Adam Jaekel, Mba, Cfa Email & Phone Number

Toronto, Ontario, Canada

Isaac Operations Limited (formerly Newton North America) is a leading operational and financial improvement specialist that works hands-on with organizations in North America and around the world to help them get more out of their operational processes and supply chains. Our roots are in engineering – we’re not management consultants – so we’re able to identify issues that limit cost, delivery and quality performance, and then implement practical solutions that generate measurable, sustainable financial returns – all from the ground floor up. Isaac applies its unique engineering-based approach across a wide range of industry sectors, working in areas as diverse as aerospace, automotive, defence, food & drink and healthcare.

London, Ontario, Canada

Spearheaded production analysis, identifying bottlenecks, throughput rates and capacity limitations resulting in a redesign of the process to reduce labour costs and increase throughputBuilt comprehensive financial model, gathering inputs from various team members, consolidating and aligning with top management to produce forecastsLed due diligence process on potential acquisitionsReplanned organizational design to eliminate redundant roles and reduce overhead, leading to a clearer reporting structure and savingsRan post-acquisition integration process for Canadian operations

Oakville

Advised Managing Partners on firm strategy and implementation of KPIs.Planned, developed and implemented a communication strategy to articulate the firm's investment philosophy to new and existing clients.Provided in-depth tailored financial planning and advisory services to clients.

Toronto, Canada Area

Built financial models to value commercial real estate properties in the GTA

Assisted clients with their banking needs including but not limited to - credit, investments, mortgages, home refinancing, and daily transactions.

London, Canada Area

Worked alongside senior advisors to provide investment and lending solutions to clients. Contributed to the achievement of branch and district goals.

London, Canada Area

Provided transactional services for clients and managed opening and closing ledgers for the branch.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Arts - Ba, Finance And Financial Management Services