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

Finance Expert in Houston, TX, United States

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.
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Career Highlights

Education

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Employment

  • 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

Education

  • Master of Business Administration (MBA) Degree in Finance
    2016 - 2018
    Rice University - Houston, TX, United States
  • Bachelor's Degree in Mechanical Engineering
    2002 - 2006
    University of Illinois at Urbana-Champaign - Champaign, IL, United States

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