Finance Consultant, **** - Present

Consulting private clients and independent O&G companies on FP&A methods, strategy, economics, M&A opportunities, and modeling.

• Performed over 10,000 economic evaluations and built 1,000s of evaluation models over career.

• > $1 Billion in A&D evaluations with recommendations on investment strategies.

• Developed Excel A&D (Investment Banking) models with various financing & partnership options.

• Evaluated/analyzed a drilling program which allowed operator to understand how economics are burdened by shared facilities and which additional incremental wells were profitable.

• Estimated cash flows via acquisition settlement by mining through large set of accounting data.

• Worked on Value Narratives for various M&A opportunities.

• Resolved acquisition settlement, and completed NYMEX inquiry for a publicly traded company.

• > 50% reduction in time to load data into OGIS by developing a spreadsheet loading tool.

• Saved 100+ hours on a data mining project via using MS Excel intern tool to consolidate data.

Shell Upstream Americas, Houston, TX, 2014 - 2015

New Business Development (A&D) – Senior Economist (Project Coordinator)

Functioned as a Lead Project Coordinator performing data room analysis and due diligence on Upstream A&D opportunities. Collaborated with functions - Engineering, Operations, Finance, Accounting, Tax, Legal, Land, & Treasury on inputs, schedule, & validity of data. Completed evaluations, risk analysis, update meetings, executive presentations, and financial memorandums.

• Lead Economist for 7 A&D opportunities - 1 Acquisition and 2 Divestments was executed. Coordinated, modeled, and evaluated the projects.

• For each executed opportunity, created financial plan for future budgeting purposes.

• 25%+ change in divestment sales price by creating a model that corrected functions’ inputs.

• $100+ million NPV add for only 2015 E&P Americas acquisition via analysis and coordination.

• Reduced economic run time > 10 hours/evaluation by creating an automated smart model.

Occidental Petroleum Corporation (Oxy) – Houston, TX, 2009-2014

Financial Planning & Analysis – Lead FP&A Adviser

Basins/Assets included: Hugoton, Piceance, Permian, South Texas, and Williston Basin.

Led: production and capital forecasting, economic methods and evaluations, Petroleum Economic Evaluation Program (PEEP) support, capex audits, and risk analysis. Developed: forecasts, budgets, and long-term strategic plans. Completed project framing, value narratives and executive presentations.

• $1+ billion capex audits completed which assisted in setting strategy and capex reallocation.

• ~ 95% capital forecast accuracy of ~ $0.5 billion budget by creation of model and work processes.

• Obtained $2+ billion in approval of Capital Projects through coordination and analysis.

• Withstood staff minimization (1 vs. 3+ FTE) by creating work processes and efficiencies.

BP Midstream Natural Gas Liquids – Houston, TX, 2006 - 2008

Business Development / ”Gas Processing & Supply Director”

Identified and negotiated new business gas acquisition opportunities. Evaluated M&A plant opportunities, performed market analysis, completed all economic reviews, modeling, FP&A cycles, financial reporting for accountable plants, and provided mentoring.

• Created all aspects for financial planning cycle for two of the largest plants within the business.

• Modified the financial reporting process to reduce variance between accruals vs actuals.

• $4+ million NPV delivery via identification of various opportunities and contract negotiations.

• $5+ million NPV add by completing a scoping study which identified plant bottlenecks.

• $2+ million NPV savings by early negotiation of power contract and streamlining approval.

BP US Retail Convenience Operations – La Palma, CA, 2004 - 2006

Financial Planning & Analysis – Lead FP&A Adviser

Functioned as a Lead Adviser training and mentoring new West Coast Planning Manager and Senior Analysts. Developed planning work process and led budget and long-term plan. Assisted in analysis and valuation of A&D opportunities. Led creation of value narratives and Executive Presentations.

• $0.25+ million savings by creating, maintaining, and providing training for FP&A models.

• Financial planning work process – developed, documented

• Strategy development to reduce capital for new build stores by $0.5m without change in return.

• Assisted in obtaining $200+ million in proceeds for divestment of stores via economic assurance.

• Sustained complete team turnover (including manager) and reduction from 4 to 2 team members.

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