Scott Bernstein, Finance Expert in Houston, TX, United States
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Scott Bernstein

Verified Expert  in Finance

Finance Expert

Location
Houston, TX, United States
Toptal Member Since
April 6, 2017

Scott is a seasoned CFO who has led over $250 million of transactions in the energy industry with a specific focus on structured credit and asset-backed finance. In 2011, Scott led and developed the first Alaskan Oil & Gas Tax Credit receivable finance facility which served as the model for all subsequent transactions. At Toptal, Scott hopes to impact additional organizations by sharing the expertise he has amassed over a 20-year career.

Career Highlights

EVP Corporate Finance
Buccaneer Energy Ltd.

Education Highlights

Chartered Market Technician
Market Technicians Association
Master's Degree
Courant Institute of Mathematical Sciences | New York University
Bachelor's Degree
Johns Hopkins University

Case Studies

Work Experience

Corporate Finance Advisor | Contract CFO

2012 - PRESENT
Giant Star Capital LLC
  • Closed and structured a $50 million asset-based delayed draw term loan for an ASX-listed E&P company.
  • Advised top-tier, US-based, multi-billion dollar credit fund on Alaskan E&P opportunities.
  • Served as the CFO and managed relationships with private equity/debt sponsors for a Texas-based E&P company.
  • Worked as an outsourced CFO for a suburban, Houston-based real estate development company.
  • Served as the CFO of a private equity-backed, Houston-based E&P company.
Focus areas: Asset-based Finance, Valuation, Hedging, Cash Flow Forecasting, Investor Presentations, Debt Capital Markets, Data Analysis, Strategic Planning & Execution, Pitch Decks, Financial Overviews, Investment Summaries, Cash Flow Calculation, Growth Capital Raising, Return Analysis, Revenue Optimization, Capital Raising, Discounted Cash Flow (DCF), Debtor & Creditor Management, Equity Financing, Private Company Valuation, Private Equity, Interest Rate Risk, Credit Risk, Valuation Modeling, Transaction Modeling, Three-statement Modeling, Budgeting, Mergers & Acquisitions (M&A), Bank Debt Raises, Debt Restructuring, Financial Options, Financial Management, Financial Risk Assessment, Financial Planning & Analysis (FP&A), Financial Modeling, Project Finance, Finance, Real Estate, Equipment Finance, Distressed/Special Situations, International Finance, Reserve-based Credit, Strategy, Corporate Finance, Capital Structuring

EVP Corporate Finance

2010 - 2012
Buccaneer Energy Ltd.
  • Closed and structured $87.5 million jackup rig acquisition and refurbishment transaction.
  • Closed, originated, structured, and negotiated a $50 million asset-based revolving credit facility for use in exploration and production.
  • Closed, originated, structured, and negotiated a $50 million hybrid receivable revolver/asset-based term loan facility for use in exploration and production.
  • Led the team for all budgeting and vendor payments.
  • Negotiated payment structures and contracts with financial and service-related counterparties.
  • Originated, negotiated, and structured a $23.5 million public-private partnership preferred equity financing.
  • Built all the corporate financial models for the company.
  • Led the effort to partner with a large private equity firm to bid on a $400 million asset purchase.
Focus areas: Reserve-based Credit, Upstream, Oil & Gas, Distressed/Special Situations, Fundraising, Equipment Finance, Financial Modeling, Debtor & Creditor Management, Debt Restructuring, Financial Planning & Analysis (FP&A), Budgeting, Capital Raising, Strategy

Managing Director - Head of Energy Banking

2009 - 2010
New Oak Capital
  • Structured and raised capital for asset-based lines of credit—including PDP reserve-based senior and mezzanine debt.
  • Supervised the oil and gas team (4 analysts and associates) in the creation of pitch books and models for transactions.
  • Marketed deals to buy side accounts, including banks, hedge funds, family offices, and pension funds.
  • Created complex discounted cash flow models valuing client oil and gas assets.
  • Structured solutions for optimal monetization of client assets.
  • Originated oil and gas exploration and production mandates, including (1) $55 million acquisition debt/equity finance of E&P company in Trinidad; (2) $40 million acquisition debt finance and structuring of E&P company; (3) $50 million royalty monetization of offshore natural gas assets.
Focus areas: Reserve-based Credit, Distressed/Special Situations, International Finance, Private Credit, Private Equity, Credit Analysis, Mergers & Acquisitions (M&A), Capital Structure Analysis, Capital Structuring, Capital Raising

Fixed Income Currency and Commodity Structuring

2008 - 2009
Dresdner Kleinwort
  • Covered all of the Americas' clients in product specialist capacity, including both hedgers and speculators.
  • Worked with the investment banking team to provide hedge structuring on the acquisition of a Chilean-based power plant by 2 pension funds.
  • Drove the business in structured commodity and currency space through direct client interaction.
  • Priced and traded exotic options with structures including structured swaps, notes, and forwards.
  • Generated and published trade ideas using relative value and technical concepts.
  • Designed and delivered presentations to clients on structured commodities and currencies.
  • Focused heavily on emerging market solutions, specializing in Latin America.
Focus areas: Financial Options, Transaction Modeling, Financial Modeling, Data Analysis, Capital Structure Analysis, Capital Structuring, Hedging, Currency Exchange
2011 - 2011

Certificate in Valuation

New York University - New York City, NY, USA

2008 - 2009

Chartered Market Technician in Technical Analysis

Market Technicians Association - New York City, NY, USA

2006 - 2008

Master's Degree in Mathematical Finance

Courant Institute of Mathematical Sciences | New York University - New York City, NY, USA

1993 - 1997

Bachelor's Degree in Chemical Engineering

Johns Hopkins University - Baltimore, MD, USA

Finance

CFO, Interest Rate Risk, Financial Planning & Analysis (FP&A), Capital Structuring, Three-statement Modeling, Debt Restructuring, Credit/Debt, Bank Debt Raises, Private Equity, Finance Strategy, Budget Controls, Forecasting, Asset Valuation, Financial Engineering, Corporate Finance, Revenue Optimization, Financial Modeling, Debt Raises, Financial Options, International Finance, Capital Raising, Capital Structure Analysis, Leveraged Buyout Modeling, Risk Analysis, Data Analysis, Budgeting, Cash Flow, Foreign Exchange (FX) Hedging, Asset-based Finance, Asset-backed Securities (ABS), Equity Financing, Equipment Finance, Debtor & Creditor Management, Mergers & Acquisitions (M&A), Specialty Finance, Capital Budgeting, Project Finance, Credit Risk, Reserve-based Credit, Financial Risk Assessment, Financial Management, Transaction Modeling, Valuation Modeling, Private Company Valuation, Discounted Cash Flow (DCF), Return Analysis, Growth Capital Raising, Cash Flow Calculation, Investment Summaries, Financial Overviews, Cash Flow Forecasting, Hedging, Valuation, Fundraising, Credit Analysis, Private Credit, Currency Exchange, Mezzanine

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Microsoft Project, Microsoft OneNote, Google Docs

Industry Expertise

Oil & Gas, Energy, Natural Gas, Capital Markets, Banking & Finance, Sales & Marketing, Renewable Energy, Real Estate, Alternative Energy, Mining, Debt Capital Markets, Chemicals, Industrial Gases, Insurance, Asset Management

Geographic Expertise

United States, Mexico, Chile, Dominican Republic, Puerto Rico, United Kingdom, Singapore, Brazil, Canada, Trinidad & Tobago, Russia, Israel, Colombia, Southeast Asia, Australia

Data & Analysis Software

Capital IQ, Salesforce, Bloomberg, Microsoft Access, Visual Basic

Other

Finance Product Manager, Structuring, Debt Financing, Structure, Futures & Options, Upstream Oil & Gas Management, Structured Finance, Structured Products, Deal Structuring, Stress Testing, Equity, Excel Modeling, Company Strategy, Strategy Planning, Annual Budgets, Resource Management, Growth Strategy, Client Relations, Corporate Development, Expert Witness, Presentation Design, Term Sheet Negotiations, Term Sheets, FX, Foreign Exchange, Client Presentations, Client Development, Optimization, Negotiation, Presentations, Corporate, Funding Presentations, Board Presentations, Executive Presentations, Investor Presentations, Corporate Restructuring, Litigation Support, Web Research, Leveraged Finance, Financials, Commodity Markets, Microsoft 365, Currencies, Pricing Models, DCF Modeling, Budget Modeling, Cost Modeling, International Affairs, Technical Analysis, Modeling, Thought Leadership, Leadership Strategy, Contract Negotiation, Change Management, Team Leadership, Analysis, Leadership, Risk Management, Markets, Investment Banking, Fractional CFO, Virtual CFO, Managerial Finance, Interim CFO, Consulting, Financial Consultation, Business Strategy, Assets, Liabilities, Strategy, Metals & Mining, Human Capital Management, Human Capital Strategy, Board Work, Boards, Contract Review, Structure & Organizational Design, Organization, Marketing, Algorithms, Communication, Capital Advisory, Bankruptcy & Insolvency, Deal Flow Origination, Deal Sourcing, Broker Dealers, Forex, Change of Control, Organizational Design, International Commerce, Mortgages, Process Optimization, Petroleum Engineering, Petrochemicals, Algorithmic Trading Analysis, Press Releases, Corporate Governance, Engineering, Long-term Contracts, Decision Modeling, Organizational Development, Contract, Contract Management, Leadership Development, Project Leadership, Risk Modeling, Execution Risk, Risk Systems, Market Risk, Analytics, Sales, Distressed/Special Situations, Finance, Pitch Decks, Strategic Planning & Execution, Upstream, Captial Sourcing, Midstream, Divestitures, International Development & Economics, Pitch Books, Financing, Pitch Preparation, International Expansion, Credit Modeling, Derivatives, Forex Analysis, EB-5, Asset Liability Management (ALM), Mortgage-backed Securities, Tax Equity, Microsoft Visio, Internet of Things (IoT), Options Trading, Time Series Analysis, Sales Strategy, Projects

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