Greg Schaefer

Greg Schaefer is an experienced finance professional currently serving as the Executive Director of Financial Planning & Analysis at GHX, a company based in Arvada, Colorado.1

Professional Experience

Greg has been with GHX since December 2012, progressing through several roles within the company:

• Executive Director, Financial Planning & Analysis (January 2021 - Present)
• Director, Financial Planning & Analysis (September 2019 - January 2021)
• Manager, Financial Planning & Analysis (May 2016 - September 2019)
• Sr. Financial Analyst (April 2015 - May 2016)
• Financial Analyst (December 2012 - April 2015)1

In his current role, Greg leads a high-performing team of managers and financial analysts, overseeing various financial responsibilities including:

• Creating annual financial plans
• Developing monthly forecasts
• Conducting variance analysis
• Assisting with M&A transactions
• Integrating acquired companies into financial reporting systems
• Presenting financial insights to senior management and the Board1

Key Achievements

Throughout his tenure at GHX, Greg has:

• Aided in successful buy and sell-side M&A transactions
• Integrated five companies into financial reporting systems and Board presentations
• Helped refinance the company's debt structure
• Implemented and tested new ERP, bookings, revenue, and contract management systems
• Created an automated 285+ page monthly reporting package after GHX's acquisition by Thoma Bravo1

Previous Experience

Before joining GHX, Greg worked at:

• American Blue Ribbon Holdings, LLC as a Senior Financial Analyst (January 2011 - December 2012)
• Einstein Noah Restaurant Group, Inc. as a Business Planning Analyst (July 2008 - January 2011)1

Skills and Expertise

Greg is known for his strategic approach, thoroughness, and competitive nature in finance. His areas of expertise include:

• Advanced financial modeling
• Business intelligence report creation and design
• Budgeting and forecasting
• Merger and acquisition analysis and integration
• Lender and ratings agency reporting1

With 18 years of experience across various industries including SaaS, restaurant, aviation, banking, and brokerage, Greg Schaefer has established himself as a finance expert who consistently delivers results and implements process improvements.1