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

Finance Expert in Houston, TX, United States

Member since April 5, 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.
Scott is now available for hire

Career Highlights

Education

Case studies

  • Primera Acquisition Book
    Primera Acquisition Book
  • JBL Woodbine Deal
    JBL Woodbine Deal
  • Pro Forma Model
    Pro Forma Model

Industry Expertise

  • Energy
  • Oil & Gas

Other Expertise

Employment

  • 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 Operating Model, 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 Structure
  • 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 Structure, 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 Structure, Hedging, Currency Exchange

Education

  • Certificate in Valuation
    2011 - 2011
    New York University - New York City, NY, USA
  • Chartered Market Technician in Technical Analysis
    2008 - 2009
    Market Technicians Association - New York City, NY, USA
  • Master's degree in Mathematical Finance
    2006 - 2008
    Courant Institute of Mathematical Sciences | New York University - New York City, NY, USA
  • Bachelor's degree in Chemical Engineering
    1993 - 1997
    Johns Hopkins University - Baltimore, MD, USA

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