Steve Long

Steve Long


Travel, skiing, tennis, horse-riding, coaching, real estate, networking.


Big 4-trained CPA, CIA and CFP with CFE currently in progress.Experienced Controller- for foreign operating subsidiaries of a multibillion-dollar U.S. international energy company. - for a small private company which delivered equipment and process and well optimization services to gas and oil customers. - for a small public company manufacturing equipment for the energy, packaging and communications industries. - for a start-up provider of portal-based internet solutions.Meaningful treasury experience at a multi-billion-dollar domestic energy company.Consulted for a leading international provider of independent risk management consulting and internal audit services, and for others.

Summary of Qualifications

 - Hands-on, Operations Focus

 - General Ledger

 - Month-end Close

 - Financial Reporting

 - Audit, SOX, Compliance

 - Process Improvement

 - ERP Implementations

 - Treasury Management

 - Treasury Compliance

 - Cash Forecasts

 - Financial Analysis

 - Budget Process

 - Risk Management

 - Significant International

 - Public and Private Companies

Work experience

Work experience

Senior Auditor


Senior Internal Auditor

Wachovia Bank
Dec 2008 - Present

Assistant Treasurer

Alon USA, Inc.

Alon USA is a petroleum refiner and marketer of automotive products under the FINA brand name. Assistant Treasurer • Liaison between Accounting and Treasury departments. • Prepare financial analyses, covenant calculations and borrowing base certificates for lenders. • Respond to queries from internal and external stakeholders. • Help develop cash forecasts.

Jan 2008 - Sep 2008


Superior Optimization, LP

Superior provides gas & oil process and well optimization services including well design, instrumentation selection, installation, automated monitoring / control, data warehousing and network facility monitoring. I departed when a planned sale to a private equity firm failed to materialize.Controller • Produced and presented financial statements to owners and investors.• Directly supervised all general ledger, billing, A/R, A/P and Payroll functions. • Selected and installed the MS Navision ERP system.• Converted accounting from cash basis to GAAP.• Instituted a closing process which reduced close to 5 days from 25.• Improved accounts receivable DSO to 64 days from 80.• Developed a cash flow forecasting model and a daily sales monitor report.

Sep 2002 - Nov 2007



Consulted for Protiviti, a leading international provider of independent risk management and internal audit services, and for others. Also owned a financial franchise and sold residential real estate.Projects included: • Sarbanes Oxley (SOX) documentation and testing projects.• Identification of process improvement opportunities.• Accounting restatements. • Tax preparation for a Dallas-based CPA firm. • Interim controller for a natural gas trading company.

Jan 2001 - Sep 2002


PetroSense, formerly DecisionLink

DecisionLink was a public company marketing hydrocarbon leak detection equipment to the petrochemical industry, non-invasive oxygen detection equipment to food and beverage packagers, and satellite communications equipment and services. Company filed for Chapter 11 bankruptcy protection in December 2001. Controller• Hands-on power user of MAS 200 accounting / inventory control system.• Produced financial reports and authored 10-Q Management Discussion & Analysis. • Managed the migration of ERP system. • Developed bankruptcy reporting and expense control skills.

Jan 2000 - Dec 2000


Springbow Solutions

This start-up provider of portal-based internet solutions grew to 150 staff and an annual run rate of $12 million before failing in the wake of the .com crash.Controller • Developed and implemented accounting policies and internal controls• Installed an accounting package and integrated 3 acquired companies. • Benefitted from Great Plains E-Enterprise training in anticipation of a merger which failed to materialize.

Mar 1998 - Sep 1999

Financial Consultant

Electronic Data Systems

Financial Consultant, Office of Corporate Strategy • Hired to train as Controller of one of 31 business units but ensuing CEO change eliminated all but 6 of these units. • Position morphed into facilitator of Asia/Pacific and Financial Industry business plans and strategy integration.

Jan 1980 - Mar 1998

Controller and Audit Manager

Caltex Petroleum Corporation

Caltex had been a New York-based joint venture of Chevron and Texaco but is now a wholly-owned sub of Chevron with refining, marketing and energy-related businesses throughout the Eastern Hemisphere. Caltex moved to Dallas before re-locating to Singapore in 1998.Controller - Caltex Services Corporation, Dallas • Captured and billed time and expense for this subsidiary provider of technical engineering services. • Managed contracts with third party, joint venture and internal customers.• Provided ongoing financial advice to management. Controller – Thailand, Bangkok • Managed accounting, treasury, IT, tax and legal functions for this strategic $1 billion marketing subsidiary.• Directed the implementation of SAP R3 Phase 1 on-time and within budget.• Negotiated and finalized borrowings with international banks. Controller - East Africa, Nairobi • Directed finance / accounting, IT, budgeting, tax and purchasing functions. • Helped restructure contracts with local partners.Regional Audit Manager - Australia / New Zealand, Sydney • Managed financial, operational and IT audits of all functions.Assistant to the Chairman - Dallas • Facilitated presentation of issues requiring approval by the Caltex Executive Committee.• Assisted with preparing Board Agenda items for consideration by Chevron, Texaco and Caltex directors.Financial Analyst - Dallas Accounting Systems Analyst, Sydney / Cape Town / Bahrain



Bachelor of Science

University of Delaware


Aug 1984 - Present

CPA, Certified Public Accountant

Texas State Board of Public Accountancy
Apr 2007 - Present

CIA, Certified Internal Auditor

Institute of Internal Auditors
Jul 1990 - Dec 2009

CFP, Certified Financial Planner

Financial Planning Association
Oct 2003 - Nov 2005

Texas Real Estate Salesperson

Texas Real Estate Commission