Customer Service Human Resources

LUIS CASTELLANOS

**** ****** ***** - ******, ***** 75204

512-***-**** *************@*****.***

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EXECUTIVE OFFICER / FINANCIAL MANAGER

Innovative finance and business development professional with over 8 years of leadership and management

experience. Comfortably interacts with executives, regulatory agencies, clients, vendors, and staff.

Technically proficient in accounting software, spreadsheets and tax research tools.

RELATIONSHIP DEVELOPMENT EXPENSE REDUCTION CLIENT COMMUNICATION

HUMAN RESOURCES MANAGEMENT STRATEGIC PLANNING FINANCIAL STATEMENT ANALYSIS

BUDGETING & PAYROLL PROCESS IMPROVEMENT PROFITABILITY IMPROVEMENT

CAREER ACCOMPLISHMENTS

•Restructured accounting processes to improve the integrity of company’s financial statements and accuracy

of the cash management cycle.

• Managed a company conversion from an S Corp to an LLC by working with board members and coordinating

the efforts of lawyers, accountants and employees.

•Executed campaign to clean up receivables resulting in an additional $60,000 collected in 3 months.

•Created an expense reduction plan that included reworking job functions, streamlining expense reporting

and modernizing communication systems resulting in an average monthly savings of 16%.

•Executed the relocation of company’s headquarters from Englewood, Ohio to Dallas, Texas that involved a

succession plan for a new CEO and restructuring of the accounting department.

PROFESSIONAL EXPERIENCE

RNA HOLDINGS LLC, Dallas, Texas 2009- Present

Chief Financial Officer

•Administered all accounting, payroll and banking activities and implemented GAAP-compliant financials for a

$4MM software company serving the long-term care pharmacy industry.

•Supervised 4 accounting and human resources staff and collaborated with the sales director and product

development team to improve budgeting and financial reporting metrics.

•Orchestrated the automation of several key revenue reporting systems, reducing company billing cycle by 7

days.

•Cultivated relationships with the executives of highest revenue generating clients by addressing specific

business needs and heightening customer service.

•Identified arbitrage opportunities in company hardware and software pricing schemes resulting in increased

profit margins and cash up front sales.

•Worked with sales director to implement an integrated commission payment and tracking system.

MQ CAPITAL & FOUNDATION PHYSICIANS GROUP, Dallas, Texas 2008

Consultant

• Built fully-integrated financial statements and proformas for various investment opportunities. Models

included the probabilities/payoffs for life settlement annuities and the financial proposal of a coin operated laundry

chain.

• Determined the value of a clinic management business using multiple valuation techniques such as NPV,

comparison analysis, and book value.

UNITED STATES ARMY, Fort Carson, Colorado, Al Anbar, Iraq

2000-2005 Army Officer

•Developed a Top Secret, 5 person national intelligence analysis cell from concept to execution for the Missile

Defense Agency. Efforts recognized by the General of the U.S. Army Space and Missile Defense Command.

•Served as the Base Camp Operations Officer in charge of the needs of 1000 soldiers (Husayba, Iraq).

•As the Executive Officer in charge of logistics, maintenance, communications and training, deployed 90 man

Tank Company to Kuwait and prepared the unit for a 12 month combat operation in Iraq.

•Commanded Tank Platoon (16 soldiers and 4 M1A1 Tanks) over 18 months, including training deployments

to Egypt and the National Training Center in preparation for a post-911 world.

EDUCATION AND TRAINING

COX SCHOOL OF BUSINESS, Dallas, Texas, 2012

Master of Science in Accounting, Tax (MSA) (Upon completing will sit for CPA exam)

MCCOMBS SCHOOL OF BUSINESS AT THE UNIVERSITY OF TEXAS, Austin, Texas, 2008

Master of Business Administration, Finance (Full-Time MBA)

THE UNITED STATES MILITARY ACADEMY, West Point, New York, 2000

Bachelor of Science, Engineering Management (BS)

INVESTMENT BANKING INSTITUTE, Dallas, Texas, 2009

TRAINING THE STREET (INVESTMENT BANKING), Austin, Texas, 2007

Desired Work Areas:

Business Valuation, Financial Advisory Services, Audit, Compliance, IT Risk Management, Corporate Finance, Mergers &

Acquisitions, Financial Modeling, Financial Consulting

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