Controller and CFO with expertise in project financing, financial reporting (SEC and internal), strategic planning, tax planning, M&A, IPOs, budgeting, treasury, and cash forecasting. CPA, MBA with industry and Big 4 background. High integrity, with excellent leadership and presentation skills. |
SUMMARY
CPA and MBA with over 20 years experience in oil and gas exploration and production financial management, including Fortune 500, privately held, and Big 4. Raised $250MM in project financing during worst credit climate since Great Depression. Understands operations and thinks strategically. Gained perspectives of investors, equity partners, and senior management from over a decade as a business owner. High integrity with excellent leadership and presentation skills.
AREAS OF EXPERTISE
Project financing (including road shows, IPOs, and troubled debt restructurings)
Oil and gas GAAP
Financial reporting (All types of 1933 and 1934 Act SEC filings, including IPOs, debt offerings, equity offerings, 10Ks, and 10Qs)
Strategic planning (chief corporate planner for a Fortune 500 oil company, experienced in M&A activities and commodity price forecasting)
Budgeting (including long range planning and cash forecasting)
Tax planning and compliance
Investor relations (public as well as private)
Software (Bolo, Excalibur, Petroware, Sun, QuickBooks, and Microsoft Office)
PROFESSIONAL
July 2006 - Present COMPANY CONFIDENTIAL, Bakersfield CA
Corporate Controller and Chief Accounting Officer
Heads world wide accounting operations including Indonesia, Brunei, and US.
Point man on $250MM project financing arranged during 2nd and 3rd quarters of 2008 and funded October 22, 2008.
Developed corporate financial model for strategic planning and financings.
Primary contact with banks, external investors, and external auditors.
Chief Financial Officer, COMPANY CONFIDENTIAL (largest subsidiary)
Built finance team of rapidly-growing US subsidiaryUS operations commenced in 2nd quarter 2006 with the acquisition of a publicly traded E&P company. Eight direct reports.
All monthly and annual financial accounting and reporting, including routine presentations to international senior management.
Creation of cash plans, forecasting of operations, and tax planning.
Implementing SOX policies and procedures.
Cash management and banking operations.
Responsible for world-wide payroll for all US citizen employees.
Recently converted general ledger package from Petroware to Bolo.
2005 - June 2006 NOBLE ENERGY, Denver CO Manager of Financial Reporting (Contract)
Responsible for all SEC reporting for major subsidiary acquired 3rd quarter 2005.
Evaluated SOX policies and procedures for the Mid-Continent and Rocky Mountain regions. Prepared and implemented the remediation plans.
Led financial evaluation and integration of acquisition of US Exploration.
Restated SFAS 143 costs and obligation for the above acquisitions.
Prepared for system conversion from Excalibur to Oracle.
1996-2005 FASHION INVESTMENTS INC., Colorado Springs, CO Chief Executive Officer, Chief Financial Officer, and Major Shareholder
Commercial Laundry, Drapery Fabrication, and Real Estate
Fashion Investments owned and operated the largest independent commercial laundry facility in Colorado Springs, which employed thirty-five people.
Managed all operations and financial matters, including banking relationships, credit and collections, inventory management, and payroll.
Sold to another investor in 2005.
1986-1996 ORYX ENERGY COMPANY, Dallas, TX (Oryx Energy Company was a Fortune 500 independent oil and gas producer that was formed from the purchase of Sun Energy Partners MLP and later acquired by Kerr McGee Corporation) Various positions
Manager, Financial Reporting Responsible for all SEC filings and the preparation of annual reports, 10K, 10Q and all S series filings for both Sun Energy Partners MLP and Oryx Energy.
Manager, Strategic Planning and Analysis Led corporate planning department. Responsibilities included acquisition and divestment analysis, investor relations, budgeting, long range planning, commodity price forecasting, and operations analysis for the CEO and Board of Directors.
International experiences included U.K. North Sea, Ecuador, Gabon and Indonesia.
General Auditor (short term assignment during General Auditors leave of absence) Planned and directed all internal audits. Coordinated with and assisted the independent auditors and supervised all joint interest audit activities.
1977 - 1986 DELOITTE & TOUCHE, Dallas, TX Manager (Senior Manager title not created yet)
Responsible for audit and client services of major public corporations primarily in the energy and extractive industries.
Firm-designated specialist in the energy field.
Instructor at national petroleum accounting seminars.
Directed the audits of a multi-billion dollar entity for four years (until its acquisition), completing all 10K, 10Q and S series filings.
Served the following energy clients: Dorchester Oil and Gas (a Fortune 500 fully integrated energy company), Sabine Royalty Trust (one of the largest publicly traded royalty trusts), Pasadena Energy, Bernard Oil and Gas, Winchester Oil and Gas, Superior Oil, Lighting Energy, SEDCO Energy, AMPECO Energy Partners.
Spent 6 months converting a Canadian E&P company from Canadian to US GAAP.
Responsible for on-campus recruitment at University of North Texas and Baylor
EDUCATION
Southern Methodist University, Executive Program 1988
University of North Texas, MBA 1977
University of Pittsburgh, BA 1974 |
