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Fractional CFO | Debt Financing | SBA Loan Strategies

Former CFO and Executive Advisor with extensive experience managing bank debt facilities for operating companies, including term loans, revolving credit lines, and working capital financing. Background includes senior finance roles with national and global organizations in energy and technology similar to Tenneco, Perot Systems, and other middle market sponsors, with responsibility for negotiating loan structures, overseeing covenants, and maintaining lender and bank group relationships.

Executive advisory work focuses on helping business owners and management teams design capital structures, prepare for credit committee review, and implement disciplined cash flow management tied to SBA and bank underwriting standards. Typical engagements include building lender ready financial models and projections, organizing supporting documentation for SBA type facilities, and advising on refinancing or consolidation of existing bank and private debt to create a more sustainable, growth oriented balance sheet.

Reservoir engineer and Registered Professional Appraiser with 11 plus years evaluating oil and gas assets, LOE structures, and production economics across portfolios exceeding 10B. Deep experience in reserves and economic modelling with a track record of identifying LOE distortions and building defensible valuations that protect operators from excess tax exposure.

Systems
• ARIES
• ComboCurve
• Enverus
• Advanced Excel
• VBA automation

Process
• Decline curve analysis
• Reserves evaluation
• Well level economic modelling
• LOE normalization across multiyear cycles
• Property tax valuation analysis
• Data aggregation across large well datasets

Capabilities
• Identification of workover and recompletion cost cycle impacts
• LOE cost structure analysis across operator portfolios
• Valuation model development and defence
• Financial and economic analysis at scale
• Access and interpretation of confidential operator datasets
• Protection of operators from inflated tax assessments

Global energy R&D leader and Technical Director with 25+ years of experience across oilfield services and specialty chemical manufacturing, focused on production chemistry, reservoir stimulation, and flow assurance technologies. Proven track record commercializing advanced chemical systems from concept to field deployment, with 60+ U.S. patents and deep expertise supporting well productivity across conventional and unconventional assets.

Systems & Technologies
• Viscoelastic surfactant (VES) systems
• Fracturing and acidizing fluid platforms
• High-TDS water treatment and flowback systems
• Downhole sensing and reservoir diagnostics
• Chemical modeling and lab-to-field scale-up frameworks

Process
• End-to-end product development and commercialization
• Global R&D program leadership and IP portfolio management
• Field validation, pilot testing, and performance optimization
• Cross-functional collaboration with operations and engineering teams
• Technology transfer and deployment across international markets

Capabilities
• Scale inhibition and flow assurance strategy
• Fracturing fluid and stimulation system design
• Flowback and produced water chemistry optimization
• Formation damage prevention and remediation
• Proppant and fines migration control
• Innovation pipeline development and patent generation
• Environmentally responsible chemical solution design

This candidate is a Gulf Coast-based cost analyst with 13+ years of experience supporting financial operations in petrochemical, industrial services, and agricultural processing environments. Her background spans project cost controls, WIP management, forecasting, variance analysis, and payroll administration across both ongoing operations and large-scale industrial turnarounds — including engagements where she managed cost tracking for workforces of 150 to 500 employees at major Gulf Coast petrochemical facilities. She is proficient in Quickbooks, SAP, IFS, Power BI, and Advanced Excel, with a track record of building the reporting infrastructure and process improvements that improve accuracy and give leadership reliable visibility into project costs.

Most recently, she was brought in on a contract basis to stabilize financial operations for an industrial services firm during a critical transition period — leading WIP cleanup, redesigning forecasting processes, and partnering with operations to accelerate close-out and invoicing. She holds a TWIC card, multiple OSHA certifications, and is completing a B.S. in Finance. While her background is not oil and gas production-specific, her cost controls depth, systems proficiency, and industrial environment experience translate directly to LOE tracking, cost-driver analysis, and financial reporting support roles in upstream and midstream operations.

Gulf Coast based cost analyst with 13 plus years across petrochemical, industrial services, and agricultural processing, focused on cost controls, forecasting, and financial visibility across operations and large-scale turnarounds. Proven track record stabilizing financial operations, cleaning WIP, and building reporting systems that give leadership clear insight into cost performance and execution.

Systems
• QuickBooks
• SAP
• IFS
• Power BI
• Advanced Excel

Process
• Project cost controls and tracking
• WIP management and cleanup
• Forecasting and budgeting
• Variance analysis
• Payroll administration
• Financial close and invoicing acceleration

Capabilities
• Cost driver analysis and LOE support
• Financial reporting and dashboard development
• Turnaround cost management for large workforces
• Cross functional alignment with operations teams
• Process improvement and reporting infrastructure buildout
• Industrial environment adaptability across multiple sectors

Ready To Join Our Team?