Financial Planning and Analysis
Financial And Business Intelligence Services
Our Services Help You Move Your Company Forward And Transform Your Future
Monthly Management Reports
Save Time and Money
Understand Your Finances
Transform Your Business
Build Leader Confidence
Adding Value with FP&A and BI Services
"Good Fortune Is What Happens When Opportunity Meets With Planning." - Thomas Edison
Financial Planning and Analysis ("FP&A") is a tool that Fortune 500 corporations use to grow their businesses. This type of planning is incredibly beneficial. We offer FP&A as-a-service to private mid-sized clients in the oil, natural gas, oilfield, chemicals, utilities, renewables and storage, energy services, engineering and construction industries.
FP&A helps translate your strategy into action so you can plan for, measure, monitor, and course-correct as needed. Any size business can benefit from it. And you don't have to hire a full-time FP&A department and CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using our outsourced FP&A service.
We can help you plan for future opportunities by creating and implementing a flexible financial plan that:
Enables you to take proactive measures to improve your company's future success.
Translates your vision into an action plan, complete with sales metrics and financial projections.
Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.
Forecast profits and cash inflows/outflows so you can anticipate and take steps to cover shortfalls.
Enjoy the same level of advanced FP&A techniques and technologies as larger businesses, without the big price tag.
Improve organizational decision making.
Do You Want To Be In The Same Place Next Year?
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?
Are you measuring and monitoring your sales, budget, and profit margin performance against your plan?
Our Financial Planning and Analysis and Business Intelligence 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, and help advise you as you navigate your company to the next level.
The Value Of Our Financial & Business Intelligence
Save Money and Time
Outsource your FP&A work to us and optimize your time. Our FP&A Services are designed to save you time and find ways to save you money. You will get more done so your company can make more money.
Understand Your Finances
We analyze your financial performance and meet with you monthly to provide you with our report, CFO insights, 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.
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.
We help you strategize, plan for growth, devise action plans, create budgets
and financial projections, forecast sales and cash flow, secure funding, reduce costs, improve profits, measure and monitor bus. performance.
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 during 2019.
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
Hire The Energy CFO For Planning And Intelligence
We Want Your Finances And 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.
We Focus On The Value Drivers That Matter
You Get "The Big Picture" And Actionable Insights for Decision Making
We provide business intelligence designed to help you follow-the-money, highlight areas needing more of your attention, aid in decision making, and spot opportunities for improvement
Get information distilled into simple key metrics. Last month you put $0.XX cents in operating profit in your pocket book, and this month you put $0.XX.
Our Financial Planning & Analysis Services can help you track profit and value drivers by business unit, region, project, products or service lines.
With our Cash Forecasting Services, we can also look at your cash conversion cycle and debt as these impact your working capital and finance costs.
Who We Are
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
The Energy CFO is an 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 private entrepreneurial organizations.
We are woman majority-owned and led by an award-winning CFO/CPA.
Our CFO Team
Combined energy finance work experience of 100+ years.
Strong business, strategic, operational, and financial acumen.
Worked for Fortune 500 and private companies across the energy value chain and around the globe.
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".
How to Get Started Today
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.