Experience

TG Natural Resources LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• Vice President, Finance & Treasurer

  • Apr 2022 - Present

  Houston, Texas, United States Leading the team responsible for Treasury, Corporate Planning, and Investor Relations which includes monthly forecasting, budgeting, cash forecasting, working capital management, risk management/hedging, insurance, and preparing executive, board, and investor materials. • Negotiate upstream credit agreements, coordinating with legal counsel for amendments and new agreements. • Support the CFO with financings related to acquisitions and manage banking relationships. • Responsible for… Show more Leading the team responsible for Treasury, Corporate Planning, and Investor Relations which includes monthly forecasting, budgeting, cash forecasting, working capital management, risk management/hedging, insurance, and preparing executive, board, and investor materials. • Negotiate upstream credit agreements, coordinating with legal counsel for amendments and new agreements. • Support the CFO with financings related to acquisitions and manage banking relationships. • Responsible for the strategic direction of the company’s Finance and Treasury functions to realize growth objectives. • Lead the annual budgeting and monthly forecasting process for the entire organization. • Participate in monthly and quarterly Board meetings to present the budget, hedging plans, and investment policies. Show less



Murphy Oil Corporation

• United States
• Oil and Gas
• 700 & Above Employee

• FP&A Manager

  • Jul 2019 - Mar 2022

  Houston, Texas, United States Monitor and manage Hyperion team in conducting the Hyperion Planning Budgeting Cloud Service (PBCS) and supporting enterprise-wide planning, budgeting, and forecasting in the cloud. Lead and train cross-functional teams of professionals for preparing, compiling, and presenting monthly financial and operating forecasts as well as planning and drafting the budget to executive management. Ensure standards, deliverables, and timelines are met by monitoring teams’ operational and financial… Show more Monitor and manage Hyperion team in conducting the Hyperion Planning Budgeting Cloud Service (PBCS) and supporting enterprise-wide planning, budgeting, and forecasting in the cloud. Lead and train cross-functional teams of professionals for preparing, compiling, and presenting monthly financial and operating forecasts as well as planning and drafting the budget to executive management. Ensure standards, deliverables, and timelines are met by monitoring teams’ operational and financial performance and coordinating results with accounting, IR, business units and executive leadership. • Recognized for establishing and maintaining all relevant processes, policies, and procedures while briefing about developments and providing senior-level guidance to support decision making. • Manage the team responsible for framing, compiling, delivering, and presenting the monthly financial and operating forecasts and annual budget to Executive Management. • Oversee the Hyperion team managing the Hyperion Planning Budgeting Cloud Service (PBCS) and supporting enterprise-wide planning, budgeting, and forecasting in the cloud. • Coordinate closely with Planning & Performance teams, Finance, Investor Relations, and all Business Unit leadership to ensure standards, deliverables, and timelines are met. • Establish, revisit, and maintain all relevant processes, policies, and procedures; manage key priorities and resources; and provide senior-level guidance to Planning & Reporting.

• Corporate Finance Manager, Treasury

  • Jan 2017 - Jul 2019

  Houston, Texas, United States Delivered strategic corporate finance leadership in the Treasury group, while working on bond issuances, credit facility agreements, debt covenant compliance, foreign exchange and derivatives, credit ratings advisory, M&A scenarios, and optimizing capital structure. Designed and deployed a weekly dashboard and KPIs with Treasury related metrics, including FX rates, trading stats, interest rates, cash balances, bond pricing, and key market events. • Distinguished by advising in the 2017 bond… Show more Delivered strategic corporate finance leadership in the Treasury group, while working on bond issuances, credit facility agreements, debt covenant compliance, foreign exchange and derivatives, credit ratings advisory, M&A scenarios, and optimizing capital structure. Designed and deployed a weekly dashboard and KPIs with Treasury related metrics, including FX rates, trading stats, interest rates, cash balances, bond pricing, and key market events. • Distinguished by advising in the 2017 bond issuance of $550MM 5.75% notes (as compared to prior $550MM note issued in 2016 at 6.875%) by providing new issuance analytics, reviewing issuance documents, developing required models, and participating in calls/presentations with participating banks. • Planned and conducted the required scenario analysis and credit metric models, reviewed documents, and participated in bank/credit rating agency meetings to support the arrangement of a $1.6B credit facility. • Increased transparency by implementing transaction controls, SOX compliance, and electronic trading with competing quotes, while managing foreign exchange operations and the credit facility covenants process.

• Staff Analyst, Corporate Strategy & Planning

  • Dec 2013 - Dec 2016

  Houston, Texas, United States Crafted and presented annual strategic reports for executive management and the board of directors, detailing the macroeconomic environment and the company’s long-term strategic direction under multiple economic, policy, and pricing scenarios. Established the price assumptions for consistent internal analysis, while delivering the Company’s long-term commodity price forecast recommendation. • Implemented and utilized big data analytics to review 400+ key performance indicators across 17… Show more Crafted and presented annual strategic reports for executive management and the board of directors, detailing the macroeconomic environment and the company’s long-term strategic direction under multiple economic, policy, and pricing scenarios. Established the price assumptions for consistent internal analysis, while delivering the Company’s long-term commodity price forecast recommendation. • Implemented and utilized big data analytics to review 400+ key performance indicators across 17 peers, while performing an annual and quarterly peer benchmarking study for executive management. • Authored the annual strategic report for delivery to executive management and the board of directors, detailing the macroeconomic environment and the long-term strategic direction of the Company under multiple price, economic, and policy scenarios.



Beacon Securities Limited

• Canada
• Capital Markets
• 1 - 100 Employee

• Senior Analyst, Investment Banking Equity Research

  • Aug 2012 - Dec 2013

  Provided daily morning call comments on coverage universe, detailing the significance of company news, potential upcoming catalysts, and the impact on target prices and ratings. Delivered equity research coverage for companies with international operations with main responsibilities including writing initiating coverage reports, developing financial forecasting and valuation models, and providing sales/trading call commentary. • Well-known for establishing and maintaining the Energy division… Show more Provided daily morning call comments on coverage universe, detailing the significance of company news, potential upcoming catalysts, and the impact on target prices and ratings. Delivered equity research coverage for companies with international operations with main responsibilities including writing initiating coverage reports, developing financial forecasting and valuation models, and providing sales/trading call commentary. • Well-known for establishing and maintaining the Energy division of a boutique investment banking firm. • Earned positive lasting impacts by participating in five public and private offerings totaling $57.4MM directly related to equity coverage. Show less



CIBC

• Canada
• Banking
• 700 & Above Employee

• Senior Associate, Investment Banking Equity Research

  • Sep 2010 - Aug 2012

  Prepared and presented coverage reports focused on international companies dealing with many different fiscal regimes and writing ongoing research reports for informed decision making. Established and maintained relationships with key clients, while participating in marketing meetings and events. • Delivered strategic participation in the morning sales and trade calls, discussing coverage and industry updates. • Acknowledged for creating pro forma financials, acquisition scenarios, and ad… Show more Prepared and presented coverage reports focused on international companies dealing with many different fiscal regimes and writing ongoing research reports for informed decision making. Established and maintained relationships with key clients, while participating in marketing meetings and events. • Delivered strategic participation in the morning sales and trade calls, discussing coverage and industry updates. • Acknowledged for creating pro forma financials, acquisition scenarios, and ad hoc analysis for clients. Show less



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Senior Associate, Investing Banking Equity Research

  • Feb 2008 - Sep 2010



Repsol

• Spain
• Oil and Gas
• 700 & Above Employee

• Corporate Planning Analyst

  • Jun 2005 - Feb 2008



ARC Financial Corp.

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Analyst

  • Sep 2003 - Apr 2004