斯科特 Bernstein
Verified Expert in 金融
金融专家
斯科特 is a seasoned 首席财务官 who has led over $250 million of transactions in the energy industry with a specific focus on 结构化 credit and asset-backed finance. In 2011, 斯科特 led and developed the first Alaskan 石油 & 气体 Tax Credit receivable finance facility which served as the model for all subsequent transactions. 在Toptal, 斯科特 hopes to impact additional organizations by sharing the expertise he has amassed over a 20-year career.
Career Highlights
教育 Highlights
案例研究
Industry Expertise
其他 Expertise
Work Experience
企业 金融 Advisor | 合同 首席财务官
Giant Star Capital LLC
- 关闭 and 结构化 a $50 million asset-based delayed draw term loan for an ASX-listed E&P公司.
- Advised top-tier, US-based, multi-billion dollar credit fund on Alaskan E&P opportunities.
- Served as the 首席财务官 and managed relationships with private equity/debt sponsors for a Texas-based E&P公司.
- Worked as an outsourced 首席财务官 for a suburban, Houston-based real estate development company.
- Served as the 首席财务官 of a private equity-backed, Houston-based E&P公司.
EVP 企业 金融
Buccaneer 能源 Ltd.
- 关闭 and 结构化 $87.5 million jackup rig acquisition and refurbishment transaction.
- 关闭, 起源于, 结构化, and negotiated a $50 million asset-based revolving credit facility for use in exploration and production.
- 关闭, 起源于, 结构化, 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 结构化 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 能源 银行
New Oak Capital
- 结构d 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.
- 结构d 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公司 in 特立尼达拉岛; (2) $40 million acquisition debt finance and structuring of E&P公司; (3) $50 million royalty monetization of offshore natural gas assets.
Fixed Income Currency and Commodity 构建
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 智利an-based power plant by 2 pension funds.
- Drove the business in 结构化 commodity and currency space through direct client interaction.
- Priced and traded exotic options with structures including 结构化 swaps, notes, and forwards.
- Generated and published trade ideas using relative value and technical concepts.
- Designed and delivered presentations to clients on 结构化 commodities and currencies.
- Focused heavily on emerging market solutions, specializing in Latin America.
教育
Certificate in 估值
New York University - New York City, NY, USA
Chartered Market Technician in Technical 分析
Market Technicians Association - New York City, NY, USA
Master's Degree in Mathematical 金融
Courant Institute of Mathematical Sciences | New York University - New York City, NY, USA
Bachelor's Degree in Chemical 工程
Johns Hopkins University - Baltimore, MD, USA
Skills
金融
首席财务官, Interest Rate Risk, Financial Planning & 分析(FP&A), Capital 构建, Three-statement 建模, Debt Restructuring, 信贷/债务, Bank 债务增加, Private 股本, 金融 策略, Budget Controls, 预测, Asset 估值, Financial 工程, 企业 金融, Revenue 优化, Financial 建模, 债务增加, Financial Options, International 金融, Capital Raising, Capital 结构 分析, Leveraged Buyout 建模, 风险分析, 数据分析, 预算, 现金流, Foreign Exchange (FX) 套期保值, Asset-based 金融, Asset-backed Securities (ABS), 股本 融资, Equipment 金融, 债务人 & Creditor Management, 合并 & Acquisitions (M&A), Specialty 金融, Capital 预算, Project 金融, 信用风险, Reserve-based Credit, Financial Risk Assessment, Financial Management, Transaction 建模, 估值 建模, Private Company 估值, Discounted 现金流 (DCF), Return 分析, Growth Capital Raising, 现金流 Calculation, Investment Summaries, Financial Overviews, 现金流 预测, 套期保值, 估值, 筹款, Credit 分析, 私人信贷, Currency Exchange, 夹层
Output Software
Microsoft Excel, Microsoft PowerPoint, 微软文字处理软件, Microsoft Outlook, Microsoft Project, Microsoft OneNote, 谷歌文档
Industry Expertise
石油 & 气体, 能源, 天然气, Capital 市场, 银行 & 财务、销售 & 市场营销, Renewable 能源, 房地产, Alternative 能源, 矿业, Debt Capital 市场, 化学物质, Industrial 气体es, 保险, Asset Management
Geographic Expertise
美国, 墨西哥, 智利, Dominican Republic, 波多黎各, 联合王国, 新加坡, 巴西, 加拿大, 特立尼达拉岛 & Tobago, Russia, Israel, Colombia, Southeast Asia, Australia
Data & 分析 Software
Capital IQ, 销售force, Bloomberg, Microsoft Access, Visual Basic
其他
金融 Product Manager, 构建, 债务融资, 结构, Futures & Options, Upstream 石油 & 气体管理, 结构d 金融, 结构d Products, Deal 构建, 压力测试, 股本, Excel 建模, Company 策略, 策略 Planning, 年度预算, Resource Management, Growth 策略, Client Relations, 企业 Development, 专家证人, Presentation Design, Term Sheet 谈判s, 术语表, FX, Foreign Exchange, Client 演讲, Client Development, 优化, 谈判, 演讲, 企业, Funding 演讲, Board 演讲, Executive 演讲, Investor 演讲, 企业 Restructuring, Litigation Support, 网络研究, Leveraged 金融, 金融类股, Commodity 市场, 微软365, 货币, Pricing Models, DCF模型, Budget 建模, 成本建模, International Affairs, Technical 分析, 建模, Thought 领导, 领导 策略, 合同 谈判, Change Management, Team 领导, 分析, 领导, Risk Management, 市场, Investment 银行, 部分首席财务官, 虚拟首席财务官, Managerial 金融, 临时首席财务官, 咨询, Financial Consultation, Business 策略, 资产, 负债, 策略, 金属 & 矿业, Human Capital Management, Human Capital 策略, 董事会的工作, 董事会, 合同 Review, 结构 & 组织al Design, 组织, 市场营销, 算法, 沟通, Capital Advisory, 破产 & 破产, Deal Flow Origination, 协议采购, 代理经销商, 外汇, Change of Control, 组织al Design, International Commerce, 抵押贷款, Process 优化, Petroleum 工程, 石油化工产品, Algorithmic Trading 分析, 新闻稿, 企业 Governance, 工程, Long-term 合同s, Decision 建模, 组织al Development, 合同, 合同 Management, 领导 Development, Project 领导, 风险建模, 执行风险, 系统风险, 市场风险, 分析, 销售, Distressed/Special Situations, 金融, 球场上甲板, Strategic Planning & 执行, Upstream, Captial Sourcing, Midstream, 资产剥离, International Development & 经济学, 投标书, 融资, Pitch Preparation, International Expansion, Credit 建模, 衍生品, 外汇分析, EB-5, Asset Liability Management (ALM), Mortgage-backed Securities, 税收公平, Microsoft Visio, Internet of Things (IoT), Options Trading, Time Series 分析, 销售策略, 项目
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