Leading financial strategy and operations for a multifaceted organization, managing a diverse portfolio of investments across multiple entities. Focused on strategic foresight, financial expertise, and precision to support decisions for family members, the board, and senior executives.Responsibilities:Financial Leadership: Drive financial planning and execution across 20 entities, aligning with organizational goals and optimizing performance.Budgeting & Forecasting: Develop and manage robust processes to deliver insights and accountability.Cash Flow Management: Oversee forecasting and liquidity for a dynamic portfolio, supporting intercompany loans and investment opportunities.Strategic Insights: Provide analysis and actionable recommendations to cross-functional leaders.Financial Reporting: Deliver accurate, timely statements, investment reports, and tax filings while ensuring compliance.Operational Efficiency: Lead automation and workflow integration using tools like Sage Intacct to improve reporting and data management.Portfolio Oversight: Conduct financial analysis for a portfolio spanning energy, commodities, manufacturing, healthcare, technology, agriculture, real estate, retail, and philanthropy.Risk Management: Implement controls for data security, legal compliance, and risk mitigation.Stakeholder Engagement: Liaise with family members, operational management, accountants, and stakeholders.Qualifications:Experience in strategic finance leadership within complex structures.Expertise in financial analysis, forecasting, and diverse portfolios.Strong knowledge of tax compliance, intercompany transactions, and investment structures.Proficiency in systems like Sage Intacct and document management tools.Exceptional communication skills to collaborate with stakeholders.

As a seasoned financial and business consultant based in Texas, I employ a multifaceted approach to elevate your financial operations. Beginning with meticulous financial analysis, I identify trends and areas for improvement, laying the groundwork for detailed financial projections. To facilitate well-informed decision-making, I craft user-friendly FP&A visualizations encompassing interactive dashboards and reports that simplify complex financial data.Ensuring data integrity is paramount, and I achieve this through adept data management using SQL and Python. My proactive validation, transformation, and cleansing processes mitigate errors, upholding the reliability of financial reports. In addition to delivering in-depth FP&A insights and creating intuitive visualizations, I assume budgeting and P&L accountability responsibilities, offering a thorough breakdown of revenue, costs, and expenses

In my position as Principal & SVP of FinanceMajor Responsibilities:Building systems and procedures with emphasis on safety, regulations, training, best practices, and competitive cost structure; Organizing, evaluating, and reporting financial performance and projections, including budget reports, analyses of expenses and income patterns, and projections of short- and long-term cash requirements; Controlling CAPEX and OPEX budgets, as well as audit and tax functions, while managing operations with external audit firms and monitoring performance metrics; Reviewing funding agreements and providing directors and supervisors with robust advice on program design compliance; Administering all mid-stream assets as well as related by-products, such as crude oil, natural gas, natural gas liquids, treating, storage, and produced water facilities; Performing due diligence in reference to cash flow, accounting, and forecast for targeted acquisitions.Key Accomplishments, I achieved during this role:• Launched a private equity-backed business from scratch with $100MM capital in 2015.• Improved information flow to external auditors, reducing audit costs.• Spearheaded the ESG program (implementation, monitoring and inspection)• Enabled business to expand and reach $127MM in revenue by 2020.• Recovered $600K refunds from IRS by implementing strong audit procedures.• Implementation of accounting software ~ Bolo (https://www.p2energysolutions.com/).• Achieved $2MM in cost reduction by negotiating cost savings and vendor terms.• Enforced EPA, OSHA, and related legislation and contractual duties pertaining to environmental, safety, and conservation programs.• Led the deployment of the P2 Merrick ERP system (P2 Carte and P2 Field Operator) to automate and manage core business activities for optimum efficiency, resulting in efficient production data collection, accounting, and reporting.

Established leader with a successful history of expanding market influence, leading top-performing teams, and overseeing day-to-day operations for sustained success. Collaborated effectively with Commercial Underwriters to evaluate customer credit risk and structure tailored credit solutions. Adept at discerning client needs, recommending appropriate banking products, and fostering prospects through referrals, networking, and community ties. • Entered new markets, achieving an impressive 45% growth in the first 36 months.• Expanded business operations into new regions, further diversifying our market presence.• Manage day-to-day relationships with lenders actively participating in meetings to stay informed about borrowers' businesses and strategic direction.• Led banking teams focused on Increased revenue through effective supervision, training, coaching, and collaborative efforts with internal and external partners. • Maintain expertise in the assigned market segment, prepare information memorandums, and actively participate in credit administration, collateral control, and account servicing activities.