top of page

Financial Planning And Analysis Services

Our FP&A Solutions Empower Your Business To Progress And Shape A Brighter Future

Financial Planning

Budgeting
Financial Forecasting
Financial Modeling
Other Financial Planning Tools

Analysis

Financial Analysis 
Financial Ratios
Business Analytics
Scenario Planning
The%20Energy%20CFO%20Outsourced%20Busine

Business Intelligence

Business Planning
Financial Reporting & Insights
Management Reporting
KPI Dashboards

What Is FP&A? How Do FP&A Services Help?

Financial Planning and Analysis (FP&A) is a strategic tool utilized by Fortune 500 companies to grow their businesses. This type of planning proves highly advantageous for energy companies. We provide outsourced FP&A services tailored for private companies involved in all aspects of oil, natural gas, oilfield, chemicals, utilities, renewables, energy manufacturing, project development, engineering and infrastructure construction.  

 

FP&A is instrumental in converting your strategic vision into actionable steps, enabling you to plan, assess, monitor, and course-correct as necessary. Organizations of any scale can reap its benefits without the need to employ a full-time FP&A team or Chief Financial Officer. Our outsourced FP&A service supports businesses like yours in visualizing objectives and translating strategies to actionable plans.    

We facilitate the identification and planning for future opportunities by developing and executing a versatile financial plan that:

  • Empowers you to take proactive measures aimed at improving your company's future performance.

  • Converts your strategic vision into an detailed action plan that includes sales metrics and financial forecasts.

  • Reduces the burden and stress of juggling basic financial management tasks with more strategic FP&A responsibilities.

  • Forecasts profitability and cash inflows/outflows, enabling you to anticipate and mitigate potential financial shortfalls.

  • Provides the same level of advanced FP&A techniques and technologies used by larger companies, without the big corporate price tag.

  • Improves overall financial transparency, organizational decision making, business agility, and leadership's confidence in finance as a business partner.

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

Reflect on the strategic decisions your leadership team might make or the opportunities you could seize with a clearer understanding of your company’s financial trajectory at the end of the year. Gaining insight into potential outcomes in profits, cash flow, working capital, and the overall strength of your balance sheet can significantly impact your strategic choices.

It may turn out that downsizing your staff is unnecessary.

You might discover that you have the financial capacity to increase your marketing budget, hire a Chief Operating Officer, or invest in new equipment.

You could find that you have enough working capital to enter new or complementary markets or to explore a strategic transition.

Our financial planning and analysis services are designed to help you create your company's road map, budget, and forecast. We can assist you in visualizing your business plan, developing strategy, preparing for transactions, presenting to your board, and providing guidance as you steer your company to the next level.

What are you waiting for? Hire our FP&A professionals to assist you with unlocking your company’s future!

The Financial Stakes for Your Business Have Never Been Higher.jpg

There is still plenty of time in 2024 to strategize, take decisive actions, and turn a good year into an outstanding one!

MFOR™ Financial & Operational Review

Data-Driven Actionable Insights for Decision-Making

  • We provide data analytics and business intelligence designed to help you follow-the-money, highlight areas needing more of your attention, aid in business decisions, and spot opportunities for improvement

  • Get financial data distilled into simple key metrics. For every $1 in sales, you put $0.XX cents in your pocket this month.

  • Our Monthly Financial and Operational Review or MFOR™ include fp&a tools to help you track profit and value drivers by business, project, products, or service lines.

  • We focus on the KPI value drivers that matter. 

  • With our cash flow management consulting, we also look at your cash conversion cycle and debt as these impact your working capital and finance costs. Our fractional cfos offer suggestions how to improve cash flow in business operations

The Energy CFO Helping Focus on the KPIs Business Value Drivers that Matter and Giving Act

What Clients Say About Our Consultant Work

Outsourced Financial Planning And Analysis Solutions 

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

Strategic Finance and Financial Planning, Corporate FP&A Services, and Analyze Financial and Operational Data

"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 Strategy, FP&A Activities, and Oil and Gas Financial Forecasting Model

 

“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

Sales and Marketing Intelligence, Data Analysis, and Data Visualization

"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

Hire Us For Outsourced FP&A

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. 

The Business Value We Deliver To Clients

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
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, create budgets

and financial projections, forecast sales and cash flow, secure funding, reduce costs, improve profits, measure and monitor bus. performance.

We Are Corporate FP&A Professionals

Paula Waggoner-Aguilar CEO and Managing CFO The Energy CFO Fractional CFO Services re.jpg

Managing CFO Paula Waggoner-Aguilar's corporate career includes serving as the Director Financial Planning and Analysis and Investor Relations for a Buckeye Partners MLP and Global Gas Business Planner for BHP Billiton. She also directed the creation of KPI Dashboards, Financial, and Management Reports for Lewis Energy Group.

Our CFO Firm
  • The Energy CFO is an 11-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 oil and gas CFO and CPA.
 
Our Remote FP&A Team
  • Combined energy finance work experience of 100+ years.
  • Strong business, strategic, operational, and financial acumen.
  • Worked in Financial Planning and Analysis, Investor Relations, and Global Gas Planning for Fortune 500, Global Fortune 100, and private companies across the energy value chain and around the globe.
  • Our Managing CFO has advanced certificates in Forecasting and Predictive Analytics (2021) and Data Visualization (2021) from the American Institute of Certified Public Accountants or AICPA.
​Chief Financial Officer, Energy, 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".

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.

bottom of page