Financial Planning and Analysis Services

Business Intelligence To Transform Your Future

Our FP&A and BI Services Help You Move your Private Company Forward

Financial Planning


3-Way Forecasting

Scenario Analysis

Outsourced Financial Planning, Data Anal

Data Analysis

Variance Analysis 

Financial Ratios

Operational Data 


Business Intelligence

Monthly Mgmt Reports

KPI Dashboards

Business Planning

  • Save Time and Money

  • Understand Your Finances

  • Transform Your Business

  • Build Leader Confidence

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

The Healthcare CFO Financial Planning an

The answer, of course, is no. Whether it's been a successful year 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 plan means in terms of future profits and cash flows?


  • Are you measuring and monitoring your performance against your plan?  

Adding Value with Outsourced FP&A 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.

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What Clients Say About Working With Us

We have ⭐⭐⭐⭐⭐ CFO Reviews on Google in Houston & San Antonio, TX 

"The bank meeting went great. Our bankers were very impressed with The Energy CFO's Monthly Management Report."


  • Secured +60% Line of Credit Increase in 2020. 

"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job." 

  • Increased Cash +800% Over 12 Month Period (Dec 2019 vs. Nov 2020)

Co-Owners of Family-Owned Midstream Service Company Annual Revenue > $200MM

Family Owned Service Co

“Now we are walking into private equity pitches with a lot more confidence.  

Five Year Financial Model for Early Stage E&P Company

3-Way Pro-Forma Financials for Team Investor Pitch Deck

Answered Private Equity questions about assumptions


Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company. 

Co-Founder E&P Company

"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

Director of Global Marketing

How Our FP&A and BI Services Benefit You

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.

Build Leader

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.

Your Business

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.

Hire The Energy CFO Today

We Care About Our Clients The Energy CFO

We Want You and 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. 

Who We Are

Paula Waggoner-Aguilar CEO and Managing

Paula Waggoner-Aguilar, CPA

CEO & Managing CFO

Our Firm

  • The Energy CFO is a 8-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 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".

Its Easy! Get Started Today! Contact The

How to Get Started Today - 4 Easy Steps! 

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.