Gregory Samford, Cpa Email & Phone Number

Austin, Tx, Us

London, England, Gb

London, London, Gb

Lightsource acquired 7X Energy and I transitioned to the Finance Director role for the US division of the company.➢ Responsible for the overall development, construction, and operational reporting for the USdivision of the company. Led a team of seven individuals between three departments.➢ Worked with the legal, structured finance, and accounting teams to verify all pertinent information was provided at financial close regarding development projects and ensured cash movement was reflected accurately between all associated entities.➢ Developed and reviewed quarterly financials for the US which involved consolidating over 75different entities and prepared variance analysis between actuals and budget to assist in identifyingoutlying and unplanned expenditures.➢ Ensured the US division had adequate cash and prepared and communicated all cash requests to the parent company resulting in timely vendor payments and successful project close timelines.➢ Led all development and liquidity reporting/forecasting between Lightsource and bp for the 7Xportfolio and compiled monthly cash needs and DSA invoice payments to bp.➢ Worked closely with the tax team in the UK to ensure all US tax reporting requirements were meton a timely basis.

Austin, Tx, Us

➢ Responsible for bringing all the accounting functions in-house from a 3rd party accounting firm.➢ Implemented an accounting process for the overall company by establishing a month-end close process, chart of accounts, various accounting schedules, and a budgeting/forecasting template for both the administrative and development sides of the company.➢ Consolidated financials between all companies quarterly/monthly for both internal and external reporting. Managed the A/R and A/P processes to ensure all invoices were paid timely.➢ Transitioned accounting systems to accommodate company growth which streamlined the consolidation process and dramatically reduced the annual accounting software cost.

➢ Led the Accounting and Finance for CREA Property Management, a new company established in January of 2018. Reviewed and distributed financials for ten operating properties and monitored budgets and forecasts for the overall management company. ➢ Maintained the Treasury Relationships and monitored all bank accounts/cash movement between CREA Management and its operating properties. ➢ Reviewed compliance with loan covenants and ensured timely payment of all invoices, including year-end property tax reporting.➢ Implemented policies and procedures for the accounting and finance functions of the company and established a set month-end close process.

➢ Managed the Investor Relation process by creating and distributing quarterly investor reports detailing investor contributions, distributions, capital balances and asset level detail. Led the implementation of and maintained the Cypress investor portal in Juniper Square.➢ Managed the Treasury Relations process with for all bank accounts, responsible for fee management, fraud prevention, and maintaining individual banking relationships. ➢ Assisted with establishing both construction and term loans and ensured the company complied with provisions within the agreements.➢ Designed projection models for all active funds to assist with internal cash management and projected capital calls and distributions.➢ Valued multi-family and development assets through Argus to create quarterly financials based off asset fair market values. ➢ Designed and maintained return schedules for all assets which were used to calculate final returns, peak equity, IRR’s and multiples, and constructed waterfalls to quickly calculate and assess the projected distributions to Cypress and its affiliates, breaking out the preferred returns, contributed capital, and promote.

➢ Compiled and analyzed monthly financials, annual budgets and forecasts for shareholders focusing on financial metrics including IRR, NPV, EBITDA, and future cash flows.➢ Assisted with a large refinancing, transitioning from a variable to fixed interest rate and acquiring a revolver to assist with future capital outlays. Created lender and rating agency presentations to highlight the improved debt/equity structure of the company.➢ Enhanced financial models and reports by creating files that extract information directly from the system saving time and allowing for more review and analysis to meet current reporting deadlines.

Dallas, Texas, Us

➢ Evaluated company business units’ performance through benchmarking and ratio analysis to determine areas of improvement, communicating findings to upper management.➢ Designed and analyzed monthly, quarterly, and annual budgets and forecasts for Hunt ConsolidatedInc. Evaluated financials and created an annual plan and monthly forecast which included a consolidated overview of company performance, highlighting projected earnings, cash flows, and discretionary cash flow available throughout the year.➢ Assisted with managing implementation of BPC, a forecasting and planning system in SAP, to better utilize and retrieve business unit information. Designed reports to systematically retrieve information, eliminating manual entry, and dramatically reducing forecast preparation time.

Dallas, Texas, Us

➢ Participated on a special project team to help with the acquisition of a large Texas based energy provider. Helped develop an acquisition plan to assist in the smooth transition of both financial and operational processes at closing. Recommended controls needed both prior to and after the acquisition. Formulated an audit plan to both align and compare controls and processes between companies.➢ Conducted enterprise-wide risk assessments to identify key operational and financial risks.➢ Formulated and recommended controls to mitigate identified risks and improve financial statement accuracy.➢ Supervised teams, developed audit programs, reviewed work papers and prioritized tasks to ensure audit objectives were accomplished prior to assigned deadlines.➢ Performed operational and compliance audits for various departments and industries.

Menlo Park, California, Us

➢ Managed consultants on multiple projects, assisting and improving their audit skills and industry knowledge. Reviewed audit work papers to increase consultants’general as well as detailed understandings of key processes.➢ Planned and led in-depth audits for a variety of industries and communicated findings to assist clients with identifying financial misstatements, reduce spending, and improve inefficiencies.➢ Documented high-risk and large cash flow processes and formulated RCM’s (risk control matrices) detailing risks, controls, and weaknesses. Recommended key operational and financial controls and assisted with implementation.➢ Tested and revised controls to assist clients with Sarbanes Oxley compliance. Discussed control weaknesses with client management and developed remediation plans to reduce risk exposure.

Bba, Finance / International Business

Masters, Accounting And Information Management