Sameer Uplenchwar Email and Phone Number
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Well, I think that there's a very thin dividing line between success and failure. And I think if you start a business without financial backing, you're likely to go the wrong side of that dividing line – Richard BransonHello! I am Sameer Uplenchwar and this is what I am passionate for:As an analytical individual with proven expertise in directing a broad-range of financial planning and analysis operations, including developing annual operating strategy, long-range planning, and overseeing the monthly forecasting process.My experience lies in driving teams through the development and implementation of strategic financial procedures and systems while establishing effective operational processes to drive business success and control costs.My demonstrated ability to supervise corporate financial responsibilities along with my talent in training and directing staff to achieve increased efficiency, positions me to make a significant and positive impact on your organization.I have proficiencies in spearheading financial and accounting management, which included financial analysis, accounting, due diligence, strategic business planning, forecasting, reporting, budget analysis, and risk management to accelerate overall business success.I have proven success in advising corporate executives and stakeholders on business / financial impacts along with my knowledge in improving and updating internal controls and processes.I am skilled in developing and executing efficient financial procedures and systems, evaluating and mitigating risk, handling P&L functions, leading IR functions, and preparing investor targeting and communication plans.I have excelled in different executive-level financial leadership capacities for multiple companies, continually revamping and improving processes, staff, and internal systems to achieve dynamic results.My management style inspires and enables others to succeed, while my attention to detail allows me to stay results-oriented, multitask efficiently and be an effective communicator with internal and external client stakeholders to implement the best designed solution.While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved!Please feel free to contact me at sameer@bedrockresourcesinc.com with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances.
Kelso Technologies Inc.
View- Website:
- kelsotech.com
- Employees:
- 35
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Chief Financial OfficerKelso Technologies Inc. Sep 2024 - PresentBonham, Texas, United States -
Co-Founder, Managing DirectorHelios Corp Apr 2016 - PresentCalgary, Ab/Houston, Tx
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Managing PartnerBedrock Technology Holdings Nov 2015 - PresentCalgary, Ab / Warren, NjFounding Partner with ownership in multiple entities including Strategic minerals exploration companies, Fiber Optic infrastructure and overriding royalties
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Chief Financial OfficerHuntington Exploration Inc Jan 2021 - Dec 2022Calgary, Ab, Canada -
Chief Financial OfficerResource Energy Solutions Inc. May 2018 - Jan 2022Calgary, Ab / Houston, Tx -
Managing Director - Head Of Us ResearchGmp Securities Dec 2014 - Oct 2015Houston, Texas AreaLead Oil and Gas Research Analyst - North America Exploration and ProductionCoverage of twenty-four North American E&P (exploration and production) companies with focused up and down the market cap including APA, APC, AR, COG, COS, CNQ, CVE, DVN, ECA, EGY, EQT, HES, IOC, JONE, MCF, MPO, NOG, OXY, PE, PQ, REXX, RRC, SU & SWN. Have a good following on the buyside with long only funds as well as hedge funds - Responsibilities included advising clients and supporting the equity sales & trading franchise with insight and analysis of the E&P sector, fundamental controversies regarding the commodity, and bespoke projects. Have very good relationship with all the companies under coverage and companies are willing to market with GMP and have had at least one company on the road a quarter.- Idea generation driven by valuation, company debates and sentiment. Valuation methodology used is a combination of DCF, NAV, and multiples as believe that investors also uses a variation/combination of these methodologies to value companies. - As head of research, also involved in short, mid and long term planning of the research product as well as monetization through sales and trading as well as investment banking effort. -
Managing DirectorSeaport Global Holdings Llc Jan 2013 - Dec 2014Calgary, Canada AreaSenior Research Analyst - North America Exploration and ProductionSimilar to GMP, was a Senior E&P analyst with 25 North American E&P companies under coverage including some smid cap oil sands companies like ATH, MEG. - Ranked as either no 1 or 2 within the firm consisntently based on client feedback, trading revenue generation and non deal roadshows. - Developed expert knowledge in North American unconventional plays by creating detailed field-level models of all significant Shale, CBM, and Tight Gas plays as well as oil sands (Mining, SAGD, CSS). Additionally, have built detailed deepwater operational models for several locations (Miocene, Lower Tertiary, Pre/Sub-salt) to estimate well/project economics.
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Senior AnalystCitadel Llc May 2011 - Jun 2012New York, New YorkEnergy focused book composed of long/short energy equities driven by conducting intensive bottoms up research including thematic research, detailed modeling, systematic on the ground diligence and maintaining relationships and dialogue with management teams- Energy research analyst for $550 mm gross energy long‐short strategy within +$20 bn multi‐strategy hedge fund. Primary focus on E&Ps, midstream, integrated oils and oil sands. Responsible for P&L within respective coverage sectors, pitching ideas and unwinding resolved thesis. Idea generation comes from a combination of fundamental work, discussion with management teams and primary network of global relationships across the energy spectrum -
Vice PresidentMorgan Stanley Aug 2010 - Apr 2011Greater New York City AreaEnergy Sector SpecialistsCovering the broader energy sector on the trading desk including E&Ps, Intergrated Oils, Refiners, Services, and Midstream (MLPs)- Primary responsibility was helping internal and external clients with research calls. In addition, played the critical role of making trading calls on stocks based on the newsflow and being a part of debate/controversy -
Research Associate - Exploration & Production (E&P)Morgan Stanley Jun 2007 - Aug 2010Greater New York City AreaLead Associate covering 28 Exploration and Production (E&P) companies in North America, responsible for Morgan Stanley’s weekly Natural Gas storage estimate as well as the firm’s price forecast. Functional responsibilities include advising clients and supporting the equity sales & trading franchise with insight and analysis of the E&P sector, fundamental controversies regarding the commodity, and bespoke projects. Valuation methodologies include net asset value (NAV), discounted cash flow (DCF), sum of the parts (SOTP), and relative multiples. Call list includes many of the firm’s top equity and commodity trading clients.Coverage Initiation: During my tenure, built valuation models and wrote initiation reports on ATH, COG, MEG, SD, SWN, UPL and XEC. Have a good relationship with IRs from companies under coverage, which is vital to make stock specific calls.- Developed expert knowledge in North American unconventional gas by creating detailed field-level models of all significant Shale, CBM, and Tight Gas plays (Barnett, Fayetteville, Woodford, Haynesville, Marcellus and Rockies).- Built detailed deepwater operational models for several locations (Miocene, Lower Tertiary, Pre-salt, Sub-salt, International) to estimate well/project economics.- Created oil sands project models including upgrading facilities based on various production techniques including Mining, Steam Assisted Gravity Drainage (SAGD) and Cyclic Steam Stimulation (CSS).Wrote and published various in-depth natural gas sector pieces (Global, North America and LNG).- Created LNG model based on country-by-country liquefaction and regas capacity. -
Sr. Associate - Transaction ServicesKpmg Llp 2006 - 2007Greater New York City AreaAssist in the financial due diligence of target companies for variety of strategic and financial buyers. Writing detailed reports with a focus on the following: analysis of income statement, balance sheet and cash flow statement, quality of earnings analysis, scenario analysis and impact of findings on valuation of target organization.- Assess management’s and investment banker’s financial projections for the target company.- Major clients include Mitsui & Co. Ltd., Persues Capital LLC, Reuters Inc. and Morgan Stanley Infrastructure group. -
Auditor - Financial Due DiligenceLasalle (Abn Amro) Bank Nov 2005 - Oct 2006Greater Chicago AreaPerform due diligence and pre loan surveys in conjunction with other financial institutions in North America. Also, conduct collateral monitoring for existing clients on a portfolio of ~$500 mm.- Assignments involved analyzing the accounting records, financial information and projections of the companies to determine the financial condition and compliance with covenants as per the loan agreements. -
ManagerAndy Frain Services Jul 2002 - Dec 2005
Sameer Uplenchwar Skills
Sameer Uplenchwar Education Details
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Accounting, Audit, Finance -
Certified Management Accountant -
Certified Financial Manager -
FinraSeries 7, 63, 86, 87 -
Accounting -
Public Policy -
Economics And Finance -
Business -
St Vincents High School -
Accounting -
Illinois Board Of EducationCertified Public Accountant (Cpa) -
Accounting And Finance
Frequently Asked Questions about Sameer Uplenchwar
What company does Sameer Uplenchwar work for?
Sameer Uplenchwar works for Kelso Technologies Inc.
What is Sameer Uplenchwar's role at the current company?
Sameer Uplenchwar's current role is Helios Corp, Kelso Technologies, eGrowth.
What is Sameer Uplenchwar's email address?
Sameer Uplenchwar's email address is su****@****ail.com
What schools did Sameer Uplenchwar attend?
Sameer Uplenchwar attended American Institue Of Certified Public Accountants, Institute Of Management Accountants, Institute Of Management Accountants, Finra, Illinois State University, Indiana University Bloomington, Savitribai Phule Pune University, Savitribai Phule Pune University, St Vincents High School, Illinois State University, Illinois Board Of Education, Illinois State University.
What skills is Sameer Uplenchwar known for?
Sameer Uplenchwar has skills like Mergers, Assurance, Accounting, Audit, Hedge Funds, Asset Management, Bloomberg, Business Valuation, Auditing, Capital Markets, Valuation, Mergers And Acquisitions.
Who are Sameer Uplenchwar's colleagues?
Sameer Uplenchwar's colleagues are Eric Hutchins, Michael Cass, Jimmy Doolin, Stella Young, Teresa Davis, Paul Cass, P.eng.(Retired), Mba, Maureen O'hanley Doucette.
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