Accounting Manager Back Office

FRED SHEPARD

********@*****.*** **** Countryside – Carrollton, TX 75007 214-***-****

A proven financial leader offering expertise in driving significant and sustainable top line contributions via organic growth and M&A activity. Leverage detailed understanding of accounting and financial systems to streamline fiscal operations, improve reporting, and optimize ROI. Handles investor and banking relationships, builds and develops teams from the ground up, and introduces strong financial controls and process improvements that lift profitability. Core Strengths: Financial Analysis & Management – Team Leadership – Communications – Process Improvements Budget Preparation – Forecasting – P&L – Operations – Financial Modeling – Cost Controls Quality Controls Financial Systems Implementation – Startups & Turnarounds M&A Due Diligence & Integration – Contract Review SOP 81 1– SOP 97 2 VSOE Revenue Recognition

Selected Career Highlights

Successfully positioned Paragon Healthcare for sale to venture capital group in Q3 2020

Built Accounting team from 3 employees to 10 as revenue grew from $50M to nearly $1B over the last 10 years at Paragon Healthcare.

Transitioned from local CPA firm doing audit and tax to Big 4, with audit while reducing time to complete audit from 5 months to 3 months.

Turned around poor financial performance and restored profitability for ePartners by reducing SG&A cost from

$14M per year to $4M per year; streamlined back office functions, improved technologies, and cut bad debt.

Integrated M&A Targets of ePartners allowing for consolidated reporting, consistent sales and consulting comp plans, and reduced administrative staffs. Consolidated real estate in strategic markets.

Introduced a close process at ePartners that allowed preliminary financial statements to be distributed within 6 business days of the end of the month and final packages to the board by the 15th calendar day of the month.

Participated in multiple rounds of funding for ePartners, securing $35M in 2000, $25M in 2005, and $10M in 2008; financing sources included venture capital, subordinated debt, and new bank revolvers and term debt.

Directed $100M inventory for CellStar Corp and improvement management by reviewing and reducing excess and slow moving inventory by 25%.

Professional Overview

PARAGON HEALTHCARE, INC. 2013 2023

Chief Administrative Officer/Corporate Controller/Director of Treasury

Directed P&L for $1B national healthcare Infusion business

Built accounting team from 3 to 10 while revenues grew from $45M to $1B

Moved from local firm to Big 4 in 2016 while reducing the audit time from 4.5Months to 3 months

Successfully moved financials from Peachtree to Dynamics GP with 20 companies with multicompany fully integrated with in house payroll for 9 of those companies

Performed due diligence of than 10 acquisitions, and fully integrated them into Dynamics GP

Transitioned treasury from regional bank to national bank while securing $245M credit facility FRED SHEPARD

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Professional Overview continued…

2011 2012

Financial Advisor

Led financial integration of ePartners systems and personnel into Tribridge operations; supervised monthly analysis and upload of financial transactions into the Tribridge system.

Adjusted time collection from monthly to week to facilitate weekly billings and improved cash collections.

Prepared Revenue schedules for local law firm

Prepared financial model and projections for start up Technology company EPARTNERS INC. 1999 2011

CFO (2007 2011), VP Finance/Controller (2003 2011)

Directed P&L for $100M International software reseller and consulting firm of Microsoft’s Business Solutions

(previously Solomon, Great Plains and Axapta), Epicor, SalesLogix, Sage and ePartners MD proprietary software; restored profitability for the operation and facilitated a smooth transition in the sale of the business to Tribridge Holdings LLC in 2011.

Insured the correct accounting for ePartners MD software (software allowing clinical systems to connect to financial systems)

Established a $5M line of credit with Silicon Valley Bank and $4.5M line of credit with Square1 Bank.

Served as key point of contact for external auditors, 401(k) investment companies and bank relationships.

Restored profitability for the operation and facilitated a smooth transition in the sale of the business to Tribridge Holdings LLC in 2011 and the subsequent integration of the two companies.

Promoted to oversee financial and accounting functions for a $100M revenue generating operation; created budgets, forecasts, and financial reports for VC firms, banks, management, and board members.

Generated a full monthly financial package for board members, investors, and other interested stakeholders.

Created automated commission statements and incentive plans for salespersons and billable consultants.

Administered multiple upgrades of the accounting systems and oversaw several restructurings of the business that involved changes in the financial reporting structure.

Created London (UK) subsidiary and provided all financial reporting and support for that operation

Reviewed revenue for SOP 81 1 and SOP 97 2 compliance. Analyzed for VSOE compliance. Accounting Manager (1999 2002)

Built and developed a back office team of highly dedicated individuals that became the core back office operation for more than a decade, handling 30 acquisitions and integrations.

Grew team from scratch and optimized manpower through automation and controls.

Oversaw design and upgrades of accounting system.

Reviewed revenue for SOP 81 1 and SOP 97 2 compliance. Analyzed for VSOE compliance. CELLSTAR CORP. 1998 1999

Inventory Accounting Manager/Senior Accountant

Managed a ~$100M inventory for US operations and supervised the inventory accounting staff.

Provided information for 10Ks and 10Qs and work extensively with external auditors.

Oversaw physical inventory counts with external auditors and handled special projects for Controller/CFO.

Trained and managed replacement Senior Accountant.

Completed split of corporate and US region during restructuring; created new charts of accounts and subaccounts and revamped classifications for employees, property, and equipment. FRED SHEPARD

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SIGMA TECH INTERNATIONAL CORP. 1993 1998

Accountant/Operations Manager

Directed 20+ employees for accounting, purchasing, and production functions.

Prepared budgets, forecasts, and monthly financial statements; audited financials records once per year.

Developed and implemented a job costing system to track labor and material costs on a project level basis.

Lead upgrade of accounting and manufacturing software packages from Lotus to Peachtree. Prior: EAST TEXAS COMMODITIES RETAIL COMMODITY BROKERAGE, Broker/General Partner: Formed partnership for retail commodities future business; handled financial records, government reporting, and partnership tax filings. SOUTHWEST SECURITIES INC., Broker/Accounting Clerk: Teamed with statistician for programming in BASIC/Lotus; maintained historical data and provided trends analysis in addition to accounting of all client transactions. Education & Credentials

BBA, Accounting – STEPHEN F. AUSTIN STATE UNIVERSITY Technical Skills: MS Dynamics SL and GP, JD Edwards, Quicken, SOP 81 1 and 97 2 Revenue recognition, VSOE, and MS Office(Excel, Word, Outlook, Powerpoint)

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