Rex Simmons
- Role
- Controller - Family Office Services at Apercen Partners Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Rex Simmons
Strategic Financial Leader & CPA/MBA with a proven track record of analytical finance & …
Experience
Controller - Family Office Services
Mar 2023 — Present
Outsourced 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.
Education
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting
2011 — 2013
Texas McCombs School of Business
Master of Business Administration (MBA)
2015 — 2017
SMU Cox School of Business
Bachelor of Business Administration (BBA), Accounting
2011 — 2013
Skills
- Financial Audits
- Accounting
- Bank Reconciliation
- Pivot Tables
- Microsoft Office
- Budgeting
- Financial Modeling
- Cash Management
- Negotiation
- Management
- Budget Forecasts
- Finance
- Financial Accounting
- Leadership
- Accounts Receivable
- Journal Entries
- Account Reconciliation
- Gaap
- Variance Analysis
- Vba
- Health Insurance
- General Ledger
- Income Tax
- Budgets
- Cost Accounting
- Public Speaking
- Invoicing
- Analysis
- Data Analysis
- Medicaid
- Nonprofits
- Access
- Managerial Finance
- Medicare
- Financial Statements
- Financial Reporting
- Valuation
- Microsoft Excel
- Cash Flow
- Accruals
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