Julien Roubaud, Finance Expert in Houston, TX, United States
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Julien Roubaud

Verified Expert  in Finance

Finance Expert

Location
Houston, TX, United States
Toptal Member Since
January 27, 2021

With 15 years of finance and operations experience, Julien has underwritten over $2 billion in oil and gas M&A transactions, and managed budgets of over $20 million per annum. A driven entrepreneur, he has sourced debt and equity capital from leading Wall Street banks and top institutional investors. Julien holds an MBA from Rice University and enjoys advising clients on valuation, M&A, deal structuring, capital raising, and FP&A.

Revenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)ValuationFinancial ModelingMergers & Acquisitions (M&A)FundraisingBusiness Plan ConsultingFundraising ConsultantStructured FinanceVenture CapitalEquity Research

Career Highlights

Vice President, Operations
Dara Energy
Consultant
Evolution Petroleum
A&D Manager
Amos Global Energy

Education Highlights

Master of Business Administration (MBA) Degree
Rice University
Bachelor's Degree
University of Illinois at Urbana-Champaign

Case Studies

Work Experience

Founder | President

2020 - PRESENT
Gentleman Jeweler
  • Founded a novel eCommerce jewelry store that focused on helping men find the perfect gift and improving their shopping experience.
  • Bootstrapped and self-funded, everything from legal incorporation, business strategy, marketing plan, and making key hires such as web development.
  • Designed all collections in CAD software and negotiated with private label manufacturers to implement fulfillment.
Focus areas: Startups, 3D CAD/CAE, eCommerce, Marketing, Direct to Consumer (D2C)

Vice President, Operations

2019 - PRESENT
Dara Energy
  • Raised over $150 million of debt and equity capital, including a novel structured debt product for the oil-and-gas industry.
  • Underwrote over $500 million of buy-side M&A transactions, including full valuation models, M&A models, and tiered waterfall payout mechanics.
  • Led strategic negotiations with contractors and vendors, managing master service agreements for $20-million+ annual budgets.
Focus areas: Venture Capital, Three-statement Modeling, Startups, Operations, Fundraising, M&A (Buy-side), Financing, Revenue & Expense Projections, Fundraising Consultant, Mergers & Acquisitions (M&A), Oil & Gas, Due Diligence

Consultant

2019 - 2020
Evolution Petroleum
  • Built corporate financial model to incorporate M&A targets with a base business plan. Also utilized a financial model to lead FP&A efforts and create materials for board-of-directors presentations.
  • Led the evaluation efforts of over $100 million of domestic oil-and-gas M&A transactions.
  • Oversaw the revolving credit facility redetermination by providing the lender all necessary engineering studies, forecasts, and financial analysis.
Focus areas: Business Plan Consulting, Three-statement Modeling, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, M&A (Buy-side), Revenue & Expense Projections, Mergers & Acquisitions (M&A), Oil & Gas, Due Diligence

A&D Manager

2018 - 2019
Amos Global Energy
  • Performed detailed analysis, valuation and financial modeling for over 50 domestic and international upstream oil and gas M&A deals.
  • Developed pitch decks, pitched at deal roadshows for Wall Street institutional investors, sourced capital, and received financial backing for over $1 billion of transactions.
  • Conducted market research and competitor benchmarking for public and privately held Latin American oil-and-gas firms.
Focus areas: Fundraising, Three-statement Modeling, Startups, Pitch Presentations, Pitch Decks, Financial Modeling, Valuation, M&A (Buy-side), Business Models, Venture Capital, Financing, Revenue & Expense Projections, Fundraising Consultant, Mergers & Acquisitions (M&A), Oil & Gas, Due Diligence

Equity Research Analyst

2017 - 2017
Heikkinen Energy Advisors
  • Developed a frac sand supply-demand model—handling large data sets through SQL and performing visualization through Power BI. Utilized the model to initiate coverage on public sand-mining equities.
  • Built NAV models in Microsoft Excel for upstream E&P companies from the ground up using reservoir engineering principles such as decline type curves by asset/play.
  • Researched public energy equities, collecting financial data using Bloomberg and FactSet.
Focus areas: Data Visualization, Equity Research, Business Models, Revenue & Expense Projections, Fintech, Oil & Gas

Senior Drilling and Completions Engineer

2012 - 2016
Occidental Petroleum Corporation
  • Led the 2015 drilling campaign—achieving 18% capital efficiency saving over $10 million per year. Top HSE performance (IIR injury illness rate of zero, no spills, no environmental incidents).
  • Engaged with the supply chain team and served as technical lead on negotiations with key vendors. Reduced costs on multiple contracts saving approximately $20 million per year.
  • Achieved a top-5 finalist spot in a company-wide technical conference and received a commendation from the CEO.
Focus areas: Contract Negotiation, Engineering, Forecasting, Financial Planning & Analysis (FP&A), Operations, Capital Budgeting, Budgeting, Revenue & Expense Projections, Oil & Gas

Senior Field Engineer

2006 - 2012
Schlumberger
  • Championed the digital transformation of logistics and dispatching through i-District software and using Lean Six Sigma methodology—providing a 13% increase in process efficiency.
  • Supervised well-logging operations in high-angle wellbores which grossed over $2 million annually.
  • Led the QSC (Quality Steering Committee) for Bakersfield Wireline. This multidisciplinary team helped reduce NPT (non-productive time) incidents by 20% and improved scheduled maintenance performance by 15%.
Focus areas: Budgeting, Engineering, Operations, Oil & Gas
2016 - 2018

Master of Business Administration (MBA) Degree in Finance

Rice University - Houston, TX, United States

2002 - 2006

Bachelor's Degree in Mechanical Engineering

University of Illinois at Urbana-Champaign - Champaign, IL, United States

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