Tim Helms Email & Phone Number

Tulsa, Ok, Us

Tulsa, Oklahoma, Us

As Chief Financial Officer of Citizen Energy III, LLC, an integrated oil and gas company, I am responsible for overseeing all finance, accounting, treasury, and risk management functions. Key achievements include:• Built and led a high-performing finance and accounting organization aligned with the company’s strategic goals.• Secured critical debt financing for Citizen’s growth: o 2018: Established an inaugural reserves-based loan to fund drilling activities. o 2019: Led the $1BN underwritten financing of Citizen’s take-private acquisition of Roan Resources. o 2020 – 2022: Raised ~$800MM in debt financing, including raising $250MM in 2nd lien financing for the acquisition of Red Bluff Resources and Bricktown Energy (2022)• Managed a $1BN reserves-based loan including, cultivating strong relationships with the 15 banks in the syndicated credit facility.• Directed risk management initiatives, including commodity hedging and interest rate hedging, as well as commercial insurance placement.• Provided strategic financial analysis and recommendations to the board of directors when evaluating potential acquisitions, divestitures, or other business opportunities.• Led financial and tax reporting, ensuring compliance and driving strategic tax initiatives.

Tulsa, Oklahoma, Us

Recruited to address deficiencies in financial reporting and operational accounting for Citizen Energy II, LLC. Key accomplishments include:• Established a robust system of internal controls to remediate deficient accounting practices.• Transitioned accounting processes from an ineffective outsourcing practice to an efficient in-house operation.• Prepared GAAP-compliant financial statements for the first time in the company’s four-year history.• Led the audit of Citizen’s inception-to-date financial statements.• Played a key role in Citizen’s merger with Linn Energy, forming Roan Resources in 2017.• Provided oversight for Citizen's audited financials, which served as the basis for Roan Resources' registration statement when it went public in 2018, with Citizen being deemed the predecessor and acquirer for financial reporting purposes.

Played a key role in Oak Ridge’s acquisition and business development activities within the upstream oil and gas sector. Major responsibilities and achievements include:• Served as a leading member of the acquisition evaluation team, analyzing oil and gas assets through banker-led processes and private negotiations.• Conducted detailed financial analysis of historical data to identify key economic drivers for ARIES cash flow forecasts and acquisition models.• Prepared and presented acquisition evaluations and bid valuations to Oak Ridge’s private equity partner, Kayne Anderson’s Income Fund.• Led credit evaluations and secured underwritten debt financing from lenders to support acquisition bids.• Actively participated in business development, assessing external companies for potential investment opportunities.• Oversaw the company's accounting, financial reporting, and budgeting processes.

​Responsible for the management of all financial reporting, budgeting, forecasting, and analysis for Premier and for the investing entities of Kohlberg, Kravis, and Roberts (KKR), Premier’s private equity partner. Experiences include the establishment and continued oversight of Premier’s accounting and financial reporting functions:• Creating the processes needed to address Premier’s and KKR’s financial reporting requirements.• Developing Premier’s and KKR’s annual budget and establishing the monthly budget variance reporting.• Serving as the project manager for the implementation of Premier’s ERP system.• Implementing an effective system of internal controls required for KKR’s compliance with Sarbanes-Oxley regulations. • Assembling and managing a high-caliber team of analysts having the skill sets to meet our organization's demanding reporting requirements.

London, Gb

​Responsible for the coordination of the audits of clients in the exploration and production industry. Experiences include a wide range of clients from the initial audit of a small, quickly growing start-up company with 10 wells to a very large, publicly traded domestic natural gas producer with over 10,000 properties.• Providing technical accounting assistance to clients in the preparation of financial statements and disclosures including supplemental oil & gas reserve disclosures.• Evaluating operating effectiveness of client’s internal controls, procedures, and accounting policies.• Managing a team of three to five accountants and by serving as primary contact between audit team and client executives. • Lead oil & gas training on events internally at EY and externally for The Petroleum Accounting Society of Oklahoma

Oklahoma City, Oklahoma, Us

As an auditor in the State Agency Audit Division I was responsible for conducting audits in accordance with OMB Circular A–133 Audit for those state agencies receiving federal grants.

Norman, Oklahoma, Us

Bachelor Of Business Administration (B.B.A.), Accountancy

Master Of Accountancy (M.Acc.), Accountancy