Petro IT provides best-in-class software solutions supporting the build-out, maintenance and operations of energy assets. Petro IT's worldwide organization is dedicated to helping asset owners and operators improve the productivity of their systems while at the same time enhancing the safety, compliance and reliability of the life cycle of their operations. ​​Petro IT has customers spread across the world from the United States to South East Asia and has had global operations for over a decade. The company operates from its offices in the United States of America, Ireland, the UAE, Indonesia and India. ​Petro IT's suite of products is applicable across all energy infrastructure, ranging from production fields to complex process facilities and pipelines. Traceability, decision support and construction management tools maximize value for owners, operators and engineering companies in terms of cost savings, efficiencies and compliance. Around 16,500 miles (26,600 kilometres) across 12 countries of transmission pipeline have been built using the help of Petro IT's Pipetrak IT solution. Many more miles of utilities and gathering lines in urban and field development projects have passed through the system.

Consulted with a wide variety of clients to secure private equity; guide due diligence; successfully complete mergers, acquisitions, and integration; and coordinate financial restructuring. Select Client Engagements Include:Interim CFO advisor to President and lead restructuring agent - TPG Capital company* Advised on company JV and designed financial apparatus for an RNG three-way endeavor.* Responsible for ERP and financial infrastructure selection with TPG Capital advisors as well as hiring plan for Finance and Accounting groups.* Implementation Roadmap for ERP, reporting scheme, FP&A, and roles and responsibilities.* Planned Operational Finance metrics to help identify and monitor inefficiencies across all functional areas.* Built and maintained relationships with clients to provide ongoing support.* Facilitated communication and collaboration between departments to help business function.AmericanInfo Source* Restructured this financial services company by leading a group of analysts and advising the CFO of the company.* Drove change in reporting schemes and developed more refined metrics to better define the business drivers/levers.* Improved processes such as utilizing automated systems within the organizations finance and operational departments; working with outsource parties in India and several locations in the US.* Audit on the four sub-companies for external auditors and filings and improving close cycles with company controllers.Technip, USA* Senior Consultant for the Subsea division, leading financial projects as well as restructuring and valuation of segment entities* Performed extensive financial modeling and monitored large contractual agreement and negotiations* Formulated strategies for annual planning cycle, cost reduction and efficiencies and developed better reporting schemes, making financial systems more effective and optimizing mapping

Continued engagements:Direct Energy* Selected as Senior Consultant overseeing FP&A and operations organization (COO), developing a plan for the upcoming fiscal year and expanding strategy for the COO office to create analytics for measuring and optimizing the business* Initiated the development of a complex model incorporating Income Statement, Balance Sheet & Cash Flow statement* Campaigned and deployed plan to scale efficiencies in a business growing rapidly through acquisitions and organic effortsTPG Capital Company (Nexeo Solutions)* Enhanced company’s 3-year and 5-year plans to scale business before going public, restructuring finance organization by leveraging SAP and BW business tools to re-formulate trends, budgets, forecasts, and annual plans and partnering with TPG Capital Advisors and Bain & Company to develop an end-user strategy based on KPIs and metrics* Analyzed and conducted due diligence for on-going M&A activity while prospecting other strategic fits for acquisition* Guided Supply Chain function through cost-reduction strategies that included full FP&A restructuring for CaPex, better management of key initiatives, and higher productivity and efficiency through network optimization and change management CapRock Communications / Harris Corporation* Supported three acquisitions (one parent, vertical and two horizontal ones) using models in due diligence to complete $850M in acquisitions; held P&L authority for acquisition companies, totaling $450M in revenue with expected growth of 20%+ YOY* Optimized utilization of financial systems and new model that streamlined forecasting and focused more on analyzing the businessSanders Morris Harris Group* Preformed valuation and reporting for future pharma products and oil and gas investments for SMHG. * World Wide start-ups in Switzerland, Germany and here in the states were the projects * Reported to the CFO for this fund.

Established energy service company specializing in specialty chemicals, technologies and project management for unconventional, brown field, and mature oil and gas asset development. Third wave solutions that are game changers in the oil and gas industry. This is an innovative unraveling of conventional methods that are reducing the costs of a frac. The area of operations for the company includes the Permian, Haynesville, Barnett, Marcellus, Utica, Eagle Ford, Mississippian, Wolfcamp, Woodbine, Granite Wash, Inland Water Gulf, Shallow Shelf, and Deep Water. Services and technologies range from fiber optic temperature monitoring, artificial lift, coiled tubing chemicals, composite plug technologies, fracturing chemical formulations, secondary spill containment, and well intervention technologies.

Provided senior-level leadership for the $MM Value-Added Services product line, combining expertise of the rapidly evolving internet infrastructure industry with research on regional and national demographics to create powerful market strategy and recommending the best pricing, product positioning, and product development improvements to the executive management team. Led all group/product-related negotiations and relationship building efforts to establish key alliances and strategically position products against the competition. Served as main contact for building internal cooperation with Product Group, Finance, and other staffs/organizations.

SENIOR FINANCIAL MANAGER / CONSULTANT (2000-2001)Key contributor to corporate financial team that successfully supported multiple business segments during period of rapid growth. Led 8 employees providing and managing pricing strategy, budgeting, forecasting, and financial planning and analysis for several major products. Achieved $MM in revenue and margin growth while securing product's competitive position in the marketplace. SENIOR FINANCIAL STRATEGY MANAGER (1997-1999)Oversaw the financial aspect of new product launches and provided financial metrics to assess product performance throughout entire lifecycle. Directed all key metrics, financial, and economic impact models of new product prior to launch. Created strategic plans, financial planning and analysis, and cost of capital for future products, optimizing launch strategy and roll-out execution. Provided financial expertise supporting 25+ successful server/storage product launches, generating $B+ in two years.FINANCIAL PLANNING & ANALYSIS MANAGER (1995-1997)Capitalized on forecasting, analysis, and financial background to create models, controls, and tools that facilitated executive decision-making. Supervised 20+ accounting, analyst, and marcom specialists supporting management of $B in revenue for Public & Americas International segment. Managed sales operations, overseeing quotas, hiring plans, incentive programs, and budgets. Developed new processes, controls, and analyses for sales management. Selected for special projects such as managing CapEx, Asset Management, and DSO & ROI Capital Models.JR. / SR. FINANCIAL ANALYST (1993-1995)Assisted management in evaluating deals by analyzing strategy, market share opportunities, and financials. Collaborated with Vice Presidents in the commercial and public sectors to form models, create innovative strategies and price large opportunities resulting in increased revenue in domestic and international markets. Contributed to securing substantial business.

Collaborated with Sr. Broker to secure high-value, key accounts from Mexico and Latin America (off-shore trusts). Translated collateral for Spanish speaking prospects and clients for the Merrill Lynch’s Austin office. Expanded the company’s global footprint by connecting with Mexico and Latin American target market.