Brad Budgell Email & Phone Number

Northwest Territories, Canada

Canada

Responsible for preparing financial projections, economic analysis, and updating economic models in excel and other decision support software. Assigned the largest and most complex financial model in the Investment Evaluation Group. Responsible for developing, analyzing, interpreting and reporting financial information in order to support financial planning and investment analysis. Evaluate short-term and long-term opportunities by evaluating ideas and ensuring optimal decisions are made. Capital project review and completion of cost benefit analysis. Work closely with the Engineering Division holding Q&A sessions to collect all relevant information required to complete the analysis, discuss issues, ensure all relevant factors are identified and provide a detailed comprehensive analysis in a timely manner.

Hay River

Completed business cases for large capital projects and carried out financial analysis evaluating projects based on NPV, IRR and payback period. Analyzed capital projects, identified key financial risk, evaluated options and made recommendations to the senior leadership team for Board of Director approval. Worked with Projects and Engineering Division to validate and refine assumptions and financial model outputs. Completed major project permit applications for projects above $5M for submission to the Public Utilities Board (PUB). Led the Corporation’s regulatory filings for major project permit applications and Annual Report of Finances (AROF), ensuring they were filed within the applicable timelines. Analyzed, interpreted, and reported corporate information related to financial planning, capital budgets, and operations.Led FP&A group to prepare 2022-23 GRA while performing acting manager duties. Coordinated with consultants to ensure project remained on time and tasks were completed as assigned to team members.Built 20 Year Cash Flow Model to include all planned capital projects (short term and long term) and forecasted operating expenses over the 20-year forecast period. Completed quarterly updates for CFO.Developed proprietary financial models for evaluation of new potential mining customer projects, large capital projects, long term cash flow forecasting and Major Project Permit applications submitted to the PUB. Prepared briefing notes and correspondence for the Board of Directors and Minister responsible for NTPC.Delivered presentations to senior management on financial models and updates on large capital projects. Performed Acting Manager duties for the Manager of Financial Planning and Analysis while on vacation (was acting manager for nine months in 2020-21). Worked overtime as required to meet deadlines.Trained new hires on NTPC systems, Rate Stabilization Fund, Budgeting Processes, Quarterly Updates, Business Case Writing, etc.

Moncton

Assisted in the portfolio management process for a diversified portfolio of over 50 companies with a moderate to high level of complexity. The commercial portfolio is broadly based and encompasses firms across a wide range of industrial segments. Responsible for the credit writing for the team and structuring credits appropriately to meet customer needs and address perceived risk. Perform sensitivity analysis of financial projections ensuring compliance with bank covenants.Completed the necessary due diligence and produce reviews and risk ratings that reflect Bank policies and procedures. Maintain excel spreadsheets with covenant calculations for each client. Reviewed Request for Proposal (RFP) requests, analyzing the financial capacity and backgrounds of prospects and assisting RM with the preparation of term sheets and submission of proposals.Completed real estate valuation models for new deals and as required for annual credit reviews for existing commercial banking clients. Completed monthly monitoring and control reports. Prepare quarterly reports for high risk accounts. Pro-actively monitored trends and conditions of accounts and action plans are developed for problem situations. Continually monitor client operating line usage and reporting ensuring proper aging of receivables and payables and sufficient security margin remains in place. Document trends and fluctuations in operating line as well as reporting discrepancies between cash deposits and interim statements where variance thresholds are exceeded.Mentored and trained new Commercial Banking Associates.

Moncton