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CFO Services For Renewables & Energy Transition

Our CFOs Help You Develop Your Financial Strategy, Scale, and Drive Project Growth

Renewable Energy Wind Solar Energy Storage Assets

  • Save Time And Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leadership Confidence 

Renewable Energy Project CFO Services

Startup CFO | Fractional CFO | Energy Finance

We custom-tailor solutions to fit your renewable energy project's unique needs in a very complex industry facing unprecedented uncertainties as the energy industry transitions its infrastructure to renewables and cleaner fuels.  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. 

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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. 

Renewables

Projects | Power | Storage | Equipment | Services

The Energy CFO® provides CFO Services and energy finance consulting to developers and operators of renewable energy and related technologies. For example:    

  • Greenfield Project Development

    • Utility scale battery storage​

    • Utility Scale Solar

    • Wind Energy Projects

    • Large-scale Grid-Connected Renewable Energy Projects

  • Power Generators

    • Wind Energy

    • Solar Energy

    • Hydropower

    • Geothermal Energy

    • Biomass ​Energy

    • Renewable Energy Systems

  • Utility Scale Battery Storage

  • Renewable Engineering

  • Construction of Renewable Energy Infrastructure

    • Solar EPC Contractors​

  • Renewable Equipment

    • Solar and Wind Energy Equipment

    • Batteries

    • Electric Equipment & Power Systems

    • Energy Storage Equipment

    • Energy Equipment Manufacturers 

  • ​Service Companies

    • Solar Energy Tech Services

    • Energy Management

    • Smart Grid Technology

Wind Energy, Renewable Equipment Engineering, Utility Scale Battery Storage Projects

Energy Transition To Cleaner Fuels & Carbon Tech

Natural Gas Projects | LNG | CNG | Carbon Capture Storage

The Energy CFO® provides CFO Services to developers and operators of natural gas infrastructure projects and carbon capture technologies that are so critical to bridging the energy transition and achieving future net carbon emission targets. For example:    

Energy Transition, carbon capture, Nat Gas Technology, Cleaner Fuels

​Natural Gas Fuel Technologies

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Carbon Capture Technologies

Carbon Capture and Storage Projects

Energy Transition Cleaner Fuels

The Stakes Have Never Been Higher

Business and Financial Stakes for Renewables and the Energy Transition

Are you losing profits on bids or projects? 
Have you run out of ideas to improve company profitability?
Is your banker questioning the economic viability of your company? 
 
Lack of profits and funding can lead to project failures. 
 
Take Action Today to Protect Your Company!

Our Client's Success Stories

Working Capital Achievements

Family Business, Renewable Energy, Energy Transition

Grew operating cash / working capital by more than 800% over a 12-month period from December 2019 to November 2020 by improving project profitability, disciplined cash management, changing processes and controls, capturing accounting efficiencies, CFO coaching, adding to their accounting bench, and active receivables management.

 

Increased existing line of credit by 60% or $3 million dollars in 2020 by engaging their banker and the bank's financial analyst, providing management reports and relevant financial analysis, and sharing projections and fielding related Q&A. 

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Family-Owned Service Company

Gross Revenues +$200 Million 2019

 Renewable Energy Finance Solutions

The Energy CFO offer energy finance solutions to companies that invest in the new energy economy, renewables and clean tech, natural gas fuels, and interested in reducing emissions and developing technology to capture and store carbon.  

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Examples how The Energy CFO can help you build and grow cleaner and more sustainable energy businesses:

CFO Leadership Solutions

  • CFOs for Startups (utility and C&I)

  • Fractional CFO Services

  • Virtual CFO Services

  • Experienced CFOs

Strategic Advisory Services

  • Strategic Planning 

  • Business Models and Plans

  • Financial Modeling

  • Proforma Financial Statements

  • Financial Content for Investor Presentations

Cash Flow, Credit, and Capital Funding

  • Cash Flow Forecasting 

  • Working Capital Management

  • Vendor Credit Management & Policies

  • Bank and/or Vendor Financing

  • Other Funding Sources​

Operational Finance

  • Targeting Customers

  • Setting Prices

  • Project and/or Job Cost Accounting

  • Procurement

  • Inventory Management and Costing

  • Profit Improvement Consulting

  • Outsourced Resource Staffing Plans

    • Administrative Services

    • Accounting and Bookkeeping Support​

    • Selecting Preferred Employer Organizations (PEOs)

  • Enterprise Risk Management

  • Analyzing Financial Impact of Commercial Terms embedded in Agreements and

  • Review Contract Negotiations Term Sheets​ for financial and accounting implications

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We Help You Construct Your Profit Playbook

And Build A Strong Financial Offense To Defend Your Hard-Earned Profits

Financial Planning

Budgets

3-Way Forecasting

Scenario Analysis

Data Analysis

Variance Analysis 

Financial Ratios

Operational Data 

Business Intelligence

Monthly Mgmt Reports

KPI Dashboards

Business Planning

Strategic Solutions For The New Energy Economy

We offer a range of strategic advisory and consulting services tailored to fit your specific needs including:

  • Strategy guidance and strategic planning

  • SWOT assessment

  • Benchmarking

  • Risk management and mitigation

  • Strategic partnering

  • Sales and marketing business plans

  • Asset or portfolio optimization

  • Organizational development

  • Virtual CFO Coaching

  • Investment Decisions

  • Capital structuring

  • Leading change initiatives

  • Restructuring and turnarounds

  • Preparing companies for sale

  • Family Succession planning

  • Transaction Advisory Services

    • Mergers and Acquisitions (“M&A”) Support

    • ​Post Acquisition M&A Transition

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We Want Your Renewable Energy Project To Thrive

Owning and running a private company is tough. Your least abundant resource is time and when you are growing - you never have enough cash. These are common growing pains we see clients struggling with: 

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  • Owners are overrun with too many responsibilities - working and running the company.

  • Unfamiliarity with what is going on with the financial health and the performance of their companies. 

  • Not getting relevant and impactful information they need to aid in decision making.

  • Encountering growth resistance points and frustrated with an inability to make traction.

  • Feeling something is off or there is a gap, but not exactly sure what "it" is. 

  • Not getting candid feedback, constructive guidance, or practical solutions to tackle problems.

  • Dealing with gaps in organizational design and governance.

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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. 

The Value We Deliver To Our Energy Clients

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
Bus. 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 Leader 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, forecast cash, create financial projections,  secure debt/equity funding, pricing, costing,  reduce costs, improve margins, & monitor performance.

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Hire The Energy CFO

Energy CFO Paula Waggoner-Aguilar

Energy CFO Bio
Paula Waggoner-Aguilar, CPA

Our CFO Firm

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  • The Energy CFO is a 9-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.  

  • We are a small giant in our field and we specialize in helping entrepreneurial  organizations.

  • Most of our clients stay with us for a number of years. 

  • We are owned and run by an award-winning CFO/CPA and former Global Fortune 500 executive. 

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Our CFO Team

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  • Combined energy finance work experience of 100+ years.

  • Strong business, strategic, operational, and financial acumen.

  • Hard working independent critical thinkers.

  • Worked for Fortune 500 and private companies across the energy value chain and around the globe.

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​Energy, CFO, and Business Awards

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  • NAWBO's prestigious "2019 Woman Business Owner of the Year".

  • Business Journal's "Who's Who In Energy" for 3 consecutive years.

  • Business Journal's 2014 "Best CFO for Private Companies".

Let's Get Started Today - It's Easy!

Renewable CFO Service Austin, Dallas, Houston, & Corpus

1. Contact us to schedule an initial consultation.

  • Complete our prospective client form or

  • Leave us a voice mail or

  • Email us directly

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2. We have a Zoom listening session.

 

  • Learn more about your company

  • Understand your objectives: business, financial, and personal

  • Assess whether our service is a good fit for your business 

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​3. We will provide you with a service proposal and price quote. 

 

4. Sign our service agreement and we are ready to begin.

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