Scott Bernstein
Verified Expert in Management Consulting
Management Consulting Expert
Houston, TX, United States
Toptal member since June 18, 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
Education Highlights
Case Studies
Land Rig Acquisition
Industry Expertise
- Advertising & Marketing
- Energy, Utilities & Waste
- Electricity, Oil & Gas
- Finance
- Banking
- Investment Banking
- Insurance
- Chemicals & Related Products
Other Expertise
- Capital Structuring
- CFO
- Debt Financing
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Structuring
Work Experience
Corporate Finance Advisor | Contract CFO
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.
EVP Corporate Finance
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.
Managing Director - Head of Energy Banking
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.
Fixed Income Currency and Commodity Structuring
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.
Education
Certificate in Valuation
New York University - New York City, NY, USA
Chartered Market Technician in Technical Analysis
Market Technicians Association - New York City, NY, USA
Master's Degree in Mathematical Finance
Courant Institute of Mathematical Sciences | New York University - New York City, NY, USA
Bachelor's Degree in Chemical Engineering
Johns Hopkins University - Baltimore, MD, USA
Skills
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 Analysis, 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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