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Robert K. Tracy, CPA Colorado Department of Regulatory Agencies CPA.9039353

Broomfield, CO | 646-303-9996 | Robert.K.Tracy@gmail.com | https://www.linkedin.com/in/robertktracy/

Chief Financial Officer | Controller | Financial Analyst | Portfolio Manager

Strategic finance executive and CPA with 25+ years’ experience in accounting, asset management, and financial leadership across cannabis, manufacturing, non-profit, and investment sectors. Proven expertise in financial reporting, compliance, internal controls, and portfolio management.

Core Competencies

Financial Reporting & Analysis (GAAP, FASB); Cannabis Industry Compliance & Taxation; Inventory & Cost Accounting Systems; Internal Controls & Audit Management; Scenario Forecasting & Budgeting; Portfolio & Asset Management; Team Leadership & Staff Development; Tax Compliance; Advanced Excel (Macros, Pivot Tables, Power Query), Bloomberg, CapIQ, QuickBooks (Desktop & Online), LeafLink, Webgility, Dutchie, AvaTax

Professional Experience

R Tracy Research and Consulting LLC; Owner and Founder November 2020 to current

·         Accounting and investment management consulting.

Verde Natural Dablogic Inc, Denver, CO; Controller; Nov 2024 – July 2025

·         Prepare monthly/annual financial statements and manage cash flow budgeting for a leading cannabis company.

·         File monthly sales and excise tax returns, ensuring full regulatory compliance.

·         Supervise accounting staff and streamline financial operations.

RN Hemp Products Inc, Broomfield, CO; Chief Financial Officer; Sep 2021 – Mar 2024

·         Managed all banking and credit card processor relationships.

·         Built and implemented an inventory costing system allocating direct/indirect costs per SKU.

·         Developed real-time inventory system, reducing stock-outs and expired inventory.

·         Created forecasting models for revenue, inventory, COGS, and cash flows.

·         Conducted gross margin analysis and optimized MSRP by SKU.

·         Instituted internal controls, eliminating fraudulent chargebacks.

Brahman Capital Corp, New York, NY; Managing Director; 2008 – 2018

·         Co-managed a multi-billion-dollar equity short portfolio, consistently generating positive alpha.

·         Developed financial models and scenario analyses for 100+ companies across diverse sectors.

·         Recognized by Institutional Investors (Oct 20, 2015) for peer-leading performance.

Kynikos Associates LP, New York, NY; Senior Financial Analyst; 2004 – 2008

·         Prepared short-side investment research and financial modeling for global equities.

·         Supported investment decisions with forensic accounting and industry analysis.

Grant’s Investor / Apogee Research, New York, NY; Financial Analyst / Author; 2000 – 2003

·         Authored in-depth financial reports for Grant’s Interest Rate Observer and Apogee Research, focusing on forensic accounting.

Kansas University Endowment Association (KUEA), Lawrence, KS; Assistant Controller; 1995 – 2000

·         Managing accounting for a foundation with over $2 billion in assets and more than $150 million in annual donor funding.

·         Coordinated year-end audits with the external audit firm, enhanced internal controls, and ensured FASB compliance in financial reporting.

·         Managed an 8-person accounting team and created new internal controls and compliance manuals

Previous Experience

·         Internal Auditor, University of Kansas (1993–1995)

·         Accountant, Kansas City MO School Board (1992–1993)

·         Senior Auditor, Schehrer, Harrod & Bennett CPAs (1990–1992)

·         Auditor, Deloitte & Touche (1988–1990)

Selected Achievements

·         Implemented inventory and costing systems for CBD manufacturer, improving margin visibility and reducing stock-outs.

·         Redesigned internal controls for a $2B+ foundation, authorizing $150M+ annual expenditures.

·         Co-managed hedge fund portfolios with 10+ years of consistent outperformance.

Education & Certifications

MBA, University of Kansas, 1999

BS, Accounting & Business Administration, University of Kansas, 1988

Certified Public Accountant (CPA): Colorado (CPA.9039353); Kansas (Certificate #6378, Permit #348); Missouri (Certificate #014520)

Chartered Financial Analyst (CFA): Not currently certified but passed all levels, 2001

Publications & Other

Contributing author, Seeking Alpha  https://seekingalpha.com/author/robert-tracy

Featured in Institutional Investors (Oct 20, 2015) for portfolio performance