VP Director Operations Finance in West Palm Beach FL Resume Jeff Harbert
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.
JEFF A. HARBERT North Palm Beach, FL 33408 561-339-6185 email@example.com http://www.linkedin.com/in/jharbert 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 GAVILON LLC. HOUSTON, TX 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 SIRIUS SOLUTIONS L.L.L.P. HOUSTON, TX 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 opportunities 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 metrics CHIEF FINANCIAL OFFICER 2006–2009 GEXA ENERGY LP (FPL GROUP OWNED) HOUSTON, TX 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 FPL ENERGY POWER MARKETING, INC. JUNO BEACH, FL 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, & Accounting RISK CONTROLLER 2001–2003 W ASTE MANAGEMENT, INC. HOUSTON, TX 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 ENRON HOUSTON, TX 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 MANAGER, CORPORATE PLANNING (1989–1991) 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 EDUCATION BACHELOR OF SCIENCE IN ACCOUNTING Louisiana State University, Shreveport, LA 1977