Financial Planning and Analysis Services
Business Intelligence To Transform Your Future
Our FP&A and BI Services Help You Move your Private Company Forward
Monthly Mgmt Reports
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 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.
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
Director of Global Marketing
Hire The Energy CFO Today
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, CPA
CEO & Managing CFO
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.
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 - 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.