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Experienced Financial Leader and Designated Accountant (CPA, CMA) with a proven track record of driving financial growth, optimizing operational efficiencies, and providing exceptional leadership. Expertise in business strategy development and execution, financial and business analysis, investor relations, modeling, strategic planning and forecasting, enhanced with operational excellence spanning multiple geographic regions and services.
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Chief Financial OfficerQuality Tube Supply Ltd Oct 2024 - Present -
ControllerQuality Tube Supply Ltd Aug 2023 - Oct 2024 -
Chief Financial OfficerCity Of Chestermere Mar 2023 - May 2023Chestermere, Alberta, Ca• Developed and executed the operating and financial plan, providing senior management with a comprehensive forecast of profit and loss and operating performance for the upcoming quarter.• Prepared the annual budget and facilitated the development of a rolling forecast, ensuring alignment with organizational goals and objectives.• Advised council and leadership on performance improvement strategies, risk mitigation, and opportunities for growth, leveraging both internal and external insights.• Collaborated with department leaders to compile and report budgets, tracking and approving expenditures within approved budgets.• Conducted analysis of historical financials, including variance explanations and updated forecasts with risks and opportunities, while monitoring key performance indicators (KPIs).• Implemented process improvements within the financial department, streamlining operations and enhancing efficiency.• Managed and oversaw the auditing process, compiling and preparing year-end reports and reconciliations, ensuring accuracy and compliance.• Provided oversight for general ledger transactions, property taxes, accounts payable, and reception functions, ensuring timely and accurate financial transactions.• Maintained and reconciled fixed assets, including annual records and asset inventory, and managed tangible capital assets, including amortization schedules.• Contributed to the identification and development of mitigation plans for potential financial risks, ensuring proactive risk management. -
Chief Financial OfficerEclipse E-Line Services Inc. Jul 2021 - Mar 2023Calgary, Alberta, Ca• Key leader of the executive management team, providing fiscal coaching and leadership to the President and Vice President.• Led the successful refinancing of the company, stabilizing its financial position.• Developed and designed a planning tool and system for the company, including business planning for 1-3 year cycles, establishing a capital planning model and cycle, and creating a pricing tool for spot market and contract work.• Increased shareholder returns by 100%+.• Selected, sourced, and implemented new accounting software.• Re-designed the chart of accounts for greater clarity and improved business analytics.• Oversaw all fiscal aspects of the company, mentoring the finance and administration team.• Provided ongoing cashflow management and acted as the primary bank liaison.• Implemented a resource and personnel management system, increasing asset utilization and operational efficiencies.• Revamped the bonus structure to improve cashflow predictability and business stability.• Owned financing/banking relationships. -
Manager, Business Operations, Financial Planning & Analysis - Western CanadaGrant Thornton Llp (Canada) Apr 2017 - Jul 2021Toronto, Ontario, Ca• Developed and designed the budgeting tool and system for the Western region, with implementation across Canada.• Reduced time and resources for scenario planning by ~50%.• Tripled the forecasting ability of the financial planning models.• Supported partners across the Western region in the planning process and strategic development for select business units.• Developed financial reports, reducing time spent generating and increasing reporting consistency.• Sole owner of the financial modeling for the cloud accounting initiative.• Managed infrastructure projects, including office renovations, moves, and space planning.• Oversaw resource and planning functions for multiple business units.• Managed WIP & AR within the Western business units.• Led the integration of new firms and partners from mergers in the Western region. -
Operator 2 - Oil/Gas Well CementingTrican Well Service Ltd. Jun 2016 - Nov 2016Calgary, Ab, Ca• Teamed with an oilfield cementing crew, enhancing operational skills.• Streamlined areas for cost reduction and efficiency in field operations without sacrificing safety. -
Service Supervisor - FracturingTrican Well Service Ltd. Nov 2015 - Jun 2016Calgary, Ab, Ca• Moved to field operations roles to enable a holistic view of the business.• Supervised a hydraulic fracturing crew of 18, furthering operational knowledge.• Implemented cost minimization strategies for field operations without compromising safety and efficiency.• Coached district management on developing business cases for underutilized assets.• Provided remote support to the finance department with financial modeling and analysis. -
Team Lead - Financial Planning & AnalysisTrican Well Service Ltd. Oct 2013 - Nov 2015Calgary, Ab, Ca• Led, coached and expanded a team of analysts (4) focused on project and bid modeling, strategic initiative planning, and long-term business planning for the USA GR ($1B+ Revenue).• Designed and implemented financial models, resulting in increased efficiency and standardization.• Expedited Time To Model By 85%, With 28 Unique Scenarios Contained In One Model, Allowing For Enhanced And Improved Analysis Of Opportunities.• Developed business cases for expansion and contraction initiatives, collaborating with executive management and various departments including operations, engineering, sales and supply chain.• Consolidated the business planning and financial planning and analysis groups.• Negotiated long-term contracts and implemented innovative pricing structures, producing numerous long-term contract wins. -
Business Analyst, Business DevelopmentTrican Well Service Ltd. Apr 2010 - Oct 2013Calgary, Ab, Ca• Led valuations and merger and acquisitions modeling/analysis. • Enabled acquisition of an oilfield cementing business in Australia.• Founded businesses in both Colombia and Saudi Arabia.• Analyzed and communicated with investment banks on potential opportunities. • Managed project bidding and financial modeling for international expansion initiatives.• Created and implemented a three year, multi-scenario business case model for new regions and corporate development initiatives.• Encompassed 6 distinct service lines, associated business support, with capabilities to view each separately.• Created, designed and launched the price book for the Australian GR.• Coordinated and reviewed corporate competitor and market analysis.• Created and managed budgeting, forecasting, and long-term planning processes for Australia & Colombia.• Coached international business partners on modeling and pricing strategies. -
Jr. Business Analyst, Corporate FinanceTrican Well Service Ltd. Apr 2006 - Apr 2010Calgary, Ab, Ca• Led competitor analysis, focusing on key areas related to Trican.• Facilitated budgeting, forecasting, and project bidding processes across multiple regions.• Implemented Hyperion Planning/HFM/FDM, designing financial reports.• Designed And Produced Internal And External Financial Reporting Packages.
Kyle Vis, Cpa, Cma Skills
Kyle Vis, Cpa, Cma Education Details
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University Of AlbertaFinance -
Red Deer Polytechnic
Frequently Asked Questions about Kyle Vis, Cpa, Cma
What company does Kyle Vis, Cpa, Cma work for?
Kyle Vis, Cpa, Cma works for Quality Tube Supply Ltd
What is Kyle Vis, Cpa, Cma's role at the current company?
Kyle Vis, Cpa, Cma's current role is Chief Financial Officer.
What is Kyle Vis, Cpa, Cma's email address?
Kyle Vis, Cpa, Cma's email address is kv****@****ican.ca
What is Kyle Vis, Cpa, Cma's direct phone number?
Kyle Vis, Cpa, Cma's direct phone number is +140326*****
What schools did Kyle Vis, Cpa, Cma attend?
Kyle Vis, Cpa, Cma attended University Of Alberta, Red Deer Polytechnic.
What skills is Kyle Vis, Cpa, Cma known for?
Kyle Vis, Cpa, Cma has skills like Financial Analysis, Business Analysis, Forecasting, Strategic Planning, Corporate Finance, Supervisory Skills, Financial Modeling, Business Strategy, Investor Relations, Analysis, Business Development, Oil And Gas.
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