Simon Cox, Cd, Mba Email & Phone Number

Houston, Texas, Us

Houston, Texas, Us

Houston, Texas, Us

Houston, Texas, Us

Built team of experienced research analysts to create power and renewable market research product focusing on energy transition, and clean energy. Worked extensively with technology team to efficiently develop software technology to support market research product. Partnered with sales and marketing team to develop an effective sales strategy and ensure alignment of product with enterprise sales objectives. Developed long-term product development plans and strategy to manage resources and ensure timely delivery of products. Established and managed financial and accounting operations, including improving comprehensive accounting processes and certifications. Developed and managed P&L budgeting, forecasting, and financial analysis for all corporate divisions. • Created market research product for US and Canada Power and Renewables markets, including wind, solar and emerging technologies.• Developed market data tool containing key US power market data for every generating plant in the United States.• Managed a diverse and rapidly growing team of analysts to build new products and implement efficient processes.• Rebuilt company financials to implement proper financial controls and records, resulting in improved decision making and control of fiscal resources.

Houston, Texas, Us

Short-term contract to develop extensive database of wind and solar projects in the United States. Conducted market research on solar projects, solar developers, and landowners to facilitate the acquisition of wind and solar royalties. ♦ Created database of 212 wind and 3,991 solar projects in all stages of development across L48 states.♦ Researched project landowners to facilitate corporate strategy and implement royalty purchases.

At this company, I established and managed financial and accounting operations from company start-up. I performed all forecasting, modeling, analysis, budget management and corporate treasury services. I prepared all financial reports and monitored compliance with company vision and government regulations. I also completed all Accounts Payable and Accounts Receivable functions (AP/AR) and administered corporate, joint-venture and production accounting. I facilitated positive investor and joint-venture relationships with private equity, corporate, and asset acquisition partners, raising $20M to align with corporate capitalization requirements. Additionally, I coordinated and negotiated marketing contracts to realize highest value for products sold. I also administered corporate insurance coverage to improve and protect the corporate financial position.A few of my key accomplishments follow:● Managed a tight operating budget ensuring effective allocation of financial resources to prioritized items while increasing revenue from $250k to over $950k per month.● Reduced operating costs over 30% through detailed cost analysis, identifying redundancies and operational efficiency.● Featured in Oilweek Magazine’s 2018 Class of Rising Stars as a successful leader in the oil and gas sector.

Ottawa, Ontario, Ca

Over a twenty-year career, I held progressively higher positions of responsibility and authority in organizations ranging from 10 to 5,600 people. I directed multidisciplinary teams while planning and leading complex military operations. I also prepared and delivered dynamic training programs to enhance individual and collective capability. I improved human resource and logistics processes enhancing organizational performance, accountability and cost effectiveness. I managed P&L budgets at various unit levels aligning operations with accurate fiscal forecasting and management of resources. I provided staff training and development as Chief of Operations of a US brigade Headquarters, leading the staff to top proficiency levels. I routinely performed at high levels despite hostile, stressful and rugged environments proving mission-focus and resiliency. I regularly collaborated with diverse cultures and foreign military forces providing mentorship to Afghan, Bosnian, and US Army members. I completed the Joint Command and Staff Program, a post-graduate professional development program focusing on strategic level operational planning and integrating with other government departments.A few of my key accomplishments follow:● Excelled in settings where clear outcomes are desired and non-standard solutions can be developed.● .Quickly earned promotions by exceptional performance ratings and leadership ability.● Awarded a Mention in Dispatches for effectively reinforcing isolated and endangered friendly forces.● Inducted into the Order of St. Maurice Medal for contribution to the US Infantry and Army.● Awarded Queens of Diamond Jubilee Medal for exceptional leadership and service.● Reached the highest mark on the Army Operations Course by providing exceptional operational planning.

As Managing Director, I oversaw client acquisition and development formulating and analyzing deal structures to meet company goals. I gathered and analyzed data to complete financial modeling, analysis, and market research. I also generated corporate and asset acquisition leads ensuring alignment with client needs. I guided the acquisition process completing initial evaluation, due diligence, value assessments, and offers for purchase.A few of my key accomplishments follow:● Built financial models and presentations to communicate company strategy and goals to potential investors.● Constructed positive strategic partnerships with private equity funders as well as corporate and finance professionals within the western Canadian oil and gas industry with diverse project pipelines.● Secured a $35M contract for a private sale in 2015 and a $40M contract for an exploration play in 2016.● Captured a $250K+ consulting contract for project management for a junior oil and gas company.

London, England, Gb

At this company, I supervised a team of Analysts and provide lead support for products throughout the United States, Mexico, Canada, and the Caribbean. Provided price modelling and forecasts. I regularly analyzed markets and wrote intricate reports on North American gas supply, demand, and prices for Liquid Natural Gas imports, exports, and Natural Gas Vehicle Development, as well as marine bunker fuel development. I also performed as Project Manager to organized client deliverables and long-term modeling ensuring on-time delivery and high quality.A few of my key accomplishments follow:● Improved forecast accuracy by designing and implementing enhanced models for long- and short-term market forecasts.● Generated $500K in new revenue by developing a long-term market report and introducing energy reform details and analysis.● Authored insights and market and asset reports to communicate market developments and themes.● Achieved 19% product growth YoY as Project Manager by conceptualizing improved product strategy and collaborating with a multidisciplinary team of client sales and account management professionals.● Coordinated and presented client meetings, forums, presentations, and web calls.

Toronto, Ontario, Ca

As Financial Planner, I delivered professional financial advice to private retail clients with portfolio values of $50K to $2M regarding retirement, estate, insurance, tax, and investment planning. I offered innovative solutions using value-based processes. I also managed planning and preparation to ensure individualized attention to client needs.A few of my key accomplishments follow:● Managed a portfolio of high net worth client investments and credit assets worth a collective total of $96M.● Increased sales by 10% consistently by successfully prospecting new client acquisitions.● Developed professional partnerships with advisors from RBC Financial group including Dominion Securities, Corporate Banking, and Private Counsel.

Masters Of Business Administration, Finance

Bachelor Of Arts; Faculty, History; Social Science