Management Manager

Howell Holmes Gwin III

713-***-**** ******.****@*****.***

www.linkedin.com/in/holmes-gwin

Professional Summary

CPA/MBA with Big Four public accounting and audit foundation, startup experience, public company experience, and 15+ years of accomplishments across accounting, finance, treasury, and risk management departments in the energy industry. Extensive network among banks. Offers comprehensive and self-directed finance/accounting experience to an innovative organization:

Certified Public Accountant: experience includes operations/cost accounting, cash management, FP&A and budgeting, financial models, due diligence, audit, credit, internal controls, and mid-office accounting.

Led budgeting process at multiple companies, identified Key Performance Indicators. Designed, prepared, performed strategic and variance analysis, and presented monthly operations reporting packages to C-Level executives and quarterly Board presentations. Contributed to 10-Q/K.

Managed short and long term liquidity, variance analyses, internal controls, and covenant compliance.

Built strategic financial models to evaluate capital investments, M&A, and derivatives transactions. Skilled at developing, documenting, and maintaining formal processes as well as ad-hoc analysis.

Designed, proposed, and implemented multiple hedging programs, led cross-functional Hedge Committee.

Participated in $3.9 Billion in capital markets deals, including EXXI IPO; $2.0 Billion in M&A Activity.

Excellent verbal and written presentation skills and 8 years of management experience.

Accomplishments

Director of Finance, Magness Investment Group, LLC Denver CO Oct 2015 - June 2016

Integrated brokerage statements into Bloomberg PORT and designed analytics/risk metric reports. Prepared Trust Board reporting packages, identified Key Performance Indicators, and calculated ROI. Investments included securities, investments in private equity, and real estate.

Developed forward view of Mexican Peso to hedge expected business and ensured liquidity in accounts.

Assistant Treasurer and Director of Risk Management, PDC Energy, Inc., Denver CO Feb 2008 – Sept 2015

Treasury/Finance: Developed processes, internal controls, and team as company grew from $1.1 Billion to $3 Billion EV. Performed daily/quarterly cash flow reporting/forecasting and made borrowing and continuation requests as needed. Opened/administered bank accounts. Strategized investment policy to optimize cash balances. Reconciled interest/fee billings from banks and advised on interest accruals. Prepared RBL and High Yield bond compliance calculations. Assisted with 10-Q/K preparation and review.

Capital Markets: Managed capital structure; both debt and equity. Negotiated RBL agreements and point person with Admin Agent - total of $2.1 Billion raised - and grew bank group from 3 to 15.

Private Equity: Worked with CFO to build financial model for PE-backed partnership (PDC Mountaineer).

Credit Risk: Designed credit/customer intelligence process; led quarterly Credit Committee meetings; balanced credit risk with commercial requirements. Rating Agency relationships: PDCE upgraded from B2 to B1 by Moody’s and B to B+ by S&P.

Risk Management: Realized P&L since 2010 of $195 Million. Contributed to market view by reviewing analysis from outside sources and performing independent research; extensive experience with Bloomberg. Led monthly “Hedge Committee” meeting; attendees included C-Level executives. Prepared reporting package/dashboards, regularly designed, proposed, analyzed, and executed hedges. Performed onboarding process with counterparties from selection to ISDA and Dodd-Frank.

Insurance: Managed $18 Million well control claim; managed broker RFP process and prepared renewal package; prepared “Underwriter Road Show” to Houston and London. Worked with EH&S, Procurement, and Drilling departments to evaluate coverages.

Promoted from Manager to Director. Supervisory experience.

Corporate Development, Energy XXI Ltd., Houston TX Nov 2005 – Feb 2008

Capital Markets/Treasury: First employee hired by founding partners. Assisted with AIM (London Stock Exchange) Re-Admission documents and acquisition of $350 Million offshore oil & gas assets. Participated in selection of parties to Credit Agreement. Assisted with IPO, RBL and High Yield issue – Total of $1.8 Billion raised. Performed cash management and debt compliance.

M&A: Prepared financial modeling in support of three, $350 Million+ acquisitions, primarily corporate modeling and LOE Statement analysis.

Risk Management: Worked with senior management to design, structure, and execute oil & gas hedging program for three, $350 Million+ acquisitions. Negotiated ISDAs and NAESBs.

Accounting: Designed, built, and maintained daily P&L and position reports. Designed, built, and maintained FAS 133 documentation and perform effectiveness testing. Assisted with FUTRAK implementation.

Credit: Negotiated ISDA's and NAESB’s and maintained legal documentation.

Marketing: Negotiated interconnect/processing agreement to prevent Energy XXI's ST 21 production (30% of revenue) from being shut in due to gas quality. Made monthly physical marketing decisions.

Financial Analyst, GASOURCE subsidiary of CDX Gas (Vitruvian), Dallas TX May 2004 – June 2005

Corporate Development: Built and maintained model for municipal bonds issued to fund VPP. Active participant in meetings with bankers, engineers, attorneys, potential investors and partners.

Negotiation: Lead negotiator for a pipeline interconnect with major Southeast pipeline, saving CDX Gas roughly $25 Million on 110,000 mmBtu/day agreement.

Financial Structuring Analyst/Manager, Calpine Corporation, Houston TX Apr 1999 – May 2004

FP&A: Assisted Director of FP&A with annual budget and Plan/Actual variance analysis for nationwide footprint of generation plants. Assisted with development of reporting packages.

Risk Management: Delivered structuring/deal management services for $120 Million of transactions. Advised VP-Risk of impacts on portfolio. Commercial contract review, risk assessment, and options valuation.

Promoted from Analyst to Senior Analyst to Manager.

Accountant, Koch Industries, Houston TX Apr 1997 – Apr 1999

Prepared G/L entries, operations reporting package, researched budget variances, presented to executives.

Middle Office accounting, Electricity trading book.

Auditor, KPMG, Houston TX Aug 1996 – Apr 1997

Financial statement audits, primarily oil & gas/energy practice, and litigation support.

Education and Certifications

Texas A&M University, Mays Business School, MBA in Accounting.

Texas A&M University, College of Liberal Arts, BA in English. Technical Communications Certificate.

Certified Public Accountant, Texas, #80947.

Notary Public, Colorado, #201********.

Member, COPAS-Colorado.

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