CFO Service For Downstream Oil & Gas and Power
Custom Tailored Energy Finance Solutions
We custom-tailor solutions to fit your downstream power and oil and gas company's unique needs in a very complex industry. We do this by taking a holistic view when building your processes and teams, as opposed to "cookie-cutter" approaches and solutions competitors offer. To get a better idea of what your scope of service might include, see these two examples below of more common services provided to growth companies and mature companies.
We make it easy for you to plug and play our services into your organization. We offer flexible service options that are designed to grow with you until such time when you truly need a full-time CFO. Our CFO Advisory Services includes a team of very experienced energy finance professionals and our services are designed to wrap around your accounting. Our services are delivered virtually (since 4Q 2017) and we utilize a remote Texas based workforce. Our firm utilizes cloud and automation tech stack along with specialized finance software to perform our analysis, 3-way rolling forecasts, and produce monthly management reports and dashboards.
Not surprisingly, our custom solutions are often less expensive than other alternatives: executive search recruiters, staffing firms, CPA firms offering CFO services, other CFO advisory firms, independent contractors or CFOs, and management consultants.
Unlock Unmatched Supply Chain Resilience
Strengthen Downstream Supplier Relations And Mitigate Tariffs
Are you looking for ways to mitigate key electrical equipment and industrial products supply chain disruptions and build supplier resilience? As wells as improve procurement, key downstream energy service providers and contractors, source diversification (like nearshoring or friendshoring), and enhance your existing supplier relationships.
Many power, gas, utilities, and refinery facilities and operators supply chain managers are actively seeking ways to mitigate single supplier risks by prioritizing supply chain diversification and expanding their existing service contractor networks. However, locating reliable supplier networks and service contractors in close proximity to operations can be a daunting task, especially when compared to larger, well-established single source counterparts.
You might be interested in reading one of our most popular CFO Blogs: Boost Supply Chain Resilience With Fractional CFO Services. The concept is simple: A rising tide lifts all boats. We are proposing that Fractional CFO Services can help boost supplier resilience – yours and theirs. You want your supplier to have a healthy business and strong balance sheet so that they are more resilient in the face of uncertainty and change.
If you like the idea, the blog suggests a road map how to accomplish this – including how to approach the topic and provide recommendations for what you want to look for in Fractional CFO firms.
Power | CCS | Chemicals | Energy Services
The Energy CFO® provides CFO Services, Financial Planning and Analysis, Energy Finance, and CFO Consulting to the downstream energy industry, oil and gas developers, operators of domestic and international energy infrastructure, power generation and storage, LNG regas, petrochemicals and refineries, energy service professionals, and owners of power systems and equipment.
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Power Projects
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Combined Heat and Power Projects
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Utility Scale Power Generation
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Independent Power Producer or IPPs
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Natural Gas Power Plant
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Renewable Energy - See CFO Services for Renewables
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Utility Gas and Power
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Electric Cooperatives
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Carbon Capture & Storage (CCS)
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Energy Storage Technology
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Utility Scale Battery Storage
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Geothermal
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Downstream Oil and Gas Projects
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Natural Gas Plants - LNG Regas
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Petrochemicals
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Refineries
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Equipment and Energy Services
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EPC - Engineering, Procurement, and Construction
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Electricity Infrastructure
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Energy Infrastructure
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Energy Tech Solution Companies
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Distributed Technologies
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Electrical Engineering Services
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Electrical Power Systems
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Electrical Equipment
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Don't Let Volatility Leave You Stranded Or Isolated
The Downstream Stakes Have Never Been Higher
Are you losing bids and profits on downstream projects?
Have you run out of ideas to improve project profitability?
Is your banker questioning the viability of your company?
Lack of profits and funding can lead to project failures.
Take Action Today to Protect Your Downstream Energy Company!
Why Outsource Your CFO Work
Fractional CFO Services | Virtual CFO | CFO Consulting
Hiring an outsourced CFO to manage your downstream energy, refining, and chemical company’s finances is a great way to strengthen and grow your business. For power and gas companies, there are so many choices other than just hiring a full-time and part-time CFO. For example, a Fractional CFOs are outsourced CFOs that are retained to work when you need them. Or maybe you want to limit CFO work to a special CFO Consulting project which is another form of Outsourced CFO Services we offer. Most of our services are Virtual CFO Services as most of your work can be completed remotely.
The first step is to understand how a CFO Advisor can help you. Explore how CFO Outsourcing Services can drive growth for your service company. You may want to read our CFO Blog post: Bolster Service Company Growth With CFO Outsourcing Services.
Strategic Solutions For Downstream Companies
We offer a range of Strategic CFO Advisory services, like business strategy and growth finance services, tailored to fit your specific needs including:
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Strategy guidance and strategic planning
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SWOT assessment
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Benchmarking competitors
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Risk management and mitigation
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Sales and marketing business plans
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Asset or portfolio optimization
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Organizational development
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CFO Coaching For Controllers
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Investment Decisions
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Capital structuring
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Restructuring and turnarounds
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Change Leadership
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Preparing companies for sale
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Family Succession planning
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Transaction Advisory Services
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Mergers and Acquisitions (“M&A”) Support
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Post Acquisition M&A Transition
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Downstream Energy Services Success Stories
Financial And Cash Flow Management Achievements
Grew operating cash and working capital by over 800% within a 12-month period by improving financial performance on a project basis, introducing innovative financial strategies, and disciplined cash management. Additionally, this involved revamping business processes and controls, improving accounting efficiencies, providing coaching for controllers, strengthening the accounting team, and proactive management of receivables.
Expanded the current line of credit by 60%, equivalent to $3 million, by collaborating with their banker and the bank's financial analyst. This involved supplying management reports, conducting pertinent financial analyses, presenting forecasts, and addressing related inquiries.
Substation Construction And Maintenance Company
Gross Revenues +$200 Million
We Want Your Energy Company To Thrive
Owning and running a private company is tough. Your least abundant resource is time, and if you are growing, you never have enough cash flow. It's common for us to see clients often hit a series of growing pains.
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Executive are overwhelmed with too many responsibilities—working and running the company.
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Unfamiliarity with what is going on with the financial health and the performance of their companies.
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Not getting relevant and impactful information they need to aid in decision making.
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Encountering growth resistance points and frustrated with an inability to make traction.
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Feeling something is off or there is a gap, but not exactly sure what "it" is.
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Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.
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Dealing with gaps in organizational design and governance.
We have experience helping clients with these issues and much more. What we do is help you see the big picture and understand how the administrative and operational pieces of your business impact your profitability, cash flow, and/or hold back growth so you can take action.
Delivering Positive Value To Clients Downstream
Save Time And
Save Money
Outsource your CFO work to us and optimize your time. Our CFO Services are designed to save you time and find ways to save you money. You will still be in control, but you will get more done so your company can make more money
Understand Your Finances
We analyze your financial health, performance, and operation information and meet with you monthly to provide you with our analysis, insights, guidance, and recommendations. We will explain finance and accounting concepts you have questions about.
Make Informed
Business Decisions
Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed decisions. We help identify and narrow down alternatives
based on your objectives.
Build Leaders' Confidence
We help maximize the Return on Investment on your money and sweat equity invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business leadership.
Transform Your Business
We help you strategize,
plan for growth, devise action plans, budget and forecast cash flow, create financial projections, secure debt/equity funding, pricing, costing, reduce costs, improve margins, & monitor performance.
Hire The Downstream Energy CFOs
Power and Gas CFO Bio
Paula Waggoner-Aguilar, CPA
Our CFO Firm
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The Energy CFO is a 12-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
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We are a small giant in our field and we specialize in helping entrepreneurial organizations.
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Most of our clients stay with us for a number of years.
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We are owned and run by an award-winning CFO/CPA and former Global Fortune 500 executive.
Our CFO Team
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Combined energy finance work experience of 100+ years.
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Strong business, strategic, operational, and financial acumen.
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Hard working independent critical thinkers.
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Worked for Fortune 500 and private companies across the energy value chain and around the globe.
Energy, CFO, And Business Awards
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National Association of Women Business Owner's prestigious "Business Owner of the Year".
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Business Journal's "Who's Who In Energy" for 3 consecutive years.
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Business Journal's "Best CFO for Private Energy Companies".
Get Started Today - Its Easy
1. Contact us to schedule an initial consultation.
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Complete our prospective client form, or
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Leave us a voice mail, or
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Email us directly.
2. We have a Zoom listening session.
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Learn more about your company.
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Understand your objectives: business, financial, and personal.
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Assess whether our service is a good fit for your business.
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.
What Clients Say About Our Work
Rebuilt Contractor Bid Pricing Model and FP&A Services
"Not sure how I got through 60 years of life without you! "Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Owners of Family-Owned Midstream Service Company with more than two hundred million in annual revenues.
Financial Planning and Analysis and Financial Modeling
“Now we are walking into private equity pitches with a lot more confidence. Our financial projections have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions. The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings."
Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company.
Business Intelligence, Data Analysis, and Data Visualization Project
"I drew a conceptual picture of a sales and marketing dashboard and analytics I wanted for myself and my managers on a blank sheet of paper. Paula and Roland delivered exactly what I asked for in the first draft along with new business intelligence we were not aware of. Good work!"
Director of Global Sales and Marketing
Public Company