Lai Chen, Mba, Cfa, Cpa, Icd.D Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Another new role created to establish the organization's Joint Ventures Governance and Operating Model and standard practices for providing shared services to JV entities.Serving as the CFO to JV entities

Calgary, Canada Area

A new role created by the employer to enhance the organization’s capability in integrating new businesses and continuously improving existing businesses• Established the governance model, organizational structure and project playbooks to deliver enterprise-level initiatives such as integration of corporate acquisitions and business technology / process transformations• Mobilized and aligned cross-disciplinary teams consisted of up to 200 subject matter experts from human resources, information technology, finance, legal, operations and commercial functions to develop and deliver enterprise-wide initiatives and manage organizational changes

Calgary, Alberta, Canada

Held overall accountability of all financial aspects for Veresen Midstream, a joint venture between Pembina and KKR. A key member of the deal team to amalgamate Veresen Midstream, Pembina Gas Services and Energy Transfer Canada to form a new joint venture • Negotiated new Management Service Agreement for the new joint venture, led the integration of Energy Transfer Canada on behalf of the new joint venture• Performed all CFO fiduciary duties with a focus on legal entity financial reporting and treasury operations

Calgary, Canada Area

With in-depth understanding of commercial operations and the organization’s entire value chain; asked to take on this customer facing role in Gas Services in parallel to the Divisional Controller role• Creatively structured commercial deals to safeguard existing asset value while reducing counterparty credit risk• Established cross-disciplinary teams to provide holistic customer services and tailored commercial solutions to increase customer satisfaction• Successfully resolved diverse customer and joint venture partner commercial/invoice disputes

Calgary, Canada Area

Provided strategic business case to create and assume this inaugural Controller role of Facilities Division, comprised of two wholly owned business units (Gas Services and NGL) and a joint venture (Veresen Midstream)• Designed internal divisional performance dashboard, standardized key operational performance metrics, reporting processes and internal controls.• Facilitated executive review and management discussions; oversaw external MD&A disclosures

Calgary, Canada Area

Intentionally rotated to promote inter-business-unit collaboration, and shared learnings on operational excellence; delivered on all financial aspects of business unit • Key member of senior management team to lead the exponential growth of the business from $1B to $5B in asset value • Expanded the financial team to ~30 staff; reorganized the department through standardization of roles and responsibilities to reduce business continuity risk, increase operational efficiency, and enhance cross-business unit rotational / career development opportunities• Oversaw financial integration of $2+ B acquired assets/businesses • Championed multiple system and process improvement initiatives to enhance accuracy, timeliness and completeness of financial reporting and customer invoicing

Calgary, Canada Area

Promoted based on accomplishments and with expanded accountabilities of commercial and business development in addition to controllership• Enhanced service offerings to existing pipeline customers with additional interconnectivities and scheduling flexibilities.• Developed business proposals and executed project support agreements for multi-billion dollar green field pipeline projects

Calgary, Canada Area

Hired as the inaugural Controller for the newly formed business unit, built and oversaw back-office functions including customer invoicing, operations accounting, financial planning /analysis and pipeline scheduling• Established investment evaluation and long-range planning models, customer invoicing systems and processes, and internal control procedures over financial reporting • Coordinated and won favorable decisions in two arbitration proceedings, served as expert witness on financial matters such as return on equity and income tax

Calgary, Canada Area

Interfaced with company CEO’s & CFO’s to provide research coverage for 10+ junior and intermediate upstream oil and gas companies listed on TSX or TSXV; relied upon for expedient and accurate analysis of and responses to company news releases• Significantly reduced reaction time to quarterly financial statement updates with automated VBA Excel models and interfaces with external data sources such as Bloomberg and Capital IQ• Served as the intelligence centre for peer group financial metrics / benchmarks• Regularly published energy market fundamental analysis and forecast• Graduate of the Sproule course: Evaluation of Canadian Oil & Gas Properties

Icd.D

Cpa

Tax and Assurance Electives, Assurance role in CFE

Chartered Financial Analyst - Cfa Charterholder

Mba (Honors)

•Placed in the 98th percentile on the standardized GMAT test •A Dean’s List recipient

B. Eng., Engineering And Business