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Jerod Ayres
Verified Expert in Management Consulting
Management Consulting Expert
Port Alberni, BC, Canada
Toptal member since March 18, 2020
Bio
As an M&A transaction services associate, Jerod saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. Over his 13 year career as a CPA and CFA charter holder, Jerod has excelled at helping executive decision-makers harness the value underlying their businesses. He enjoys working with a diverse client base from the backdrop of the west coast.
Career Highlights
CFO
Burrard Inlet Rail Contracting
Controller, Manufacturing
Western Forest Products Inc.
Education Highlights
Bachelor's Degree
Simon Fraser University
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Chartered Professional Accountant
Chartered Professional Accountants of British Columbia
Case Studies
Three Statement Operating Model
Three-statement ModelingFinancial ModelingFinancial ForecastingRevenue Analysis
Valuation Model of Private Manufacturing Company
DCF ValuationDue DiligenceFinancial ModelingThree-statement ModelingPro Forma Financial Statements
NPV Analysis for Capital Asset Purchase
Financial Planning & Analysis (FP&A)Financial ModelingFinancial Analysis
Projections of Cost Reduction Initiatives by Division
Financial Planning & Analysis (FP&A)Financial AnalysisManagement AccountingFinancial Forecasting
Industry Expertise
- Hospitality
- Manufacturing
- Real Estate
- Retail
- Transportation
- Airlines, Airports & Air Services
- Financial Modeling
Other Expertise
- DCF Valuation
- Due Diligence
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Manufacturing
Work Experience
CFO
2019 - 2020
Burrard Inlet Rail Contracting
- Implemented the company’s first month-end close process and internalized all bookkeeping done by external accountants.
- Developed, got agreement on, and prepared monthly reporting package for the company.
- Implemented a cashflow management process to allow for short and long term cashflow planning.
- Built and maintained a three statement financial model to capture the key business drivers and forecast out expected future performance.
- Built a bidding tool to allow for accurate capture of costs and margins when preparing RFP submissions, helping mitigate the company’s exposure to taking on unprofitable projects.
- Led negotiations with key suppliers to align contract terms with the seasonal nature of the business.
Focus areas: Financial Controls & Processes, Forecasting, Three-statement Modeling, Financial Reporting
Controller, Manufacturing
2013 - 2019
Western Forest Products Inc.
- Designed, prepared, and presented weekly, monthly, quarterly and annual reporting packages for senior executive management and external lenders.
- Identified control weaknesses and designed and implemented preventative control procedures to safeguard company assets across all manufacturing divisions.
- Coordinated monthly and quarterly forecasts and annual budget activities, in addition to consolidated and presented results and key assumptions to senior executive management.
- Provided financial analysis on all major strategic capital projects related to the manufacturing business from DCF and NPV assumptions and calculations, through to post-project evaluation.
- Built and provided standardized sensitivity tools for operations accountants to use to quickly and easily identify the financial impact of opportunities and issues at their divisions.
- Led the user acceptance testing (UAT) portion of a Dynamics 365 finance system implementation to ensure system configurations and standard operating procedures met the current and future needs of the manufacturing business.
Focus areas: Financial Modeling, Management Accounting, Financial Reporting, Forecasting, Budgeting, Financial Planning & Analysis (FP&A)
Corporate Controller
2012 - 2013
Coulson Group of Companies
- Designed and constructed detailed financial models to capture key performance indicators of group companies and reported results to senior executive management, including recommendations for decision making.
- Built and presented business cases for major capital expenditures with respect to systems and infrastructure improvements, then designed and implemented changes with input from team members.
- Negotiated procurement contracts with key suppliers that fit with the objectives of the business.
- Prepared and presented weekly, monthly, and annual reporting packages for senior executive management, external lenders, and insurance providers.
- Prepared daily cash flow forecasts and traded three currencies in the spot markets across group companies.
Focus areas: Management Accounting, Financial Reporting, Financial Planning & Analysis (FP&A)
Senior Financial Analyst
2010 - 2011
Viking Pacific Inc.
- Prepared teaser document, prospectus report, and valuation for a sell-side client in the oil and gas services industry looking to exit the northern Alberta oil patch.
- Prepared an independent industry research report for a high net worth investor looking to buy into the e-discovery software business.
- Prepared independent valuation of a medical accessibility solutions manufacturer looking for a strategic buyer.
- Designed, implemented, and executed a new client acceptance screening process for all prospective new clients to ensure fit from an investment perspective in line with the stated objectives and values of the firm.
- Created a paperless, virtual office environment where contractors, employees, and customers could work seamlessly from any location through the use of purpose-built apps and cloud-based SAAS solutions.
Focus areas: Financial Modeling, Process Improvement, Market Research, Due Diligence, Corporate Finance, Valuation
M&A Transaction Services Associate
2007 - 2010
KPMG LLP
- Led the preparation and presented the trading section of a buy-side financial due diligence report for a Canadian pension fund looking to purchase a national UK gaming company (transaction value: £400 million).
- Led the preparation of a buy-side financial due diligence report for a UK plc client looking to acquire a waste management company in the UK (transaction value: £8 million).
- Analyzed historical and projected balance sheet, P&L, and cash flow accounts to produce a long-form and financial projections report for a company in the real estate development, retail and hotel property management industries in the UAE in preparation for an IPO on the LSE (transaction value: £2 billion).
- Analyzed historical financial statements, projected a 3-year business plan and supporting management reporting data to produce a current trading analysis as part of a vendor due diligence report for use by prospective purchasers of a major UK based facilities management company looking to sell a major portion of its UK business.
- Analyzed cash flow forecasts and profit and loss projections for a company that was looking to acquire a smaller competitor in the printing industry. Duties also included testing assumptions of forecasts by applying sensitivities, conducting interviews with target management, and producing a PowerPoint-based report highlighting the key findings of the analysis.
- Performed desk-based research and liaised with KPMG offices in Asia to analyze economic and market variables in order to produce a comprehensive report on the state of the commercial real estate industry in South East Asia for an international property development company.
Focus areas: Mergers & Acquisitions (M&A), Financial Modeling, Market Research, Financial Analysis, Due Diligence
Education
2001 - 2005
Bachelor's Degree in Business Administration
Simon Fraser University - Burnaby, BC, Canada
Certifications
AUGUST 2012 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
DECEMBER 2006 - PRESENT
Chartered Professional Accountant
Chartered Professional Accountants of British Columbia
Skills
Finance
Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Financial Reporting, DCF Valuation, Due Diligence, Equity Research, Management Accounting, Capital Budgeting, Cash Flow Modeling, Mergers & Acquisitions (M&A), Forecasting, Valuation, Corporate Finance, Market Research, Three-statement Modeling, Pro Forma Financial Statements
Output Software
Microsoft Excel, Microsoft PowerPoint
Geographic Expertise
Canada, United Kingdom, United States, United Arab Emirates
Industry Expertise
Aviation, Transportation & Shipping, Real Estate, Retail & Wholesale, Hospitality
Other
Manufacturing, Financial Forecasting, DCF Modeling, Management Reporting, Waste Management, Cash Flow Management, Inventory Management, Microsoft Power BI, Virtual CFO, Financial Controls & Processes, Process Improvement, Financial Analysis, Revenue Analysis, Supply Chain Management (SCM), Pitch Decks
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