic audits of 15 regional offices to ensure adherence to operational procedures and proper internal control placement to safeguard assets, information and staff. Reviewed findings with regional management and developed strategy to implement recommendations.

Managed daily accounting function for $118M private-equity funded home improvement e-commerce start-up, 20% owned by Ace Hardware. Developed and implemented company-wide accounting policies, procedures, internal controls, and reporting. Supervised a staff of 3 direct reports.

Gb

Planned and performed financial statement audits of entities that included Fortune 500 consumer/industrial products companies and employee benefit plans, leading teams of 3 to 5 staff. Analyzed internal control environments, identifying areas for improvement and prepared client recommendations. Resolved issues with senior client personnel, managed expectations of both the client and the firm, and ensured the productivity and performance of the engagement team.

Bethesda, Md, Us

Performed financial statement audits, reviews, compilations and agreed upon procedures for the firm’s commercial, government and non-profit clients. Built a strong working knowledge of construction, non-profit and employee benefit plan audits.

Bs, Accounting

Education record