Jacob B. Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

• Business Analysis & Reporting of Retail, Commercial, Aviation, and Marine Volumes and Earnings with an emphasis on profitability and margin analytics, and a demonstrated expertise in data visualization & ERP software.
• Championed new data analytics tools utilizing Tableau & Power BI. Involved in coaching & assisting teams on how to transform complex data & manual processes into automated and intuitive dashboards.
• Supported Operations profitability initiatives and improved awareness of supply chain costs. This included the analysis of over $50M in Haulage costs, and exposure to the cost to serve reporting for specific supply.
• Applied knowledge of Retail, commercial, and Aviation pricing environment to enhance managements understanding of financial results (Rack vs. Benchmark Performance & Macro/Micro trend volume analysis).
• Successfully performed major project economics appraisal (>$300M NPV) with a focus on delivering actionable insights to the Retail Planning Organization. This included sensitivity analysis of Volume & Margin scenarios.

Calgary, Canada Area

• Steward of $30M yearly Opex plan & budget
• Ownership of intercompany allocation methodology for Environment and Property solutions service department
• Monthly Capital and Operating expenditure stewardship for Imperial and Exxon management
• Coordination with global project engineer to facilitate project accruals, asset creation and disposition activities
• Main reviewer of 3rd party agreement compliance for major environmental contracted parties, and responsible for gap identification and closure.

Calgary, Canada Area

• Assisting in the financial and operational analysis of Imperial's Upstream business, including Imperial's largest assets: Cold Lake and Kearl. This analysis is used both internally in management reviews as well as.
• Assisting in the preparation and consolidation of various presentations to Imperial and ExxonMobil management
• Analysis of production/sales under the North of the Border arrangement with ExxonMobil for Canadian produced crude oil

Calgary, Alberta, Canada

• Proven ability preparing and completing working papers, financial statements and tax returns according to Firm and regulatory standards for a variety of businesses
• Effective in building working relationships with client contacts, while responding efficiently to client requests and suggestions
• Results oriented approach demonstrated through the preparation of outstanding issues lists and appropriate follow up plans for major client engagements
• Successfully performed testing and analytical procedures of various accounts including cash, accounts receivable and operating expenses for an international building manufacturer with over $60 million in assets

Calgary, Alberta, Canada

• Accurately paid invoices by verifying transaction information
• Successfully prepared daily bank deposits and monthly invoices
• Audited billing materials
• Scheduled and prepared disbursements to appropriate revenue accounts.
• Assisted in month end closing activities

Calgary, Alberta, Canada

• Demonstrated attention to detail through processing customer information adhering to specific contract and underwriting procedures to minimize risk
• Entrusted with responsibility to make relevant logistical and cost decisions pertaining to daily operations/profit
• Recognized success in customer service through effectively handling customer complaints and maintaining a customer satisfaction level of “Completely Satisfied” by 90% of those surveyed

• Successfully managed 20+ vehicles in loaner fleet and maintained interior/exterior to ensure customer satisfaction
• Addressed customer inquiries in a positive manner and consistently received positive feedback from customers and superiors
• Validated and catalogued necessary conditions of loaner contracts to improve customer safety and accountability