Rahil (RJ) J.

Director of Finance at Tetra Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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5.0

/5.0
/ Based on 2 ratings
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Curtis Winter

Rahil (RJ) has been a core member of our Finance and Business Improvement teams, focusing on process standardization across business streams. RJ is able to quickly identify key pain points and develop and implement that show immediate benefits, but that are also sustainable over a longer time frame. RJ is always one of my first choices for a team member for all finance related projects.

Faraz Anwer, CPA, CMA

RJ brings all the qualities of an effective leader to a team based environment. I have had the pleasure of working with him since January 2012 and have found him to possess strong knowledge in the fields of strategic decision support and financial analysis. As a member of his team, I found him to be approachable with regard to workplace issues. In terms of his interaction with the client, he is a consummate professional whose strength lies in the building of strong relationships through proper communication and problem solving skills. I would recommend him for any financial managerial positions that exist within an organization.

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Director of Finance
      • Jan 2023 - Present

      FP&A: cash flow planning, capital planning, budgeting, variance analysisKPI managementStrategic PlanningFinancial dashboardsCash ManagementBoard ReportingBanking Relationship Management

    • Director Of Finance And Operations
      • May 2021 - Jan 2023

      Working in the financial services sector, I have accomplished a variety of tasks to drive financial performance, reduce costs, and improve business operations. I regularly prepare and present financial reports to the board of directors to keep them informed on the company's financial performance inclusive of cash flow and provide insights and recommendations for improvement. In addition a major of my focus is on finance planning and analysis and providing business insights and KPIs. Through the use of variance analysis i provide senior leaders and departmental heads the ability to manage their own P&Ls.

    • Canada
    • School and Employee Bus Services
    • 200 - 300 Employee
    • Director of Finance
      • Feb 2020 - Apr 2021

      As the Financial Director my responsibilities included overseeing and providing advisory services for the overall business performance while engaging with VP-level management to make informed financial decisions. I also mentored and directed a team of accounting and finance professionals. My key achievements in this role included cash flow management, administering complex cost reimbursable contracts, unit rate, and lump sum contracts worth up to $100 million, through effective communication to ensure all stakeholders understood the terms and conditions of the agreements. In addition, I planned the company's accounting and finance goals in alignment with its mission and objectives, conducted annual financial reports and audits, and analyzed financial accounting and control systems to suggest improvements. I oversaw the preparation and distribution of project financial reports with variance analysis regularly. Despite a 20% reduction in staff, I maintained department reporting productivity, met all deadlines, and implemented thorough staff cross-training and comprehensive desktop procedures. Overall, my leadership, coordination, and financial expertise led to the implementation of sound financial practices, cost-saving initiatives, and efficient reporting processes for the company.

    • Australia
    • Professional Services
    • 700 & Above Employee
    • Business Manager
      • Oct 2013 - Dec 2019

      Leveraging my CPA, I was responsible for overseeing all finance functions for the project and led a team of 6. Some of my key achievements include successfully forming and administering complex cost reimbursable, unit rate, and lump sum contracts up to $100 million. By being vigilant and challenging contractor claims, I was able to eliminate unnecessary costs and extra work. I also directed contractor review meetings to ensure that agreements were being upheld and cross-functional teams were able to determine KPIs to hold contractors accountable for performance. Additionally, I liaised with risk and legal groups to ensure contracts followed Standard Operating Procedures, standardized cost control reports and dashboards for all contractors to aid in benchmarking, and created streamlined invoicing approval processes to save time and money across the company. Through value creation initiatives, I was able to save over $2 million, and worked alongside operations and maintenance personnel to manage contractual agreements effectively. Overall, I ensured that all contracts were in line with requirements, properly administered, and resulted in successful project outcomes.

    • Oil and Gas
    • 100 - 200 Employee
    • Business Manager
      • Dec 2012 - Oct 2013

      I managed a team of 5, driving leadership for purchase orders, cost reporting, billing and investigation of cost anomalies. My focus was on controlling and monitoring predicted final costs while supporting all functional teams to achieve business and financial objectives. I was responsible for managing and verifying work scope for the first-level contractors on the site, as well as administering extra work on various types of contracts up to $70 million. By working closely with construction coordinators, I claimed more than $1 million in back charges from subcontractors. I developed a KPI dashboard using analytics of project operations to keep all vendors aligned and led multiple strategy working sessions across senior-level executives to identify cost-saving and continuous improvement goals. I properly administered and dealt with claims from contractors based on agreements in the contract and extra work scope. I also produced variance analysis reports that allowed management to have better visibility to financials which grew the bottom line by 25%.

    • Finance Team Lead
      • Sep 2012 - Dec 2012

      Oversaw all aspects of the monthly closing and reporting process, including preparing the month-end calendar, reviewing journal entries, monitoring balance sheet reconciliations, and updating monthly tasks. Ensured that all reporting packages and disclosures are accurate and timely. Responsible for answering external audit requests and implementing internal controls for financial reporting, as well as assist in developing and implementing process improvements for optimization. Coached team members, coordinated tasks, and serve as an escalation point for complex accounting transactions.

    • Financial Analyst
      • Oct 2011 - Sep 2012

      Analyzed accounting financial data to identify trends, developed financial models and forecasts, and conducted research to provide insights. They collaborated with other departments to ensure accuracy of data, supported financial planning and budgeting, evaluated investment opportunities, prepared financial statements, and reports for regulatory purposes

    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Intermediate Accountant (contract)
      • May 2011 - Oct 2011

      I actively assisted in preparing accurate financial statements, maintained and reconciled general ledger accounts, and analyzed financial reports to identify areas for improvement. I ensured compliance with tax regulations by preparing and submitting tax returns promptly. Additionally, I monitored budget performance and contributed to the development of accounting policies and procedures. I supported auditors as needed and collaborated with other departments to ensure accurate financial data. With my strong analytical skills and attention to detail, I played an active role in ensuring financial compliance and success for the company.

  • AGRIUM INC
    • Calgary, Canada Area
    • Accountant
      • Oct 2008 - Sep 2010

      I played a critical role in supporting senior accountants and ensuring the accuracy of financial data. I assisted with monthly, quarterly, and annual closings, as well as prepared weekly and monthly financial reports. It was essential to maintain up-to-date financial data in our databases, and I took pride in my attention to detail in this task. I also reviewed payroll records and expenses, and handled reconciliations, updated accounts payable and receivable, and issued invoices. Processing financial entries was a crucial aspect of my job, as I ensured that all business transactions were properly recorded. Lastly, I developed monthly financial statements that provided valuable insights into our company's performance, including profit and loss statements, cash flow records, and balance sheets.

    • Accounting Internship
      • Jul 2007 - Jan 2008

      Accounting Internship Accounting Internship

Education

  • Cornell University
    Master of Business Administration - MBA, Queens Cornell Executive MBA Americas, International Business
    2019 - 2021
  • Smith School of Business at Queen's University
    Master of Business Administration - MBA, Queens Cornell Executive MBA Americas, International Business
    2019 - 2021
  • Chartered Professional Accountants of Canada (CPA Canada)
    Bachelor's degree, Accounting
    2012 - 2014
  • The University of Lethbridge
    Bachelor of Commerce - BCom, Accounting and Finance
    2006 - 2010

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