Patrick Daly's Location
San Diego County, California, United States, United States
Patrick Daly's Contact Details
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About Patrick Daly
Entrepreneurial executive with a strong history of accomplishments around finance and operations. I have led start-ups to exit and I have successfully driven projects in key operational areas involving financial transformation, ERP implementations, IT infrastructure, strategic business planning, and e-commerce, debt and equity financing. In addition to my operational experience I co-developed strategies that enabled significant EBITDA and cash-flow benefits to US based businesses with high capital expenditures. I successfully established, grew, and sold two startup firms and have led multimillion dollar exits. I have experience with the complex aspects of debt and equity financing and IPO planning. Throughout my career I have worked with small start-ups and global organizations, and I am familiar with cross-cultural business environments, issues and opportunities.• Financial Management and Forecasting• Debt and Equity Financing • Business Structuring• Business Operations• Innovative Growth Strategies• Business Development• Build Shareholder Value• Project Management• Industry Experience: Technology, Manufacturing, Healthcare, Consumer Products and Services•. Cross-Functional teams
Patrick Daly Work Experience Details
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Chief Financial OfficerEnhance.Md Mar 2024 - PresentWeight 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. -
Chief Operating OfficerDatavox Nov 2023 - PresentIrvine, California, UsDatavox 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 that solves this problem and gives you the incredible value found in this data. Not only does Datavox transform this data through our patented Textual ETL™, we provide industry-leading visualization and analysis tools to give you the deepest and most meaningful insights into what this data is saying to you.Examples of our work traverse consumer goods, financial services, retail, hospitality, apparel and medical research companies. The benefit and meaningful impact is both subjective and objective. It shows value across brand, customer sentiment, financials, voice of the customer and medical research among other categories. -
Chief Financial Officer & Board MemberColson Health Inc. -Boobie* Brands Sep 2023 - PresentSunny San Diego, California, UsBoard 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. -
Chief Operating Officer & Chief Financial Officer, Board MemberColson Health Inc. -Boobie* Brands Oct 2018 - Sep 2023Sunny San Diego, California, UsBoard 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 financial infrastructure, implementation of operational best practices in Netsuite across accounting, procurement, inventory management, HR, tax, legal and treasury functions. Key Accomplishments: • 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• Identified and brought additional financing from network• Directly involved with putting HR system and policies and other operational systems in place to scale the business• Oversee the day-to-day financial operations of a multi-million dollar business
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Chief Financial OfficerReachify Sep 2022 - PresentSan Diego, California, UsReachify is restaurant phone technology with options for automations, text messaging, missed call automation, and so much more. -
Finance And Business Operations | Fractional Cfo And Coo | Funding Strategies | Exit PlanningPmd Consulting Services Feb 2016 - PresentWork 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 plan development, strategic and financial planning, IT infrastructure implementation, e-Commerce planning, token sales and financing, STO marketing and human resource management.Based in Southern California, can provide services globally.
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Chief Financial OfficerAisle Planner Inc. Oct 2018 - Jun 2022Cardiff By The Sea, California, UsExited 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 online ecosystem and marketplace where wedding planning professionals and their clients can connect to plan the perfect wedding. Aisle Planner is designed by professional wedding planners with the intent to modernize a system within an industry that has long been overlooked by today’s technological advances. The company’s successes are founded in its streamlined suite of planning tools, its democratization of editorial publishing and the development of strong connections within a fragmented marketplace, bringing the $330 billion global wedding industry into the 21st century.www.aisleplanner.com -
Chief Financial OfficerMinthealth Aug 2017 - Dec 2019San Diego, Ca, UsResponsible 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 align healthcare stakeholders around patient empowerment, improved clinical outcomes, and lower costs. We believe that blockchain technology will help solve many existing healthcare challenges by enabling a self-sovereign, secure, and freely flowing health record. MintHealth plans to combine the self-sovereign record system with a patient engagement platform and the Vidamint Reward to incentivize healthy behaviors. We believe that data liquidity and patient empowerment will move healthcare into an era where clinical experience, patient data, and machine learning are leveraged synergistically to create novel insights, therapies, and services for stimulating patient engagement, improving clinical outcomes, and controlling the rise of chronic disease related healthcare costs.The overarching mission of MintHealth is to leverage blockchain technology for deploying a self-sovereign health record and to establish vidamintsTM as the gold standard incentive model for aligning healthcare stakeholders around patient empowerment, and improved clinical outcomes at lower cost.Aligning Stakeholders in a New Healthcare Ecosystem powered by Blockchain. -
Chief Financial OfficerSkylab Apps Jan 2017 - Aug 2017Plano, Texas, UsResponsible 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 investments and strategic financing.Other responsibilities include development of financial infrastructure, implementation of operational best practices across accounting, HR, tax, legal and treasury functions. -
Executive DirectorErnst & Young May 2012 - Feb 2016London, GbLed 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. -
Senior ManagerDeloitte Jan 2007 - Apr 2012Worldwide, OoNational 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 case development and rationalization for the implementation of tax systems, process solutions and planning related to major IT investments.• 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 initiatives and led to over $10m in new firm revenue. -
Managing Director, Pacific Northwest RegionAlliantgroup Jul 2005 - Dec 2006Houston, Tx, UsDrove 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, Domestic Production Deduction, EIE, Training and Cost Segregation. • Generated over $2 million in new revenue in first 11 months while successfully opening new offices in emerging markets. -
Chief Financial Officer And CooAlways Free Tv Apr 2004 - Jun 2005Assumed 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.
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Chief Operating OfficerUnlimited Marketing Services Jul 2003 - Apr 2004Established 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).
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President And CooU.S. Money Network Jun 2002 - Jun 2003Recruited 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 distribute mortgage loan applications. More than 200,000 applications were generated in the first four months.
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Senior Manager / Practice Leader, West RegionDeloitte 1999 - 2002Worldwide, OoSteadily 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 managing engagement in the tax and ERP systems integration service line. Worked with both external and internal clients on the planning, design, change management and integration of the tax/finance functions with ERP, e-business, storefronts and back end tax systems. • 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.
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Senior Manager / National Product LeaderDeloitte 1996 - 1999Worldwide, OoDirected 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 concept. Led project management and delivery to the telecommunications, manufacturing and healthcare industry segments.• 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 implemented necessary elements to present to clients and sell engagements. First real example of consulting, audit and tax service line integration at the firm.• 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.
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Manager / Senior ManagerDeloitte 1993 - 1996Worldwide, OoServed 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 Manager far ahead of peers – one of the youngest senior managers in company history.
Patrick Daly Skills
Consulting
Strategy
Tax
Sarbanes Oxley Act
Finance
Business Development
Finance Transformation
Project Planning
Management
Management Consulting
Mergers And Acquisitions
Accounting
Us Gaap
Financial Reporting
Corporate Tax
Operations Process Improvement
Big 4
Ifrs
Financial Planning
U.s. Generally Accepted Accounting Principles
Tax Aligned Erp
E Commerce
Strategic Financial Planning
Transfer Pricing
Ico
Ico Launch
Patrick Daly Education Details
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California State University San MarcosBusiness Administration - Accounting And Finance
Frequently Asked Questions about Patrick Daly
What company does Patrick Daly work for?
Patrick Daly works for Enhance.md
What is Patrick Daly's role at the current company?
Patrick Daly's current role is Chief Financial and Operations Officer.
What is Patrick Daly's email address?
Patrick Daly's email address is pa****@****ner.com
What is Patrick Daly's direct phone number?
Patrick Daly's direct phone number is (312)-795*****
What schools did Patrick Daly attend?
Patrick Daly attended California State University San Marcos.
What are some of Patrick Daly's interests?
Patrick Daly has interest in Social Services, Children, Snowboarding And Fishing, Environment, Education, Surfing, Diving.
What skills is Patrick Daly known for?
Patrick Daly has skills like Consulting, Strategy, Tax, Sarbanes Oxley Act, Finance, Business Development, Finance Transformation, Project Planning, Management, Management Consulting, Mergers And Acquisitions, Accounting.
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