 Provided consulting services related to process improvement, systems design and GAAP accounting.  Served as the accounting expert witness related to a multimillion-dollar litigation involving the construction and start-up of a petroleum processing facility.

 Led accounting, reporting, technical accounting, Tax, commercial services, financial systems and major projects staff groups.  Directed SEC and stakeholder reporting for two public registrants, designing and executing a new streamlined financial close process and executive management disclosure review. The re-engineered process affixed content accountability with designated process holders, thereby providing transparency to executive management to support their fiduciary… Show more  Led accounting, reporting, technical accounting, Tax, commercial services, financial systems and major projects staff groups.  Directed SEC and stakeholder reporting for two public registrants, designing and executing a new streamlined financial close process and executive management disclosure review. The re-engineered process affixed content accountability with designated process holders, thereby providing transparency to executive management to support their fiduciary responsibilities and enhancing the overall quality of disclosures, especially MD&A. Managed external auditor and Audit Committee relationships, resulting in their favorable ongoing feedback on the content and quality of accounting results and external reports. Executive leadership team member for implementation of Oracle Financials Cloud ERP and custom interfaces to gas plant accounting and liquids marketing software packages. Led cross-functional special projects with Engineering, Operations, Supply Chain and Corporate Development covering CAPEX and OPEX spending analysis, supply chain effectiveness and joint venture administration. Directed significant technical accounting issues and policy matters including Acquisition Accounting including pro forma disclosures; Convertible Preferred with Warrants; Impairment of Fixed Assets, Intangibles and Goodwill; Segment Reporting; Inventory accounting and valuation; Derivatives Accounting; Stock-based Compensation; and non-GAAP measures. Show less

 Hired -- based on my prior change-orientation and process improvement track record in the energy industry (BP) and consulting (Accenture) -- to design, implement and manage the processes, systems, and organizations required to meet the accounting, controls and reporting requirements of a private equity-owned midstream gas company with plans to go public. Led staff groups responsible for accounting, SEC and financial reporting, commercial services, major projects, SOX compliance, and… Show more  Hired -- based on my prior change-orientation and process improvement track record in the energy industry (BP) and consulting (Accenture) -- to design, implement and manage the processes, systems, and organizations required to meet the accounting, controls and reporting requirements of a private equity-owned midstream gas company with plans to go public. Led staff groups responsible for accounting, SEC and financial reporting, commercial services, major projects, SOX compliance, and financial systems support (Hyperion Financial Management, PeopleSoft financials, Quorum TIPS, Waterfield).  Designed and implemented systems, process and SOX infrastructure to support a public offering for the Parent C-Corp and multiple carve-out dropdowns of corporate owned businesses to the public Master Limited Partnership (MLP). Designed and implemented an integrated reporting solution for external and management reporting using Oracle Hyperion Financial Management (HFM)/Essbase and a restructured legacy PeopleSoft instance. This solution transformed the SEC reporting to an orderly process that produced final drafts typically 10 days before the filing deadline. It also enabled several seamless, efficient, fully automated MLP carve-out and drop-down transactions that required common control accounting at the MLP level. Other innovations and improvements included: automated cash flow reporting; automated calculation and recording of the allocation of income to MLP equity interests and parent company noncontrolling interest using the partnership distribution waterfall; and automated generation of draft financial statements with footnotes. Business acquisitions and divestments roles: business development team member; due diligence activities; SEC filings; working capital provisions; post-acquisition integration. Designed, implemented and directed the CAO Analyst Development program, which eventually transitioned to a cross-functional corporate-wide program. Show less

 Department of Interior (Denver CO): Accenture Program Leader for the Royalty-In-Kind Program which resulted from the strategic decision of the Department of Interior to invoke its right to receive its share of royalty oil and gas in-kind instead of receiving royalty cash payments from producers. Program scope included: Strategy Consulting; RIK Roadmap Preparation; Business Operating Model formulation; Funding Request Support; Process and System Implementation (Nucleus Gas and Oil Marketing);… Show more  Department of Interior (Denver CO): Accenture Program Leader for the Royalty-In-Kind Program which resulted from the strategic decision of the Department of Interior to invoke its right to receive its share of royalty oil and gas in-kind instead of receiving royalty cash payments from producers. Program scope included: Strategy Consulting; RIK Roadmap Preparation; Business Operating Model formulation; Funding Request Support; Process and System Implementation (Nucleus Gas and Oil Marketing); outsourced systems support and follow-on consulting engagements. (Required Federal security clearance.) Department of Interior (Denver CO): Accenture Program Leader for Compliance and Asset Management Re-engineering Program, which resulted from the Department of Interior decision to refocus, modernize and streamline its producer royalty audits. Program scope included: Strategy Consulting; Related Process and Systems Implementation; outsourced systems support and follow-on consulting. (Required Federal security clearance.) Solutions Architect for the Upstream Clearinghouse business process management market offering; sales support for Business Process Management outsourcing opportunities Subject Matter Expert for finance and accounting aspects of ERP implementations for energy clients Show less