Finance Manager/Controller
Resume:
ROY K. DAVIS, CPA
**** ********* **. • Houston, Tx. 77069
*********@*****.*** • 281-***-**** • cell 713-***-****
Controller
Controller with extensive experience in accounting support function leadership and management for companies involved in several operational activities including: Services; Equipment Rental; Merchant Energy; Manufacturing; E&P; Refining and Marketing; and Power Plant Operations. Broad functional experience managing core accounting/finance functions and numerous years managing several peripheral functions including: credit; A/R-A/P; treasury/cash management; financial & operational reporting; operational analysis; contract administration; transactional tax/compliance; budgeting & forecasting; and records management. Core competencies include:
• U.S. GAAP & IFRS
• B.I. Solutions
• Process Optimization • Budgeting & Forecasting
• Business Metrics/KPI’s
• Project Management • Mergers & Acquisitions
• ERP’s/SAP/JDE
• SOx Compliance
CAREER ACHIEVEMENTS
Managed from 2-25 staff members engaged in various support function activities for entities with revenues ranging from $200 million - $$400 million..
Led initial SOx and SAP implementations for multi-location organization.
Chaired “BFIT” (Business Focused Integration Team) for four years for multi-location organization. Team consisted of functional leaders, enterprise wide, and was tasked with development and execution of cross-functional business process issue solutions.
Served as mid/back-office lead on the following system implementations: SAP, GMS, Nucleus, Entegrate, SolArc RightAngle Lawson, SmartStream, Lodestar and Entran. Also participated in Endur and DNBi implementations.
Also implemented Cognos Planning for the purposes of maintaining an 18 month rolling forecast and serving as a basis for the annual budget. Increased transparency, visibility, accountability and accuracy of forecast/budget vs. actual results.
Participated on M&A due diligence and integration teams as finance lead through 8 acquisitions of local and regional Marketing/Trading firms that resulted in achievement of full North American footprint for Coral Energy and increased business levels over 100%. Led two Acquisition efforts for Aggreko LLC as well.
Led build-out of accounting/finance/support function infrastructure including: staff; systems; procedures; policies; and controls for one company that grew 1,200%+ and another that grew 2,000%+.
PROFESSIONAL EXPERIENCE
Buckeye Partners, L.P. Houston, Texas. August 2009-Present.
Consulting Engagement.
• Assisted client with all aspects of SolArc RightAngle system implementation for segment of publicly traded Buckeye Partners, LP.
• Created and managed all aspects of documentation required by SOx for the system conversion.
• Consulted with client in the design and implementation phases of a variety of business/accounting processes.
• Rationalized and restructured all accounting activities involved in the Natural Gas Storage segment of the client’s business.
Aggreko LLC. Local Division of Scotland based Co. 2006 – 2009.
Controller, North America.
• Managed all finance activities for the North American operations of the publicly traded global Aggeko PLC enterprise based in Glasgow, Scotland. Aggreko is engaged in the business Services, Equipment Rental and Engineered Solutions. Large customer segments included: Energy Industry; Food and Beverage Industry; Petrochemicals; Utilities; and Shipping.
• Managed all financial accounting & reporting, financial and operational reporting and analysis, budgeting and forecasting, A/R-A/P; job costing and revenue recognition, cash management and forecasting and Key Controls requirements.
• Participated as a key member of cross-functional team charged with designing a financial analysis Package for monthly management review purposes including Tier 1 and Tier 2 business performance metrics. Aligned numerous compensation programs with Tier 1 and Tier 2 metrics.
• Implemented Cognos Planning software for purposes of maintaining a rolling eighteen month forecast to increase business visibility and transparency.
• Implemented “Post Close Review” process within the finance function to increase accountabilities and maintain balance sheet discipline and focus.
• Led Finance “PCAT” process as part of the 2x5 (double business in five years) strategy.
• Participated on “Order to Cash” and “Purchase to Pay” process redesign teams aimed towards increasing efficiency & reducing error rates in billing and payment streams.
• Reduced employee turnover in Finance unit through leadership style by 80% over three year period.
Coral Energy, LP. Local Division of London based Co. 1996 – 2006.
Controller. 2003 – 2006.
• Company’s commercial activities involved marketing, trading, engineering services, plant operations and transportation and distribution of petroleum based fuels as well as natural gas and power.
• Managed all aspects of accounting and reporting, operational reporting and analysis, budgeting and forecasting, job costing and gross margin analysis, contract administration, cash forecasting and management internal controls and office emergency management team for the Natural Gas and Power & Crude Oil and Refined Products divisions.
• Participated as key member of the senior operating leadership team
• Created all necessary documentation and carried out testing program for purposes of
compliance with Sarbanes Oxley legislation.
• Developed service standards “metrics” to measure the performance of the accounting support
functions leading to significant improvements in support function efficiency.
• Served as the Office Emergency Management Team Leader and was responsible for locating,
designing, constructing, and testing a fully operational contingency site for the business.
Senior Director, Energy Services. 1999 – 2002.
• Managed all aspects of accounting, reporting, credit, contract administration, treasury, bank & shareholder relations, relations, internal and external audits, and budgeting & forecasting.
• Implemented two new system applications to support new areas of business.
• Implemented SAP financial system application to support growth of the business.
• Participated on numerous natural gas pipeline and mid-stream asset divestiture teams.
• Participated on the team charged with creating a strategic alignment arrangement with Bechtel.
Senior Director, Finance Services, 1997 – 1999.
• Managed all aspects of accounting, operational reporting and analysis, credit, treasury, bank & shareholder relations,
• Implemented various core systems to support the business including: GMS; Nucleus; Smartstream and Endur.
• Reported to the Chief Financial Officer.
• Executed various initiatives designed to build out the company’s financial, operational and management reporting capabilities.
• Participated on the team charged with integrating Coral Energy and Tejas Gas Pipeline.
• Engaged in a program to expand and improve quality in the Company’s finance staff in period of rapid growth.
Director, Energy Accounting and Credit. 1996 - 1997.
• Managed all accounting & reporting, credit, treasury, bank & shareholder relations, treasury, and audits.
• Participated in “ground floor” construction of virtually all of the company’s financial procedures, processes, base systems, and policies.
• Participated as a member of the original Risk Committee and Audit Committee.
• Built out the initial infrastructure to commence merchant power business in August 1996.
• Developed initial management reporting package.
MG Refining & Marketing, Inc. and MG Natural Gas, Inc. Local Division of West German Co.
Controller-Crude Oil & Refined Products Co. and Natural Gas Co. 1994–1996.
Internal Audit Director. February 1993–December 1993.
Assistant Controller. 1990–1993.
Deloitte & Touche. Houston, Texas. 1983 – 1990.
Audit Manager-Specialties: Turnkey Services, E&P,Merchant Energy and Retail
EDUCATION AND CERTIFICATIONS
Bachelor of Business Administration in Accounting. Texas A&M University. College Station, Texas.
Certified Public Accountant. State of Texas.
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