Tom Phan Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Responsible for the corporation's planning activities: budgeting, forecasting, management reporting, strategy development and long range planning. Provide financial analysis and guidance to executive leadership team to drive profitability and enhance decision making. Set strategic action plan to achieve targets and support the month end financial close.• Developed new planning models for annual budgeting process and monthly forecasts. Holding stakeholders accountable for business decisions actioned.• Designed clear management reporting packages to isolate relevant storylines, benchmarked results against performance indicators (KPI’s) and conveyed key messages to executives.• Financial oversight of operating budget to help improve profit margins by over 30% from previous fiscal year. Conducted project evaluation of development opportunities while leading a team of 20+ finance and accounting professionals.

Calgary, Canada Area

Directed development of annual long-term strategic plan, budget governance and financial forecasting. Managed consolidation of information flow across internal stakeholders to ensure continuity of ideas and strategies on corporate scorecard. Advised on growth strategies and business development as key member of project evaluation team. Consistently delivered on ad-hoc and time sensitive requests from senior executives. • Managed forecasting of $1.0+ billion annual revenues and cash flows. Advised senior executives of context and narrative underpinning key KPI’s variances (ROI, Gross Margin, Opex, NPV, IRR), and recommended course correction as required to align with strategic objectives.• Led economic evaluation of potential $1.5 billion growth project for Business Development team in support of capital allocation decisions. Created DCF models to evaluate project economics.• Integrated $2.5 billion of new acquisitions seamlessly into existing structure without use of additional resources.• Designed clear management reporting packages to isolate relevant storylines and convey key messages to senior leadership.

Calgary, Canada Area

Reporting to the Senior Vice President & Chief Financial Officer, responsible for the development of short and long range strategic plans, cost management (budgets), performance management, reporting of key performance indicators, corporate policy development and management reporting. Work with all levels of management across these areas of responsibility to provide analysis and strategic recommendations to the Senior Leadership Team (SLT) as well as The Board of Directors.• Established new corporate planning policies and processes from ground up and implemented best practices to start up business unit at parent company.• Executed full cycle development and governance of $250 million annual operating budget, and successfully reduced Joint Venture OPEX budget by $80 million. • Coordinated $400 to $500 million/year of distributions to Joint Venture Partners in collaboration with Treasury team to ensure compliance with debt covenants and metrics, cash flow liquidity, and credit facility limits.

Calgary, Ab

Managed the Corporate Planning & Competitive Analysis team and responsible for the development and execution of the organization's strategic objectives. Work closely with Business Development, Regulatory, Tax, Treasury and Finance departments in both advisory and support roles.• Creator of financial models to formulate revenue strategy of new commercial construct. Supported the regulatory application NEB/AER for pipeline services, capacity utilization, and tariff pricing.• Streamlined approach to complete and explain month-end results, reduced processing time by 3 days with shifted focus towards story development.

Oversight of full cycle month-end accounting and reporting for marketing division. Advised senior leadership of key themes/trends and variance explanations of P&L movements. Analytical partner with commercial team, provided recommendations on deal terms and structure to enhance profit margin.• Finance lead of $900 million asset disposition. Prepared data room, delivered presentation to buyer, calculated forward book value, and forecasted gain/loss on disposition.• Established interaction and shared process protocols between Nexen Inc. and the Buyer and collaborated with 10+ cross-functional professionals to achieve smooth transition.

Process improvement advisor tasked with the examination of processes to uncover efficiency issues. Made recommendations to address root causes and implemented changes that improved employee engagement, job satisfaction and increased productivity.

Full cycle operational accounting; cash forecasting, inventory reporting, prompt month accruals, and accrual to actual variance explanations. Reconciled month-end results of trading portfolios and worked closely with commercial team to communicate and interpret results.• Improved reporting processes to facilitate simpler explanation of P&L movements and better alignment with strategic view. Resolved 3-year-old $10 million discrepancy between accounting and trade book.• Created proprietary models to identify event drivers and reduced processing time. 1) Risk stress-testing model for front office marketers and traders 2) FX translation effect on USD exposure 3) Storage valuation model

Calgary, Canada Area

Prepared budget report for senior management’s strategic planning sessions. Managed weekly spreadsheet summarizing financial instruments, price volatility, and MTM implications. Communicated with 3rd party sources to obtain market information and daily liaison with management and traders.

Resolved queries and disputes on gas chart readings and provided comprehensive guidance to clients on how to interpret readings information. Conducted research to aid management in preparation of sales calls.

Bachelor Of Management, Business

Diploma Of Management, Business