Tim Helms

About Tim Helms

Experienced Chief Financial Officer with a demonstrated history of working in the oil & energy industry. Skilled in Corporate M&A and A&D, Financial Planning & Analysis, Management, Auditing, Financial Analysis, and Risk Management. Strong finance professional with a Master of Accountancy (M.Acc.) focused in Accountancy from University of Oklahoma.

Experience

1. Chief Financial Officer

   Citizen Energy

   Nov 2017 — Present · Tulsa, OK, US

   As Chief Financial Officer of Citizen Energy LLC, an integrated oil and gas company, I am responsible for overseeing all finance, accounting, treasury, and risk management functions. Key achievements include:• Built and led a high-performing finance and accounting organization aligned with the company’s strategic goals.• Secured critical debt financing for Citizen’s growth: o 2018: Established an inaugural reserves-based loan to fund drilling activities. o 2019: Led the $1BN underwritten financing of Citizen’s take-private acquisition of Roan Resources. o 2020 – 2022: Raised ~$800MM in debt financing, including raising $250MM in 2nd lien financing for the acquisition of Red Bluff Resources and Bricktown Energy (2022)• Managed a $1BN reserves-based loan including, cultivating strong relationships with the 15 banks in the syndicated credit facility.• Directed risk management initiatives, including commodity hedging and interest rate hedging, as well as commercial insurance placement.• Provided strategic financial analysis and recommendations to the board of directors when evaluating potential acquisitions, divestitures, or other business opportunities.• Led financial and tax reporting, ensuring compliance and driving strategic tax initiatives.

Education

• University of Oklahoma

  Bachelor of Business Administration (B.B.A.), Accountancy

  2002 — 2006

• University of Oklahoma

  Master of Accountancy (M.Acc.), Accountancy

  2002 — 2006

Skills

• Microsoft Excel
• Financial Reporting
• Auditing
• Planning Budgeting & Forecasting
• Cpa
• Internal Controls
• Accounting
• Us Gaap
• Financial Planning
• Strategic Financial Planning
• Financial Statements
• Financial Accounting
• Internal Control Implementation
• Financial Analysis
• Finance
• Corporate Fp&a
• Analysis
• Sarbanes-Oxley
• Sec Filings
• Management
• Gaap
• Corporate Budgeting