Profile photo of Jamie Thompson

Jamie Thompson

Strategic Finance Manager | Financial Planning & Analysis

I am a strategic finance manager with over 10 years of experience across banking, healthcare, and technology sectors. I have delivered more than $10 million in cost‑saving initiatives and led high‑performing teams that improved forecast accuracy by 30% while reducing month‑end close time. My expertise lies in building robust budgeting, forecasting, and ERP processes that drive cash‑flow visibility and scalable growth.

Contact

Fast ways to reach me

Location Toronto, ON

Experience

Leadership, FP&A, and operational impact

Manager – Finance · Vertex Analytics

Jan 2022 – Present

I directed budgeting and forecasting cycles for a $50M+ annual spend, delivering variance analyses that informed strategic capital allocation.

  • Led a team of 6 analysts to design interactive Power BI dashboards, cutting reporting cycle time by 40% and improving forecast accuracy by 30%.
  • Engineered financial models that underpinned new product investments, contributing $8M in annual recurring revenue growth.
  • Collaborated with senior leadership to launch cost‑saving initiatives, enhancing capital efficiency and generating $3M in operational savings.
  • Automated month‑end close processes with workflow integrations, shortening close duration by 5 days and freeing 120+ staff hours annually.

Finance Manager – Strategic Insights · FinData Corp

Nov 2020 – Jan 2022

I built a centralized finance analytics hub that delivered real‑time insights to 15 business units, accelerating decision cycles.

  • Created predictive forecasting models that uncovered $4M+ in cost‑avoidance opportunities across the organization.
  • Implemented a suite of real‑time monitoring tools, reducing compliance breaches by 25% and mitigating operational risk.
  • Partnered with product and operations teams to align financial roadmaps with market expansion strategies, supporting a 12% revenue uplift.

Senior Financial Analyst · Insight Capital Partners

Jan 2019 – Dec 2020

I delivered comprehensive financial analyses and valuation models for M&A transactions exceeding $200M in deal value.

  • Automated recurring reporting workflows, saving over 200 hours annually for finance and operations teams.
  • Advised senior executives on ROI, pricing, and market‑entry strategies, influencing $15M of capital allocation decisions.
  • Facilitated quarterly forecasting reviews with cross‑functional stakeholders, improving alignment and forecast reliability.

Financial Analyst · Maple Investments Group

Jul 2014 – Sep 2018

I performed deep‑dive financial analyses that supported high‑impact marketing campaigns and new product launches, contributing to a 9% sales increase.

  • Developed executive dashboards and variance reports that accelerated insight delivery by 35%, enabling faster strategic actions.
  • Supported month‑end and year‑end closes, enhancing accuracy and timeliness of financial statements.
  • Collaborated with IT to redesign data pipelines, improving data quality and accessibility for finance users.

Education

Academic background

Master of Finance

2020

University of Waterloo

Bachelor of Commerce – Accounting & Finance

2012

University of Toronto

Ontario Secondary School Diploma (OSSD)

2008

Don Mills Collegiate Institute

Skills

Core strengths and toolset

Technical

Financial Planning & Analysis (FP&A) Budgeting & Forecasting Cash Flow Management Cost Optimization & Revenue Growth Financial Reporting & Modeling Variance & Trend Analysis

Tools

ERP & Financial Systems: NetSuite, QuickBooks, SAP, Oracle Data & Reporting Tools: Excel (Advanced), Power BI, Tableau, SQL Compliance & Controls: GAAP, SOX, Internal Audits