Experience

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  Xcaliber International

  • Tulsa, Oklahoma Area

  • Compliance Officer

    • Oct 2014 - Present
    • Tulsa, Oklahoma Area

    Regulatory compliance with numerous Federal and State agencies.

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  Morrel & Morrel

  • Enrolled Agent

    • Jul 2010 - Oct 2014

    Prepare complex tax returns for individuals and businesses. Represent clients tax matters with the IRS. Consulting with business on tax, accounting, treasury and other issues.

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  Coffee News of Metro Tulsa

  • Publisher

    • 2006 - 2009

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  Steven A. Arnold, CPA Consulting

  • Oil and Gas Marketing Consultant

    • Aug 2001 - Dec 2005

    Provided consulting services for such companies as Zinke & Trumbo, Inc, Palace Operating Company; and independent oil & gas producer William H. Davis; Responsible for all aspects of marketing production from completed on-shore and off-shore wells. Services included managing customer relationships for oil and gas, contract negotiations and administration, nominations, scheduling, invoicing and working interest owner contacts.

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  Manchester Gas Storage

  • VP & COO

    • Mar 2000 - Jul 2001

    CHIEF OPERATING OFFICER and VICE PRESIDENT March 2000-March 2001: PRESIDENT April 2001-July 2001First year operations resulted in a first ever net profit.Negotiated, coordinated financial and legal issues, and facilitated the sale of a 21 Bcf storage facility and transitioned all company assets to new owners. Chief Financial officer and Vice President of Davis Operating Company.

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  Aquila Energy

  • Account Director, Mid-Continent Origination

    • Aug 1998 - Mar 2000

    FUEL MANAGER, Merchant Energy Partners ASSET MANAGEMENT, '99-'00: ACCOUNT DIRECTOR, MID-CONTINENT ORIGINATION, '98 Fuel Director for the development of a 600 MW combined cycle power plant.Responsible for all fuel related issues and construction of a 7.5 mile pipeline header.Managed right-of-way, environmental, permitting, regulatory, and pipeline route issues.Negotiated interconnect with major interstate pipeline at no cost to the project.Managed pipeline budget of $5.8 million, and a team of 8 engineers and consultants.Account Director to large industrial end-users in the Mid-ContinentManaged business relationships with industrial end-users, resulting in increased term gas supply sales.Completed a complex transaction involving a 5 year gas supply combined with a pipeline project, converting an unused pipeline to service, that achieved a profit in excess of $1.2 million, at the same time lowering the customer's transportation rate by 20%.

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  Terra Industries

  • Manager of Energy Administration

    • Jun 1995 - Jul 1998

    MANAGER, ENERGY ADMINISTRATION, ’97-'98SUPERVISOR, ENERGY ADMINISTRATION ‘96-’97FINANCE/BUSINESS DEVELOPMENT '92-95Provide primary control and administration of hedging program,administrated contracts, and presented results to senior management.Developed successful hedging strategies increasing profit by over $100 million in three years. Manage Gas Storage ContractPerformed due diligence during initial phases of Project.Coordinated plant gas requirements and price-arbitraged excess gas to third parties.Gas Purchasing and TransportationPurchased, nominated and scheduled gas on various mid-continent pipelines.Negotiated gas transportation contracts.Natural gas contract administration.Project leader for software selection and installation of Premier Energy Management SystemManaged all functions of project from its inception to completion, including industry research, RFP design, product selection, contract negotiation and system implementation.

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  Agricultural Minerals Corporation

  • Sr. Financial Analyst

    • Sep 1992 - Jun 1995

    In my capacity as a Sr. Financial Analyst, my main responsibilities were in forecasting, budgeting, and cost accounting. I also split my time in their newly created Energy department, primarily reporting the results of a natural gas hedging program to upper management. By the time Agricultural Minerals Corporation was acquired by Terra Industries, I had transitioned completely into the Energy Department.

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  Health Food Associates, Inc.

  • Controller

    • Jan 1992 - Aug 1992

    Managed all finance and accounting functions of retail food store chain Supervised and trained staff in accounting and cash management. Created positive work environment for employees that promoted productivity and satisfaction.

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  Memorex Telex

  • Senior Financial Analyst

    • Dec 1986 - Dec 1991

    SENIOR FINANCIAL ANALYSTTreasury and Cash ManagementResponsible for US treasury functions for an international company with annual cash management of over $1 billion.Administered $30 million accounts receivable financing program with Morgan Bank.Established letters of credit for performance bonds.Forecasting/BudgetingDesigned cash forecast models for top financial management.Developed budgets for all corporate departments.

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  Morrel & West

  • CPA

    • 1980 - 1986