Bio
Credentials
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Certified Public Accountant -CPA
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Experience
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United States
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Oil and Gas
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700 & Above Employee
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Manager - Operational Planning and Analysis
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2015 - 2016
Coordinated planning analysts in development of capital and operating forecasts and regional management reporting, including minimization of capital spending in reaction to commodity-price-related reductions in operating cash flows.
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Director, Accounting Research and Policy
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2010 - 2015
Directed accounting support of oil and gas exploration and development activities, gathering and processing master limited partnerships, and other areas. Evaluated transactions and issues for appropriate accounting treatment, including coordination with external auditors.• Provided structuring guidance for divestitures and exchanges, reducing capital expenditure impact and delivering preferred accounting treatment.• Developed/maintained internal accounting policies, guiding employees in the correct accounting for both common and complex transactions, resulting in the avoidance of errors/restatements, and also supporting company Sarbanes-Oxley control environment.• Improved management/staff awareness of internal policies and appropriate accounting for common transactions by developing presentation materials and providing training programs to over 1000 financial and operational employees.• Evaluated new accounting guidance, including recent FASB rules regarding accounting for Revenue and Leases, ensuring company compliance, accurate financial accounting/reporting and identifying significant implementation requirements.• Led industry team in initial development of American Petroleum Institute database for Dodd-Frank Section 1504 (reporting of payments to governments), providing more comprehensive/flexible approach to fulfill statutory requirements without jeopardizing confidential company information/activities.
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Manager - Risk Accounting
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2007 - 2010
Oversaw derivative accounting and disclosure for economic hedges for oil and gas sales and interest rate management. Developed controls for monitoring and reporting on trading activities.• Documented information flows and developed/presented training to 100+ employees regarding the derivative accounting process, increasing management/staff understanding of derivative accounting, use and strategy.• Revised company derivative trading/monitoring policy, including clarification of volumetric transaction limits and consolidated loss exposure maximums, ensuring comprehensive risk coverage strategy and providing measurement guidelines and monitoring requirements for improved control environment.• Developed/implemented automated control platform for monitoring volumetric transaction limits, confirming adherence to derivative policy and reducing rogue-trading risk.• Enhanced external financial reporting presentation by implementing revised disclosure for derivatives and trading activity, tailoring to company derivative strategy.
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Project Manager - Successful Efforts Oil and Gas Accounting Implementation
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2006 - 2007
Managed conversion to Successful Efforts from Full Cost for company with $40B+ of fixed assets, concurrent with separate absorption of 2 public company acquisitions and implementation of new accounting system. Project stands as the ONLY conversion to Successful Efforts for company of this size in past 25+ years.• Directed multiple consultant-heavy teams, structuring activities across several areas, including property validation, ensuring system accuracy/completeness.• Developed new accounting policies, providing guidance for go-forward accounting for fixed asset transactions.• Determined financial restatement, ensuring thorough, complete analysis of adjusting journal entries, and provided audit coordination, delivering efficiency and responsiveness to expedite project completion.• Informed and educated executive, financial and operating management/staff of accounting requirements and required process changes through presentations and targeted group coordination meetings.• Completed conversion with no audit adjustment/restatement, establishing improved company financial comparability with peers, and providing a more conservative accounting approach preferred by management.
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Manager - Corporate Finance/Treasury
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2002 - 2006
Managed retirement plan investment alternatives, supported corporate finance strategy including stock/debt repurchases and credit facility negotiation, and evaluated transactions and financing options.• Provided monitoring/management for defined benefit and defined contribution plans, including presentations to investment committee, ensuring balanced pension asset investment strategy and high-quality 401k fund alternatives.• Prepared investment policy statements, monitored investment manager performance, and completed manager searches/transition management.
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Anadarko Petroleum Corporation / Union Pacific ...
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The Woodlands, TX and Fort Worth, TX
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Senior Manager - Consolidation Planning and Analysis
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1997 - 2002
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The Woodlands, TX and Fort Worth, TX
Consolidated financial statement planning/forecasting, G&A forecasting, periodic analysis of operating results and cash flows, preparation of CFO Board-of-Directors presentations.• Streamlined Excel-based financial statement consolidation model, improving forecast accuracy of income and cash ...
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Union Pacific Resources Group Inc.
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Fort Worth, TX
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Manager - Financial Accounting/Reporting
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1995 - 1997
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Fort Worth, TX
Supervised 9 employees covering corporate accounting, coordination with parent, and other areas. Developed corporate accounting and reporting functions for new standalone company. Coordinated the preparation of consolidated external financial statements and footnotes.• Designed and implemented a...
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Union Pacific Corporation
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Bethlehem, PA
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Manager - Accounting Practice and Planning
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1990 - 1995
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Bethlehem, PA
Prepared, reviewed, and filed SEC and other periodic financial reports. Administered postretirement benefit accounting, including coordination of annual valuation, evaluation of plan changes, amendments and the benefits of prefunding. Reviewed and evaluated new/proposed accounting guidance for f...
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Union Pacific Railroad
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Omaha, NE
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Senior Analyst - Financial Research
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1989 - 1990
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Omaha, NE
Evaluated accounting and financial issues relating to transactions and business ventures. Evaluated controls and procedures relating to accounting functions.
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Indiana University
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Bloomington, IN
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Associate Instructor - Accounting
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1987 - 1989
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Bloomington, IN
Taught 125+ students per semester across 3 classes in introductory financial accounting.
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PricewaterhouseCoopers
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Pittsburgh, PA
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Senior/Staff Accountant/Consultant
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1982 - 1987
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Pittsburgh, PA
Performed audits of a wide variety of clients, including Fortune 500 manufacturing companies and a major regional bank.
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Education
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Indiana University Bloomington
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Penn State University
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State College Area High School
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