Providing high quality accounting consulting to companies primarily in the energy sector. Recent projects include:
• Served as interim Controller for Denver-based E&P company during a time of significant change. Coordinated continuity of services and directed company through the audit. Assisted in the transition when full-time Controller was hired
• Provided advisory and review services to assist an E&P company with the divestiture of non-core assets. Directed the efforts to review the final settlement of the transition
• Managed partner reviews for agricultural management firm and assisted in the creation of an opening balance sheet for their recapitalization transaction
• Drafted year-end financial statements for Denver-based E&P company

Providing targeted capital and advisory services to early-stage enterprises. We have successfully helped close seed investments on three companies and continue to grow the business model to:
• Identify high quality business opportunities
• Target potential investors to participate in seed round and follow-on financings
• Developed partnership with venture capital firm to refer investment opportunities and increase capital availability

Assisted companies in various industries focusing on technical accounting, transaction accounting, restructurings, and due diligence.
• Implemented ASC 842 lease accounting at several private companies
• Served lender in an advisory role on analysis of debtor in default – focused on cash flow presentation, financial best practices, and restructuring preparations
• Provided periodic reporting analysis, technical accounting research, and internal control consulting to a host of clients
• Advised client on treasury process improvement initiative

• Provided technical accounting research and support in advance of oil and gas M&A activity for a DJ Basin public E&P company
• Served as Interim CAO for a publicly traded energy infrastructure company supporting the company through 10-Q filing and post transaction integration items

Essential part of management team directing the accounting efforts of start-up PE portfolio company. Lead company through initial acquisition and growth-phases culminating in merger with another portfolio company.
• Established accounting function of company from scratch
• Oversaw all aspects of E&P accounting function including revenue, JIB, financial reporting, ONRR, taxes, internal reporting, and treasury
• Integrated initial $150 million asset acquisition and established operations with significant experience in the entire A&D process including, HR tasks, systems, data, financial and operational reporting, regulatory, purchasing, insurance, ISDAs, legal and governing documentation
• Created internal management reports and metrics to facilitate strategic decision making
• Managed various outsourced functions and consultants including accounting processing, tax compliance/strategy, and IT services
• Oversaw efforts to reduce overall G&A spending during 2020 downturn focusing on

Hired after sale from Ute Energy. Responsible for the creation and management of the entire U.S. accounting function.
• Implemented US-based banking processes and developed the banking relationship with Wells Fargo
• Prepared weekly corporate forecast for the US business and presented to the executive team
• Participated in potential A&D transaction evaluations including accretion and financial modeling, relationship building, due diligence and PSA negotiations.
• Oversaw the transition of accounting processes from Canada to the U.S.
• Assumed various administrative and managerial functions within the U.S. including personnel issues, office services and treasury functions.
• Lead various legal initiatives as well as partner relations and recovery issues
• Served on the equity and bonus compensation monitoring committee as well as the 401k investment committee
• Presented financial results, updated forecasts and company funding matters to the Board of Directors
• Managed a depa

PE portfolio company partnering with Ute Tribe in Utah. Responsible for the creation and management of the entire accounting function. Lead the entity's accounting efforts through a dual-track IPO / sale phase culminating in sale.
• Ultimately responsible for the timeliness and accuracy of the financial statements
• Reported directly to CFO, had extensive interactions with all levels of executive management
• Oversaw the transition of the accounting function in-house from a 3rd party service provider; staffed all levels of the department and managed relationships with consultants and contractors to accomplish our objectives
• Created internal management reporting packages and implemented new financial reporting process
• Oversaw technical accounting issues including – hedging, carve-out financials, business combinations
• Directed the company's accounting effort for the filing of SEC registration statements on Form S-1
• Coordinated the compilation and drafting of financial stat

Assisted companies in various sectors of the energy industry focusing on technical accounting, transaction accounting, restructurings, and due diligence.
• Prepared base cash flow analysis to support potential capital restructuring and debt servicing capability
• Managed restructuring engagement during the 2009 downturn and focused company's efforts on cash flow preservation
• Modeled scenarios for the bank and senior management assuming various pricing environments, limited capital availability, G&A reductions, and restructured debt levels
• Worked with 1st and 2nd lien lender groups and facilitated communications between creditor and debtor in a difficult and time sensitive environment
• Drafted registration statement on Form S-1 for IPO of parent entity; coordinated reviews with C-level executives and legal counsel
• Responsible for financial reporting of dropdown transactions from parent entity to MLP entity and the preparation of carve-out and pro forma financial statements

Managed the creation and development of the Internal Audit department and initial compliance with SOX requirements.
• Reduced the company's reliance on external consultants to perform the Internal Audit function – resulting in savings to the company of over $2.5 million
• Coordinated testing of internal controls to support management's SOX 302 and 404 compliance
• Responsible for regular reporting to the Audit Committee and external auditors on matters of internal control and corporate governance
• Identified deficiencies in the capital expenditure process and directed remedial action over several areas including – AFE policies and procedures, cost analysis monitoring function, and field cost reporting system
• Directed the materials group's efforts to define the inventory management process and established a system of physical inventory observations
• Championed the company's Enterprise Risk Management (ERM) process by involving senior management and creating an inventory of com

• Managed large public company engagements of clients in the upstream oil and gas, public utilities, commodities, and financial services industries