James Daly
North Vancouver,BC
Summary
Effective manager that has a strong track record of successfully leading teams to implement strategic transformation across a variety of industries. A chartered accountant with proven success in forecasting, building financials models, budgeting and identifying trends. Confident communicator to company executives through well prepared presentations and analysis.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Business Analyst
Robotics Plus
Tauranga, New Zealand
04.2023 - 01.2024
- Member of the extended leadership team that directly reported to the CFO and CCO.
- Developed and maintained all the financial models, budgets, and forecasts throughout all levels within the business.
- Analyzed the business performance, including the profitability, revenue, pricing, and cost of goods sold of projects, products, and contracts.
- Identified available grants and funding within the sector and developed the business cases to obtain the relevant funding.
- Built the financial model to agree on the pricing for commercial contracts and products.
- Worked with the finance team to implement a new reporting process through Power BI.
- Developed the business proposal around which US state was best placed to set up the new manufacturing plant.
- Implemented and supported the development of new business systems and processes.
- Developed a 5-year financial model while working with a government NZTE representative through the Māori initiative program.
- Built a business case through my financial models for the sale of one of the products to a third-party investor.
- Worked with all department heads to monitor company goals and KPIs to drive financial performance.
Financial Transformation Senior Consultant
PwC
Cork, Ireland
09.2018 - 01.2023
- Engagement manager for a $1.1 billion dollar financial transformation project of a global technology company.
- Built strong relationships and engaged stakeholders across EMEA, APAC, and LATAM to create a gap analysis, develop meaningful KPIs, promote engagement, and develop a tailored project plan.
- Engagement manager for the creation and implementation of an online digital banking platform for a large retail Irish bank.
- Delivered multiple SteerCo presentations to upper management within the technology and financial sectors.
- Financial consultant for the successful business combination of two large pharmaceutical companies.
- Developed and implemented strategic plans for several public body organizations.
- Conducted both financial reviews and internal audits across a variety of industries.
- Engagement lead for large-scale teams while coaching and mentoring junior consultants.
Finance Associate
VMware
Cork, Ireland
07.2017 - 08.2018
Education
CPA - Accounting And Finance
Chartered Accountants Ireland
01-2022
Master of Science - Business Economics
University College Cork
01-2018
Bachelor of Arts - Economics
University College Cork
01-2016
Skills
- Business transformation
- Financial modelling & planning
- Stakeholder relationship management
- Agile project management
- Strategic planning & implementation
- Business development
Certification
- Completed the BPP financial modelling course.
- Completed PRINCE2 practitioner course.
- Certified Perform Plus practitioner.
Accomplishments
- Two time winner of PwCs annual Above & Beyond Award
- Developed the business development program in PwC.
- Assisted in the introduction of PwCs Rewards & Recognition program.
LinkedIn Profile
https://www.linkedin.com/in/james-daly-finance/
References
References available upon request.
Timeline
Senior Business Analyst
Robotics Plus
04.2023 - 01.2024
Financial Transformation Senior Consultant
PwC
09.2018 - 01.2023
Finance Associate
VMware
07.2017 - 08.2018
CPA - Accounting And Finance
Chartered Accountants Ireland
Master of Science - Business Economics
University College Cork
Bachelor of Arts - Economics
University College Cork
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