Trey Moebes

About Trey Moebes

Dynamic and results-driven ACCOUNTING and TAX EXECUTIVE with extensive global experience in M&A due diligence, process optimization, and strategic planning. Expertise in leading cross-functional teams to enhance operational efficiency and drive revenue growth. Proven track record of success in corporate tax restructuring, ERP implementation, and post-acquisition integration. Skilled in financial analysis and risk management, with a focus on maximizing tax benefits and optimizing compliance. CPA-certified with a Master\'s in Accounting and a history of leadership roles in Fortune 500 companies. Committed to delivering innovative solutions and fostering collaborative relationships for sustainable business success.

Experience

1. Senior Vice President, Accounting and Tax

   Stewart Title

   Sep 2020 — Present

   Leadership & Strategic Oversight: Directing Operational Accounting, Policy Services, and Corporate Tax departments during a period of high acquisition activity-ERP Implementation: Spearheaded the implementation of an ERP system as Executive Sponsor, enhancing operational efficiency- M&A Due Diligence: Led due diligence efforts for tax and accounting departments across 40+ acquisitions in 36 months- Strategic Tax Advice: Provided pre-LOI tax advice to the CFO and M&A team, assessing acquisition structures for tax implications- Process Improvement: Implemented process improvements, decreasing turn time and increasing accuracy and transparency in accounting function- Integration Management: Successfully integrated acquisitions from both tax and accounting perspectives, collaborating with retained management- Financial Reporting: Developed post-acquisition purchase accounting compliant with GAAP and Tax standards.

Education

• Trinity University

  Bachelor of Science (BS), Business/Accounting

  1999 — 2003

• Trinity University

  Master's degree, Accounting

  2003 — 2004

Skills

• Income Tax
• Sarbanes-Oxley Act
• Financial Accounting
• International Tax
• Us Gaap
• Due Diligence
• Internal Audit
• Corporate Tax
• External Audit
• Auditing
• Accounting
• Gaap
• Tax Accounting
• Financial Analysis
• Internal Controls
• Sec Filings
• Tax
• Financial Reporting
• General Ledger
• Tax Research
• Cpa