Summary
Overview
Work History
Education
Skills
Training
Timeline
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TED LEWIS

Calgary,Alberta

Summary

Dynamic Budget Analyst with a proven track record at Canlin Energy Corporation, excelling in budget planning and forecasting. Expert in financial modeling and cross-functional collaboration, I drive process improvements and deliver impactful executive presentations. Recognized for enhancing data accuracy and providing strategic insights that support long-term business objectives.

Overview

23
23
years of professional experience

Work History

Budget Analyst

Canlin Energy Corporation
03.2022 - Current
  • Led the annual budget process, including developing key assumptions, setting deadlines, consolidating data, and preparing executive and Board-level presentations.
  • Prepared monthly forecasts and quarterly Board materials using the full-year consolidated forecast model; conducted detailed financial analysis to assess the impact of changing assumptions.
  • Built and maintained financial models to support budgeting, forecasting, and A&D (Acquisition & Divestiture) activities.
  • Supported A&D and other corporate-wide initiatives with financial insights and scenario modeling.
  • Developed interactive Tableau dashboards to visualize budget data and live forecasts for cross-functional teams.
  • Tracked and reported on the hedge portfolio; created bi-monthly presentations summarizing hedge positions and provided mark-to-market calculations for accounting.
  • Performed general accounting functions, supporting month-end close and financial reporting processes.

General Accounting - Functional Allocations

Suncor Energy
06.2021 - 03.2022
  • Execute the month-end financial reporting process for Functional Allocations, ensuring that allocation cycles are executed correctly, reconciling with the Functional OS&G results, and providing the Allocations Stewardship to the Functions and Business Units.
  • Update allocation drivers on a quarterly basis, including changes to cost centers, which must be reviewed and approved by the Manager of General Accounting as part of SOX controls.
  • Actively participate in project teams, offering guidance and advice regarding the impacts of Allocations.
  • Collaborate with the Functions to create and present the annual Allocations budget and the 10-year business plan to the Business Units.
  • Prepare various year-end reports and engage in the annual audit review.

Senior Financial Analyst

IFH Holding
11.2017 - 05.2021
  • Ensure the corporate framework is upheld by maintaining integrity and confirming the precision of financial data.
  • Gather information for the existing budget/forecast modeling and the 5-year mid-range strategy.
  • Revise the MD&A for investors and develop diverse charts and graphs for presentations, quarterly and annual reports, as well as any ad hoc analyses.
  • Undertake various projects as directed by the Vice President of Finance, Financial Controller, and other executives.
  • Assemble data for different governmental reporting obligations.

Senior Corporate Planning Analyst

Suncor Energy Inc.
05.2014 - 09.2017
  • Maintained the corporate framework to ensure integrity and validate the precision of financial inputs.
  • Conducted scenario analyses related to pricing, foreign exchange, inflation, production, acquisitions, divestitures, and other financial assumptions.
  • Collaborated with regional teams and shared services to gather data for budget and forecast modeling, as well as the 10-year long-term plan.
  • Updated and developed various charts and graphs utilized for presentations, reports, and ad hoc analyses.
  • Revised reserve calculations for all external reporting and net value per share assessments.
  • Integrated various mergers and acquisitions projects into the model to evaluate their impact on Suncor’s financial performance.
  • Prepared and contributed to presentations for the leadership team and the board of directors, ensuring consistency of data throughout the presentations.
  • Provided assistance for various projects and ad hoc reviews that required the application of the corporate model.

Senior Evaluation & Planning Analyst

Devon Canada Corporation
05.2011 - 04.2014
  • Collaborated with regional teams and shared services to gather data for budget and forecast modeling; developed executive-level presentations for senior leadership.
  • Conducted variance analysis on capital, production, and operating expenses against budgets and forecasts to identify key drivers and trends.
  • Led the team in preparing quarterly divisional performance reports for the President and senior executives.
  • Compiled and validated data for quarterly SEC investor relations requests; ensured accuracy of information used in conference calls and official communications.
  • Performed competitive benchmarking of Devon Canada against industry peers, analyzing capital expenditures, production metrics, operating costs, and other key performance indicators.

Financial Analyst

Trident Exploration Corporation
08.2010 - 05.2011
  • Coordinated the development of Capital and Operating budgets with senior management for both the current fiscal year and long-term strategic planning.
  • Analyzed actual financial results and provided detailed monthly variance explanations against budgeted figures.
  • Collaborated with operations, reserve engineering, treasury, and accounting teams to continuously update and refine budget and forecast models.
  • Maintained a comparable database of Canadian and U.S. competitor companies, evaluating cash flows, valuation metrics, and key operating statistics.

Financial Analyst

BP Canada Energy Company
02.2005 - 08.2010
  • Managed data collection for the annual budget and five-year long-term planning process, ensuring accuracy and completeness.
  • Coordinated with engineering, accounting, and marketing teams to forecast production volumes, reserves, and commodity prices for budget planning.
  • Performed cash flow, variance, and financial statement analyses to identify and explain deviations from budgeted costs.
  • Prepared and reviewed AFEs (Authorization for Expenditure) for drilling, completions, facilities, and well maintenance; ensured adherence to budgets and investigated all variances.
  • Researched internal and external data sources to support various project analyses and strategic decision-making.
  • Proficient in industry-standard software including PEEP, AFE Navigator, GeoScout, SAP, and Qbyte.

Financial Analyst

Canadian Enterprise Gas Products
12.2002 - 01.2005
  • Forecasted propane, butane, and condensate inventories across multiple production facilities, incorporating real-time production data and shipment schedules.
  • Collected and analyzed actual production figures from plants; adjusted forecast models to reflect operational changes and improve accuracy.
  • Monitored and tracked NGL (Natural Gas Liquids) shipments to various destinations via rail, truck, and pipeline, ensuring timely and accurate delivery records.
  • Gathered and validated data for industry reporting, ensuring compliance with regulatory and internal standards.

Education

Level 3 of the Chartered Financial Analyst (CFA) program - Finance

CFA Institute
08.2026

Bachelor of Commerce (Honors) -

University of Manitoba
Winnipeg, MB
01.2000

Skills

  • Budget and financial forecasting
  • Executive presentation skills
  • Cross-functional collaboration
  • Process improvement strategies
  • Financial modeling and analysis
  • Data visualization techniques
  • Capital budgeting expertise

Training

  • O&G Financial Statement Modelling (Wall Street Prep)
  • Evaluation of Canadian Oil & Gas Properties (Sproule)
  • Petroleum Engineering for Non-Engineers (PIECE)
  • Merak PEEP & Decline Fundamentals (Schlumberger)
  • Introduction to the Upstream Petroleum Industry (PIECE)

Timeline

Budget Analyst

Canlin Energy Corporation
03.2022 - Current

General Accounting - Functional Allocations

Suncor Energy
06.2021 - 03.2022

Senior Financial Analyst

IFH Holding
11.2017 - 05.2021

Senior Corporate Planning Analyst

Suncor Energy Inc.
05.2014 - 09.2017

Senior Evaluation & Planning Analyst

Devon Canada Corporation
05.2011 - 04.2014

Financial Analyst

Trident Exploration Corporation
08.2010 - 05.2011

Financial Analyst

BP Canada Energy Company
02.2005 - 08.2010

Financial Analyst

Canadian Enterprise Gas Products
12.2002 - 01.2005

Level 3 of the Chartered Financial Analyst (CFA) program - Finance

CFA Institute

Bachelor of Commerce (Honors) -

University of Manitoba

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