Brian Hudson, Cpa, Ca Email & Phone Number

Markham, Ontario, Canada

Lead the business partnering team for the personal insurance lines. Described as a mini-CFO role, am responsible for the financial results of the personal lines, from ensuring financial risks are mitigated, monthly reporting is correct and all results, forecasts and budgets are completed on a timely basis. Trusted advisor to Managing Director of Personal Lines, CFO, COO, and all senior leaders of personal lines, analyze financial data and prepare financial reports, statements, and projections. Coach staff on job performance and future career goals.  Onboarded virtually during COVID and almost immediately, successfully developed strong relationships with both my business partners and team.  Redefined planning process during first cycle with company. Went from high level, siloed approach to a granular collaborative approach.  Redesigned month end presentation for senior leadership team to ensure they received more than the ‘numbers’ on a monthly basis – ensure result discussion ties to strategy and growth trajectory.

In my role with CCG I led the FP&A team, which consists of 3 managers and 7 senior analysts to ensure all results, forecasts and budgets are completed on a timely basis. I ensured the company strategy is at the forefront of decisions being made. Work directly with CEO, CFO, President of Insurance and COO to present monthly results and KPI’s, prepare quarterly memos and presentations for the Board of Directors. Coach staff on job performance and future career goals.  Partner with C-suit daily to establish qualitative and quantitative strategies for CCG and ensure all future projects adhere to strategic pillars. Implemented BPC system into the company, which consisted of process mapping all steps required in the logic and overseeing logic builds to ensure accuracy of new system, testing and training all users in the company.  Improved corporate allocation process by establishing a unit by rate billing methodology which can be used between entities.

In my role with CCG, I led a team of 2 professional accountants in planning and analyzing two Property and Casualty (P&C) insurance companies, several corporate departments and consolidation of all the legal entities. We oversee all analysis for new projects and ensure proper due diligence is adhered to. My team confirms accuracy and quality while identifying risks and opportunities, and I work closely with them as they compare actual to projected results and analyze variances to suggest revisions to projections. My team and I prepare the annual budget, strategic plan and all forecasts within the company. I work directly with the CFO and President of Insurance on a regular basis to ensure their vision for the company is properly captured during all planning cycles. ► CAA SCO sold their brokerage in 2015. I was a key resource during the sale by preparing all financials required by perspective buyers, as well as board materials and memos which stated all information they required to know to approve the sale. I also communicated with the CFO and President of Insurance during the process regularly so they were always aware of what was happening during the entire sale. ► My team and I prepare a monthly result presentation which I present to the CFO, as well we prepare a quarterly board package which is presented to the board by senior leadership. ► At the end of my first budget cycle with CAA the CFO acknowledged that it was the best budget process he had ever seen during his tenure with the organization.

Aurora, Ontario

In my role with State Farm, I led a team of 10 professional accountants in analyzing all Property and Casualty (P&C) financial statements generated in Canada. My team ensured accuracy, quality, and identifies risks and opportunities, and I worked closely with them as they compare actual to projected results and analyze variances to suggest revisions to projections. I overviewed quarterly and annual external submission processes for multiple regulatory agencies and collaborate with external auditors to make sure the US statutory accounting is complete and the conversion of statement to IFRS is correct. ► Desjardins had recently purchased State Farm’s Canadian operations. I led several project teams during the transition including cash analysis, payment tracking, and investment analysis. I also communicated closely with State Farm corporate, senior leadership, and Desjardins management to keep all key stakeholders in the loop at all times. ► My teams tracked more than 100 reports for accuracy and appropriateness of information, and I made sure the data is aligned so we can consistently capture data year after year. ► I spearheaded several new processes for day one of the transition including preparing instructions on creating financial statements and making sure cash is available for daily activities.

Aurora, Ontario

As an Accountant for State Farm’s Canadian Analysis, Reporting, and Tax division, I prepared monthly, quarterly, and annual P&C statements and filed them with the regulatory agencies. I compared actual cash flow to projected monthly and quarterly cash flow and suggested adjustments to the projections. I also prepared year-end pension statements and collaborated with internal and external auditors. ► As the lead for the IFRS (International Financial Reporting Standards) team, I created a tracking template that ensured State Farm’s compliance with the most recent accounting standards. This required that I work closely with management and corporate business partners. ► The cash-flow projections I conducted for Canada were used by the investment team; by providing them with the most relevant and up-to-date data, the investment team was able to significantly improve their decision-making process. ► By creating an Excel workbook that combined data from 10 previous Excel documents and added additional working papers, I was able to enhance premium and loss reporting for auto financial statements and improve productivity 20%. ► The reconciliation worksheet I developed ensured the accuracy of the external reports I received; I also trained a team member on how to use the worksheet and prepare the statements.

Oshawa, Ontario

Smith Chappel Marsh Vilander is a small chartered accounting firm. In the role of Staff Accountant, I prepared personal and corporate tax returns including compiling, reviewing, and auditing financial statements. I often had to research difficult/unusual accounting and tax situations for my clients. ► When a fire destroyed the Humane Society of the Durham Region, I coordinated a large influx of charitable donations. I also worked with senior accountants to provide the Humane Society with financial advice on moving forward with various phases of the reconstruction process as funds became available. ► I conducted approximately 15 end-to-end audits for a variety of organizations including non-profits, manufacturers, and a plant nursery. I also completed personal and unincorporated small business tax returns.