Walt Shepard, CPA

aczdkh@r.postjobfree.com

832-***-****

PROFESSIONAL SUMMARY

Hands-on financial executive (CPA) with thirty years of business experience in various industries, including oil and gas, software development, financial transaction processing, non-profit, healthcare and public accounting.

STRENGTHS AND EXPERTISE

Corporate Governance Senior Management Finance and Accounting

• Private Equity Relations

• Shareholder Relations

• Share

Trustee/Management

M&A

• Due Diligence

• Acquisition Integration

Banking

• Banking Relations

• Capital Funding

• Compliance

• Strategic Planning

• MBO

• Team Building

• Mentoring

Operations

• Project management

• Risk Management

• Human Resources

• Compensation Plans

• Group Benefit Plans

• Financial Reporting

• GAAP Compliance

• Financial Planning and Analysis

• Cash Management/Treasury

• Budgeting and Forecasting

Legal and Regulatory

• Contract review

• Litigation

• Labor

• Non-competes

• Alliances

• Tax planning

EMPLOYMENT

2014-2016 Chief Financial Officer – JP Services

CFO of a midstream energy services company providing strategic financial vision and growth. Working in conjunction with the CEO in all aspects of business development, contracting, capital management and operations. Assisted the CEO in initial business development team hiring, goal development and incentive plans. Initiated first strategic planning and financial planning processes. PE and Board support for capital. Implemented ERP and company Benefit plans. Managed various successful litigation matters. Prepared all financial statements and forecasts. Worked with Auditors and Tax firm on all filings.

2002-2014 Senior Officer- Corporate Controller - TRE Financial Services Portfolio Companies: Intellitax Software Solutions, Santa Barbara Tax Products Group, TranDotCom Payday Software Solutions.

Six years as a senior finance and accounting officer and six years as controller of a holding company with private equity partnership having a portfolio of investments in software development and financial transaction industries. Consulting with the CEOs and providing overall financial and operational guidance. Responsible for all finance, accounting, human resource, and technology groups. Completed due diligence and modeling for acquisitions and as a seller (six in total). Planned and assisted in the implementation of a Microsoft code based enterprise software. Strengths in analytics, modeling, process and personnel management. Prepared all financial statements, forecasts, and models. Worked with Auditors and Tax firm on all filings. Walt Shepard

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2001-2002 Consultant, Clayton Biltmore & Company

Primarily performing contract compliance, valuation, and reviewing and recommending changes to client procedures surrounding contract management. This involved close client and vendor contact. I assisted in the planning and staffing assignment and coordination. Our findings resulted in $3.5m in additional revenues. Reengineering recommendations were in the initial phases of review by the client. 1986-2000 Director of Finance, NACE International (501c3 Non-Profit) Vice-President of Finance, AHN Health Systems

Controller, Staffing Resources

Manager, Secomerica

Fourteen years of significant management experience with responsibilities for all of finance, accounting, human resources from public companies with SEC filings and a not-for-profit international association.

1984-1986 Auditor, Price Waterhouse

Assisted in Financial Audits of publicly traded and privately held clients. Resigned to accept an offer from a client (Secomerica). Also involved in audit/special project work for St Joseph’s and Medical Service Company of America. EDUCATION

1984 Bachelors of Business Administration - Accounting, University of Houston CERTIFICATION/AFFILIATIONS

2012 CGMA - American Institute of Certified Public Accountants 1987 C.P.A. - State of Texas

1986 American Institute of Certified Public Accountants TECHNOLOGY NetSuite, Sage, Navision, AXAPTA, Dynamics Great Plains, Solomon, Platinum, FRX, Peachtree, QuickBooks, Excel, Word, PowerPoint

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