Jeff Kelly Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Consolidated reporting, planning & forecasting, financial analysis and strategy support. Provide in-depth analysis for targeted expense items and initiatives including offshoring, impact of reduced staffing models, and digital transformation, while fostering a culture of continuous process improvement.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Responsible for producing sales & financial reporting for management for both Canadian & International lines of business, for brand and customer level analysis. Manage inventory reconciliation, month end close, sales order processing and provide detailed reporting & analytics for Canadian marketing spend.Responsible for annual budgeting and monthly rolling.

Waterloo, ON

Lead team of financial analysts focused on providing financial and management reporting, driving efficiencies and process improvements, and project support. Provide ongoing support for ledger integrity, expense analysis and commentary, planning, allowables, and accounting policy.

Waterloo, ON

Supporting expense reporting for Manulife's Canadian Division, including ledger integrity, budgeting and forecasting, cost centre management, consolidation of divisional allocations, and lead for expense process standardization.

Waterloo, ON

Wide range of accountabilities including expense and FTE reporting, development of unit cost and business volume metrics, budgeting and forecasting, and serving as a subject matter expert / single point of contact for management financial and business reporting and analysis.

Simultaneously improved month end reporting processes and reduced turn around time to a fraction of that previously taken. Standardised reporting, developed new metrics and unit cost methodologies, represented financial interests on project teams.

Waterloo, Ontario

Provided consolidated expense reporting for over $1B in Canadian operations to executive management, coordinated divisional budgeting and forecasting scenarios, and processed monthly expense allocations for all shared service areas. Harmonised divisional allocations to reduce business unit workload, and updated reporting tools to provide greater accuracy.

Waterloo, Ontario

Prepared all financial statements, management reports and associated commentary, regulatory filings, as well as bank and trust reconciliations. Played key role in the integration of Manulife Securities and Berkshire ­TWC, consolidating the financial reporting and regulatory filing process of the two firms with assets under management in excess of $18B..