Patrick Daly Email & Phone Number

Weight Loss Journey with Semaglutide. Safe, Informed & Personalized Approach. Prescribed Online, Delivered to your Door. Responsible for all financial operations, planning, forecasting and implementing corporate strategy in the finance function. Work directly with the Board and Executive team in building best in class telemed business.

Irvine, California, US

Datavox is a purpose-built Generative AI platform that converts unstructured data to structured data. Unstructured data represents more than 80% of all data available to companies. Because it’s unstructured, this data cannot be analyzed or measured, meaning 80% of all information has no voice. Until now.Datavox is the first commercially available platform.

Sunny San Diego, California, US

Board Member and responsible for financial operations and reporting to the CEO and Board on the financial projections, budgeting, tied to the corporate strategy. Also manage HR and Treasury functions.

Sunny San Diego, California, US

• Board Member and responsible for financial operations and reporting to the CEO and executive team on the financial projections, budgeting, tied to the corporate strategy. Other responsibilities include development of.
• Getting the company off of quickbooks and spreadsheets
• Lead software selection, design and implementation of Netsuite
• Involved directly in design of inventory management and warehouse operations to improve efficiency, accuracy, and scalability
• Identified and brought factoring relationships for AR financing
• Identified and brought banking relationships to provide line of credit for inventory and growth capital

San Diego, California, US

Reachify is restaurant phone technology with options for automations, text messaging, missed call automation, and so much more.

Work with companies to develop and improve their tax and finance operations. Assist companies with forecasting and modeling future business operations to prepare for outside financing with VC's, private equity, STO's and public markets. In addition to Tax and Finance related consulting, other experience includes executive and project management, business.

Cardiff By The Sea, California, US

Exited to Fullsteam - Responsible for all corporate operations, forecasting and budgeting. Work directly with CEO and Board of Directors on executing operating strategy and leading the company through acquisition.Aisle Planner powers the business of weddings. The cloud-based platform ties together the production, the publishing, and the purchasing in an.

San Diego, CA, US

Responsible for all finance, legal and operational matters for technology healthcare company. Work directly with Board, Executive Leadership, Lawyers and Advisors on the strategic plan, financing, SEC Filings and all operational aspects of US security token launch. MintHealth Inc. is a decentralized health platform-as-a-service that enables businesses to.

Plano, Texas, US

Responsible for financial operations, reporting and risk management including assisting the CEO and executive team on the financial projections, budgeting, forecasting and prospectus tied to the corporate strategy. Work directly with CEO and other key executives on preparing the company for IPO as well as shareholder matters related to future equity.

London, GB

• Led projects teams that collaborated with clients on the planning, design, change management and integration during finance transformation projects with ERP, e-business, storefront and back end tax systems.
• Managed and delivered key design solutions to deliver on one of the largest Global SAP deployments on time and on budget for next stage of implementation.
• Called to handled a difficult client situation and successfully resolved issues and even expanded the account for over $1m in additional fees.
• Co-Led development of new service offerings for $4m in emerging markets with financial plans and projections, roadmaps and deliverables for all go to market activities.

Worldwide, OO

• National sales and marketing responsibility for Deloitte Consulting Channel. In this role, I managed key relationships with clients, the consulting practice as well as relationships with vendor teams on the business.
• Worked alongside SAP’s Value Engineering practice and helped to pioneer the Tax/ERP value assessment process which proved instrumental in helping tax/finance functions secure funding for key finance transformation.

Houston, TX, US

• Drove business development, CPA relationships, client service, budgeting, recruiting and training for the Pacific Northwest Region. Service offerings included State and Federal Research & Development Tax Credits.
• Generated over $2 million in new revenue in first 11 months while successfully opening new offices in emerging markets.

Assumed this executive role after Always Free TV acquired Unlimited Marketing Services. Worked with executive team and founders to develop the financial projections, prospectus, business plan and offering memorandums for the initial rounds of private equity funding as well as on all fund raising, start-up activities, hiring and operating plans.

Established and grew start-up full service advertising and marketing firm. Drove first year revenues and successfully positioned the company for acquisition. Transition to an executive position at acquiring company (Always Free TV, LLC).

• Recruited to prepare firm for acquisition. Developed business plan and strategy in conjunction with owners / investors to increase direct response and lead generation from web based marketing. Acquisition was successful.
• In response to rapid change in mortgage market, recruited and led a cross-functional team of designers, mortgage brokers, developers, sales personnel and investors to create an innovative web portal to collect and.

Worldwide, OO

• Steadily promoted to positions of significant responsibility with one of the world's leading audit, tax, and management consulting firms.Senior Manager / Practice Leader, West Region, 1999 to 2002. Led practice team in.
• Assembled team and spearheaded RFP effort for start-up telecom and network firm resulting in first year sales of over $1.5M, increasing to $4.5M in next year.
• Key player in developing comprehensive ERP integration strategies for tax and financial services clients utilizing SAP, Oracle, PeopleSoft, JD Edwards, and other platforms. Drove first year revenue of more than $5M.
• Selected to leadership team to co-lead development of product methodologies, tools, deliverables, work plans, human resource requirements and the service line infrastructure for national roll-out of service offering.

Worldwide, OO

• Directed product development and refinement in Deloitte’s creative services group. Managed sale, product development and market roll-out of the state and local procurement and asset deployment tax restructuring.
• Co-developed strategy that produced $19.5M in new revenues. Strategy produced significant EBITDA and cash-flow benefits to US based businesses with high capital expenditures. Achieved buy-in from top management and.
• Developed strategy and led team that won a $4M telecom engagement for D&T in the face of stiff competition. Saved client more than $35M in first year and enabled delay of expenditures exceeding $140M.

Worldwide, OO

Served first as a consulting team member on large tax consulting projects for multi-state corporations in the high technology, manufacturing, and telecommunications industries. Became a recognized expert in the tax and financial implications of specific transactions, business restructuring & planning and sale of business operations. Promoted to Senior.