Kyle Vis, Cpa, Cma Email & Phone Number

Chestermere, 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.

Calgary, 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.
• 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.

Toronto, 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.

Calgary, AB, CA

• Teamed with an oilfield cementing crew, enhancing operational skills.
• Streamlined areas for cost reduction and efficiency in field operations without sacrificing safety.

Calgary, 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.

Calgary, 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.

Calgary, 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.

Calgary, 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.

Bcomm, Finance

Education record