Rex Simmons, Cpa, Mba Email & Phone Number

Palo Alto, California, Us

Provides tax and accounting solutions for various family offices and HNWIs.Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Specializing in the areas of venture, hedge, and private equity partners, entrepreneurs, and corporate executives, Apercen’s core is grounded in aiding clients in maintaining their wealth and property through responsive and insightful tax planning.

Dallas, Texas, Us

Dallas, Texas, Us

• Served as Finance Project Manager during sale of TAC Air to Signature Flight Support, operating as main accounting contact. Compiled financial data for Quality-of-earnings reviews, including working capital adjustments and adjusted EBITDA.o Was routed all due diligence inquiries during bid process, providing financial data/support for questions around SG&A expenses, insurance and PP&E. o Updated rolling adjusted working capital on a monthly basis approaching close, providing accurate adjustment.o Identified EBITDA add-backs related to aircraft damage accruals, allocations, and equipment lease expense, adding over $50mm to final purchase price.o Consulted/worked with buyer M&A, Tax, Due Diligence and Legal advisors regarding integration of TAC Air with SFS’s existing operations. Assisted in converting airport lease accounting to IFRS standards used by SFS.• Managed investment accounting for over $80 million in AUM, including publicly traded and private equity investments. Improved month-end close process through implementation of various financial models and templates.• Became SME on federal and state environmental programs related to wholesale fuel distribution and RINs. Prepared compliance reporting in accordance with state/federal guidance. Wrote SOPs related to how compliance reporting should be completed, ensuring that any created obligations be limited and minimal. Compliance programs include Lower Carbon Fuel Standard (LCFS), Cap-and-Trade (CCA), Alternative Diesel Fuels (ADF), California Green House Gas, and RFS (EPA). • Analyzed and implemented continuous improvement plan for TACEnergy’s Bulk Trading accounting. Implemented technical guidance for CCA and LCFS credit programs, including recording credits to FMV, accrual and recognition of accrued liability and respective gains/losses on Income Statement. Trained accounting staff on new month end close procedures, serving as primary resource for re-engineered bulk trading accounting process.

Dallas, Texas, Us

Gattaca is an international provider of IT and Engineering consulting solutions with annual revenues of $1B (Parent company in UK).Specially recruited to spearhead financial planning and analysis to drive double-digit business growth across Gattica’s emerging markets spanning the U.S., Canada and Mexico. • Direct a diverse, multi-locational team of 8 professionals including 2 Controllers, a Senior Accountant, Staff Accountants & Payroll Specialists. • Head complex Financial Reporting for 6, distinct general ledgers and created advanced Excel Financial Models utilizing sales/CRM data, developed discounted cash flows, and bolstered Gattica’s balance sheet/financial statement position to poise the company for growth through acquisitions.• Strategized a sales commission plan to incentivize high performers and to drive sales success: This included a budget that rewarded high-revenue regions (Multi-million-dollar annual budget for salaries, IT Infrastructure, and System Support - 50 Salespeople). • Transformed the back-office Finance function by restructuring the department and hiring qualified staff: o Implemented all staff improvements without increasing staffing expense, reduced frequency of payroll errors by over 90%, and cut excess SG&A by 20%. • Upgraded current systems to improve reporting, automation and transparency of various back office processes. Introduced and implemented new payroll solution (ADP WorkforceNow) and Timekeeping/Billing systems (BigTime). • Improved DSO 40% YoY through leveraging the new billing system. Resulting DSO improvements increased working capital by over 400%, positioning the organization to repay debt and undertake new capital investments.• Streamlined month-end close through redrafting of entire month end close checklist, reducing close timeline by 50%. • Increased the accuracy of monthly forecasts by over 30% through implementation of various KPIs/sales activity, and improved the annual budgeting process.

Naperville, Il, Us

GEE Group is a family of companies active in M&A of staffing firms specializing in IT, Accounting and Engineering with annual revenues of $200M and over 1,000 contractors/consultants worldwide. Joined GEE Group during a high-growth phase and held various roles with increasing general ledger accountability ($27M to $200M over three years). Integrated operations and acquired new staff following multiple acquisitions and co-facilitated an increase in company value by 400%. Began as Controller for Paladin Consulting, a $27M GEE subsidiary: Ended as Director of Revenue for GEE.Director of Revenue Cycle (2017)• Established shared service center operations, saving the company a total of $500k across two entities following GEEs purchase of SNI Companies: reduced duplication of efforts related to insurance expenses, 3rd-Party IT Support Services, Corporate Debt Insurance Expense, and other office-related administrative expenses. • Led post-merger restructuring, acquisition of new finance staff (6 employees in revenue recognition, corporate billing, and cash collections), and integration of financial systems into Microsoft Dynamics/Great Plains. • Consolidated CRM Business Analytics (Bullhorn CRM) to central, group-wide reporting of sales data, KPIs, conversion ratios, profitability metrics, billing and other sales-based metrics. • Assumed CFO responsibility upon the resignation of the CFO of Access Data Consulting Corporation, another division of GEE group attributable to over $20M annually in sales and over 100 consultants. Managed Accounting and HR staff.• Strategized steps to improve analysis for profitability, including ‘Stop Light’ reporting for Sales staff. Worked with the COO to drive large profitability initiatives for sales staff to succeed.

Dallas, Texas, Us

Staffing/consulting firm specializing in IT services with annual revenues of $27M. Acquired by GEE Group (NYSE MKT: JOB) on 1/1/16• Served as leading financial officer for subsidiary and corporate financial officer, assisting in financial reporting and consolidation of other GEE acquisitions.• Collaborated with GEE and external auditors, post-merger, to ensure SEC reporting compliance by guiding auditors through three-year audit requirements and conducted effective audit procedures to ensure timely filing of 8-K/A.• Consolidated accounting procedures of Paladin with GEE to ensure accurate financial reporting, improving Paladin EBITDA by 400% YoY by enacting post-merger synergies, cost cutting measures and working with Paladin COO to grow workforce.

Dallas, Texas, Us

• Provided strategic direction for an organization that generates $27M in annual revenue and managed all general ledger activity, including invoicing, payroll and accounts payable with a focus on improving month-end closing procedures.• Created annual budgets and forecasting, introduced internal controls for onboarding of all new business, improved funding request processes, and handled all IRS transactions.• Worked with CEO and CFO of General Employment Enterprises in their due diligence of Paladin for potential sale on 1/1/16, communicating Paladin’s financial position and the strengths of purchase. • Consulted various divisions of GEE, post-acquisition, and consolidated operations from acquired companies by reviewing company staff, processes and financial reporting. Reduced SGA of acquired companies by 25% through cost/operating efficiencies obtained through staff restructuring and process rewriting.• Reduced DSO by over 20%, adding over $400K in working capital to the organizations balance sheet. Accomplished this through strategic process of working with customers to pay down outstanding receivables in a timely manner.• Provided strategic vision to business by utilizing BI tools to highlight most profitable future projects through analysis of various inputs. Resulted in increase of project acquisition rate by over 22%

Irving, Tx, Us

• Facilitated the relocation of the Healthplan division from old corporate headquarters in Houston, TX to Irving, TX.• Shadowed 4 employees, pre-termination, and documented their processes, trained 5 newly hired staff in Irving, and became head authority over all healthplan billing and cash collection for entity with annual revenues over $500M.• Prepared month-end accruals and variance analysis for Christus Spohn, a health system with nearly $1B in assets and $700M in annual revenue, including managing month-end close procedures for 2 community hospitals.• Reduced time and complexity of the financial review process by over 30% by implementing financial models utilizing BI tool in Hyperion Financial Management (related to consolidation of financial reporting of hospitals). • Utilized analysis and effective audit procedures to infer reduction in expense accruals due to historical errors. Added back over $50 million in GAAP income through more accurately reporting estimated SG&A expense.

Texarkana, Tx, Us

• Streamlined tasks such as daily revenue reports for each department, inventory, cash flows, and journal entries using programs such as Lawson and Meditech. • Utilized Excel by implementing various methods of analysis (revenue analysis, month-end closing, capital expenditure valuation) to assist CFO with decision making.• Personally audited the inventory and operations of departments, including engineering, ER, OR and supply chain. Provided accurate results through the use of sample testing, testing of internal controls, and petty cash audits.

Master Of Business Administration (Mba)

Bachelor Of Business Administration (Bba), Accounting

Bachelor Of Business Administration (Bba), Accounting