Energy finance is project-driven, capital-intensive, and operationally complex. From oil and gas to renewables and energy services, the financial management challenges are unique — and a CFO who has operated in the sector brings a different level of value than one who is learning it for the first time.
Energy companies face financial management challenges that span project finance, complex revenue recognition, joint venture accounting, commodity price exposure, regulatory reporting, and capital-intensive balance sheets. Whether you are an upstream oil and gas operator, a renewable energy developer, or an energy services company, the financial complexity of the sector demands a CFO who understands it from the inside.
Our team has deep experience in the energy sector, from FP&A inside one of the largest regulated utilities in the United States to serving as finance leaders at an energy and construction company, where we led a large finance team and closed M&A transactions across a multi-entity energy business.
We work with energy companies doing $1M to $50M in revenue — from independent operators and energy services businesses to renewable developers and EPC contractors. If your financials are built around project economics, long-term contracts, and capital deployment decisions, Apex brings the energy finance expertise you need.
"Energy companies make big capital decisions on thin information. Our job is to build the financial infrastructure that makes those decisions faster, smarter, and better documented."
Build project-level financial models that capture capital costs, operating economics, revenue assumptions, and returns — supporting investment decisions and lender presentations.
Implement ASC 606 compliant revenue recognition for long-term energy contracts, PPA agreements, and construction-type contracts — producing clean financial statements.
Build rolling forecasts tied to your actual business drivers — production volumes, commodity prices, contract milestones, and capital deployment — giving leadership a forward-looking view.
Manage the financial reporting and accounting for joint venture arrangements — equity method vs. consolidation, JV audit support, and intercompany eliminations.
Model project cash flows, working capital cycles, and debt service requirements — ensuring you never run short of liquidity in a capital-intensive business.
Produce the financial reporting packages that energy lenders and investors require — covenant compliance, borrowing base certificates, and investor updates.
Energy transactions require specialized diligence — reserve valuations, contract analysis, regulatory exposure, and environmental liability assessment alongside standard financial diligence.
Build the financial reporting infrastructure to support FERC, state PUC, and other regulatory reporting requirements — from rate case support to compliance cost tracking.
Finance executive background spanning PE-backed companies, energy, construction, e-commerce, manufacturing, and defense — across the full spectrum of business challenges.
Buy-side and sell-side advisory across $5M to $15M deals — due diligence, QofE, deal structuring, and post-merger financial integration.
We work directly with Big Four audit teams, building the financial infrastructure and documentation that holds up under rigorous external scrutiny.
Experience across Epicor, Oracle, SAP, NetSuite, and Anaplan — implementing and optimizing ERP systems for accurate, timely financial reporting.
We support PE-backed and investor-owned companies with investor reporting, covenant compliance, and value creation tracking.
Our engagements are built for the revenue stage where financial clarity, cash flow management, and strategic planning matter most — and where a fractional CFO creates the biggest impact.
Whether you are preparing to raise, looking to sell, or simply need your finances under control — we work with businesses at every stage of growth.
📅 Book a Free 15-Min Call