Greg Loe
- Role
- Interim Controller, VP Finance, or CFO Roles at Circle L Enterprises
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Greg Loe
Contact information: g•••••••@sbcglobal.net Experienced CPA. Revenue…
Experience
Interim Controller, VP Finance, or CFO Roles
Feb 2012 — Present
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
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