Daniel Shah Email & Phone Number

London, Gb

London, England, United Kingdom

Building the CLA Global membership, particularly in the EMEA region, and integrating our new firms as they become members.

London, United Kingdom

Working with the EMEA Chair, Global CEO and our member firms, I ensure our region's ambitious strategy is delivered. I help member firms in the region to increase collaboration, strengthen their service capabilities and further develop their own strategies. I am also responsible for identifying and recruiting member firms in countries that we have identified as strategic priorities.

London, United Kingdom

The global Continuous Improvement team works with various practice areas within the global firm to identify, develop and implement changes to improve the way we deliver legal services to our clients. • Built relationships with Partners, Business Managers and other staff within the practice to identify areas that require efficiency, innovation and change • Delivered project to reduce number of hours spent by fee-earners on billing in the Real Estate practice area and to better… Show more The global Continuous Improvement team works with various practice areas within the global firm to identify, develop and implement changes to improve the way we deliver legal services to our clients. • Built relationships with Partners, Business Managers and other staff within the practice to identify areas that require efficiency, innovation and change • Delivered project to reduce number of hours spent by fee-earners on billing in the Real Estate practice area and to better utilise support staff and technology • Designed and delivered project to reduce lead time on issuing bills in Dispute Resolution practice area• Worked with innovation team to support the Financial Regulation Group in ‘ideas generation’ to improve the working environment for that practice area • Report on status of projects to the Global Head of Business Improvement on a regular basis• Work with the wider team to decide efficiency targets and take responsibility for meeting those targets• Support fee-earners when preparing and delivering pitches to clients that include efficiency or improvement initiatives Show less

London, United Kingdom

Senior Manager responsible for the global roll out of the network's new common audit methodology and associated software:• Responsible for all aspects of the roll out project to the 120+ firms in 140+ countries that form our network• Anticipating, identifying and addressing change management issues for firms adopting the new system, including designing implementation plans with input from the senior leaders in the firms • Responsible for detailed project progress reporting to… Show more Senior Manager responsible for the global roll out of the network's new common audit methodology and associated software:• Responsible for all aspects of the roll out project to the 120+ firms in 140+ countries that form our network• Anticipating, identifying and addressing change management issues for firms adopting the new system, including designing implementation plans with input from the senior leaders in the firms • Responsible for detailed project progress reporting to the International Board of Directors, CEO and COO• Responsible for the continued development of the audit methodology, including the new software, working closely with the Global Audit Methodology Board • Presenting and promoting the project at Baker Tilly International network, regional and world conferences• Designing and implementing global training programmes on the audit methodology and software• Being the lead point of contact for member firms that are adopting or have adopted the methodology, advising on the various stages of their roll-out and update process• Coordinating with the software provider to develop, update and distribute the global audit software• Facilitating and driving collaboration between various user groups from Baker Tilly International firms, including active participation at collaboration summits, methodology board meetings, conferences and regional training• Designing and implementing the Quality Control procedures for the new programme Show less

Joint role: client-facing audit manager and audit technical manager. Audit manager role included:• Responsible for the financial management of a portfolio of clients. • Build and maintain strong relationships with clients at senior levels, being a principal point of contact throughout the year. Develop a strong commercial understanding of the clients’ businesses.• Project manage assignments from inception to completion, within agreed budgets and timescales.• Ensure… Show more Joint role: client-facing audit manager and audit technical manager. Audit manager role included:• Responsible for the financial management of a portfolio of clients. • Build and maintain strong relationships with clients at senior levels, being a principal point of contact throughout the year. Develop a strong commercial understanding of the clients’ businesses.• Project manage assignments from inception to completion, within agreed budgets and timescales.• Ensure assignments are staffed with the appropriate mix of knowledge and skills required.• Ensure that the firm’s risk management and quality control procedures are adhered to at all times.• Identify and recognise business and sales opportunities with new clients.• Support Partners in the development of new business relationships and business proposals through high level sales and marketing activity. • Recruit, retain, develop and motivate employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place. Also responsible for the firm's pre-qualified audit technical training: • Excellent working knowledge and application of International Standards on Auditing (ISAs)• Strong working knowledge of financial reporting standards and tax legislation • Design material (courses/workshops/e - learning modules) that is practical, creative, responsive to training needs identified and is suitable for a number of different learning styles• Deliver technical training confidently and effectively ensuring the learning objectives of sessions are met every time • Manage and quality control the delivery of centrally prepared material using a tutor team from the audit department• Identify and implement processes to ensure that the content of the training is applied back in the workplace Show less

Joined the graduate trainee programme of PKF (UK) LLP (subsequently merged with BDO LLP), working in corporate and public sector audit whilst also studying for the Chartered Accountant (CA) qualification from Institute of Chartered Accountants in Scotland (ICAS). After qualification, seconded to corporate and personal tax department for 12 months before transferring to the London office to work in the audit technical team. Heavily involved in the roll out of BDO methodology and software… Show more Joined the graduate trainee programme of PKF (UK) LLP (subsequently merged with BDO LLP), working in corporate and public sector audit whilst also studying for the Chartered Accountant (CA) qualification from Institute of Chartered Accountants in Scotland (ICAS). After qualification, seconded to corporate and personal tax department for 12 months before transferring to the London office to work in the audit technical team. Heavily involved in the roll out of BDO methodology and software to legacy PKF staff and partners after the merger of PKF and BDO. Show less

Finance and governance regulatory manager for a portfolio of NHS foundation trust hospitals and mental health trusts:• Supporting Senior Managers and Directors in advising on, coordinating and developing Monitor’s regulatory response on issues of governance, financial, operational performance and quality within NHS foundation trusts• Developing professional relationships with the Chairs, CEOs, CFOs and COOs at trusts and also other key stakeholders within the public and private… Show more Finance and governance regulatory manager for a portfolio of NHS foundation trust hospitals and mental health trusts:• Supporting Senior Managers and Directors in advising on, coordinating and developing Monitor’s regulatory response on issues of governance, financial, operational performance and quality within NHS foundation trusts• Developing professional relationships with the Chairs, CEOs, CFOs and COOs at trusts and also other key stakeholders within the public and private sector to effectively review risk assessments, financial projections, current financial performance and quality issues• Review and report on annual strategic plans through evaluating submissions, attending meetings and conducting financial analysis• Conducting relevant analysis and research necessary in the monitoring and summarising of in-year performance of portfolio. This includes generating recommendations for financial risk and governance ratings• Identify and report on actual or potential non-compliance with the legal framework of all providers within portfolio and, where appropriate, work with others to recommend and execute remedial actions to address issues• Draft briefings and reporting packs for all levels including Director, Executive Committee members and Secretary of State’s office Show less

Chartered Accountant (Ca)

Bachelor Of Science (Bsc), Business Management