Jeff Frederick
CPA
Sherwood Park,AB
Summary
Proactive Manager with a solid background in financial analysis, budgeting, and forecasting. Hands-on experience translating actions into short—and long-term strategies, developing strategic plans, business plans, budgets, and investment cases, and synthesizing complex business dynamics through engaging storytelling presentations.
Overview
7
7
years of professional experience
1
1
Certification
9
9
years of post-secondary education
Work History
Manager, Strategy, Risk & Transactions
Deloitte
Edmonton, Alberta
12.2022 - Current
- Lead strategic financial consulting and valuation projects; engage and manage teams; define team deliverables and timelines; draft, consolidate, and finalize deliverables into client-specific reports.
- Specializing in providing value insights, financial modeling and valuation, strategy, licensing & alliances, mergers & acquisitions, damage quantification, working capital optimization, and financial advisory services.
- Experience in serving clients across various industries, such as energy, construction, manufacturing, nonprofit, public sector, real estate, biotechnology, telecommunications, finance, and cryptocurrency.
- Lead the development and implementation of short- to mid-term forecasts to support strategic planning decisions and expansion for client in the construction industry.
- Assisted public sector clients, including governments, health authorities, and nonprofit organizations, with investment decisions, financial due diligence and strategic consulting.
- Facilitated successful cross-functional collaborations to complete key projects, fostering strong working relationships among team members.
- Developed a cohesive team culture centered on engaging employees, fostering collaboration, and providing continuous learning opportunities.
Senior Associate, Modeling and Value Advisory
Deloitte
Edmonton, Alberta
06.2021 - 12.2022
- Proficient in financial modeling, business valuation, purchase price allocations, goodwill impairments and damage quantification engagements.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Trained and supported new team members, maintaining a culture of collaboration.
- Effectively manage multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Successfully collaborated with cross-functional teams to drive the timely and successful completion of complex projects.
- Conducted in-depth research to inform decision-making processes and support strategic planning initiatives.
- Leveraged industry expertise to provide valuable insights during internal discussions, contributing to developing innovative solutions for clients.
Senior Accountant
Cougar Drilling Solutions
Edmonton, Alberta
07.2019 - 06.2021
- Managed monthly, quarterly, and annual financial close processes for accurate and timely reporting.
- Developed comprehensive financial models to support decision-making and drive business growth.
- Perform impact analysis, analyze emerging business problems, and identify opportunities for system-driven solutions and process improvements.
- Conduct cost/benefit, magnitude of effort, and ROI analysis for system enhancements, requirements, improvements, and defect resolution.
- Assisted with post-acquisition integration of accounting functions, financial processes, and IFRS adoption.
- Reduced month-end close cycle time through continuous improvement efforts in reconciliation procedures.
- Improved cash flow management by implementing effective working capital strategies and controls.
- Ensured compliance with relevant accounting standards and regulatory requirements through diligent monitoring of internal controls.
- Designed and maintained financial models to identify and measure risks.
Accountant
Cougar Drilling Solutions
Edmonton, Alberta
11.2017 - 07.2019
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Supported department objectives by participating in cross-functional projects with other departments as needed.
- Collaborated with external auditors during annual audit process to provide the necessary documentation and address any concerns or findings promptly.
- Increased efficiency by streamlining accounting processes and implementing new financial software.
Education
CBV Institute - Chartered Business Valuator
York University
Toronto, ON 06.2021 - 09.2024
Professional Education Program -
CPA Western School of Business
Edmonton, AB 09.2019 - 12.2020
Bachelor of Commerce - Accounting
MacEwan University
Edmonton, AB 09.2013 - 06.2018
Skills
Financial Modeling
Strategic Planning
Staff Training and Development
Cash Flow Management
Performance Management
Financial Reporting
Team Leadership
Strategy Development
Certification
Government of Canada Security Clearance: Level II
Designation
Chartered Professional Accountant (CPA)
CPA Alberta
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Manager, Strategy, Risk & Transactions
Deloitte
12.2022 - Current
CBV Institute - Chartered Business Valuator
York University
06.2021 - 09.2024
Senior Associate, Modeling and Value Advisory
Deloitte
06.2021 - 12.2022
Professional Education Program -
CPA Western School of Business
09.2019 - 12.2020
Senior Accountant
Cougar Drilling Solutions
07.2019 - 06.2021
Accountant
Cougar Drilling Solutions
11.2017 - 07.2019
Bachelor of Commerce - Accounting
MacEwan University
09.2013 - 06.2018