Greg Loe Email & Phone Number

Consultant / Interim Executive positions in privately held companies. • Provided financial reporting, process and procedure improvements and ERP reporting system implementation support for a $350 million private equity backed global company.• Turnaround / recapitalization assignment for private equity owned international software and service organization.• Restatement of 2013 financials of a Latin American business processing outsourcing company in order to meet U.S. GAAP for annual audit and 2014 operational performance reporting.• Revamped manufacturer's fixed price contract job costing processes and streamlined percentage-of-completion revenue recognition method.• Replaced fired CFO in turnaround of PE owned software integration & management service company. • Cleaned up 2013 and 2014 financial activity of a privately held telecom company. Company was sold to a publicly traded company. Retained by acquirer until year end.• Cleaned up 2014 / 2015 financials of medical services company after controller's departure.• Contract CFO. Cleaned up 3 years of financial activity for rapidly growing, privately held company in preparing company for sale. LOC loan process with commercial bank. Met reporting needs of investment bankers. 2016 budget.• 1 year contract for a recently purchased PE backed software development / B2B / SAS company. Revised revenue recognition for software and implementation services (ASC 605). Purchase price accounting.• 1 year contract for a PE backed healthcare company. Primary focus was on-boarding recently purchased medical practices into the company's financial reporting process. Cash management.• 11 month contract with software company (healthcare). ASC 605 / 606. SOX. Annual audit. Division was sold and controller position eliminated.• Interim VP / Controller for software (cybersecurity) company for 7 months. 4 separate audits.• Interim VP Finance & Accounting for a global SW / HW (telecom) provider for 5 months

Venture capital backed software development company headquartered in Texas with wholly owed subsidiaries in India, China, Canada, Finland, Australia and the UK. Company went public (IPO) and was then bought by Mitel Networks Corp.• Monthly financial consolidations and closes.• Prepared monthly financial statements and professional reporting package used in Board of Director presentations.• Annual audits.• Revenue recognition issues for deferred revenue and deferred cost during software & hardware implementation projects as well as ongoing maintenance and support for international and U.S. based cellphone carriers.• Managed FAS 123R Stock Option Accounting calculations and reporting.• Tax compliance U.S. Federal, international, state and local requirements.• Transfer Pricing issues between operations in various countries. • Lender’s monthly debt covenant package plus semi-annual audits conducted by bank's auditors. • Authoring accounting policies and procedures to meet GAAP requirements for this 6 year old software development company.• Proactively provided analysis and recommendations to improve productivity and profitability to the business leadership.• Lead successful Oracle ERP implementation, transitioning from QuickBooks.• Responsible for treasury / cash management, 401K Federal compliance & reporting, IT issues and insurance.

Addison, Texas, Us

A $172 million revenue private equity owned medical transportation company (100 helicopters & fixed wing aircrafts) with 75 bases in 18 states. Company sold to Air Methods Corp.• Provided technical financial reporting and tax expertise support to CFO. • Provided financial analysis to President/COO on various operational issues in an effort to increase revenue stream from front line service personal while cutting unnecessary costs out of 4 divisions and their 76 locations.• Prepared annual budget and capital spending program base on revenue forecasts provided by Regional VPs. • Compiled presentation information utilized by CFO & CEO for presentations with private equity owners and outside lending group.• Managed monthly analysis of Regional VPs' monthly business performance for CEO.• Lead financial M&A due diligence efforts on acquisition targets.

Provided consulting services to: 1). one publicly trade manufacturer (steel containers); 2). two privately held manufacturers (electronics and auto parts); 3). one private equity firm with real estate investments; and 4). three service companies (telecom/datacom, asset based lender and medical transportation services).

Us

Performed all controller level responsibilities for this publicly traded (foreign owned) company. Company develops software and manufactures electronic equipment that is sold to the U.S. Department of Defense (FAR), other U.S. prime defense contractors, and foreign countries (or foreign contractors) after export licenses are granted by the DOD (Department of Defense)

A $2.6 billion manufacturing and service company providing ATMs, bank vaults, security systems and election systems.• Responsible for all controller level duties for three separate legal entities (2 US and 1 Canadian), located in 6 geographically disbursed locations, that were consolidated monthly prior to submission to Diebold Corporate. • Supervised a multi-location accounting department consisting of 4 managers and their staffs.• For monthly performance calls with Ohio based Corporate CEO & CFO: prepared monthly P&L reforecast updates, reported prior month’s financial variances (revenue & costs) and provided action plans to correct deficiencies.• Prepared all cost models and approved pricing responses for all contract proposals to assure compliance with P&L forecasts for various types of equipment, software and service sales.• Installed Windows based ERP system to monitor operational supply chain as well as provide financial reporting. • Controlled warehouses, logistics department and treasury functions due to the independent nature of this wholly own subsidiary of Diebold, Inc.

• Responsible for financial and tax accounting solutions to partnership in real estate development business. We sold residential lot developments and commercial pads to publicly traded builders located in Dallas-Fort Worth market. • Established contacts with various elected officials (city councils and county commissioners) and their staffs in 6 counties around Dallas/Fort Worth Metroplex.• Managed operational processes necessary to get zoning approval, platting approval, street and/or utility easements and tree ordinance/mitigation plan approval, etc. to our various developments. • Established and maintained separate operational / financial reports on multiple construction projects.

Controller for technical services (500+ employee division), which consist of data centers, telecom network services, software programming and data storage management staffs, professional services and software (vendor) procurement.• Reviewed new turnkey project proposals and related fixed priced financial cost models to assure that all costs relating to technical services’ operating requirements were represented, allocating shared costs with other divisions.• Allocated projects’ costs and revenues, based on terms of signed contracts, assuring that revenue recognition requirements under SOP 81-1 (percentage of completion) or SOP 97-2 (software revenue recognition) were met.• Identified and implemented $755K in cost savings in first nine months of employment through procurement negotiations with vendors, lease vs. buy analysis of new equipment and favorable GAAP reporting opportunities.• Managed monthly financial closes, profit & loss variance analysis, annual operational budgeting/capital spending commitments, quarterly reforcasting, and projected profitability/cost analysis of individual customer contracts.

Controller for a group of privately held corporations which consisted of truck dealerships and a asset base financing and leasing company.• Converted 1994 and 1995 cash basis financial statements to GAAP financial statements allowing company to complete two annual audits in four months to meet the lending covenants of our various capital sources.• Provided financial M&A due diligence support to CEO and CFO during $200 million 1997 acquisition.• Prepared monthly consolidated financial statements of all companies.

Houston, Texas, Us

One of eight member team that prepared company's annual reports for SEC filing and investor public as well as quarterly external and internal financial statements. • Team was primary contact with outside auditors. • At Corporate External Reporting - Assisted stragetic business units' controllers by providing support to proposal teams, resolved GAAP issues on acquisition targets, new customer contract proposals and revenue enhancement efforts on existing contracts.• As coster/financial analyst in EDS's Health Care SBU - Provided financial (cost & pricing) support for various sales teams and business leaders on large customer proposals using Monte Carlo/multiple scenario techniques.• Established cost/price proposal guidelines which followed U.S. Government procurement regulations (FAR) and government cost accounting standards.

Master Of Professional Accounting, Financial Reporting And Tax Compliance

Bba, Accounting