Royd Graham, CPA, CGMA

• SOX Compliance
• Financial Reporting and Analysis
• Mergers and Acquisitions
• Private Equity Sale
• Business Process Improvement
• Private Equity
• ERP Implementations
• U.S. GAAP

Consultant Since 2021

CFO consultant for privately held rollup of a Private Equity (PE) backed medical services group of companies with revenues of approximately $30M

• Documented workstreams for order to cash, procure to pay, treasury, payables
• Assisted management with reporting package and cash forecasting improvements
• Led first year audit, cash to accrual transition, stub period tax returns for K1s

CFO consultant for a $400M rollup of a PE-backed national home health and hospice care company

• Completed audit support for 2021 lease accounting under ASC 840 for approximately 1,000 leases (real estate, vehicles, copiers)
• Assisted with 2022 budget preparation and training new FP&A staff
• Guided adoption of ASC 842 in 2022 for three lease portfolios of real estate, vehicles and Copiers including selection and implementation of a lease accounting software solution

Interim Controller / CFO for a $100M PE-backed gaming company

• Assisted management through a turnaround post-transaction
• Streamlined monthly close and reporting of financials
• Assisted with hiring and staff supervisions

Managed an IPO readiness assessment for a $100M technology manufacturing company

• Prepared and oversaw preparation of assessment and future state design of accounting function, SEC reporting, financial planning and analysis, and technical accounting.
• Coordinated assessments of SOX, SOX business controls recommendations, and SOX IT controls recommendations.

M-TriGen, Inc, TX (2017 – 2021)
A manufacturer of distributed combined cooling, heat and power micro-gird technology

Executive VP and CFO

• Assisted Chairman and CEO in building team and transitioning from prototyping to commercial production and distribution
• Provided company with strategy, investor recruiting, business development, budgeting, pricing, customer and vendor contracting, treasury, insurance, human resources, accounting, systems, policies, compliance; led process improvements

CirrusAir Technologies, LLC, Houston, TX (2015 – 2017)
A designer and distributor of whole-home air purification products

President & CFO

• Provided company with strategy, product development, investor recruiting, business development, pricing, customer and vendor contracting, manufacturing sourcing, supply chain logistics, marketing, treasury, insurance, human resources, accounting; oversaw systems, policies, compliance; led process improvements

Quanta Services, Houston, TX (2012 – 2015)
A $7B (2015) provider of fully integrated solutions for the electric power, natural gas pipeline, industrial and communications industries

Director Global Business Solutions (2013 – 2015)
Director Operations Reporting (2012 – 2013)

• Provided strategic direction and tactical execution of information and technology improvements for back-office functions to support operations
• Reported to EVP Operations, CFO and VP IT

Academy Sports + Outdoors, Katy, TX (2006 – 2012)
A $5.7B sporting goods retailer

Vice President – Corporate Controller (2008 – 2012)
Senior Director – Controller (2006 – 2008)

• Managed 60 employees on multiple teams, including general accounting, tax, inventory, payables, payroll, fixed assets, projects, sales audit, cash and treasury, internal and external financial reporting and internal audit
• Helped grow company from 85 stores in 9 states with 11,000 employees and $1.8B revenue to 143 stores in 11 states (with additional, national e-commerce platform), 18,000+ employees and $3B revenues (2011)
• Identified need and implemented solution of P&L and capital budget team, processes and technologies
• Identified need and implemented solution of treasury team, processes and technologies
• Reconstituted departments, including accounting, tax (all non-payroll taxes), payroll and internal audit
• Researched and established accounting policies, processes, procedures and technologies
• Streamlined monthly close process from 26 business days to five business days
• Identified need and implemented solution of enterprise imaging and retention system, on time, on budget
• Appointed founding member of Technology Governance Committee
• Served as key contributor on implementation of enterprise e-commerce sales channel
• Identified need through implementation of integrated PeopleSoft Purchasing module and EPM Budgeting (P&L and Capital Expenditures Request) modules on time, on budget
• Identified need through implementation to upgrade PeopleSoft Financials from v8.4 to v9.1 for general ledger, fixed assets, projects, accounts payable and purchase orders
• Managed accounting due diligence for $2.4B sale of company in 2011 to private equity firm; directed subsequent accounting related activities, including:
• Assisted in corporate reorganization of legal entities, supervising tax and accounting matters
• Coordinated quarterly financial reviews; helped prepare earnings call to private debt investors
• Completed purchase accounting and various related valuations
• Issued financial reports per SEC guidelines
• Began Sarbanes-Oxley and initial public offering readiness for anticipated IPO

Quanta Services, Houston, TX (1999 – 2006)
A $1.8B (2006) domestic nationwide rollup/consolidator of specialty construction contractor companies focused on infrastructure solutions for electric power, natural gas pipeline, telecommunications and broadband cable

Manager, Corporate Information and Applications Department (2005 – 2006)
Operations Finance Manager, Electric Power and Gas Division (2004 – 2005)
Regional Controller, Eastern and Southeast Region (1999 – 2004)

• Oversaw East and Southeast regions to establish functions and processes, supporting corporate and subsidiaries’ goals and SEC-related needs
• Performed due diligence of subsidiary acquisitions, subsequent integration and maintenance
• Assisted SOX year-one and automation year-two

Petroleum Geo-Services, Houston, TX (1996 – 1999)
An international oil and gas services company

• Co-Manager and Team Lead (1997 – 1999) – Global ERP selection and implementation
• Financial Controller (1997 – 1998) – largest subsidiary, US offshore seismic subsidiary
• Assistant Financial Controller (1996 – 1997) – largest subsidiary, US offshore seismic subsidiary

Air Liquide America, Co., Houston, TX (1995 – 1996)
A $1B industrial gas operator

• Supervisor (1996) – Financial reporting, US GAAP, audit and tax, western hemisphere reporting
• Senior Accountant (1995 – 1996) – Financial reporting, US GAAP, audit and tax, western hemisphere reporting

Price Waterhouse LLP, Houston, TX (1991 – 1995)
A provider of auditing, accounting and assurance services

• Senior Accountant – Audit (1994 – 1995) – Oil & Gas clients for refinery, transportation, trading, benefits
• Staff Accountant – Audit (1991 – 1994) – Oil & Gas clients for refinery, transportation, trading, benefits

• Certified Public Accountant (State of Texas)
• Chartered Global Management Accountant (CGMA)
• AICPA and TSCPA member

Texas A&M University, College Station, TX

• Bachelor of Business Administration – Accounting

• PeopleSoft