Rob Mackenzie Email & Phone Number

Spring, Tx, Us

Houston, Texas, United States

• Restructured the chart of accounts and financial reporting.• Instituted monthly close processes and worked to streamline.• Built out KPI reporting metrics to enable managers to focus on problem areas.• Implemented department level reporting, where none had existed previously.• Built and maintained a three-statement corporate forecast, enabling making smart cash flow decisions• Instituted a budgeting process and just completed our first full-year budget working with the department leaders • Communicate regularly with department leaders to drive continuous improvement.• Managed a team of five people, skilled at hiring and training quality people.

The Woodlands, Texas, United States

• Rapidly Promoted to Head the FP&A Team• Responsible for corporate forecasting and preparing the monthly Executive Reporting Package.• Responsible for preparation of the annual plan in conjunction with the four business unit finance leads.• Communicate regularly with Business Unit and Department heads to drive continuous improvement. o Analyze trends and KPI’s and create new ones as appropriate. o Perform complex credit worthiness assessments.• Evaluate all Capex requests including financial and operational analyses. Similar process for M&A opportunities.• Compose quarterly press releases and conference call scripts in conjunction with the Investor Relations team.• Coordinated with external auditing firm for annual impairment testing.• Skilled at hiring and training quality people.• Analyze historical trends and calculate key performance indicators to provide financial guidance.• Evaluate all Capex requests including financial and operational analyses. Similar process for M&A opportunities.

Greater New Orleans Area

• Produced thought provoking equity research covering energy services companies. o In-depth financial analysis of many companies, including debt levels and covenants. o Compare and contrast various companies’ strategies to help inform stock picking.• Thomson Reuters #1 OFS Analyst for Earnings Estimation in 2017. Also placed in 2016 & 2014.• Communicate daily with a wide swath of institutional investors and corporate executives.• Conducted multiple successful non-deal roadshows for numerous management teams.• Developed and maintained proprietary industry models including the use of data analytics.• Mentored several young professionals into strong senior analysts, including writing skills.

Arlington, Va

Lead shipping, oilfield services, and drilling analyst and Co-Head of Energy Research.• Led FBR Energy team’s research effort to deliver impactful equity research, including detailed financial analysis. • Conducted numerous roadshows around the globe for multiple management teams.• Managed 6 senior analysts and multiple associates.• Led the research effort for two sole managed initial equity raises of roughly $400 million, along with multiple other public and private investment banking equity transactions.• One of the firm’s top analysts in terms of both internal recognition (votes and awards) and institutional investor client recognition (votes and trading volumes).• Led Energy group’s debt analysis initiative, including detailed covenant modeling, a crucial factor in valuations.

New York, Ny

Was a trusted associate capable of handling all client needs.• Researched and wrote nearly all of our published work.• Did most of the equity research work on multiple IPO’s and secondary offerings.

New Orleans, La

Was a trusted associate capable of handling all client needs.• Researched and wrote nearly all of our published work.

New Orleans, Louisiana, United States + Grande Prairie, Alberta, Canada

Was rapidly promoted up through the ranks as an engineer to a field management position.• Drove continued market share gains for Schlumberger’s Cementing Business.• Displaced competitor and was installed as Schlumberger’s in-house rep in Mobil’s office, coordinating services for this important customer.• Sold the first application of CemCRETE technology in USA to Mobil, with great success.• Managed cementing and drilling fluids services for various clients including Texaco, and numerous independent E&P companies. Designed, performed, supervised, and evaluated jobs.

Mba, Finance

Activities and Societies: Beta Gamma Sigma

Bsc, Mechanical Engineering