Functional Skills
Business Planning
Financial Modeling
Financial Due Diligence
Cost Reduction
ERP Implementation
Software Skills
Quickbooks
Netsuite
Microsoft Office
Sector Experience
Chemicals
Energy
Financial Services
Industrials
Manufacturing
Experience
Green River Production
Finance
Chief Financial Officer
4/2019 - Present
• Lead in-depth due diligence, counterparty negotiation, deal structuring, and financial sponsor investment committee approval process (including detailed subsurface engineering, technical, legal, and financial assessment) of all acquisitions, comprising thirteen major asset packages over the last year.
• Cultivates company relationships with banks and other debt providers, commodity hedging counterparties, legal, compliance, outsourced accounting, and specialist consultants.
• Cultivates company relationships with banks and other debt providers, commodity hedging counterparties, legal, compliance, outsourced accounting, and specialist consultants.
Bluewater
Finance
Vice President
1/2011 - 12/2018
• Developed and synthesized firmwide investment sourcing strategy comprising intensive analytical assessment of micro / macro trends, buildup of key players / market share, and translation of theses into viable investment targets within energy transition, digital infrastructure, and hybridization / electrification of traditional industrial assets.
• Successfully executed marketing and limited partner outreach efforts to raise Fund I ($862M) and Fund II ($1.1B) equity capital
• Successfully executed marketing and limited partner outreach efforts to raise Fund I ($862M) and Fund II ($1.1B) equity capital
First Reserve
Finance
Associate
7/2007 - 10/2010
• Led execution and evaluation of over 25 investment opportunities, including due diligence, execution, and monitoring of three new transactions / portfolio companies within the oil, natural gas, and mining supply chain.