• Built and delivered three years of GAAP-compliant financial statements from scratch to support audit readiness and investor reporting
• Led the monthly close process, including full balance sheet reconciliations, journal entries, and multi-entity consolidations
• Coordinated cross-functional collaboration across department leads, accounting staff and third party service providers including tax, audit and valuation teams
• Designed and implemented the Chart of Accounts, accounting policies, and internal controls to establish scalable financial infrastructure
• Supported strategic transactions and due diligence efforts by preparing detailed financial schedules and technical accounting memos

• Spearheaded the establishment of the Finance and Accounting department from the ground up, including end-to-end process creation for Record to Report, Order to Cash, and Procure to Pay
• Directed and developed teams ranging up to 30 professionals (consultants, analysts, and client staff) across multiple projects. Provided mentorship, performance feedback, and structured team roles to drive high-quality deliverables. Participated in defining ERP system requirements, selection and implementation, transitioning all accounts and transactions to the new system seamlessly
• Served as Corporate Controller and lead the following workstreams: financial reporting, ERP implementation, interviewing/hiring employees, supporting audits, budgeting and forecasting, oversaw accounting, AR and AP functions
• Collaborated with executive leadership to provide actionable insights, to optimize resource allocation and support strategic decision making

• Played a crucial role in securing a credit facility by developing financial models and forecasts, leading to a 60% increase in the credit facility
• Lead the stand-up of several FP&A functions for multiple carve-outs resulting from M&A transactions. Developed initial financial models along with KPIs and communicated budgets and forecasted results to practice leaders. Drove the companywide budget
• Spearheaded the development and execution of financial strategies around working capital improvement, resulting in a 20% improvement in liquidity

• Prepared the company financial forecast and long-term corporate model
• Coordinated the annual planning process across all company departments, including Legal, IT, HR, Finance & Accounting, Land, and Operations
• Prepared LP and board presentations for management that communicated historical results, financial analysis, and future financial goals
• Monitored commodity price curves and recommended hedges to protect future cash flows
• Forecasted cash flows monthly to help treasury maintain adequate amount of liquidity across multiple funds
• Created a going concern model on a quarterly basis to forecast potential noncompliance with bank covenant ratios
• Act as the primary liaison between the company and the investment community, analysts and stakeholders
• Respond to investor inquiries and provide accurate and timely information about the company's performance and prospects
• Collaborate with internal departments (Finance, Legal, etc.) to ensure consistent and accurate communication with the investment community

• Led and executed comprehensive audits for publicly traded and private companies across various industries, ensuring compliance with GAAP
• Supervised, trained, and reviewed the work of 3–5 staff accountants per engagement, ensuring technical accuracy and professional development
• Developed detailed audit plans, including risk assessments, control testing, and substantive testing, to identify and mitigate financial risks
• Reviewed and analyzed financial statements and internal controls, providing valuable insights and recommendations to enhance financial reporting accuracy and reliability
• Prepared and presented audit findings to senior management and audit committees, highlighting key issues and actionable recommendations
• Performed test on significant areas of the audit including Revenue, DD&A and Impairment for upstream Oil & Gas clients