Kendall Carbone Email & Phone Number

Denver, Colorado, United States

-Interim CFO for a renewable energy company experiencing significant growth with extensive reporting and audit requirements for the year ended December 31, 2023. Improved month end close and reporting process.-Served as project manager for two privately held companies (one e-commerce and one manufacturing/distribution company) preparing for IPO in 2022.-Assisted with the timely filing of the June 30, 2022, Form 10-Q for a public mining company who had filed their March 31, 2022, Form 10-Q and December 31, 2021, Form 10-K late.-Implemented Workiva to streamline financial reporting and prepare for SEC reporting.-Drafted accounting policy manual, technical accounting memos and implemented new accounting standards in preparation for public company status.-Assisted with Enterprise Risk Management Assessment and entity level controls implementation.-Prepared Board and Audit Committee presentations that detailed progress toward IPO readiness, including internal controls and SOX related processes.

Commerce City, Colorado, United States

-Responsible for accounting, budgeting, financial reporting, human resources, treasury, credit and information technology for a $1.5 billion revenue fuel wholesale and transportation company.-Completed the 2019 audit including predecessor and successor financial statements resulting from the June 2019 recapitalization.-Led the financial due diligence and quality of earnings process for three potential acquisitions.

Broomfield, Co

Responsible for all SEC reporting, operational accounting, internal controls over financial reporting and shared accounting services team.• Assisted with the Company’s Chapter 11 Bankruptcy filing and all related court reporting, 13-week cash flow forecasting, asset impairment, fresh start accounting and other bankruptcy issues. • Responsible for the on time and under budget upgrade from BPC 7.5 to BPC 10, which improved the company’s reporting process and timeline.• Led a team that evaluated accounting processes, resulting in the elimination of six positions while reducing both cost and risk in these areas.• Responsible for overseeing the audit and working with PwC to reduce 2015 and 2016 fees by over $350K due to improved planning, additional client assistance and use of PwC templates. • Updated all technical accounting policies and responsible for the implementation of ASC 606, Revenue Contracts with Customers with no assistance from outside consultants.• Led the adoption of ASC 842, Leases, while working with Procurement to evaluate numerous active contracts. Adopted this standard in January 2019 utilizing all in-house resources.

Greenwood Village, Co

Responsible for all accounting and reporting functions for this start-up clean fuels and biochar company. Transitioned the accounting function from California to Colorado in early 2014 and began monthly operations review of actual costs to budget. Performs all cash and treasury functions as well as oversees Cool Planet's insurance programs.

Denver, Co

I was the Vice President & Controller at QEP Resources, Inc., a Denver based natural gas and oil exploration company. QEP has significant operations in the Rocky Mountain and Midcontinent regions of the United States. My team was responsible for all internal and external financial reporting as well all accounting functions for the Corporation, which include revenue distribution, joint interest billing, accounts payable, fixed assets, midstream and marketing accounting. I helped to lead an RFP to replace QEP's Excalibur accounting system and was very involved in a number of asset divestitures and acquisitions during my tenure at QEP.

Greenwood Village, Co

In October 2009 I moved out of the Director of Finance role that I had held for the previous 6+ years and into the Director of Rack Forward Sales at Suncor Energy USA, Inc. My group was responsible for selling all of the gasoline and diesel that our refinery produces to Suncor's branded and unbranded customers. I also had the responsibility for the 44 Shell and Phillips 66 gas stations that Suncor owned in Colorado.

Greenwood Village, Co

Refining and MarketingAreas of responsibility: general ledger, accounts payable, inventory, fixed assets and project accounting, financial reporting, and budgeting and forecasting for refinery, pipeline and retail business units in both Colorado and Ontario.Responsible for the purchase accounting for the acquisition of the former ConocoPhillips refinery in August of 2003 and the former Valero refinery in May 2005.Finance lead Denver business unit for Project Cornerstone, a major SAP upgrade that went live in September 2006; led the Marketing and Distribution go-live for Finance on SAP in January 2007.Responsible for Sarbanes-Oxley 404 compliance; Suncor certified as of December 31, 2004 a full year ahead of the required Canadian-filer deadline.Involved in drafting and reviewing the Suncor Energy USA annual and quarterly SEC filings as they relate to the US segment. Attend CE to remain current on SEC and FASB rules.Led the Denver Cost Management Project which was responsible for process re-engineering and better cost controls at the Denver Refinery to reduce refinery costs by approximately $2 million in 2009.

Centennial, Co

Areas of responsibility: general ledger, accounts payable, payroll, fixed assets and project accounting, financial reporting, financial systems and budgeting and forecasting.Directed a review of the cost for Dynegy's exit from domestic telecommunications, resulting in a reduction of nearly $100 million in exit cost liabilities.Involved in drafting and reviewing the Dynegy Inc. Forms 10-K and 10-Qs as they relate to the telecommunications segment. Spearheaded the integration of Extant, Inc. into Dynegy Inc. This included conversion from the Platinum Accounting system to Peoplesoft in January 2000, as well as conversion from ADP payroll to Lawson payroll. Transition of certain Denver accounting functions to Houston resulted in headcount reductions of three employees, saving over $250 thousand annually.Implemented complete set of accounting policies and procedures for Extant, Inc., the start-up company that was the predecessor of Dynegy Connect L.P. in 1999. Coordinated conversion of these policies into an overall accounting policy manual that was approved by Dynegy's external auditors and audit committee.Dynegy Connect, LP (cont.)Involved in marketing Extant, Inc. to various outside entities to obtain additional investments or facilitate merger or acquisition opportunities. This effort ultimately led to Dynegy's purchase of Extant, Inc. for approximately $200 million in September 2000.Drafted registration statement on Form S-1 to file with SEC for initial public offering; however, this S-1 was never filed due to market changes.

Englewood, Co

Led all general ledger accounting for $300 million revenue Telecom Division, as well as Credit and Collections department that managed receivables balance over $80 million, including various products.Provided oversight of all accounting policies and procedures as Financial Management Committee member. Focus: capitalized labor policy and other technical accounting issues facing ICG.Reduced bad debt expense as a percentage of receivables from seven percent to four percent by utilizing outside success-based collection agencies and focusing in-house collections on larger customers and teaming with sales representatives to collect significant past-due balances.Established G&A expense reduction task force that reduced division's monthly G&A expense by 17%, by enforcing corporate spending limits and renegotiating significant vendor contracts.Served as primary liaison between ICG external auditors and upper management. Reduced 1998 audit fee by over $90 thousand by preparing necessary audit schedules prior to audit.

Englewood, Co

Director of Accounting and Financial ReportingResponsibilities included writing earnings press releases, Form 10-Qs and Form 10-Ks as well as coordination of company's annual report and budgeting / forecasting.Prepared monthly operating reports that included financial and operational analysis used in decision-making by executive management.Provided oversight of company accounting policies, affecting three significant policy changes resulting in better conformity with gold industry standards and Generally Accepted Accounting Principles.Participated in various teams with the mission of implementing best practices for accounting and reporting at Cyprus Amax Minerals Company and Amax Gold Inc. These teams reduced the month-end close process from over a week to four days, which allowed accountants to focus on other value-added services, rather than just data-entry and reporting.

Denver, Co

Managed all administrative aspects of audit engagement, including fee negotiation, billing, collection, scheduling, planning, budgeting and client service for clients with $2-3 billion in sales.Assisted with registration statement filings on Forms S-3, S-4 and S-8 for both Cyprus Amax Minerals Company and Amax Gold Inc., which raised over $1 billion for the combined entities.Nearly doubled audit fees for Cyprus Amax in 1995 by leading the effort to outsource the internal audit function to Price Waterhouse.Supervised and evaluated audit staff teams (4-6 senior and staff auditors), during various phases of audit work including review of technical issues and working paper documentation.Researched accounting and auditing issues and presented findings to management in verbal and written format.

Bachelor Of Arts, Economics

Activities and Societies: Delta Gamma Sorority

Education record

Activities and Societies: Participated as a member of the Denver Chamber of Commerce Leadership Denver Class of 2010

Fifty For Colorado, Leadership And Community Service

Masters Of Science, Accounting

Completed degree while working full-time at Price Waterhouse