Data science, data analysis, R, Excel expert, financial operations and management, HR, payroll, 401(k), budget and forecasting, machine learning, statistics, QuickBooks, text mining, clustering, extract,transform, load (ETL)

1. STEPHEN M. HOBBS
1715 FernleafCircle,Atlanta, GA 30318 Cell: 404-441-2858 stephenhobbs1@gmail.com
PROFESSIONAL BUSINESS PROFILE
Highly accomplished, results-oriented financial executive with extensive accounting and financial operations
management experience. Adept at working in high-growth, fast paced, high volume environments, as well as
nurturing startups to profitability. Proven ability to forecast cash flow and analyze costs. Competency in board
relations, bank relations, contract negotiations, vendor / client relationship building, and staff development.
Strong qualifications in leadership, general management, accounts payable, account receivable, general ledger
management, budget control, payroll, and business planning / development. Effective communicator with strong
team-building skills and ability to coordinate cross -functional groups to accomplish objectives and meet critical
deadlines.
CORE QUALIFICATIONS
 Cost accounting  Budgeting & Forecasting  Cash Flow Forecast
 QuickBook Certified Pro  Financial Analysis & Reporting  R Statistical Package
 Excel Expert  Price and Profit Margin
Analysis/BEP
 HR Policy & 401k
FORMATION CAPITAL DATA ANALSYS/DATA SCIENCE 6/16 2016 – 2/2017
Formation is a private equity firm investing in skilled nursing facilities in the US and abroad
Created model of Formation’s assets, skilled nursing facilities, to determine how efficiently they operate – pivots,
vlookups, charts
Analyzed large data sets for correlations, outliers, clustering, predictions and forecasts
Created another model that showed the competition’s strengths and weaknesses in order to identify them as
potential takeover targets. Model examined deficiencies, fines, quality measures, and ownership.
PROFESSIONAL EXPERIENCE
PROVIDER WEB CAPITAL – SENIOR SALES ADVISOR 9/2015-11/2015
Called companies in healthcare industry to lend money for their expansion, hiring, marketing, etc.
Negotiated loans ranging from $10K-250K with owners of small-medium sized businesses.
Created vision, need, and urgency in mind of business owner to borrow from PWC
ELAB SOLUTIONS – SENIOR FINANCIAL ANALYST AND OPERATIONS ANALYST 3-2015-8/2015
Researched and determined variable costs for all toxicology tests
Analyzed sales proposals for profitability
Analyzed feasibility of adding staff and lease agreements
Created mini-P&L for each kind of toxicology test
Determined break-even sales units, dollars, and contribution margin
Trend analysis and customer profitiability
Summary: I think my decision science and accounting/finance background will be useful in managing growth
and containing expenses while helping to gauge unit costs and break even points. I can use by my experience to
forecast and predict trends to bring up opportunities and potential issues before they become problems. I know
what questions to ask, and then I can construct the model to get to the answers.
CASTLE MEDICAL - DATA, FINANCE, AND OPERATIONS ANALYST 9-10/2014
Imported data from database in Notepad text format and converted file to excel spreadsheet
Analyzed data to discover an alarming increase in medical requisitions that were missing data
Devised plans with operations manager to reduce incomplete requisitions
Created financial analysis of cost per lab test and price per lab test

2. Created profitability reports to determine which customers, sales reps, and insurance companies were most
profitable
Worked with billing to devise strategies to reduce enormous A/R balance
Trend analysis and customer profitability
BAND OF CODERS - CONSULTANT 08/2014
Created Excel model that allowed managers to maximize employee utilization and reduce time on bench
Imported data from two disparate data bases to create model
Model allowed managers to minimize bench time, maximize full programmers’ utilization and to minimize
expense, increasing net profit margin
APPTOUCH TECHNOLOGIES, LLC, CONSULTANT 08/2012-7/2014
Researched and developed business plan for hardware/software company. Created proforma financials.
Worked with customers to deliver large touchscreen display (similar to a giant iPad). Created email marketing
campaigns. Responsible for creating price list to ensure sufficient profit margin and cash flow with regard to
competition’s offerings. Contacted and sold units to customers. Configured SchoolTouch systems consisting of
computer, touchscreens, HDTV, and mobile stand. Performed all accounting functions for the business.
ST. BENEDICT’S EPISCOPAL DAY SCHOOL - DIRECTOR OF BUSINESS OFFICE 09/2011-06/2013
Prepared and presented budget, cash flow and operating financials to School’s Board of Trustees. Responsible
for School’s daily operations including facilities, invoices, collections, vendor bills, payroll, insurance, bank
reconciliation, technology, HR issues, law suits for debtors, semi-monthly payroll. Defined accounting policies
and procedures that ensured transparency and accuracy. Member of executive team. Resolved state (GA
Department of Revenue and Labor) and federal tax issues. Prepared books for audit. Presented the financial
statements to the School’s Board. Familiar with FACTS and FACTS grant and aid. Prepared and managed cash
flow to ensure sufficient liquidity during months of low revenue.
Selected Achievements: Corrected erroneous policy of commingling future year revenue with current year
revenue. Analyzed cost of education per child to gauge tuition coverage of expenses. Implemented policies for
invoicing that led to correct revenue recognition and deferral. Implemented RegPoint registration platform, which
increased parent collection percentage.
INTERNATIONAL BUSINESS COMMUNITY (IBC - WWW.IBC.EBIZFAIR.COM) AND EBIZFAIR.COM LLC, FOUNDER
11/2010-3/2013
Negotiated purchase of Ebizfair.com, a global B2B directory, from previous owner. Created and built IBC, a multi -
language online international business community featuring blogs, videos, photos, chats, ecommerce, forums,
groups, bulletins, business directory, walls, daily deals, marketing polls, quizzes, job board, video chat, and other
features. Implemented email marketing campaigns to attract and build customer base. Worked with third party IT
developers to create the site, maintain security, implement changes, and import Ebizfair directory in order to
populate this business relationship management (BRM) website. Created email marketing campaigns to attract
customers and contact prospects to offer services.
BRAINPARK, INC., ATLANTA, GA - CFO 8/2008-10/2010
Angel/venture capital backed enterprise providing social business managementsoftware.
Responsible for all aspects of accounting, finance, taxes, administration, payroll, risk, for both US parent and
Canadian subsidiary. Required to manage strategic and tactical goals to achieve both short term and long term
objectives. Worked with fellow executive managers to create new markets and broaden product line to increase
customer adoption.
ARCAPITA, Atlanta, GA- CONSULTANT
$3B+ multinational bank, private equity, venture capital with headquarters in Dubai. 2/2008 – 7/2008
Created computer systems to manage bill payment, check writing, accounts payable, and account receivable
functions. Removed manual processes, increasing productivity, efficiency, and executive awareness of financial
status including charitable donations, income, and spending.

3. Selected Achievements:
Specified and documented manual processes and mapped them to computer system allowing staff visibility to
scheduled pending bills eliminating duplicate and/or late payments. Authored mini-manual detailing system
utilization. Created new accounts receivable invoicing system to send invoices to customers to determine if
and/or when income was due. Separated division by groups such as real estate, asset management, and
venture capital allowing costs and revenue to be assigned individually. Developed chart of accounts to
accurately reflect Oracle Financials utilized by headquarters in Dubai.
JERONIMO!, Atlanta, GA, CHIEF EXECUTIVE OFFICER / OWNER 2005 – 2007
Service company offering children’s entertainmentand exercise activities.
Developed business plan and operations model including establishment of legal structure of company. Selected
location, negotiated lease, and procured inflatables. Determined facility build out and contracted Web site
developers and IT / Network Technicians. Managed human resources, taxation, and accounting programs in
addition to marketing strategies including partnerships, charitable contributions, print ads, online video, email,
and promotions. Hired, developed, and managed staff members.
Selected Achievements:
 Established, grew, and ultimately sold operation within two years of startup.
 Created portable wireless Web cams allowing international family members to watch kids’ parties.
 Integrated internal video within facility for security purposes streaming video real time on Internet.
JBOSS, INC., Atlanta, GA, CHIEF FINANCIAL OFFICER / CONTROLLER 2002 – 2005
$15M global provider ofsupport, consulting,and training for open source application server software with 150 employees.
Directed accounting, finance, HR, customer service, and staff development. Participated as second employee
during corporate expansion ultimately focusing on accounting and finance operations including accounts
receivable, accounts payable, chart of accounts, bank reconciliations, and technical accounting systems.
Managed $10M in investments from VCs Matrix, Accel, and Intel Corporation in addition to insurance, risk,
royalty payments. Maintained customer and vendor contracts. Negotiated lease and build out. Ensured payroll
accuracy including overseas personnel. Implemented Situation Reports highlighting weekly accomplishments,
upcoming events, sticking points, and personnel absences. Tracked assets and managed team of six within the
U.S. and Europe delivering successful staff development and retention.
Selected Achievements:
 Grew company from $400K to $15M via strategic business/financial planning and execution.
 Managed cash in interest bearing no-penalty CD in addition to hundreds of thousands of dollars in cash
generated from operations and millions from investments by VCs.
 Participated on implementation team for salesforce.com.
THE EXCELERATOR, Atlanta, GA, INTERIM CHIEF FINANCIAL OFFICER FOR PORTFOLIO COMPANIES 2000 – 2002
Venture capital firm in search of suitable investors for portfolio companies.
Created pro forma statements, performed as point of contact for potential investors, and managed all accounting
functions. Consulted with companies on optimal debt/equity investment and term sheets. Analyzed selected
portfolio companies and projected ROI, IIR based on discounted cash flow models, and revenue/growth models.
Directed two staff members. Collaborated with various business service p roviders. Attracted five companies into
group ranging from concept to ongoing concern software companies.
MORGAN STANLEY, Atlanta, GA, FINANCIAL ADVISOR 1998 – 2000
Multibillion global investmentbanking and financial services firm.
Contacted and sold financial products, investments, retirement programs, and wealth management programs to

4. individuals and companies. Utilized modern portfolio analysis to base investment strategy. Attained $2M as Top
15% Advisor within group. Assembled strategic partners to augment needs of high net worth clients.
Prior tenure:
NATIONAL ACCOUNT MANAGER, TRANSETTLEMENTS, Atlanta, GA 1992 – 1998
MILITARY EXPERIENCE
SQUAD LEADER, SEAL TEAM 2,
NAVY SECURITY GROUP ACTIVITY, U.S. NAVY; RUSSIAN LINGUIST
EDUCATION / CREDENTIALS
MASTER OF BUSINESS ADMINISTRATION – DECISION SCIENCE, GEORGIA STATE UNIVERSITY, Atlanta, GA
MASTER OF SCIENCE, FINANCE, GEORGIA STATE UNIVERSITY, Atlanta, GA
BACHELOR OF ARTS, FRENCH, GUILFORD COLLEGE, Greensboro, NC
RUSSIAN DIPLOMA, DEFENSE LANGUAGE INSTITUTE, Monterey, CA
SERIES 7, 6, 31, 3, LIFE INSURANCE, REAL ESTATE LICENSURE
CERTIFICATE OF COMPLETION, EXCEL EXPERT, HTTP://EXCELCEO.COM/GRADUATEVERIFICATION.ASPX, (INPUT HOBBS,
GA TO VERIFY COMPLETION)
CERTIFIED QUICKBOOKS PRO ADVISOR
DATA SCIENTIST CERTIFICATE – JOHNS HOPKINS UNIVERSITY – CURRENTLY ENROLLED – ESTIMATED COMPLETION 6/16
R PROGRAMMER
PROFESSIONAL AFFILIATIONS & DEVELOPMENT
Board Member, YOUNG PROFESSIONALS OF ATLANTA HISTORY CENTER
Board Member, The Lovett School, Friends of the Arts
Development: ACCOUNTING FOR GOVERNMENT & NON-PROFIT, ADVANCED COMPUTERIZED ACCOUNTING
SEARCH TERMS
EXCEL EXPERT
DATA ANALYSIS
DATA SCIENTIST
MODELING
QUICK BOOK PRO
FINANCIAL ANALYSIS
JOURNAL AND LEDGERS
TREND ANALYSIS
BUDGETING AND FORECASTS
PRICING ANALYSIS
PROFIT/LOSS ANALYSIS
REVENUE ANALYSIS
R PROGRAMMER
TECHNICAL ANALYSIS OF STOCK PRICES
PORTFOLIO MANAGEMENT