CFO Services Firm Specializing in Energy And Healthcare
The Energy CFO® was established in 2013 to help businesses accelerate their growth and take them to the next level by providing access to experienced CFO (Chief Financial Officer) leadership that is not typically available to early and middle-market companies and their investors. Very quickly, our founder saw a need for the firm to expand its SHARED CFO Services to include Interim, Fractional a.k.a. Part-Time, and Virtual CFO services that essentially wrap a company’s accounting services providers.
In 2015, The Energy CFO® began diversifying into new sciences, technology, and engineering-related industries. Since then, we have worked for executives running regenerative medicine, joint develop tissue and stem cell manufacturing, medical devices, electrical engineering firms, chemicals (Methanol fuel), and various technology businesses. Today we have a mix of clients – both small and large. Along our journey, we discovered how applicable our knowledge, skills, and experience are to other industries and how much we enjoy the challenge of learning about new industries. In fact, we decided to carve out our life science and healthcare work and launch it as part of a new division called The Healthcare CFO in the summer of 2019.
Both The Energy CFO and The Healthcare CFO are headquartered in San Antonio, Texas. We also maintain a small private office in Houston. We provide virtual and on-site services to clients in Houston, Dallas Fort Worth, Austin, San Antonio, Austin, Corpus Christi, Eagle Ford counties, and the Texas and Louisiana Petrochemical Complex. Some of our clients have international offices and projects. Our virtual capabilities, along with our significant international work and management experience, have proved to be a competitive advantage for our clients with international operations.
We Help Companies Accelerate Their Growth
We add value to our client's businesses by helping them accelerate their growth and moving them to the next level.
"Our formula for success is pretty simple. Treat others the way you want to be treated - with respect, candor, and integrity. Listen intently. Be curious and open to new perspectives. Gain an understanding of other people's perspectives and always be fair. Communicate frequently. Work really hard, offer actionable insights, and deliver more value than the client expects."
In doing so, we accomplish The Energy CFO's mission.
Paula Waggoner-Aguilar, Founder and CEO
Our Company Mission
The Energy CFO exists to provide specialized CFO Services, Financial Planning, Advisory and Business Consulting Services to entrepreneurial thinking organizations in the energy, chemicals, and related products and services industry.
Our MISSION is to help owners and executives grow strong sustainable businesses so they can create more jobs in our local communities, employ the hardworking men and women of this nation, contribute towards state and local tax bases, and ignite that fiercely innovative and ingenious American Spirit within ALL of US.
The Energy CFO is passionate about helping entrepreneurs, family enterprises, and other privately-owned companies who DREAM BIG, want to CHALLENGE the status quo, INNOVATE and BOLDLY DISRUPT markets.
Woman Majority Owned Business
The Energy CFO® is a diverse and inclusive organization. We are a woman majority-owned business. Our minority co-owner is a Hispanic bilingual CFO. We have a very experienced workforce who prefer to work as consultants and enjoy fractional assignments.
Our firm was established in 2013 by an experienced energy chief financial officer, Paula Waggoner-Aguilar, who had moved from Houston to San Antonio to work in the Eagle Ford for a Billionaire. Paula started working in the oil business in the 1990's in the oilfield services, petroleum equipment manufacturing, power generation and natural gas markets in Latin America.
The Energy CFO® is one of a small number of women-owned firms with a niche in petroleum, oil and gas, oilfield services, renewable energy, chemicals, and manufacturing. We are proud to work in the energy industry and enjoy serving the private companies that make up the back bone of the industry. We support efforts to transition the energy business to zero net emissions world.
Natural Gas Combined Cycle Power Plant and Pipelines under construction in Brazil in 1990s.
We Work Across Texas and the USA
The Energy CFO works for owners, investors in, and CEOs of petroleum (oil, gas, LNG), renewable energy, energy storage, energy services (oilfield, pipeline, utilities, energy tech, engineering, and construction), chemicals (Methanol), and manufacturing companies in cities throughout Texas and across the United States. If you are outside of Texas and you are interested in learning more about our CFO Services, give us a call or email us to discuss whether our service is a good fit.
The Energy CFO is headquartered in San Antonio, Texas. Our CFO team is made up a remote workforce based in cities across Texas. We have been providing virtual services to clients since late 2017.
Before Covid, we offered "on-site" service to clients in cities across Texas: Houston, Dallas, Austin, San Antonio, West Texas, and Corpus Christi. We reviewed the status of our services in April 2022 and have decided to begin evaluating on-site service requests and travel on a case by case basis.
We are grateful to the business communities we serve and our industry peers for their recognition of our efforts in financial leadership, energy leadership, and promoting and advocating women in energy and business, and STEM careers.
The Business Journal named us Who's Who in Energy for 3 consecutive years (2014-2017)
Honored with a nomination for the STEER Community Impact Award by Eagle Ford Producers for efforts in building the Women's Energy Network South Texas Chapter (2015)
CFO Owners: Paula Waggoner-Aguilar, CPA and Roland Aguilar
Energy Finance Careers
Although we are not currently hiring, we are interested in Expressions of Interest from:
Experienced CFOs, Controllers, Energy Finance, Internal Audit, and Energy Accounting Professionals
Multi-tooled professionals with backgrounds in FP&A, investor relations, M&A, tax, internal controls assessment, financial reporting, accounting, operations, and engineering.
Corporate planners and financial modelers with experience building models for integrated energy infrastructure projects.
Blend of Fortune 500 and private company entrepreneurial experience.
Strong business, strategic, operational, and financial acumen.
Individuals who are interested in fractional remote work
If you would like to read more about the backgrounds of energy and oil and gas chief financial officers, you might find our energy cfo blog article about CFO's Qualifications that was written a couple of years ago of interest.
Giving Back To Communities Where We Work
The Energy CFO partners give back 10% of their time and/or donate annually in support of people, projects, causes, innovation, and organizations in the business communities where we work.
Some of the ways we give back our include serving on boards or as board advisors, donating funds, in-kind service contributions, mentoring our next generation of entrepreneurs in accelerator type programs and/or partnerships, judging entrepreneurial competitions and investor pitches, supporting new energy innovations and/or energy transition efforts, educating groups about various industry and financial topics, helping our brothers and sisters in the energy industry as they transition to the next phase of their careers, supporting economic empowerment, advancing female founders (science, technology, energy, chemicals, manufacturing) and promoting women working in the energy and finance industry.
Mentoring our next generation of entrepreneurs in accelerator type programs and partnerships.