Ed Applegate
Vice President Finance at Procentrix, LLC- Claim this Profile
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Bio
Mark Sinclair
Ed's career at Ernst & Young gave him significant experience dealing with the issues of high growth public and private companies. Ed really differentiates himself by the breadth of that experience because it includes both the IT and Financial sides of ERM and SOX from both an internal and external audit perspective.
Andy Gabor
Once in a while in a professional career you get lucky and work with an individual who is very competent, friendly, caring, client-centric and a mentor all rolled into one person. Believe me it is rare. Ed Applegate is such an individual. I feel fortunate to have had the opportunity to have worked with Ed on several engagements primarily associated with serving clients being acquired; taking them through the hoops of merger, compliance and extensive accounting and reporting complexities. Ed has a soft charismatic touch that clients really appreciate as he guides them through these challenges.
Mark Sinclair
Ed's career at Ernst & Young gave him significant experience dealing with the issues of high growth public and private companies. Ed really differentiates himself by the breadth of that experience because it includes both the IT and Financial sides of ERM and SOX from both an internal and external audit perspective.
Andy Gabor
Once in a while in a professional career you get lucky and work with an individual who is very competent, friendly, caring, client-centric and a mentor all rolled into one person. Believe me it is rare. Ed Applegate is such an individual. I feel fortunate to have had the opportunity to have worked with Ed on several engagements primarily associated with serving clients being acquired; taking them through the hoops of merger, compliance and extensive accounting and reporting complexities. Ed has a soft charismatic touch that clients really appreciate as he guides them through these challenges.
Mark Sinclair
Ed's career at Ernst & Young gave him significant experience dealing with the issues of high growth public and private companies. Ed really differentiates himself by the breadth of that experience because it includes both the IT and Financial sides of ERM and SOX from both an internal and external audit perspective.
Andy Gabor
Once in a while in a professional career you get lucky and work with an individual who is very competent, friendly, caring, client-centric and a mentor all rolled into one person. Believe me it is rare. Ed Applegate is such an individual. I feel fortunate to have had the opportunity to have worked with Ed on several engagements primarily associated with serving clients being acquired; taking them through the hoops of merger, compliance and extensive accounting and reporting complexities. Ed has a soft charismatic touch that clients really appreciate as he guides them through these challenges.
Mark Sinclair
Ed's career at Ernst & Young gave him significant experience dealing with the issues of high growth public and private companies. Ed really differentiates himself by the breadth of that experience because it includes both the IT and Financial sides of ERM and SOX from both an internal and external audit perspective.
Andy Gabor
Once in a while in a professional career you get lucky and work with an individual who is very competent, friendly, caring, client-centric and a mentor all rolled into one person. Believe me it is rare. Ed Applegate is such an individual. I feel fortunate to have had the opportunity to have worked with Ed on several engagements primarily associated with serving clients being acquired; taking them through the hoops of merger, compliance and extensive accounting and reporting complexities. Ed has a soft charismatic touch that clients really appreciate as he guides them through these challenges.
Credentials
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CPA
PICPAJan, 1990- Nov, 2024
Experience
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Procentrix
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United States
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IT Services and IT Consulting
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100 - 200 Employee
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Vice President Finance
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May 2022 - Present
Head of finance for Procentrix Head of finance for Procentrix
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Dovel Technologies
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United States
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Information Technology & Services
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100 - 200 Employee
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Vice President and Corporate Controller
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Apr 2020 - May 2022
Responsible for integration of three separate accounting groups into a single instance of CostPoint, standardized company-wide accounting policies, procedures, internal controls and the formation and operation of a shared services accounting organization. - Led inbound diligence responses for accounting and tax from multiple parties and supported external sell-side quality of earnings review for recent successful sale of Dovel. - Responsible for financial systems, all… Show more Responsible for integration of three separate accounting groups into a single instance of CostPoint, standardized company-wide accounting policies, procedures, internal controls and the formation and operation of a shared services accounting organization. - Led inbound diligence responses for accounting and tax from multiple parties and supported external sell-side quality of earnings review for recent successful sale of Dovel. - Responsible for financial systems, all accounting operations, oversight of outsourced tax function and coordination of successful annual financial audits. - Led implementation of Concur expense solution and upgrade to most recent version of CostPoint - Prepared elements of bank reporting, board materials and monthly consolidated financials - Upon sale of Dovel to Guidehouse in October 2021, assisted with integration as the finance representative on the executive steering committee. Dovel, a trusted government partner that blends deep domain expertise with advanced technologies to help our customers solve complex problems that improve, protect, and save lives. As a rapidly growing company, we combine entrepreneurial spirit, customer focus, and an outcomes-based approach to support agency missions in health IT, life sciences, public safety, and grants management. Show less Responsible for integration of three separate accounting groups into a single instance of CostPoint, standardized company-wide accounting policies, procedures, internal controls and the formation and operation of a shared services accounting organization. - Led inbound diligence responses for accounting and tax from multiple parties and supported external sell-side quality of earnings review for recent successful sale of Dovel. - Responsible for financial systems, all… Show more Responsible for integration of three separate accounting groups into a single instance of CostPoint, standardized company-wide accounting policies, procedures, internal controls and the formation and operation of a shared services accounting organization. - Led inbound diligence responses for accounting and tax from multiple parties and supported external sell-side quality of earnings review for recent successful sale of Dovel. - Responsible for financial systems, all accounting operations, oversight of outsourced tax function and coordination of successful annual financial audits. - Led implementation of Concur expense solution and upgrade to most recent version of CostPoint - Prepared elements of bank reporting, board materials and monthly consolidated financials - Upon sale of Dovel to Guidehouse in October 2021, assisted with integration as the finance representative on the executive steering committee. Dovel, a trusted government partner that blends deep domain expertise with advanced technologies to help our customers solve complex problems that improve, protect, and save lives. As a rapidly growing company, we combine entrepreneurial spirit, customer focus, and an outcomes-based approach to support agency missions in health IT, life sciences, public safety, and grants management. Show less
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Riveron
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United States
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Business Consulting and Services
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500 - 600 Employee
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Business Development Executive
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May 2019 - Apr 2020
About Riveron Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism. Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and… Show more About Riveron Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism. Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has grown into eight markets across the country including Atlanta, Chicago, Denver, Houston, Minneapolis, New York and Washington D.C.
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Managing Director
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Feb 2016 - May 2019
Project: Renewable Energy Interim World-wide Controller - April 2016 to May 2018 Built corporate accounting organization (consolidations, financial reporting, technical accounting, SOX, global statutory reporting, new ERP system) and subsequently ran world-wide accounting operations as interim controller for a public solar and wind energy company.
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Tickmarks, Inc
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United States
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Accounting
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1 - 100 Employee
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Executive Advisor
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Aug 2015 - Jan 2019
Ed Applegate is Executive Advisor to Tickmarks, Inc USA (www.tickmarks.net), an Accounting and Information Risk Management firm providing services and staffing in the area of Financial and IT Audit, Internal Audit, Information Security, Privacy, and Risk and Compliance related activities. Tickmarks, Inc offers these services through a global talent hub located in Chennai, India comprised of full time resources along with a global network of experts. Accounting, data analysis, financial… Show more Ed Applegate is Executive Advisor to Tickmarks, Inc USA (www.tickmarks.net), an Accounting and Information Risk Management firm providing services and staffing in the area of Financial and IT Audit, Internal Audit, Information Security, Privacy, and Risk and Compliance related activities. Tickmarks, Inc offers these services through a global talent hub located in Chennai, India comprised of full time resources along with a global network of experts. Accounting, data analysis, financial and IT audit and compliance related services are our core focus which we deliver in an affordable and cost effective manner. Show less Ed Applegate is Executive Advisor to Tickmarks, Inc USA (www.tickmarks.net), an Accounting and Information Risk Management firm providing services and staffing in the area of Financial and IT Audit, Internal Audit, Information Security, Privacy, and Risk and Compliance related activities. Tickmarks, Inc offers these services through a global talent hub located in Chennai, India comprised of full time resources along with a global network of experts. Accounting, data analysis, financial… Show more Ed Applegate is Executive Advisor to Tickmarks, Inc USA (www.tickmarks.net), an Accounting and Information Risk Management firm providing services and staffing in the area of Financial and IT Audit, Internal Audit, Information Security, Privacy, and Risk and Compliance related activities. Tickmarks, Inc offers these services through a global talent hub located in Chennai, India comprised of full time resources along with a global network of experts. Accounting, data analysis, financial and IT audit and compliance related services are our core focus which we deliver in an affordable and cost effective manner. Show less
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Clark Realty Capital
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United States
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Leasing Real Estate
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1 - 100 Employee
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Consultant to CFO
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Feb 2015 - Aug 2015
Responsibilities included standing up or enhancing people, process and technology in the areas of IT, HR, Payroll and Insurance to complete the separation from a former parent company. Responsibilities included standing up or enhancing people, process and technology in the areas of IT, HR, Payroll and Insurance to complete the separation from a former parent company.
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MorganFranklin Consulting
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United States
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Business Consulting and Services
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500 - 600 Employee
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Managing Director
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Jul 2005 - Feb 2015
Responsible for delivery and business develpment for accounting and transaction services and risk and compliance engagements across various industries. Responsible for practice area development and management during corporate growth from 100 to 500 employees. Responsible for delivery and business develpment for accounting and transaction services and risk and compliance engagements across various industries. Responsible for practice area development and management during corporate growth from 100 to 500 employees.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Manager
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Jul 1988 - Jun 2005
Financial and IT auditing IPOs Debt Offerings SEC Filings Financial and IT auditing IPOs Debt Offerings SEC Filings
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Education
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1984 - 1988
Penn State University
BS, Accounting -
1984 - 1988
Pennsylvania State University-Erie Campus
BS, Accounting -
North Allegheny HS
Community
