Functional Skills

Project Management
Market Research
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Financial Services
Energy
Technology
Consumer Goods
Industrials
19
years

Years of Experience

9/21

Member Since


Big 3 Consulting (MBB)
Top Consulting Firms

Experience

 
Fairview Energy Capital Finance
Co-Founder, Chief Financial Officer
01/2018 - Present
Responsible for the financial operations of an energy-focused investment firm. Member of the Investment Committee. Lead fundraising, negotiations, analysis, investment diligence, marketing material construction.

The Information Store Finance
Chief Financial Officer
06/2015 - 01/2018
Oversaw finance, accounting, cash management, insurance, HR functions for an energy-focused software and data management company. Led strategic initiatives, business development efforts, and commercial negotiations.

Sheridan Production Company Finance
Finance, Planning, Analysis, Investor Relations
05/2014 - 06/2015
Managed and executed corporate finance-related tasks for an oil & gas production company / three private equity funds with enterprise value of $5 billion. Oversaw semiannual corporate modeling effort, quarterly fair value analysis and process, commodity hedge execution, quarterly board material construction. Responsible for all financial analysis. Coordinated formulation of annual corporate budget. Primary contact for 24-bank syndicate and over 60 LPs. Wrote quarterly MD&A letters to investors.

Ziff Brothers Investments Finance
Director / Associate
08/2010 - 05/2014
Evaluated, executed, and monitored energy-focused private equity investments for the New York-based Ziff family (Ziff commitments of $50 - $400 million / investment). Actively involved in all elements of portfolio company management, including board representation, evaluating acquisitions, capital budgeting, hedging, and compensation. Contributed to all aspects of investment process, including analysis, due diligence, reference checking, investment memoranda, and documentation.

Quantum Energy Partners Finance
Associate
08/2008 - 08/2010
Assisted in execution and monitoring of energy investments for private equity funds totaling $5.7 billion. Reported to Quantum Resources CFO 2009-2010 and assisted with acquisition evaluation, credit facility management, commodity hedging, board material preparation, and investor relations.

McKinsey & Company Management Consulting
Business Analyst
08/2006 - 08/2008
Advised Fortune Global 100 companies and private equity clients in North America, Europe, and Asia on strategy throughout the energy value chain. Range of engagements included acquisition evaluation, optimization analytics, post-merger integration, supply chain evaluation, and industry studies.

Stanford Group Company Finance
Investment Banking Analyst
08/2005 - 08/2006
Assisted in execution of M&A and capital markets transactions within energy, technology, and healthcare sectors.