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Amy Stutzman Managing Director

Principle Areas of Practice

  • Due Diligence for Strategic Investments
  • Quality of Earnings
  • Accounting & Reporting for Debt & Equity Offerings
  • Business Combinations & Purchase Price Accounting
  • US GAAP & SEC Reporting
  • Corporate Restructuring

Professional Experience

Amy is a Managing Director in Opportune LLP's Complex Financial Reporting group with nearly 20 years of experience in transaction advisory, technical accounting and SEC reporting. Amy leads teams that support executive management in understanding the structure and implications of complex transactions such as debt and equity financings and acquisitions. She has strong technical skills and analytical ability and is the firm leader on all U.S. GAAP advisory matters. Prior to joining Opportune, Amy managed the financial reporting group for Apache Corporation in Buenos Aires, Argentina, and was an audit manager in PricewaterhouseCoopers’ energy practice. Outside of Opportune, Amy is an active member of the Tulsa Energy Council and the Women’s Energy Network. She is a speaker for industry groups such as the AICPA, OSCPA, Women’s Energy Network and University of Tulsa’s Master of Energy Business Program.

Representative Projects

  • Leads cross-functional teams to successfully complete all financial reporting aspects of IPOs, business combinations and reverse mergers. Gains an understanding of the client’s business to determine and prepare required SEC filings and financial statements, including management’s discussion and analysis, pro-forma information and carve-out financial statements. Assists management in discussions with SEC staff and preparation of SEC preclearance letters and comment letter responses.
  • Leads M&A due diligence for asset-based and corporate deals, as well as subsequent asset integration and transition efforts. Oversees quality of earnings assessments in conjunction with debt and equity infusions into companies.
  • Served as a financial advisor to several debtors in possession. Managed a cross-functional team in the creation of business models, cash flow forecasting to support negotiation of debt agreements and reporting to bank groups and creation of required court schedules.
  • Advises client management on the proper treatment of complex transactions such as debt and equity offerings, business combinations, embedded derivatives, consolidations and implementation of new financial reporting standards. Advocate and liaison for client management in discussions with the FASB, SEC and their auditors (including all Big 4 national offices).
  • Served as interim Chief Accounting Officer for Liberty Energy Holdings, a subsidiary of Liberty Mutual Investments with over 2,000 wells and 20 limited partnerships. Enhanced financial reporting and accounting functions based on deep knowledge of energy industry best practices to increase the transparency and efficiency of reporting and communication with senior management. Continually improved the timeliness and accuracy of monthly, quarterly and annual closing processes.