Stephen Cox

Chief Financial Officer

Downtown Dallas, Remote Only

21+ years of experience


  • 25+ Years of  Experience

    in finance, operational accounting, tax preparation and audit management.

  • Professional Partner to C-Suite Executives

    providing sound financial and operations counsel to inform decision-making.

  • Proven System Experience 

    with Yardi, Quickbooks, Great Plains, Xero, ADP, and more


  • Full accounting and finance responsibility for commercial developer and property management

  • Reporting to 8 Equity Partners including 6 deals closed with the Kroenke Group

  • Developed 4 Kroger JV Deals, 2 Wal-Mart Shopping centers, & 2 LA Fitness anchored centers

  • Managed tax returns for over 100 entities, track preferred returns, quarterly distributions

  • 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 for internal controls

  • Achieved 20% annual return on investment for private equity owner

  • Managed due diligence for the sale of the company that doubled initial investment

  • Managed portfolio of over $150M in assets of cash, real estate, jets, bonds and securities

  • Upgraded to Yardi software for 20 shopping centers, multi-family, land and investments

  • Implemented Cost Segregation studies that saved over $500k of federal income tax


  • Spin-off of broadcast business unit and sale of profitable operating subsidiary prior to assets being purchased by a large, multi-national telecommunications company. Quick and successful integration of systems and processes to new owner.

  • Executed the relocation of headquarters and distribution from two states to DFW with no negative impact to customer operations

  • Outsourced finance and administrative functions resulting in annual savings of over $800K while maintaining a high level of employee benefits. Reduced initial sales tax liability assessment by $250K.

  • Met or exceeded all finance and operations KPI’s during a year with 100% sales growth.

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