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Greg R. is a seasoned finance professional with expertise in accounting, finance, and project management. He has worked with various companies, including AE3 Partners, Inc., AEI Consultants, Metabyte, SA Control Systems, Megger Sweden AB, Rackspace, and YEO DESIGN - Website,Graphic and Product Design. He holds a Bachelor's degree from Trinity University, an MBA from Western Governors University, and certifications in Project Management and Lean Six Sigma Black Belt.

Credentials

  • Project Management
    ExpertRating Inc.
    Jun, 2012
    - Apr, 2026
  • Lean Six Sigma Black Belt
    ExpertRating Inc.
    Feb, 2012
    - Apr, 2026

Experience

  • AE3 Partners, Inc.
    • San Francisco
    • Financial Controller
      • 2017 - 2019
      • San Francisco

      Architectural firm based in San Francisco. Developed accounting and finance systems for management, reporting, and strategic analysis. Implemented database to track project and operational performance. Clients included SFO airport, Oakland IAB, SF Moscone Center, Warriors, Patelco.

  • AEI Consultants
    • Walnut Creek
    • Sr Finance Manager
      • 2013 - 2017
      • Walnut Creek

      Environmental engineering firm with 17 locations throughout North America and Europe. Led implementation of enterprise CRM, with emphasis on project and accounting modules. Provided data analysis and reporting, tracking key metrics and providing suggestions for strategy in alignment with company goals.

  • Metabyte
    • Fremont, California
    • Client Success Specialist
      • 2012 - 2013
      • Fremont, California

      Website design subsidiary Hotdoodle.com. Assisted clients with planning and development of websites using proprietary platform. Grew customer account based by over 50%. Guided the firm in adding product features based on client feedback.

  • SA Control Systems
    • San Antonio, Texas
    • Project Manager
      • 2010 - 2012
      • San Antonio, Texas

      Project support for design, installation and delivery of electrical control systems for commercial facilities, including medical, educational, retail, military.

  • Megger Sweden AB
    • Dallas, Texas
    • Account Executive
      • 2004 - 2010
      • Dallas, Texas

      Electrical engineering, testing and training firm. Clients included large scale educational, government, utilities, and industrial. Attended trade shows, traveled to client sites for review of electrical testing and engineering needs. Worked with team to develop custom testing, training, and safety plans.

  • Rackspace
    • San Antonio, Texas
    • Product Development
      • 1999 - 2002
      • San Antonio, Texas

      Key team member during growth of server base from 10 servers to 4500 in the span of 2 years (#7 employee). Developed and maintained original policies for customer support model, hardware and network uptime guarantees. Conducted competitor and market research to improve product offering and features. Client facing role with heavy involvement in developing strategies.

    • Project Captain
      • 1997 - 1999
      • San Francisco, CA

      Project and IT management for graphic design firm. Key clients: Eidos Interactive(Lara Croft print ad campaign), Prince of Persia (packaging), NEC, Indus Group.

  • Katz Media Group
    • San Francisco, CA
    • Marketing Specialist
      • 1994 - 1996
      • San Francisco, CA

      Banner Ad Sales: AOL, GNN, Webcrawler, Excite.

Education

  • Trinity University
    Bachelor's degree
  • Western Governors University
    Master of Business Administration - MBA, Strategy
  • University of Amsterdam
    Certificate - Advanced undegraduate studies
  • University of California, Berkeley
    Certification, Coding Bootcamp

Suggested Services

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Industry Focus. “Management Consulting”

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