Robert K. TracyCPA · Broomfield, CO

Curriculum Vitae

Robert K. Tracy, CPA

Chief Financial Officer · Controller · Financial Analyst · Portfolio Manager

Colorado Department of Regulatory Agencies CPA.9039353 · Broomfield, CO
646-303-9996 · Robert.K.Tracy@gmail.com
linkedin.com/in/robertktracy · www.robertktracy.com

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

2020 — Present

Professional Experience

Owner & Founder
R Tracy Research and Consulting LLC
November 2020 – Current
  • Accounting and investment management consulting.
Controller
Verde Natural Dablogic Inc, Denver, CO
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.
Chief Financial Officer
RN Hemp Products Inc, Broomfield, CO
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.
Managing Director
Brahman Capital Corp, New York, NY
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.
Senior Financial Analyst
Kynikos Associates LP, New York, NY
2004 – 2008
  • Prepared short-side investment research and financial modeling for global equities.
  • Supported investment decisions with forensic accounting and industry analysis.
Financial Analyst / Author
Grant's Investor / Apogee Research, New York, NY
2000 – 2003
  • Authored in-depth financial reports for Grant's Interest Rate Observer and Apogee Research, focusing on forensic accounting.
Assistant Controller
Kansas University Endowment Association (KUEA), Lawrence, KS
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.

1988 — 1995

Previous Experience

1993 – 1995
Internal Auditor, University of Kansas
1992 – 1993
Accountant, Kansas City MO School Board
1990 – 1992
Senior Auditor, Schehrer, Harrod & Bennett CPAs
1988 – 1990
Auditor, Deloitte & Touche

Track record

Selected Achievements

Inventory & costing systems

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

$2B+ foundation controls

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

Consistent outperformance

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)
  • Chartered Financial Analyst (CFA) — not currently certified, passed all levels, 2001

Publications & Other

  • Contributing author, Seeking Alpha
  • Featured in Institutional Investors (Oct 20, 2015) for portfolio performance

Curious about the hemp research?

Same analytical rigor, a very different subject — a look at the economics of the plant that prohibition erased from the balance sheet.

Read Hemp Economics