?? Aiming for business expansion with profitability? Financial Planning and Analysis (FP&A) along with Cash Flow Consulting are crucial for businesses that wish to grow ?? and remain profitable ??. At The Energy CFO, we focus on enhancing financial performance through thoughtful forecasting, budgeting, and effective cash management. The importance of Financial Planning and Analysis Services (FP&A Services) extend beyond simple bookkeeping and accounting. They offer valuable insights into financial patterns, enabling businesses to make informed decisions based on data. Whether it involves predicting revenue, evaluating profitability, or spotting ways to reduce costs, FP&A services help ensure your company remains financially robust. The necessity of ?? cash flow is essential for any business's survival. Poor management of cash flow can result in operational challenges and financial instability. Cash Flow Consulting aids businesses in improving liquidity, managing working capital, and formulating strategies to prevent cash shortages. By examining income sources and expenditures, The Energy CFO helps businesses maintain a healthy cash flow. Outsourcing CFO services, like FP&A and cash flow consulting, is a cost-effective way to gain executive-level financial expertise. We deliver tailored strategies, risk management and profitability optimization. Contact The Energy CFO today to strengthen your financial future. https://lnkd.in/d7cKTHFn
The Energy CFO | The Energy CFO, LLC
商务咨询服务
San Antonio,Texas 990 位关注者
OUTSOURCED CFO & BUSINESS CONSULTING SERVICES FOR MODERN BUSINESS OWNERS
关于我们
The Energy CFO? helps the modern business owner grow his/her business by providing access to experienced CFO level leadership not typically available. We help drive numbers in a positive direction by providing strategic consulting, interim CFO, fractional or part-time CFO, and outsourced CFO services for companies in: - Upstream, midstream, & downstream greenfield energy infrastructure - LNG, Methanol, & Petrochemicals - Oil & gas operators - Oilfield & pipeline products & services - Midstream transport & storage - Renewables - Energy & Oilfield Software Our expertise includes 100+ years combined experience running energy operations and managing SBUs, business and financial planning, acquisitions and JV projects, corporate finance, accounting and tax structuring for startups, middle-market businesses, high net worth family enterprises, private equity backed companies, and Fortune 500s in 17+ countries. Founded in 2013, The Energy CFO’s mission is to help private companies grow strong, sustainable businesses to create more jobs for local communities, contribute to the tax base, and ignite that fiercely innovative American spirit within us all. Our CFO services wrap around your current accounting provider and focus on moving your company forward. We help clients with: - Launching & Scaling, Early Stage Development, New Product & Service lines - Improving Client Cash Flow & Performance - Financial Models, Forecasting, & Budgeting - Helping Grow Businesses Organically & via Acquisitions - Troubleshooting & Making Changes - Mentoring & Coaching - Board Advisory Our tech-enabled services are designed to be delivered virtually. We travel to U.S. clients in Houston, the Gulf Coast, Austin, San Antonio, Midland, Dallas, and the Mid-Atlantic region. To learn more about us, subscribe to our LinkedIn page and follow company founder/CEO/majority owner, Paula Waggoner-Aguilar here.
- 网站
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https://www.theenergycfo.com/
The Energy CFO | The Energy CFO, LLC的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 2-10 人
- 总部
- San Antonio,Texas
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Chief Financial Officer (CFO) Leadership、Interim CFO、Part-Time CFO、Outsourced CFO Services、Strategic Planning、Business Intelligence、Corporate Finance、Operational Finance、Risk Management、Startup CFO Leadership、Financial Planning & Analysis、Budgeting Forecasting and Financial Modeling、Performance Management、M&A Due Diligence and Post Integration、Change Leadership、Pricing Decisions、Procurement Inventory and Cost Accounting、Business Process Improvement、Improving Cash Flows and Profits、Energy、Technology、Manufacturing、Bioscience、Oilfield Services & Technology、Oil & Gas、Spanish和International Experience
地点
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主要
US,Texas,San Antonio,78216
The Energy CFO | The Energy CFO, LLC员工
动态
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Does your business have a strategy to handle the uncertainties of 2025? At The Energy CFO, we understand how quickly a company’s financial dynamics can change. We believe that its essential to have a solid understanding of your business’s operational and financial landscape to enable leadership teams to build the agility needed to respond effectively to these changes. Through strategic financial planning, developing appropriate processes and systems, and consistent monitoring, we help equip your leadership to evaluate changes accurately, make informed decisions, and steer your business towards success. Our Fractional CFO Services cater specifically to SMBs whose primary customer markets are in oil and gas, energy, chemicals, and industrial sectors. Our services include business and financial strategy formulation, new opportunities assessment, cash management, weekly performance reports, budgeting and forecasting, enhancing operational capabilities like sales forecasting pricing and project accounting, developing business intelligence through various analyses. We also conduct a monthly review session called MFOR? to discuss your company’s financial and operational performance with your leadership team. We use advanced reporting technology to help monitor and visualize trends and concepts. Each session comes with a MFOR report and action plan to guide your business. ?? To learn more about Fractional CFO Services and how they can help your business navigate uncertainties, contact us to schedule a CFO Consultation. #FractionalCFOServices #Energy #Industrials
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Is your business ready for a Fractional CFO? ?? Discover the answer by arranging a 30-minute consultation with us. During this session, we'll explore your business, its challenges, and goals to assess whether our services align with your needs. Our CFO Services are most beneficial for businesses generating over $5 million in annual revenue (SMBs and SMEs) and seeking to enhance and expand their operations. ? The Energy CFO provides Fractional CFO Services and Business Consulting to companies involved in: oil and gas, energy, power and utilities, renewables, chemicals, industrial goods and services sectors. ?? We assist private enterprises in achieving their financial and business objectives by building, interpreting, and deploying financial and business intelligence throughout their operations. ?? Our fractional cfo offerings cover areas like business strategy, budgeting and forecasting, financial modeling, monthly financial and operational performance reviews (MFOR?), cash flow management, business profitability and growth advisory, risk management, pricing, cost accounting guidance, and more. ?? If you’re eager to unlock your business’s potential, skip the online articles. Instead, set up a 30-minute consultation with us for direct and informative advice at https://lnkd.in/gX3wuj2W #FractionalCFO?#Energy #CFOServices
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Enhance your financial strategy and drive business growth ?? by utilizing the expertise of Fractional CFO Services. The Energy CFO aids clients in reaching financial and business goals ?? by integrating financial and business intelligence company-wide. Our CFO services create a robust financial basis for your team, fostering confidence in leadership. A Fractional CFO can enhance financial understanding, offering tools for strategic decision-making. This not only adds value but also uncovers revenue opportunities, boosts efficiency, fosters agility, and facilitates informed decision-making. Fractional Power ? Is Having A CFO When You Need One And Its Worth It For Your Business Learn more about the advantages of hiring a Fractional CFO at https://lnkd.in/gX3wuj2W #FractionalCFOServices #FractionalCFO #Benefits
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Understanding your company's ?? financial dynamics ?? is crucial for agility and effective response to market shifts. Developing this understanding involves regular, meaningful discussions with your CFO and making strategic decisions based on these insights. Leaders find tools like the ?? Monthly Financial and Operations Review, or the MFOR?, valuable in this process, as it covers financial performance, budgeting, cash flow, cost management, and advanced topics over a year. As a follow-up to last week’s post, in the MFOR? we delve into advanced topics including: ?? Performance Metrics and Benchmarking - Identifying vital financial metrics, comparing them to industry standards, and enhancing financial performance. ?? Strategic Planning - Exploring options to boost sales or diversify in the next 2-4 years, aligning financial and business strategies. ?? Risk Management & Compliance - Developing a risk management strategy, addressing emerging risks, and implementing mitigation efforts. ?? Ad Hoc and Scenario Planning – Evaluating shareholder ROIs against competitors and industry benchmarks, and conducting scenario planning for potential economic or industry changes. ?? Technology and Systems Usage - Leveraging technology for efficiency and nurturing a digital mindset among staff for new tools like automation. The Energy CFO's MFOR? is often cited by clients ??for enhancing their ability to adapt swiftly within their organizations. To learn more about our customized offerings, please explore our website at?www.TheEnergyCFO.com?or schedule a complimentary consultation at https://lnkd.in/etgvaEc5.
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The financial dynamics of a company can shift rapidly, either positively or negatively. It's essential to have a solid understanding of your company's financial landscape to build the agility needed to respond effectively. Crafting a strategic financial plan, developing appropriate processes and systems, and consistently monitoring your numbers equip you to evaluate changes accurately, make informed decisions, and steer your business toward success. We offer our Monthly Financial and Operations Review (MFOR?) as a Fractional CFO Service to leadership teams. This annual service encompasses five fundamental areas, with more advanced topics to be discussed in future sessions, held in monthly one-hour meetings with client leadership teams. Financial Performance: - Overall financial well-being - Conducting in-depth financial analysis - Identify tracking key performance indicators (KPIs) Budgeting and Forecasting - Review your annual budget and most recent forecast for the year - Examining related assumptions including economic trends, sales forecasts, expenses, cash flow needs, capital expenditures, debt, and equity distributions. - Consider potential risks and opportunities that could impact financial projections Cash Flow Management - How are we managing cash flow, and what strategies ensure liquidity? - Steps recommended to optimize working capital - Action Plan for tackling potential cash flow difficulties Cost Management - Discuss measures taken to control costs and boost efficiency - Identify cost-cutting or optimization opportunities without compromising quality Financial Strategy - Review and align financial strategies used to support business objectives - Explore opportunities for strategic investments or acquisitions - Understand how the company manages debt and capital structure Discover how our Fractional CFO services equip your leadership with crucial financial and business insights, aiding you in steering your company through unpredictable market conditions. https://lnkd.in/gzHixBgK #FractionalCFOServices #MFOR #NavigatingUncertainty #BuildAgility
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?? Simplify your finances with professional FP&A consulting from?The Energy CFO. We provide actionable insights, customized forecasting, and strategic guidance to take your business to the next level. ?? Let’s start the conversation: https://lnkd.in/g685-e6w #FinancialPlanning #ProfitConsulting #FP&AServices #TheEnergyCFO
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?? Why hire an FP&A Consultant to help your service company? FP&A is short for Financial Planning & Analysis ?? Accurate forecasting ?? Data-driven decision-making ?? Risk management At?The Energy CFO, we offer tailored solutions to guide your financial journey. Let’s connect: https://lnkd.in/d7cKTHFn #FinancialClarity #TheEnergyCFO #FP&AServices
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Dear Business Owners: As you move into 2025, it’s crucial your organization remains focused on boosting your company’s competitiveness, enhancing customer experiences, and strengthening your business’s financial performance and balance sheet. Here are a few things to consider: ·?????Financial Discipline: Maintaining a disciplined approach to financial management, including budgeting, capital allocation, and debt management, can be the singular most important – and sometimes most straightforward – financial initiative you can make.?Add ensuring a solid balance sheet and access to capital – when needed – to your list. ·?????Asset Optimization: Are you regularly assessing and optimizing your portfolio of assets to focus on high-performing and profitable projects – while considering divesting non-core or underperforming assets? Diversifying is another healthy, proactive business strategy to consider. ·?????Risk Management: Have you considered deploying effective risk management strategies to mitigate exposure to price fluctuations, customer credit risk, working capital deficiencies, and/or supply chain disruptions? ·?????Operational Efficiency: Now might be the time to reflect on streamlining operations to enhance efficiency, reduce costs, and/or conserve resources. Streamlining could include simplifying processes and systems, automating operations, or implementing advanced technologies. ·?????Cost Control: Do you have a team to analyze profit margins and investigate your project or operating costs and variances? Is this team recommending new options to trim administrative expenses? In addition, there are several additional aspects when strengthening your business’ financial performance.?? The Energy CFO?can work with you to identify the areas that would work best for your company and your short–and long–term goals. Unlock the full potential of your business with The Energy CFO?by your side. Contact us to schedule a Fractional CFO consultation at?https://lnkd.in/gJyBmDKP. #Financial Performance #FractionalCFOServices #2025 #UnlockYourPotential