SUMMARY:

• Highly adaptable, personable, professional, motivated, inspirational, creative, and entrepreneurial.
• Managed projects as large as US $12.4mm in revenue.
• Successfully performed senior level management positions on projects in excess of US $500mm.
• 8+ Years’ experience with Confidential Confidential and CTRM/ETRM platforms.
• 8+ years worth of “trading” experience covering various asset classes and instruments.
• 5+ Years’ experience with Venture Capital, Private Equity, Structured Financing, etc
• 8+ Years interacting with Executive Level Management (Key Decision Makers)
• 4+ Years’ experience building multi - million dollar Sub-Sea Engineering and Construction firm
• Marketing Campaign Development - websites, brochures, promotional items, etc
• Excellent knowledge of Business Process Design (as-is and to-be Processes).
• Cost-effectively managed development teams of over 45 individuals based in Manila, India, and the UK.
• Safely and efficiently managed up to 37 employees offshore at AOT.
• Excellent comprehension of financial analysis and metrics reporting tools.
• Excellent understanding of capital markets, financial derivatives, trading instruments and methodologies, and the over 5 years’ experience working with all areas of the commodities trade lifecycle.

TECHNICAL SKILLS:

• Crystal Reports, AVS, and OpenComponent JVS scripting.
• SAP CTRM, FI, BO, SCM, CRM, and MM.
• Oracle Database and SQL (Sybase).
• Confidential Confidential & Treasury Solution (8+ Years).
• DBC Smartsoft
• Confidential (2+ Years).
• Juno EE Global, Invoicing, and 2009 (Gas & Power).
• PEGA Systems such as Corona, TLM, 3D, 3PP, Globe, Marco Marcus, Remus.
• SWIFT/SWIFT Alliance (RTGS), Exigo, LoanNet, and Fedwire.
• Bloomberg and Reuters.
• Coding Languages: Java, VB, C++, CORBA, Python, C#.
• Issue Management, Requirements, & Testing Software(s): ClearQuest, HP Quality Center, & BMC Remedy
• Business Process Design Software: Microsoft Visio & Workflow (DCM).
• Collaboration Site(s): Microsoft SharePoint & Confluence.
• Project Management Software(s): Microsoft Project, Oracle Primavera P6, and JIRA.
• Expert level MS Office Suite (Excel, Word, PowerPoint, and Access).

WORK EXPERIENCE:

Co-Founder and Managing Partner

Confidential

Responsibilities:

• Provide strategic vision and operations strategy for North American Commodities Markets.
• Build meaningful relationships with clients, vendor partners, ancillary firms, and competitors.
• Strategically acquire and grow partnerships with Confidential.
• Roll-out training programs on commodities technologies such as Confidential.
• Deliver transactional structuring and clearing advisory services for OTC and exchange-traded funds.
• Facilitate C-Level and government interaction with state-owned energy firms throughout North America.
• Gather requirements, manage stakeholders, plan projects, and lead teams on small to large scale commodities technology implementations, upgrades, enhancements, and custom build-outs ranging from $250k - $20mm primarily for Confidential and Confidential ( Confidential products).

Interim Chief Financial Officer/EVP

Confidential

Responsibilities:

• Perform strategic planning for onshore conventional oil & gas well development and acquisitions.
• Lead capital raise efforts to garner investment of $34mm for acquisition targets and development.
• Perform financial analysis and implied stock, equity, proven pv-10, and ev valuations based on comparable firms.
• Ensure timeliness of annual filings for 10-k, SEC Series 3(s) P(10), 8-A, 10Q, and other regulatory filings as required by our publicly-traded entity (ROGI).
• Source, review, and edit private equity, hedge fund contribution, mezzanine debt, and equity disbursements in-excess of $30mm.
• Lead annual shareholder meeting with over 940-shareholders of Radiant Oil & Gas stock.
• Provide financial guidance and ensure fiduciary responsibility to investors, shareholders, and stakeholders.

Principal Consultant

Confidential

Responsibilities:

• Provide competitor and strategic market analysis for North American/Mexico Commodities Markets.
• Generate leads through existing clients, vendor partners, conferences, and marketing campaigns.
• Work closely with vendor partners such as Confidential, Confidential, Confidential, Confidential, SAP, and Confidential .
• Administer relevant functional trainings for Confidential, Confidential, Confidential, Confidential, and SAP.
• Coordinate launch of new services and technologies for SGM North America.
• Facilitate interaction with state-owned energy firms throughout LATAM. (PEMEX, CFE, PDVSA, etc.)
• Lead full-lifecycle implementation of Confidential as Lead Consultant for CVR and United Airlines.
• Performed SAP Commodity Risk Management & TRM training as part of partnership with Confidential .
• Configured SAP Treasury and Risk Management solution for financial to physical aggregated views including hedge accounting (TRM functionality) on SAP ERP 6.0 EHP7/8.
• Generate US$1.25M in NEW revenue for the North American Trading & Risk Management practice.
• Lead “Fusion” workshops to gather client/stakeholder requirements, assess budgetary restraints, and ensure personnel requirements are sufficient to develop use cases for Confidential, Confidential, and Confidential .
• Work with onshore and offshore development teams to deliver custom enhancements.
• Represent Sapient Global Markets at global conferences to increase brand recognition.
• Facilitate interaction between C-Level Sapient representatives and C-Level decision makers from global commodities firms as well as government officials from FERC, FED, DOE, SEC, EMIR, etc.
• Provide timely responses the RFP’s in the form of proposals, statements of work (SOW), project roadmaps, and various other project planning deliverables.

Principal Consultant

Confidential

Responsibilities:

• Provide trading systems subject matter expertise to build a newly established CTRM consulting practice.
• Manage capital projects up to $2.5M for E&P, Financial, and Industrial clients in the Houston Texas area.
• Plan, lead, and deliver workshops and assessments for Trading & Risk Management clients.
• Perform project management and functional configuration for an Confidential product implementation with a multinational, diversified energy firm. (Physical Crude, Natural Gas, and Refined Products).
• Develop P&L, VaR, Vol, and Delta custom reports in Confidential & Confidential for risk management teams.
• Responsible for configuration and demo of Confidential for integrated oil & gas E&P (Fin/Phys).
• Provided demo of custom EOD reports including PnL, M2M, and VaR reports using the SAP Commodity Risk Management (CTRM & TRM) as well as workflows, master data configuration, and flow data config.
• Configured and executed system and financial derivative transactions for back office, treasury, and position management in SAP Commodity Risk Management (TRM).
• Compiled RICEFW’s (Reports, Interfaces, Conversions, Enhancements, Forms, and Workflows).
• Leverage commodities trading expertise to develop comprehensive technology roadmaps & proposals.
• Work with ancillary data vendors such as Morningstar, ICE, and CME to import intraday and EOD pricing for various financial and minute marker instruments.
• Drive customer success on client engagements by planning, leading, and providing hands-on configuration for Confidential, Confidential, SAP CTRM, and Confidential implementations.
• Engage key client accounts and drive forward revenue run rate targets of ~US$25M.
• Develop internal systems training and commodities trading courses for Slalom CTRM team members

Senior Consultant

Confidential

Responsibilities:

• Clients include Tesoro, MARS, Citi, Orion Resources, Sapient Energy Management, Shell, & AgSprings.
• Performed configuration, implementation, and user training for Confidential Confidential (V8, V10, V12, & V14) and Confidential S12 in front office, middle office risk, and back office operations and scheduling/actualization.
• Created templates, instruments, and curves for physical and financial Crude, Nat Gas, LNG, Refined & Environmental Products, Power, Metals, and FX.
• Custom-configured Real-Time Position engine in Confidential Confidential to reflect notional values.
• Defined custom reports for EOD including realized P&L, Delta reporting, M2M, and VaR.
• Ensured accuracy of EOD upload prices from Morningstar and Minute Marker basis adjustments.
• Elicited and documented user requirements for in corporation into business use cases.
• Configured operational service definitions, report builder, trader desktop, and market manager.
• Perform analysis, design, testing, configuration, and implementation activities for instances of Confidential .
• Created exchange traded instruments for CME and ICE gateways.
• Implemented Treasury Solution as part of Findur for international investment banking organization.
• Built numerous reports including options exercise, PnL changes, EOD strategy, & Delta position reports.
• Liaised with business stakeholders to provide varying functional/business-side roles.
• Led user training workshops for front-office to decrease user-error reporting.
• Developed end-to-end use cases for product testing based on business/technical requirements.
• Created daily PnL/position reports, daily VaR and stop-loss activities, and volume & value changes.
• Created first-order Greek reports (Delta & Gamma), monitored trade limits, performed confirmations processing and SWIFT payment transactions, configured notional calculations.
• Completed month-end true ups and inventory rolls for Shell Nat Gas and Power.
• Imported historical pricing and Morningstar feeds for curve configurations and simulations.
• Performed trade entry and position management for crude, natural gas, power, and metals products.

Vice President (VP)

Confidential

Responsibilities:

• Responsibly managed capital projects in excess of U$ 3M from concept to deployment.
• Contributed ~$9,850,000 of financial benefits to FICC MOD team based in Houston, TX in 3-months’ time.
• Acted as a trusted liaison between business and technical teams.
• Led numerous BAU and stand-alone projects through idea, analysis, design, implementation, testing, deployment, and warranty stages of the commonly accepted Software Delivery Lifecycle.
• Navigated projects through Macquarie’s extensive internal governance process.
• Successfully delivered on-time, and on budget, BAU changes to Juno EE Global.
• Developed trade control workflow processes for the middle and back office groups.
• Led initiatives to “build-out’ interfaces between contract management software and SWIFT payments application via the SWIFT Alliance interface (WebMethods).
• Recaptured US$ 900,000 of FTE costs that were being incurred as a result of manual interventions.
• Improved reporting efficiencies and reduced overall legal risks of an estimated $2,650,000 annually through the implementation of the Confidential to 3D interface.
• Planned a US$ 1.25M BAU project to reformat Canadian crude oil legal agreements.
• Managed off-site development teams based in Manila, Sydney, and India to develop a robust database management solution for confirmations and trade support teams.
• Progressively managed trading projects that involved, financial/physical oil & gas, LNG, emissions (environmental products including solar, wind REC’s, and biogas), coal, freight, base metals, precious metals, fx, bonds, bills, warrants, repos, and various exotic and vanilla credit derivatives.
• Maintained product portfolios in Confidential Confidential and Solarc Confidential including exchange traded futures & options, forwards, swaps, swaptions, and physical purchases, sales, exchanges, and productions deals.

Business Analyst IV

Confidential

Responsibilities:

• Responsible for centralizing, prioritizing, and managing program requirements and requests throughout the software delivery life cycle (SDLC).
• Authored business requirement design (BRD), technical requirement design (TRD), & business processes.
• Developed key performance indicators (KPI’s), performance analytics, & requirements traceability matrix.
• Performed consolidation, clarification, and uploading of over 1,000 BP requirements into HPQC.
• Managed HP Quality Center administrative rights and business requirements.
• Leveraged OFS background to provide functional insight in regards to offshore logistics requirements.
• Performed Fit/Gap analysis to determine operational capability for iLogistics system.
• Managed requirements requests from end users and obtained sign-off for requested design changes.
• Worked directly with end users for aviation, marine, and land to ensure requirements issues and system operational capabilities were addressed in a timely and cost effective manner.

Senior IT Project Manager

Confidential

Responsibilities:

• Managed Systems Separation for ConocoPhillips (COP) IT applications infrastructure to separate Upstream/Downstream environments in preparation for Phillips66/ConocoPhillips split
• Assessed and managed “bucketed” transition applications deemed critical for continued operations within the newly formed Phillips66 operating environment.
• Successfully managed application migration for apps such as SharePoint, Lotus Notes, and SAP.
• Identified Fit/Gap requirements within each application and documented accordingly.
• Performed and documented as-is and to-be analyses with SME’s and key stakeholders.
• Responsible for identifying key stakeholders and performing Knowledge Transfer, Testing, Organizational Change Management (OCM), Vendor Selection, Security Requirements, and Financial Analysis to determine level of impact to varying departments within the organization.
• Selected, assembled, and managed project team(s) from various COP refining locations.
• Created Front End Loading (FEL) and Project Plans for systems application transitions.
• Accurately and efficiently estimated/allocated “man-hours” required, set key deliverables and KPI’s, and ensured compliance with FEL and COP project management methodology.
• Presented transition plan(s) and financial model(s) to senior IT personnel & key stakeholders
• Initiated execution of project plans from planning phases through to separation and go-live.

Senior Business/Trading Analyst

Confidential

Responsibilities:

• Assembled, documented, and analyzed business case for the moving of SENA Environmental Products Trading platform from Nucleus to Confidential Confidential .
• Interviewed stakeholders to create as-is end-to-end process map for Shell environmental products desk.
• Drafted original project plan in accordance with generally accepted Agile/EDGE methodology.
• Recommended third-party vendor for custom software implementation.
• Liaised directly with Shell EP Trader to develop Vol/VaR curves, Vintage Year Curves for REC’s, Biogas Pricing Mechanisms, PnL’s, Mark to Market statements, and regulatory reporting.
• Documented and addressed compliance issues relating to bundling of Power and REC deals within Interbook (back-to-back) transfers for SENA West Coast.
• Worked directly with business SMEs to understand and document requirements and processes.
• Documented pain points with existing tool and how to model deals in the new Confidential (V8) system.
• Engaged IT teams and key stakeholders to ensure elements required for the project charter and assessment were documented, communicated, understood, and issues/concerns addressed.
• Implemented proposed solution after performing and presenting results of an in-depth Gap analysis.

President & CEO

Confidential

Responsibilities:

• Analyzed trends in the oilfield services sector to create and innovative business plan for investors.
• In 2010, sourced and raised private investment capital to begin operating a dynamically positioned marine construction company in the Gulf of Mexico (Incorporated Celtic Sub-Sea February 2010).
• Proactively marketed and sold commercial diver and ROV supported construction, inspection, and maintenance & repair (CIMR) services to private and publicly listed multinationals.
• Grew first-year revenues to US$ 1M by leveraging networks and forging new relationships in non-traditional sectors such as renewable energy and government contracting.
• Authored and submitted responses to requests for proposal's (RFP's) for on numerous capital projects exceeding US$ 5M with companies including Stone Energy, Dynamic Offshore, Energy XXI, Williams Pipeline, Arena Offshore, etc. (>US$ 18M).
• Secured master service agreements (MSA) with companies such as Swift Energy, Williams Pipeline, Century Exploration, Tammany Oil & Gas, Helis Oil & Gas, and PetroQuest.
• Developed marketing campaigns focused on safe, cost-efficient commercial diving services.
• Performed corporate financial analysis to determine company financial metrics such as Debt-to-Equity Ratio, Current Ratio, Free Cash Flow, IRR, NPV, and Beta(s).
• Recruited 37 employees and provided them with a safe and nurturing working environment.
• Personally developed long-lasting relationships with clients, consultants, divers, offshore operators, etc., which ultimately led to Celtic's many successes.
• Worked directly with Private Equity partner to determine M&A targets for future growth.
• Cold-called 400+ potential clients to market new services and develop opportunities.
• Established excellent relationships with PEMEX by leveraging Spanish-speaking capabilities

Confidential Confidential Solutions Architect

Confidential

Responsibilities:

• Utilized extensive knowledge of Shell Trading’s business processes and listed derivatives trade lifecycles to develop end-to-end scenarios for testing business solution within Confidential Confidential (V8).
• Provided training to test teams on Crude, Natural Gas, LNG, Power, and Metals trading methodologies.
• Designed intra-day/end-of-day reports, processes, and risk models in Confidential APM or RTP tool.
• Managed and created test conditions, variants, and detailed scripts, in addition to overseeing the development of mirror deliverables at an offshore facility in India (+4 team members).
• Completed full implementation lifecycle from analysis, design, and build to delivery and post go-live support for Shell Trading’s custom implementation of Confidential Confidential ’s trading system.
• Interacted with traders to gather business requirements and improve program efficacy.
• Trained Shell traders in the Confidential Confidential solution prior to commencing UAT and Product Test phases.
• Liaise between Technical and Functional Architects to determine fit/gap requirements were fulfilled.
• Author Functional Design Documents and Technical Design Documents.
• Creating, Querying, Amending, and Validating financial and physical trades within Confidential .

Senior Business/Trading Analyst

Confidential

Responsibilities:

• Responsible for Custom Configuration of Front-Office Graphical User Interface (GUI) which will ultimately be used to book over 5bn USD worth of physical/financial trades per day.
• Provided training to Accenture/Shell resources around commodity and financial instruments trading using the Confidential platform and various legacy systems.
• Created complex financial holding instruments/pricing curves and linked those to various pricing indices such as NYMEX, ICE, and IPE.
• Assigned AVS scripts to Operational Services definitions within Confidential and ensure accurate firing of scripts.
• Drafted, edited, and managed functional and technical design specifications and rationales for the Deal Capture area Contract/Commitment deal capture model. Each functional and technical spec is highly customizable and requires in-depth knowledge of the Confidential solution.
• Managed the Confidential production environment to control data flows and ensure data integrity.
• Performed functional testing and quality assurance on complex trading instruments.
• Developed transition and training documentation for a program with over 400 participants.
• Liaised with senior leadership to plan various testing phases, provide updates to client and Accenture personnel, and ensure strict budgetary adherence.

Confidential Confidential Build Control Project Management

Confidential

Responsibilities:

• Assisted project leadership with the management of 107 build team personnel working towards global implementation of Shell Trading’s Confidential Confidential downstream solution.
• Directed build team to consistently achieving excellent cost and scheduling metrics. Overall, this benefited the project leadership team in staying below budget.
• Directly responsible for managing two-Accenture resources within the build control team.
• Successfully managed cost and scheduling metrics to improve budget efficiency of $5bn project.
• Provided functional and technical support to Release 1(Crude Oil - US) functional and technical design teams, and custom build teams (including 15 resources staffed in an Indian Delivery Centre in Bangalore).
• Liaised with upper level Shell management to support project leadership efforts surrounding resource scheduling, financial management, conflict resolution, training, and functional support.
• Compiled multiple documents including scorecards (for metrics reporting), deliverable trackers, project plans in Microsoft Project, reporting documents, transition and training documentation, and demo development checkpoints for build teams.
• Ensured budgetary metrics were consistently achieved and disseminated to Steering Committees.

Credit Risk Manager

Confidential

Responsibilities:

• Created and maintained customer credit information files in SAP Finance module.
• Gathered and performed financial analysis on customer specific financial data.
• Prepared financial analyses of customers’ financial positions to be used in determination of credit limits.
• Improved credit analysis efficiency from 8 per week to 30 per week.
• Trusted to perform financial analysis/credit extensions worth +EUR2.5bn during the 2008 “Credit Crunch”.
• Improved recovery performance from 73% to 97%.
• Performed in-depth research on commercial clients and updated financial information in SAP.
• Constant maintenance of client credit databases used in credit line determination.
• Close interaction and occasional management of Credit Analysts teams throughout EMEA
• Frequent client contact, stakeholder management, and securities management and update.
• Performed risk analysis on corporate clients based on most recent financial data.

Lead Algorithm Test Architect

Confidential

Responsibilities:

• Analyzed and documented as-is/to-be capabilities for business processes.
• Organized and developed testing strategies focused on UAT.
• Performed UAT and Assembly Testing on newly developed software.
• Participated in the selection process for third-party vendor for wealth management software.
• Developed deployment deliverables (communications, training, transition docs, etc.).
• Successfully completed application design activities (e.g., writing functional design specifications).
• Assisted with select portions of technology architecture and infrastructure design activities. (E.g. multi-tiered service orientated architecture).
• Efficiently performed my role in technology build, test and deployment activities.
• Effectively managed three-analysts through the software development lifecycle to the successful “Go-Live” of a custom-developed wealth management package for leading financial institution
• Exercised clarity of communication order to manage stakeholder expectations.

Accountant/CFO

Confidential

Responsibilities:

• Selected and setup of Accounting System (QuickBooks).
• Established Chart of Accounts, General and Sub-Ledgers, and Cash Flow Metrics reporting tools.
• Performed Month-End closing activities by reconciling to sub-ledger general ledger chart of accounts.
• Produced accurate month-end reports for review and analysis.
• Established financial benchmarks from which to measure performance and company-wide growth.
• Conducted extensive industry and company specific research including financial analysis.
• Assisted in the development of high-quality, client-tailored marketing materials and strategies.
• Organized pre-project meetings between Deepwater representatives.
• Conducted Business Process Design analysis on as-is and to-be processes within Deepwater.
• Reviewed and wrote employee contracts and client Master Service Agreements.
• Secured Master Service Agreements with multiple Oil and Gas Exploration & Production firms.
• Performed industry wide financial analysis including “Frac-Spread” and “Tangible Net Worth” ratios to determine most lucrative markets/companies.