杰洛德 is 可用 租用
雇佣 杰洛德杰洛德艾尔斯
验证专家 in 金融
金融专家
位置
阿尔伯尼港，不列颠哥伦比亚省，加拿大
至今成员总数
2020年3月18日
作为一个M&事务服务助理, 杰洛德 saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. 在他13年的职业生涯中，他是注册会计师和CFA特许持有人, 杰洛德 has excelled at helping executive decision-makers harness the value underlying their businesses. 他喜欢与来自西海岸的不同客户群合作.
职业生涯突出
首席财务官
伯拉德入口铁路承包
控制器、制造
西部林产公司.
M&事务服务助理
KPMG LLP)
教育强调
学士学位
西蒙弗雷泽大学
认证了
特许金融分析师(CFA)
CFA协会
特许专业会计师
不列颠哥伦比亚省特许专业会计师协会
案例研究
工作经验
首席财务官
2019 - 2020
伯拉德入口铁路承包
- Implemented the company’s first month-end close process and internalized all bookkeeping done by external accountants.
- 为公司制定、商定并准备月度报告包.
- Implemented a cashflow management process to allow for short and long term cashflow planning.
- Built and maintained a three statement financial model to capture the key business drivers and forecast out expected future performance.
- Built a bidding tool to allow for accurate capture of costs and margins when preparing RFP submissions, 帮助公司减少承担无利可图项目的风险.
- Led negotiations with key suppliers to align contract terms with the seasonal nature of the business.
重点领域:财务控制 & 流程，预测，三报表模型，财务报告
控制器、制造
2013 - 2019
西部林产公司.
- 设计, 准备, 每周发表一次, 每月, quarterly 以及高级管理人员的年度报告 and 外部银行.
- Identified control weaknesses and designed and 实现 preventative control procedures to safeguard company assets across all manufacturing divisions.
- 协调月度和季度预测和年度预算活动, in addition to consolidated and presented results and key assumptions to senior executive management.
- Provided financial analysis on all major strategic capital projects related to the manufacturing business from DCF and NPV assumptions and calculations, 通过项目后评估.
- Built and provided standardized sensitivity tools for operations accountants to use to quickly and easily identify the financial impact of opportunities and issues at their divisions.
- Led the user acceptance testing (UAT) portion of a Dynamics 365 finance system implementation to ensure system configurations and standard operating procedures met the current and future needs of the manufacturing business.
重点领域:金融建模, 管理会计, 财务报告, 预测, 预算, 财务规划 & 分析(FP&A)
公司的控制器
2012 - 2013
库尔森集团公司
- 设计 and constructed detailed financial models to capture key performance indicators of group companies and reported results to senior executive management, 包括对决策的建议.
- Built and presented business cases for major capital expenditures with respect to systems and infrastructure improvements, 然后根据团队成员的输入设计和实现变更.
- Negotiated procurement contracts with key suppliers that fit with the objectives of the business.
- 每周准备并呈现, 每月, 以及高级管理人员的年度报告, 外部银行, 保险公司.
- Prepared daily cash flow forecasts and traded three currencies in the spot markets across group companies.
重点领域:管理会计，财务报告，财务规划 & 分析(FP&A)
高级财务分析师
2010 - 2011
维京太平洋公司.
- 准备好预告文件, 招股说明书报告, and valuation for a sell-side client in the oil and gas services industry looking to exit the northern Alberta oil patch.
- Prepared an independent industry research report for a high net worth investor looking to buy into the e-discovery software business.
- Prepared independent valuation of a medical accessibility solutions manufacturer looking for a strategic buyer.
- 设计, 实现, and executed a new client acceptance screening process for all prospective new clients to ensure fit from an investment perspective in line with the stated objectives and values of the firm.
- 创建无纸化, 虚拟办公环境中的承包商, 员工, and customers could work seamlessly from any location through the use of purpose-built apps and cloud-based SAAS solutions.
重点领域:金融建模, 过程改进, 市场研究, 尽职调查, 企业融资, 估值
M&事务服务助理
2007 - 2010
KPMG LLP)
- Led the preparation and presented the trading section of a buy-side financial due diligence report for a Canadian pension fund looking to purchase a national UK gaming company (transaction value: £400 million).
- Led the preparation of a buy-side financial due diligence report for a UK plc client looking to acquire a waste management company in the UK (transaction value: £8 million).
- 分析了历史和预计的资产负债表，P&L, and cash flow accounts to produce a long-form and financial projections report for a company in the real estate development, retail and hotel property management industries in the UAE in preparation for an IPO on the LSE (transaction value: £2 billion).
- 分析历史财务报表, projected a 3-year business plan and supporting management reporting data to produce a current trading analysis as part of a vendor due diligence report for use by prospective purchasers of a major UK based facilities management company looking to sell a major portion of its UK business.
- Analyzed cash flow forecasts and profit and loss projections for a company that was looking to acquire a smaller competitor in the printing industry. 职责还包括通过应用敏感性来检验预测的假设, 与目标管理层进行面谈, 并制作一份基于ppt的报告，突出分析的主要发现.
- Performed desk-based research and liaised with KPMG offices in Asia to analyze economic and market variables in order to produce a comprehensive report on the state of the commercial real estate industry in South East Asia for an international property development company.
关注领域:合并 & 收购(M&A)、财务建模、市场调研、财务分析、尽职调查
教育
2001 - 2005
工商管理学士学位
西蒙弗雷泽大学-本拿比，卑诗省，加拿大
认证
2012年8月至今
特许金融分析师(CFA)
CFA协会
2006年12月至今
特许专业会计师
不列颠哥伦比亚省特许专业会计师协会
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