Aaron Westerfield Email & Phone Number

Sweeny, Texas, United States

• Prepare monthly cost reports related to Capital Projects.• Coordinate, prepare, and load annual capital budget for Sweeny Refinery (including Midstream and joint projects with CP Chem).• Perform monthly and quarterly capital forecasting and reporting for refinery leadership and corporate HQ.• Lead a team of four direct reports in establishing, funding, investing and closing capital projects in SAP Project Builder.• Develop and publish Power BI dashboards related to capital projects status, spend, and other metrics.

Sweeny, Texas, United States

• Track and analyze monthly costs – investigate significant variances and determine root cause.• Coordinate and prepare annual budget for Sweeny Refinery and Midstream.• Perform quarterly forecasting for Sweeny Midstream.• Prepare monthly accrual and other accounting journal entries as needed.• Support the accounting in bringing a new major Refinery/Midstream asset online (Sweeny Fractionator 4).

Houston, Texas Area

• Perform monthly clean product, distillate and NGL reconciliations for terminals and pipelines.• Investigate and resolve differences between Phillips 66 and third-party inventory statements – prepare and book reconciling items as necessary.• Request systems and train new hires in inventory accounting process.• Assist inventory analysts in problematic reconciliations and resolution of discrepancies.

• Perform monthly clean product, distillate and NGL reconciliations for terminals and pipelines.• Investigate and resolve differences between Phillips 66 and third-party inventory statements – prepare and book reconciling items as necessary.

Houston, Texas Area

• Track and analyze monthly costs – investigate significant variances and determine root cause.• Coordinate and prepare Refining HQ yearly budget.• Perform annual impairment testing on portfolio of global refineries. • Compile and disseminate monthly, quarterly and annual reports for financial reporting purposes.• Serve as Refining SOX Coordinator: address accounting policy questions and liaise with internal and external auditors.

• Prepare, enter and reconcile monthly accounting entries relating to cash disbursements, payroll, insurance, benefits, acquisitions, debt and others.• Upload and enter financial information in Hyperion.• Investigate and resolve any discrepancies in Hyperion and with monthly reconciliations.• Coordinate, review and set annual corporate and regional budgets.• Compile and disseminate monthly and quarterly departmental and budgetary reports.• Conduct final reviews for company expense reports.

Planning, Conducting and Leading Audit EngagementsAssessing Risks and Objectives for the Audit EngagementIdentifying Opportunities for Improvement on the Operational Processes and Business Cycles AuditedDetermining Compliance with Established Policies and Procedures for the Activities AuditedPreparing Formal Written Audit Reports with Value-Added Findings and RecommendationsCoordinating and Communicating with Appropriate Personnel and Levels of Management for each Function or Activity Being Reviewed

Analyzed Flight Information for Expeditious Dispatch of MailHeaded the Day Shift of the Houston Hobby (HOU) Airmail FacilityMaintained Air Transportation RecordsEnsured Commercial Airlines Compliance with Proper Postal ProceduresSupervised and Trained Mail Processors

Served as a soldier during the Persian Gulf WarWas in Military Intelligence as a Russian Linguist

Master Of Science (Ms), Accounting, 3.85

Activities and Societies: Beta Gamma Sigma Dean’s Award for Academic Excellence

Bachelor Of Science (Bs), Finance, General, 3.878

Activities and Societies: Beta Alpha Psi, Phi Kappa Phi Magna Cum Laude

Associate Of Science, Chemistry