Ivan Guertin has over 20 years of experience in finance and accounting roles. He currently works as the Corporate Financial Leader for the City of Calgary, where he performs independent reviews of reserves, provides budget support, and champions publicly available budget dashboards. Previously, he held financial roles at Canadian Pacific Railway, developing costing systems and financial models, and EDS Canada, where he managed financial reporting and analysis. Guertin has an MBA from the University of Ottawa and is a CPA and CGA.

1. IVANGUERTINMBA,CPA,CGA
Calgary, AB ● 403.615.9715 ●iguertin@shaw.ca
PROFILE A professionalaccountantwith an MBA andextensive experience as a finance manager. I
have developedandevaluated many capital asset businesscasesand financial models,
analysedandcreated performance measures as well as improvedon financial reports
including dashboardreports. Ableto work with operationsto understandspecific needs
andopportunitiesandto providevalue-addedinputto seniormanagementon strategic
direction and critical resource allocation.
CAREER HIGHLIGHTS
 Createdand prepared financial statements, operating and capitalbudgets and variancereports
 Negotiatedwith the CanadianTransportation Agency to modify a revenue index which over time resulted
in a substantial increase to CanadianPacific Railway’s revenue
 Createdsensitivity-based financial models used for capitalbudgeting decision making
 Initiated and implemented the City of Calgary’s Triennial Reserve Review policy and processes which
received accolades from members of Council
 Developed and prepared the Cityof Calgary’srevised Accountability Report which incorporated Results
Based Accountability concepts
 Initiated a new communities cost model which become part of a new development application process
 Championed Cityof Calgaryoperating and capital budget dashboards which wereavailable to the general
public, a first for Calgary
PROFESSIONAL EXPERIENCE
Corporate Financial Leader
City of Calgary May 2010 to Present
Key Responsibilities
 Perform independentreviews of City of Calgary’sreserve activities and report to city Council onresults
 Financial contact for OntarioMunicipal BenchmarkingInitiative
 Providebudgetand otherfinancial support, asrequired, includingcreating a shadowbudget
worksheet
 Corporatebudgetoffice contactfor special projects
 Prepare internal analysisand reportswith recommendations, asrequired
Accomplishments
 Updatedthe City of Calgary’sreserve policy andcreated the reserve review processwhich makes
recommendationstoCouncil onthe strategic useof reserves
 Initiated publicly available operatingand capital budgetdashboardreports
 Recommended graphical changesto the Executive Information Reportwhich made themmore user
friendly, especially for nonfinancialstakeholders
 Identified a need and developeda new community financial costmodel which is nowbeing used by
the City of Calgary’sGrowth Managementnew community evaluationprocess
 Championedthecity’s use of andunderstandingof benchmark measuresandresults
 Member of project team which enhanced the semi-annualaccountability reportsubmittedto Council
EveningInstructor
SouthernAlberta Institute of Technology (SAIT) 2003 to Present
Key Responsibilities
 Instructorfor SAIT’sManagementInformationSystemscourse, aCPA accredited course
Accomplishments
 Maintainmaterial consistency throughmultiple textbook changes
 Include currentreal life examples, businesscases, news articles andeven youtubevideosin order to
supplementthe textbook

2. Ivan Guertin MBA CPA, CGA 403.615.9715 |iguertin@shaw.ca
Canadian Pacific Railway (CP) 2004 – 2010
Financial Analyst/ Costing 2006 – 2010
Key Responsibilities
 Led the developmentof a comprehensiveActivity Based CostingSystem
 Providedcost information tobusinessdevelopmentfor profitability andnetwork optimization
purposes
 Developed financial models for investmentdecisions on capital
 Prepared postimplementationauditreviews of prior approvedbusinesscases
 Assisted with the preparationof annualbudgetsand multi-yearplans
 Prepared annualgrain revenue index submissionstotheCanadianTransportationAgency
 Member of team to review US GAAP and IFRSrequirements
CapitalMarkets Analyst 2004 to 2006
Key Responsibilities
 Prepared SOX compliant financial information
 Maintainedandreported on CP’soperatinglease database(SOX compliant) andother scheduled
treasury reports
 Reviewed debt rating agency reportsand otherexternal industry information
 MaintainedCP’sdebtand interest file for multi-yearplan andbudgetpurposes
 Workedwith operationalgroupstofind lower financing cost opportunities
 Assisted with preparingTreasury presentationsandrequestsfor Treasury reports
 Prepared RFP’sfor financing capital assetsand analysedvendorproposals
Accomplishments
 Negotiatedwith the Canadian Transportation Agency a change toa revenueindex which resulted in a
significant uplift in net revenues
 Assisted with million dollar financing deals
 Developed a financial modelused tomonetize a $100M+asset
 Developed a numberof financial modelsused for prioritizing capital asset projects
EDS Canada 1998 to 2003
EDS was a global informationtechnology corporation. The Calgary Centre providedhelp desk, network
management, mainframe, midrangeand other technology consultingservicesto over 20 Canadianand US
basedclients.
Finance Manager
Key Responsibilities
 Managed a staff of Financial Analysts
 Consolidatedandreported onEDS Canada’sBusinessPractisesdivision, (annualrevenues of $200M)
 Prepared budgetsfor the variousdepartmentswith a total overall valueof $40M/year
 Prepared 24-monthrollingforecastsandvariance analysis
 Workedwith corporateTreasury onintercompany andGAAP issues
 Developed external audit schedulesand balance sheet accountreconciliations
 Developed ad-hocreportsandaudit schedules

3. Ivan Guertin MBA CPA, CGA 403.615.9715 |iguertin@shaw.ca
Accomplishments
 Developed a monthly operationsreportfor the Centre’s managementwhich incorporated operational
data with financial information
 Created contract andproject analysisreportsand summaries
 Created and presenteda financial toolstraining sessionto the Centre’sleaders
 Active teammember involvedin the transitioningof the Centre from SHL’sto EDS’sfinancial
applicationsand systemsfollowing the corporatemerger. This transitioninvolvedall financial aspects
of the company from purchasingandapprovalprocessto preparing financial forecasts
 Providedfinancial data for variouscompany lead initiatives as well as schedules requestedby our
internal and external auditors
 Developed a detailed model to identify the Centre’scost structureby service and client and compare
results back to sales modelsand corporatestandardcosts. Model included over300 employees, 6
service lines andover $40M inannualcosts
EDUCATION, PROFESSIONAL AFFILIATIONS & COMPUTER SKILLS
Professional Association:
Chartered Professional Accountant, Certified General Accountant | Member since 1996 1996
Education:
Masters of Business Administration | University of Ottawa, Ottawa 1992
Bachelor of Arts (Economics) | Carleton University, Ottawa 1990
Additional Courses:
Designing Financial Dashboards 2013
Integrated Risk Management at the City of Calgary 2012
Influencing without Authority 2012
Excel Budgeting & Forecasting Techniques 2011
Strategic Decision Making 2010
Advanced Financial Modelling in Excel 2008
Computer skills
AccPac, Excel (Advanced), PowerPoint, Word, SAP and PeopleSoft.
Experienced in testing andimplementinga new SAP financial systemand evaluatinganddeveloping an
enterprise resource planningactivity costingsystem.