Summary
Overview
Work History
Education
Skills
Websites
Certification
Designation
References
Work Availability
Timeline
OfficeManager

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

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Websites

Certification

Government of Canada Security Clearance: Level II

Designation

Chartered Professional Accountant (CPA)

CPA Alberta

References

References available upon request

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

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