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Austin, TX
October 10, 2018

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H: 817-***-****

*** *** ******* ******, *** 319, Austin, TX 78701


Solution focused and transformational Chief Financial Officer knowledgeable about financial leadership and day to day operational needs. Resourceful, tech-savvy, and highly ethical decision-maker with a deep understanding of financial analysis and implications.


Financial modeling expertise

Operational decision-making

Operational efficiency and procedures

Risk Management

Development of custom dashboards

Financial Management

Fiscal budgeting

Financial reporting

Cash flow analysis

Financial controls development

Exceptional communication skills

Recognized formally for Ethics in Business

Certified Accounting Analyst

Certified Public Bookkeeper

Certified Payroll Analyst

Certified Quickbooks Advisor

Advanced Excel skills

MS Office Suite

Analytical reasoning

Exceptional organization

Superior attention to detail

Effective time management

Advanced computer proficiency

Customer oriented


Chief Financial Officer • Health Wallet LLC COO

Austin, Texas • December 2016 to Current

CFO of a health-care technology startup that delivers health-care related benefits in a mobile environment.

Applied financial acumen and vendor/Partner negotiating skills to immediately reduce the primary variable B2B solution cost component by 17.2%, and B2C cost component by 55% (within the first 5 months).

Leveraged IBM practice operational expertise to develop and implement (within the first 3 months), the company's operational strategy, policies, rules, initiatives, and goals for customer relationship management (CRM), customer and customer employee on-boarding, financial management (profit and loss /P&L, budgeting, forecasting) vendor management, administration, sales operations, and delivery operations.

Performed all financial operations company-wide, including budgets, cash flow and accounts payable and receivable, utilizing Quickbooks online.

Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

Compiled financial reports pertaining to cash receipts, expenditures, budget actual and variances, and profit and loss, and performed monthly account closing procedures.

Offered advice to other executive leaders on strategies to improve financial growth.

Maintained integrity of general ledger, including the chart of accounts.

Contacted customers to collect outstanding payments via one-time or negotiated installment methods.

Controller• EliteRx LLC

Austin, TX • October 2017 to Current

Managed all financial activities for a $1 million prescription benefits management startup company coordinating all rebate and commission revenue program forecasting, operations, accounting close and reporting.

Established a QuickBooks accounting system to reflect accurate financial records.

Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

Managed Accounts Receivables, Accounts Payable, and Partner Distributions.

Streamlined bookkeeping procedures to increase efficiency and productivity.

Communicated with customers to identify and resolve outstanding payments.

Developed monthly, quarterly and annual profit and loss statements, cash flow and balance sheets.

Managed and responded to all correspondence and inquiries from customers and vendors.

Generated invoices upon receipt of billing information and tracked collection progress.

Maintained integrity of general ledger, including the chart of accounts.

Chief Financial Officer • Elite Partners LLP CFO

Austin, TX • August 2017 to July 2018

CFO of a Benefits and Property Casualty Insurance responsible for all financial aspects of the multi divisional organization, including the P&L, budget, cash flow reporting, payroll, commissions receivables and payables.

Developed detailed dashboards for the individual divisions and company level to monitor performance at the class level.

Reconstructed current accounting system into Quickbooks Online and resolved issues from their prior bookkeeper and maintained the integrity of general ledger, including the chart of accounts.

Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

Computed and filed payroll taxes owed by applying prescribed rates, laws and regulations.

Generated financial statements and facilitated account closing procedures each month.

Processed payments and applied to customer balances.

Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.

Securities and Commodities Trader • P Coplon & Associates

Dallas, Texas • January 2014 to December 2016

US Securities and Commodities stock and options trader specializing in highly technical, economic, and market analysis.

Using professional real-time analytical charting tools and advanced analytics including real-time technical studies, discerned market and commodity sentiment, opportunity, and trends primarily of leveraged high velocity securities and determined the appropriate course of action.

Combined this with application and adherence to strict risk management and capital preservation practices, enabling realization of gains from long-term, short-term, and daily trading activities that significantly outperformed the major US exchange indices.

Engagement Executive • LRN

Dallas, Texas • January 2010 to January 2014

Advised C-level executives on navigating complex legal and regulatory environments while fostering ethical cultures to achieve governance, compliance and value-based global corporate cultures through the incremental, renewal, annuity, and subscription-based sales and delivery of LRN's combination of tools [Learning Management System (LMS) for education delivery and campaign management LRN's custom-developed, customized, and off-the shelf, global (and mobile) Governance, Compliance and Ethics courseware and training for employees and vendors].

Led management consulting engagements, assisting large (Fortune 500) companies in translating their values into concrete corporate practices and leadership behaviors that create sustainable competitive advantage.

Associate Partner • IBM

Charlotte, Dallas, NC, TX • January 2004 to January 2009

Led the risk management, sales, and delivery of concurrent IT consulting and technical development engagements as the Practice Leaders.

Drove business development by initiating and supporting demand creation activities within new and existing clients, and within existing projects;

Responsible for Account Management, Account Growth, Opportunity Identification, Opportunity Management;

Established and maintained focused trusted relationships to solution, scope, propose, close and deliver complex projects.

Led sales activities, assessments, proposals, contract development, and delivery of the solution, including complex deal structuring and negotiations.

Managed multiple, complex solution sales and complex systems integration delivery engagements simultaneously, which included matrixed based resource management and subcontractor management.

Responsible for end-to-end delivery excellence, customer satisfaction, contract profitability.

Developed customer business cases and executive board-level presentations.

Assisted with hands-on development of deliverables utilizing formal structured methodologies.

Assisted in the growth and development of the practice providing hands-on leadership and direction.

Contributed to the growth of intellectual capital and support the development of other consultants through mentoring and/or coaching activities.


MBA • Queens University of Charlotte • 1987

BSBA - Computer and Information Sciences • University of Florida • 1983

Recognized as a Blumenthal fellow for Ethics in Business •

IBM Certified Management Consultant

Certified Accounting Analyst - NACPB

Certified Public Bookkeeper- NACPB

Certified Payroll - NACPB

Certified Quickbooks Advisor - NACPB

Certified Sybase/Powersoft Software Developer •

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