Jake Lewis, MBA

Senior Consultant – Finance, Financial Modeling & Reporting, Systems Implementations

FINANCE DIRECTOR

Intelligent, inquisitive, deliberate and hardworking finance professional. Takes initiative and personal ownership to meet critical timelines and to produce deliverables with exceptional quality. Listens to others and believes that everyone deserves respect. Emphasizes identifying the real issue and then collaborating on a process-driven resolution.Experience in financial reporting, budgeting and forecasting, financial efficiency, financial modeling, POC and unit rate projects, manufacturing accounting, restructuring, working capital analysis, and systems implementations.

EXPERIENCE

• Sr. Manager, FP&A – Global RepairsCollins Aerospace May 2022 – PresentHouston, Texas
• FLSmidth, Financial Controller – Contract · Nov 2020 – Apr 2022 

SNC-LAVALIN, INC., 2013-present                                                                                                             Houston, TX

SNC-Lavalin is a C$10B, publicly-traded, global Engineering & Construction company with 50,000+ employees across the globe with a focus on infrastructure, oil & gas, nuclear and other industries. Employment initially began with Valerus, a midstream equipment provider that was acquired by SNC-Lavalin in 2014.

Finance Director, Americas FP&A and Midstream, 2018-present

• Led reviews of Americas monthly financials, project cost forecasts and revenue recognition (~$1B annual)
• Created management reports for utilization, sales prospects and SG&A spend that greatly improved forecasting
• Completed both overseas and online leadership training series
• Led recruiting efforts for newly-established, global O&G Finance Leadership Development Program

FP&A Manager, Americas Oil & Gas, 2017-2018

• Empowered new management regarding Americas business units and projects (~$1B annual revenue)
• Reduced annual overhead by $2M+ by identifying duplication between local spend and corporate allocations
• Supervised recast and mapping of financials due to business regionalization and Hyperion implementation
• Coordinated project financing proposals with various financial institutions resulting in $40M loan execution                                                                                                                                                                             

Finance Supervisor, USA Oil & Gas, 2015-2017

• 2015 Top Performer Award for modeling work on $36M strategic inventory investment and overall performance
• Led modeling for consolidation of Fabrication sites (executed), brought on counsel for $7M in tax incentives
• Supervised monthly EBIT and cash flow forecasting and annual budgeting for all U.S. Oil & Gas businesses
• Led cash flow and financing modeling on over a dozen long-term contract project bids

Sr. Financial Analyst, USA Oil & Gas, 2013-2015

• Performed strategic cost/benefit analysis, at direction of CFO, on $80M equipment purchase on Aramco project
• Identified and confirmed $70M in global cost synergies as part of SNC-Lavalin’s acquisition of Kentz/Valerus

2010-2012        ULTRADENT PRODUCTS, INC.

Controller (Portuguese speaking), 2011-2012                                                     São Paulo, Brazil

Expatriate for global leader in dental products opening a new manufacturing plant. Oversaw all local financials.

• Established inventory overhead allocation on a per-unit basis, resulting in 30% increase in product cost accuracy
• Led implementation and interfacing of Oracle financial modules and 2 other local systems

Staff Accountant (ULTRADENT), 2010                                                                  South Jordan, UT

2009                Auditor, Self-Employed – Performed external audits in the legal, software, and publishing industries

2007-2008        VC Analyst, HS Capital – Evaluated investments in the oil & gas, commercial real estate, and construction markets

EDUCATION

2012-2014        BRIGHAM YOUNG UNIVERSITY – MARRIOTT SCHOOL OF BUSINESS                                Provo, UT

                       MBA, Finance

• 1^st place in two M&A competitions / T.A. for Financial Modeling class

2000-2006        UTAH STATE UNIVERSITY – HUNTSMAN SCHOOL OF BUSINESS                                        Logan, UT

                       Bachelor of Arts in Accounting with honors; Honors thesis on Lean Accounting

• Finance internship with Texas Instruments, Inc. in Dallas, TX; July-December 2005

OTHER

• Assistant Scoutmaster, Boy Scouts of America, 2015-2017 and 2019
• Volunteer representative, The Church of Jesus Christ of Latter-Day Saints, Brazil Brasilia Mission, 2001-2003
• Enjoy ice hockey, reading, and snowboarding