CFO Services Energy Technology & Manufacturing

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

The Energy CFO Provides CFO Services For Energy Oil and Gas Manufacturers Fabrication Oper
  • Save Time And Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leadership Confidence 

Energy Manufacturing and Tech CFO Services

Custom Tailored Energy Finance Solutions 

We custom-tailor our cfo solutions to fit your unique energy technology and manufacturing 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. 

Energy Manufacturing | Equipment | Products

The Energy CFO® provides CFO Services to engineers, fabricators, manufacturers, and recyclers involved in the energy, oil and gas, mining, power, oilfield, energy storage, EPC, petrochemicals, renewable energy, and oil and gas export industries. We are strong in procurement, inventory, warehousing, cost accounting, project accounting, budgeting and forecasting, and financial planning and analysis. 

The Energy CFO CFO Services for Oil and Gas Manufacturing Energy Electricity Power Mining
  • Energy Manufacturing

  • Mining Equipment

  • Petroleum Equipment

  • Oil and Gas Equipment

  • Oil Drilling Equipment

  • Rig Equipment

  • Oilfield Equipment

  • Pump Manufacturers

  • Oil Tools

  • Gas Flow Equipment

  • Pipeline Equipment

  • Measurement Equipment

  • Pipe Handling Equipment 

  • Recycled Pipeline Steel

  • Electrical Equipment

  • Electric Power Systems

  • Chemical Manufacturing

    • Refining Products

    • Oilfield Products

    • Industrial Products

Energy Technology | Oil and Gas Software

The Energy CFO® provides CFO Services to technologists, software programmers, data scientist, and systems engineers involved in the oil and gas, power, oilfield, chemicals, mining, marine industries. We are strong in fintech, financial and data analytics, SaaS business models, pricing, and financial planning. 

  • Energy Technology

  • Upstream Oil and Gas Technology

  • Offshore Drilling Technology

  • Oil and Gas Technology

  • Gas and LNG Technology

  • Oilfield Technology​

    • Remote Monitoring

    • Data Analytics

    • Digital Oilfield Technology

  • Digital Technology in Oil and Gas

  • Operational Technology

  • Automation and Control

  • Renewable Energy Systems Technology

  • Clean Tech

  • Solar Energy Tech

  • IoT Renewable Energy

  • Digital Energy Technology

  • Energy Software

  • Oil and Gas Software

  • Petroleum Data Management

  • Oilfield Production Software

  • Refinery Software

  • Power Plant Software

  • IoT in Oil and Gas Software

  • Oil and Gas Accounting Software

  • SaaS Oil and Gas 

Do You Want To Be In The Same Place Next Year?

Losing Cash Profits and Wealth

The answer, of course, is no!

 

Whether it's been a successful year for your business or one you'd rather forget, the goal is always to keep moving forward.

 

  • What are you doing to make this goal a reality?

 

  • Have you quantified what your business plan means in terms of future profits and cash flows and rising interest rates impact?

 

  • Are you measuring and monitoring your sales, budget, and profit margin performance against your plan?  

​Our Outsourced CFO Services (also known as Fractional and Virtual CFO Services) can help you develop your company's road map, budget and forecast, visualize your business plan, develop strategy, prepare for transactions, present to your board, dig into your cost accounting, and help advise you as you navigate your company through these challenging to the next level. 

Why Outsource Your CFO Work

CFO Advisor | Fractional CFO | FP&A Services

Hiring an outsourced CFO to manage your oil and gas manufacturing and energy technology company’s finances is a great way to strengthen and grow your business. For energy 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. If you are not familiar with how outsourced cfo services can be used to strengthen your business, you may want to read our blog post about why oil and gas service companies are outsourcing cfo leadership.

If you are not familiar with the difference in the CFO vs. other financial roles such as Controller and/or Accountant, you may want to reference the following blog article first: What is a CFO And What Does A CFO Do? Generally speaking, a CFO helps strengthen your business by building on historical numbers produced by accounting and focusing on helping the CEO drive the company’s financial future.

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 Manufacturing Tech

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 competitors

  • 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

We Want Your Business 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: 

  • 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.

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 Value To Tech & Manufacturing Clients

CFO & Financial Management Advisory Services
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

Consulting Services
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.

CFO & Financial Management Advisory Services
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.

Hire The Energy CFO

Paula Waggoner-Aguilar Founder CEO and Managing CFO for The Energy CFO in Houston Dallas S

Manufacturing Tech CFO Bio
Paula Waggoner-Aguilar, CPA

Our CFO Firm

  • 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. 

Our CFO Team

  • 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.

Energy, CFO, and Business Awards

  • 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".

What Clients Say About Our Work

Financial Planning and Data Analysis What Clients Say The Energy CFO Company Reviews Pipel

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 during 2019. 

Financial Planning and Analysis and Financial Modeling  CFO Company Reviews Co-Founder E&P

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 What Clients Say About

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

Ready To Get Started Today - Its Easy! 

CFO Service Dallas, Houston, Midland & Austin Manufacturers

1. Contact us to schedule an initial consultation.

  • Complete our prospective client form or

  • Leave us a voice mail or

  • Email us directly

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 

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

 

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