James Donald Harwood, CPA

****, *** ********** *** ** Calgary, AB T2P 0W3

Cell: 403-***-**** Email: adct2o@r.postjobfree.com

I am highly driven, analytical, and adept at working in fast paced environments. I have developed a strong skillset in financial analysis and valuation from my education and designations pursued that enable me to take on complex projects. I have experience in the capital markets preparing financial models and valuations for Canadian Energy companies. I am a continuous learner and am always looking for details that others have missed to create opportunities.

Achievements

Valued Public Companies and Forecasted Commodities (Oil and Natural Gas):

Updated financial models and determined intrinsic investment value by using Net Asset Value for the Canadian energy companies under coverage.

Optimized Staffing Mix- SCM Insurance

Analyzed a nationwide branch network of 120 locations to determine top performing branches. Identified optimal staffing ratios between management, sales, and back office staff to emulate successful structures throughout weaker performing branches. Worked with regional managers to restructure branches.

Capital Asset Investment Policy- City of Lethbridge

Researched and transitioned the utility’s capital asset investment policy from an unstructured policy to a more transparent and logical model. Forecasted cash flows generated from the distribution assets to identify appropriate commercial investment based on customer rate class (residential, commercial, and industry).

Professional Experience

Research Associate- Large Cap E&P, Integrated and Oil Sands Coverage 2019-Present AltaCorp Capital Inc.- Calgary, Alberta

Coverage universe includes: Athabasca Oil, Cenovus Energy, Canadian Natural Resources Ltd., Freehold Royalties Ltd, Husky Energy, Imperial Oil, PrairieSky Royalty Ltd, and Suncor (Associate to Nick Lupick, CFA)

Interact with respective company investor relations groups and the capital markets community

Researches Canadian oil industry to develop a fundamental knowledge of company assets (oil sands/conventional/offshore) and infrastructure within the Western Canadian Sedimentary Basin.

Prepares weekly inventory analysis and reports (Gas Weekly/ Crude Weekly)

Updates and creates financial models to value companies under coverage (Net Asset Value)

Utilizes geoScout (GIS) to analyze production data and map out company’s asset bases

Responsible for monthly Top Wells reports for BC, AB, and SK based on geoScout queries

Updates quarterly commodity forecasts for oil and natural gas

Team Lead, Business Analysis Group 2017-2019 SCM Insurance, Claims Pro- Calgary, Alberta

Researched and analyzed market trends in P&C Insurance segment through OFSI and MSA databases

Optimized pricing models for ClaimsPro products to ensure corporate profitability targets were met

Performed ad-hoc analysis for corporate development/acquisition opportunities

Managed and mentored a team of Junior and Senior Analysts

Prepared monthly KPI report, supplement to MD&A, and presentations for Executive Team and private equity partners (Torquest/ Warburg Pincus)

Created financial models to demonstrate impact of operational changes

Utilized MS SQL to query operational data, analyzed trends in business, and created presentations based off the analysis of trends

Corporate Land Accountant (Real Estate and Land Development) 2015-2017

City of Lethbridge- Lethbridge, Alberta

Established pricing models for land valuations and researched comparable transactions

Prepared briefing presentations and strategic business cases for Executive Team

Demonstrated project viability by preparing NPV analysis and capital budgets

Developed relationships with senior management, local land developers, and department heads to assess internal/ external land development requirements

Senior Accountant (Rates and Regulatory, Electric Utility) 2013- 2015

City of Lethbridge - Lethbridge, Alberta

Prepared and coordinated operating/capital budgets for the Electric Utility

Assisted in preparing AUC submissions and following up to directives

Provided risk management and backup for monthly power purchasing with forward contracts for electricity with counter parties (Shell, Atco, Capital Power, and TC Energy), hedging peak and off-peak power

Prepared financial statements for the Electric Utility and communicated variance reports to managers

Prepared cost of service for utilities and designed electricity rates according to AUC regulations

Researched and analyzed Alberta utility market, hedging strategy and peer rate comparison

Core Knowledge and Skills

Corporate Finance

Credit Analysis

Capital Markets

Financial Analysis

Financial Reporting (IFRS/ASPE)

Valuations (Oil and Gas; Net Asset Value)

Risk Management

Capital and Operating Budgeting

Research

Presentations

Software Experience (Bloomberg, Factset, geoScout, Power BI, VBA, JD Edwards, MS SQL)

Education & Training

Chartered Financial Analyst- Level II (Candidate, June 2020) 2018-Present

Wall Street Prep- (FS, DCF, M&A, LBO, & Transaction Comp Modeling) 2019

Reserve Economics, Type Curves, and Evaluating O&G Properties- Sproule 2019

Chartered Professional Accountant- CPA Alberta 2014-2016

Canadian Securities Course- CSI 2012

Bachelor of Management- Major: Finance- University of Lethbridge 2008-2012

Extracurricular Activities

Golf

Competed in provincial and national tournaments from 2008-2017 golf seasons

Won multiple tournaments at junior (under 18) and men’s (18 and older) level

Member of the University of Lethbridge Golf Team from 2008-2011

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