Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joshua Settle

Okinawa

Summary

Accomplished finance executive, seasoned entrepreneur, and Army Ranger Veteran (3/75) with proven leadership in high-pressure environments. Currently serving as CFO and Co-Founder of SABO Outdoors Inc. and GOVRAX, driving strategic digital innovation, operational efficiency, and financial growth. Additionally, a General Partner with JCJ Investing, the management company overseeing hedge fund operations, adept at leveraging cutting-edge technologies, notably artificial intelligence, to enhance trading strategies and optimize fund performance. Passionate about integrating disciplined military leadership principles with entrepreneurial agility to consistently deliver exceptional results and drive transformative business outcomes.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Managing General Partner

JCJ Investing LLC
Dover
05.2024 - Current
  • Provided guidance on market trends and competitive landscape to inform investment decisions.
  • Coordinated with legal counsel in order to ensure that all documentation is properly filed according to state laws.
  • Monitored portfolio performance against predetermined benchmarks.
  • Collaborated with internal teams such as operations personnel or accounting staff in order to facilitate smooth functioning of the fund's operations.
  • Worked closely with external advisors such as brokers, bankers, attorneys, accountants. to ensure compliance with regulations and best practices.

Chief Financial Officer

SABO Outdoors Inc / GOVRAX
Albemarle
07.2022 - Current
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Oversaw monthly, quarterly and annual financial reporting while developing annual operational budget and 5-year projections.
  • Formulated and delivered financial and budget reports for investors, partners and stakeholders.
  • Completed analysis of company financial data and produced industry reports outlining metrics and results.
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
  • Provided strategic and financial growth advice to other company executives.
  • Prepared accounts and conducted audits according to regulatory requirements.

Financial Advisor

Cornerstone Financial Consulting LLC
De Pere
01.2023 - 01.2025
  • Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
  • Implemented asset allocation models designed to maximize returns while minimizing risks.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Identified new business opportunities through networking events or referrals from existing clients.

IT Operations Technician II

Nucor Business Technologies
Ghent
03.2023 - 01.2024
  • Maintained physical equipment functions to meet productivity goals according to internal and external compliance initiatives.
  • Recommended fixes by investigating technology failure to ascertain vulnerability and root cause.
  • Resolved network alarms, recognizing jeopardizing conditions and notifying leadership of risk potential.
  • Led output planning and controls, providing assessment and troubleshooting to minimize complications and breakdowns.
  • Installed technology deployments to meet project requirements using technical systems knowledge.
  • Provided support, troubleshooting, and restoration services for networks, video conferencing, internet, and phone systems.
  • Led technical operations and maintenance tasks to maintain cross-organizational technology infrastructure effectiveness.
  • Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
  • Monitored operations and reviewed records and metrics to understand company performance.
  • Maintained positive working relationships with fellow staff and management.

IT Manager / Data Manager

Markon Solutions (DPRI)
Okinawa
12.2020 - 07.2022
  • Managed data gatekeeping by receiving information, translating, and overseeing documents within file management systems.
  • Resolved information access issues, troubleshooting to improve customer and internal data entry and access.
  • Documented work processes, project initiation, production, and updates to assist creation of change management policies.
  • Identified problems in printers, scanners, and networking hardware, applying required fixes or escalating issues.
  • Tackled troubleshooting and problem resolution to support end-user technical issues.
  • Installed and supported desktop software titles and add-ons.
  • Delivered local and remote Tier 1 & 2 IT support for hardware and software to company personnel.
  • Reviewed requests for service to resolve IT difficulties, documenting and fielding tickets to improve problem resolution.
  • Tracked and prioritized IT tickets and requests based on severity and potential business disruptions involved.
  • Developed self-help tools, user assistance documents, and training initiatives to execute overall business technology plans.
  • Maintained working knowledge of current hardware and equipment by completing required training and reading applicable literature.
  • Performed walk-throughs for new hires to aid in technological onboarding processes.

Site Lead / Instructor

Technical Control Consultants
Okinawa
12.2016 - 12.2020
  • Created and managed curriculum following strict compliance guidelines
  • Consolidated curriculums into an online cloud database
  • Created and developed sharepoint sites, excel documentation, workflows, and after instruction reports.
  • Installing, configuring, and integrating Cisco network devices into a secure environment
  • Worked in a secure environment requiring a secret security clearance.
  • Configured WANs/LANs networks utilizing satellite terminals and tactical radio end devices.
  • Worked directly with United States Marine Corps leadership

United States Army Ranger

US Army
01.2012 - 12.2016
  • Managed $10M+ in equipment, ensuring operational readiness and effectiveness in critical situations
  • Followed orders and carried out mission directives with professionalism and compassion despite chaotic and emotionally stressful circumstances.
  • Worked in small groups to accomplish complex goals within tight deadlines and standards.

Education

Bachelor of Arts - Finance

University of Maryland - Global Campus
Adelphi, MD
12-2025

Skills

Technical Skills

  • Microsoft Power Platform: Power BI, Power Apps, Power Automate
  • Programming and Scripting: Power FX, DAX, JSON, JavaScript, Python, SQL
  • Data Management and Visualization: Data analysis, data visualization, Databricks, data governance, data strategy
  • Solution Development: End-to-end Power Platform solutions, Non-Dataverse-based solutions

Design & Methodology

  • User-Centered Design (UCD)
  • Power Platform Architectural Design Principles
  • Continuous Process Improvement (CPI)

Professional & Communication Skills

  • Effective Client Communication and Relationship Management
  • Presentation Delivery to Stakeholders and Product Owners
  • Quick Learner, Adaptability to Organizational Change
  • Analytical and Problem-Solving Skills
  • Synthesizing Data and Presenting Insights
  • Experience Collaborating with United States Marine Corps Leadership
  • Familiarity with Power Platform Administration and Governance Principles

Certification

  • CompTIA Network +
  • CompTIA Security +
  • Series 65
  • PL-400 Microsoft Power Platform Developer (Test date: 30 April 2025)
  • PL-900 - Microsoft Power Platform Fundamentals (Test date: 25 April 2025)

Timeline

Managing General Partner

JCJ Investing LLC
05.2024 - Current

IT Operations Technician II

Nucor Business Technologies
03.2023 - 01.2024

Financial Advisor

Cornerstone Financial Consulting LLC
01.2023 - 01.2025

Chief Financial Officer

SABO Outdoors Inc / GOVRAX
07.2022 - Current

IT Manager / Data Manager

Markon Solutions (DPRI)
12.2020 - 07.2022

Site Lead / Instructor

Technical Control Consultants
12.2016 - 12.2020

United States Army Ranger

US Army
01.2012 - 12.2016

Bachelor of Arts - Finance

University of Maryland - Global Campus
Joshua Settle