1. stephencox.cpa@gmail.com
214-293-3364
Professional Experience
CPA with 20 years of diverse experience in finance, operational accounting, tax
preparation and audit management.
Served as Chief Financial Officer for over 8 years in multiple industries.
Principal Areas of Practice
 Fractional CFO/Controller for 4 clients
 Worked w ith Private Equity investors for 2 start-ups and 1 turnaround situation
 Managed due diligence for $73M sale of mining company
 Achieved millions of dollars in savings in operations, tax, insurance and audit expense
 Set up 3 new accounting departments, upgraded accounting softw are at 4 companies
 Raised over $50M in debt and equity offerings
Consulting
Fractional CFO/Controller – Clients in retail pharmacy, mining, and logistics
 Contour Highw allMining - $10M contract coalmining and logistics company in WV and KY
 QVL Pharmacy - Formerly a $30M retail pharmacy that is in the finalstages of liquidation
 Rx Pharmacy, LP & Rx Pharmacy II, LP – 2 retail pharmacies in Plano & Dallas
 Alden Energy, LLC – Mining and minerals acquisition fund
 Tax Preparer – Personal, business, corporation, & partnership tax returns for multiple clients
Employment History
QVL Pharmacy Holdings – Retail pharmacy with 10 locations in TX and LA
 Chief Financial Officer
 Raised additional capital that stabilized company in the midst of a severe dow nturn
 Financed pharmacy software upgrade and managed roll out at 10 locations
 Sold profitable company stores and closed non performing ones that returned majority of debt
to investors.
Alden Resources, LLC - Private Equity backed specialty coal mining in KY and TN
 Chief Financial Officer
 Member of founding management team that raised $40M of Private Equity funds for start up
 In first 60 days set up accounting department, hired staff, wrote polices forinternalcontrol,
GAAP & SOX compliance, upgraded software systemfromQuickBooks, and set up 401k
 Achieved 20% annualreturn on investment for private equity ow ner
 Managed due diligence during the sale of the company that doubled initial investment
Rosebriar Holdings – Family office commercial real estate in TX and OK
 Chief Financial Officer
 Managed portfolio of over $150M in assets of cash, realestate, jets, bonds and securities
 Upgraded to Yardisoftware for20 shopping centers, multi-family, land and investments
 Implemented Cost Segregation studies that saved over $500kof federal income tax
Bridger Transportation – Midstream oil & gas company in ND, WY, TX, OK & LA
 Controller - Logistics
 Upgraded software for 15 consolidated companies fromQuickBooks to Great Plains
 Accounting and financialreporting for fleet of 450 trucks, 1100 rail cars, 20 pipeline stations
 Managed construction in progress for 8 new pipeline and crude oil trucking stations
OpenConnect Systems, Inc – International software development company
 Controller
 Worked w ith CFO to eliminate 90% of the debt on the Balance Sheet for turnaround situation
 Drove process to sustain 13 consecutive quarters of profitability and positive cash flow
 Managed outside audit & tax preparation for US GAAP and International accounting
Legend Airlines – Start up passenger airline at Love Field in Dallas, TX
 Assistant Controller
 Member of initial management team
 Set accounting department, hired and trained staff, produced beginning financials
 Softw are implementation from Peachtree to Law son
Stephen Cox
Fractional CFO/Controller
Areas of Practice
GAAP financials
Consolidated financialreporting
Debt & equity capital raising
Board of Directors presentations
M&A due diligence
Variance analysis
Daily dashboards
13 Week rolling forecasts
Complex Excel models
Investor slide deckpreparation
Audit management
Tax preparation
Partnership accounting
Insurance program review
Revenue recognition – SOP 97-2
Partnership accounting
Treasury & banking relationships
Internal controlpolicies & procedures
Start up & turnaround expertise
Purchase accounting
Inventory management
Multi-company, multi-location financials
Industry Lines
Mining & Minerals
Midstream Oil & Gas
Retail Pharmacy
Real Estate
Softw are & ProfessionalServices
Airlines – Passenger and Freight
Logistics – Trucking & Rail
Repair Shop & Prep Plant
Restaurant
Computer Applications
Great Plains
MAS 90
QuickBooks
Yardi
MRI
Open Systems – Traverse
Law son
Accpac
Solomon
Peachtree
Advanced Excel
ADP
Paylocity
Pow erPoint
Access
Education/Qualifications
BA - Business
Michigan State University
CPA Certificate
State of Colorado, 2002
Stephen Cox