VP Director Operations Finance in West Palm Beach FL Resume Jeff Harbert

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VP Director Operations Finance in West Palm Beach FL Resume Jeff Harbert Powered By Docstoc
					                                         JEFF A. HARBERT
                                        North Palm Beach, FL 33408
              561-339-6185  

                                         QUALIFICATIONS PROFILE

Highly analytical, seasoned, and decisive senior executive equipped with more than 25 years experience
across Planning & Reporting, Finance, Accounting, and Operations. Show remarkable competencies in
accounting controls, energy risk management and controls, financial planning and analysis, budgeting, and
process management. Ability to think outside the box to persuasively effect organization change, make
process improvements and obtain organizational buy-in and support from team members with strong
leadership and superior people skills. Proven effectiveness in directing daily financial business aspects with
comprehensive skills to maximize performance of financial operations while reducing cost. Excel in strategy
formulation, planning & forecasting, risk controls, and profitability improvement. Possess stellar
entrepreneurial and leadership skills, coupled with the ability to coordinate teams to accomplish objectives
and meet critical deadlines in fiercely competitive and high-growth environments.

                                           AREAS OF EXPERTISE

      Financial Analysis and Reporting                   Profitability Modeling and Forecasting
     Organizational Cultural Change                     Financial Restructuring and Budgeting
     Strategic Planning & Forecasting                   Business Management and Operations
     Process and Productivity Improvement               Problem Resolution and Decision Making
     Leadership, Training, and Team Building            Articulate Oral and Written Communication
     Project Management                                 Multitasking in Fast-Paced Environment

                                         MAJOR ACCOMPLISHMENTS
    Developed long term strategic and annual plans for newly acquired power company along with
     sensitivity scenarios built around key metrics and business drivers
    Designed and developed daily gross margin forecasts influenced by key business drivers centered on
     customer acquisition, churn, load volumes and power prices
    Championed effort and led internal teams to successful build dashboard reporting for executive team to
     improve decision-making for customer acquisition & pricing.
    Implemented use of Crystal reporting tools to enhance forecasting and scenario modeling capability
    Led monthly earnings calls with corporate to review financial performance and variance analysis to
     business targets, i.e. annual plan and updated annual forecasts
    Organized, championed, and led the functional development and implementation of a complete
     reporting system from ground zero through combining available internal systems where cost effective,
     development of functional requirements for a new Oracle reporting platform, development of controlled
     Excel reporting and creation of web enhancements for real time customer data and analytics
    Provided executive leadership to champion cultural changes across the organization during periods of
     growth, upgrading of skill-sets, re-setting of performance expectations and a complete overhaul of
     processes and controls
                                         PROFESSIONAL EXPERIENCE

ENERGY CONTROLLER                                                                                   1/11-6/12

        Provide experienced leadership in the development and expansion of the Gavilon energy segment
        for new start up units in refined fuels, glycerin, ethanol, and biodiesel products.
        Serve as single point accountability for all operational accounting, financial reporting, excise tax,
        motor fuels tax, and all EPA compliance responsibility for renewable products.
     JEFF A. HARBERT                                                                          PAGE 2
        Successfully built out support teams within the last twelve months expanding infrastructure and
        defining new processes across Houston, Omaha, and Calgary.
        Serve on Steering Committee for key decision making associated with new transaction system
        designed to support all transaction based activity for crude oil marketing & trading, NGL’s, natural
        gas, refined products, and renewable business units.
        Championed effort to successfully achieve EPA Obligated Party status approvals providing Gavilon
        the catalyst to generate in excess of $40mm EBITDA in biodiesel and RIN trading activity in the first
        year of business.

DIRECTOR                                                                                          2009–2010

        Launching development activities and expansion efforts for Sirius’s Financial Reporting practice
        area by leveraging industry contacts targeted to Retail Energy Industry
        Successfully providing account management and CRM to multiple clients and fostering cross selling
        Providing leadership role to understand opportunities, participate in strategic planning, and
        develop business plans for the firm’s recent WBE certification status
        Developing strategic/advisory services for Corporate Controller organizations
        Providing leadership and direction to consultants focused on accounting and support activities
        targeting managerial and executive decision support tools, budgeting and forecasting, project
        management, interim CFO/Controller services, LOB reporting, and key operational and financial

CHIEF FINANCIAL OFFICER                                                                           2006–2009
Provided executive business direction and leadership to successfully re-tool and re-build all operational and
financial aspects for the FPL Group acquisition of Gexa Energy. Built a 35 member organization to control
financial accounting, tax, cash management, short-term & long range earnings forecasts, budgeting, credit,
collections, and general accounting affairs of this dynamic retail electricity provider focused on residential
and commercial power delivery to over 200,000 customer accounts across eight deregulated states.

Notable Contributions:
 Designed and regularly presented financial and statistical reports to Sr. Management to identify earnings
   activity against deliverable targets; moved organization from month view to daily views of key earnings
   drivers and use of executive dash-board reporting
 Re-designed and implemented internal controls, infrastructure, and key processes to move the
   organization into SOX compliance
 Re-organized all accounting, credit and collections, and FP&A infrastructure to successfully reduce bad
   debt from 6% to 2% in one year
 Championed requirements identification, vetting, documentation, and reporting for all operational and
   financial areas of the company for vendor selection of new billing and transaction system
 Championed purchase price adjustment project, post acquisition, to identify, evaluate, and determine
   price exposure for un-hedged power positions resulting in new internal controls, increased hedge
   activity and significant forward risk reductions for the company

DIRECTOR, FINANCIAL PLANNING AND ANALYSIS                                                         2004–2006

Directed accounting and reporting activities of the company’s trading and origination activity for wholesale
energy trading and the regulated energy business units.
 Provided centralized point of responsibility for all energy derivatives accounting & reporting accountable to
the CAO of FPL Group. Charged with responsibility to identify, hire, and organize a best practice trade floor
accounting organization supporting natural gas supply, storage, & trading, PPA and merchant wholesale
     JEFF A. HARBERT                                                                        PAGE 3

power generation through natural gas, hydro, solar, and wind fleets, power origination, trading, and third
party asset management activities

Notable Contributions:
 Presided over both the regulated and unregulated accounting areas for centralized derivative accounting
   control and reporting of natural gas and power contracts bringing consistency, centralized governance
   and compliance reporting to both business units
 Responsible for preparation, presentation & analysis of Operating Plans and monthly forecasts and
   reporting natural gas and power trading activity of FPL Energy across ERCOT, CAISO, PJM, and
   NEPOOL power service areas during growth and expansion of the fleet and significant wind
   development in North America
 Lead in-house development efforts for new trade floor reporting and Sr. Management earnings analysis
   packages through collaboration efforts across Executive teams, Trading, Risk Management, IT, &

RISK CONTROLLER                                                                                2001–2003

Initiated the development of all facets of corporate-wide risk controls pertaining to the hedging/trading
activities of the WMI North American recycling business. Led derivatives training sessions for key
management personnel to develop derivatives knowledge and competencies. Established controls for credit
decision-making and credit-exposure reporting by effectively managing the creation of a centralized credit
risk management function for both physical and financial recycling activities. Spear-headed development
and implementation of all company processes and documentation requirements for compliance with SFAS
133 accounting.

Notable Contributions:
 Recognized as the Chief Risk Officer for newly formed WM Trading, Inc.
 Championed and authored WMI risk management policies for trading pulp and paper commodities
 Developed infrastructure and directed daily operations, annual budgets, operating plans and forecasts
 Achieved two successful audits in less than two years through the development of risk management best
   practices for all aspects of company-wide origination & trading activity

DIRECTOR, RISK MANAGEMENT OPERATIONS–WHOLESALE TRADING                                         1991–2001

Significant experience with wholesale origination and trading activities inclusive of physical delivery and
financial trading across a broad spectrum of commodity and energy products. Seasoned in day to day trade
floor operations, establishing risk controls, policies, and oversight of all mid-office operational and
accounting activities associated with natural gas, crude oil, refined products, LPG’s, coal, and pulp and
paper commodities.

                                            EARLIER CAREER

Responsible for all facets of corporate planning for the North American activities of the UPG/Falco Oil
Trading and Transportation business Responsible for preparation of the annual business unit operating
plan as well as any long term strategic plan or 5 year plan. This role possessed ownership of the annual
budgeting, quarterly forecast and monthly earnings flash. Critical element of the role required functioning
as a key trusted business partner throughout all projects supported across the company.

MANAGER, REFINED PRODUCTS TRADING OPERATIONS (1984–1989)  Enron Oil Trading and Transportation,
Houston, TX: 1984–1991
     JEFF A. HARBERT                                                                     PAGE 4
ACCOUNTING ANALYST  UPG Falco, Inc., (acquired by Enron Corp.), Bossier City, LA: 1980–1984
COST AND BUDGET ANALYST  Owens Illinois, Inc. (Libbey Glass Division), Shreveport, LA: 1977–1980


         BACHELOR OF SCIENCE IN ACCOUNTING  Louisiana State University, Shreveport, LA 1977

Description: Jeff Harbert is a highly analytical, seasoned, and decisive senior executive equipped with more than 25 years experience across Planning & Reporting, Finance, Accounting, and Operations. He shows remarkable competencies in accounting controls, energy risk management and controls, financial planning and analysis, budgeting, and process management.