Jay C. Email & Phone Number

Greater Montreal Metropolitan Area

1. Finance Operation & Process Optimization:- Implement seamless process integration and automation resulting in significant process streamline, standardization and reporting promptness in finance, i.e. 90%+ month end operation and audit procedures automated.- Direct internal audit function to perform automated auditing procedures on key financial metrics, i.e. Customer bonus, Ecomm fee, Affiliate Costs and Gaming Vendors.- Support pre-deal due diligence in Peer Game and post-deal integration support.2. Strategic Analysis and Advance Financial Modelling for Decision Making: - Lead the implementation of complex cohort-based financial models, enhancing accuracy in forecastingfuture financial scenarios, supported Affiliate team for forecasting purposes.- Employ analytics to gain deep insights into financial metrics, informing and strategic business planning, i.e. identified low to negative value customers with multi-million opportunities, product mix changes trends, etc.3. End-to-End Cash Flow Reporting and Planning for Strategic Management:- Develop direct weekly cash flow reporting and perform cash flow planning, forecasting and budgeting initiatives, aligning with strategic business priorities for each entity and developing 365 as the treasury tool.4. Finance Transformation Leadership:- Lead a strategic redesign of financial systems and functions to align with vision and adapt to evolving business landscapes, i.e. introduced finance as business partners, created finance functions that focus on Process improvement and Automation, Advance Finance Analytics, Day-to-Day Accounting operation. These functions provided support to the C-suite and teams with data-driven decision-making reporting, significantly boosting Finance agility, operational efficiency, and business value.- Cultivate a high-performing team and foster an environment of excellence and continuous improvement that employees never want to leave.

Montreal, Canada Area

Strategic Analysis for Decision Making:1. Manage the preparation of financial outlooks and forecasts to facilitate decision making and management of operations (i.e. weekly cash flow forecast, etc.)2. Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures3. Coordinate with the RTDW (data warehouse) management to ensure information/data are available for financial analysis and decision-making needs.Accounting, Financial Reporting and Budgeting:1. Perform monthly end close on a timely basis for Payment and Operation Entities.2. Prepare annual cash flow budget and analyze variances on a monthly basis. 3. Recommend benchmarks for measuring the financial and operating performance (i.e. revenue definition for financial reporting perspective, processing costs, etc.).4. Manage the preparation of all financial reports (incl. Regulatory financial reports, Monthly closing package, Fee reconciliation, etc.).

Montreal, Canada Area

Report to the CFO and direct a finance team of 23 to provide financial management, reporting, forecasting and budgeting services• Manage month end close for 20 entities with $1B+ annual revenue, publish and interpret key financial results to senior management. • Monitor $80M+ processing costs, prepare forecast and liaise with key commercial leaders to identify business actions.• Monitor $120M+ account receivables and perform weekly cash flow forecast to provide management with liquidity information.• Lead annual budget process, facilitate discussion with various stakeholders and leverage their inputs to form an overall budget.• Demonstrate a strong personal effectiveness, develop and maintain credible relationships with senior management.Successful Projects:• Performed ad hoc profitability analysis and financial model to support business leaders in a various decision-making process.• Conducted and identified million+ costs recovery opportunities and subsequently recovered funds successfully from suppliers.• Led and oversaw joint IT and Accounting workflow projects to review accounting business processes for automation opportunities: - Built SQL-based data extraction procedure to automate transaction review (1 body downsized).- Implemented a Python-based script that automates work processes (1 body downsized).

Toronto/Montreal

Highly motivated financial professional with over 10 years of experience in various roles in finance function:- Corporate finance: Financial due diligence, valuation and financial modeling. - Financial reporting: IFRS financial statements and MD&A preparation,- IT Operation finance: Managed IT budget spending and performed accounting closes.

Montreal, Canada Area

Manager, Operational Finance (IT Projects)- Monitored and conducted reviews on the $180M annual IT spending and forecasted spending needs for key IT projects.- Developed, issued and presented periodic IT financial KPI reports to IT senior management with actionable suggestions.- Oversaw financial review project with Risk, Budgeting, Operation departments to evaluate key IT programs and capital expenditures.Manager, Corporate Finance- Assisted in the financial due diligence of the $2.6 billion AXA Canada and the $530 million Jevco acquisitions.- Coordinated with various departments to identify and realized a $100M synergy program in post-acquisition integration project.- Developed valuation guidelines for acquisition program for strategic investments and monitored subsequent financial performance.- Prepared business case studies on Canadian insurance market, i.e. Onex purchased USI holdings, Google as an insurance distributor.Manager, Financial Reporting- Managed an IFRS conversion project and a multi-functional team to review and establish IFRS accounting policies.- Managed the preparation of accounting position memos and IFRS financial statements & MD&A and presented to the external auditors.

• Prepared and reviewed the company’s quarterly and annual U.S. and Canadian GAAP financial statements. • Performed U.S. GAAP research on accounting topics, including Impairment of Long-lived Asset, Stock Based Compensation, Post-Retirement Benefit and Pension, Business Combination, Guarantees, etc.• Assisted M&A department on transaction related accounting issues and participated in due diligence.• Modeled accounting results of multi-billion pension plan and performed sensitivity analysis of different interest rate scenarios.

• Managed multi-functional teams to provide accounting solutions and consulting services tailored to specific client needs.• Involved in two engagements as manager to provide services on financial information carve-out, preparation of financial statements & note disclosures, periodic quarter-end and year-end financial accounting close & consolidation on the stand-alone operation. • Established financial statement close process and provided transition management.• Designed detail accounting carve-out project work plans, set up team structure, executed plans and monitored project progress. • Identified ways to maximize client relationships and delivered added value in the services provided. • Coached, trained and developed team members.

Education record

Bachelor Of Commerce (B.Com.), Accounting

Bachelor, Accounting

Activities and Societies: Participated in the McGill Student Accounting Society