Tom Kiely
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Tom Kiely Email & Phone Number

Client Services Executive at Investwise Financial Planning
Location: Dublin, County Dublin, Ireland 10 work roles 3 schools
1 work email found @ubc.ca LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email t****@ubc.ca
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Role
Client Services Executive
Location
Dublin, County Dublin, Ireland
Company size

Who is Tom Kiely? Overview

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Quick answer

Tom Kiely is listed as Client Services Executive at Investwise Financial Planning, a with 9 employees, based in Dublin, County Dublin, Ireland. AeroLeads shows a work email signal at ubc.ca and a matched LinkedIn profile for Tom Kiely.

Tom Kiely previously worked as Senior Business Development Representative at Floqast and Business Development Representative at Floqast. Tom Kiely holds Fellow Of The Association Of Chartered Certified Accountants (Acca) Qualification, Accounting And Finance from Acca.

Company email context

Email format at Investwise Financial Planning

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{first}.{last}@ubc.ca
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Profile bio

About Tom Kiely

10 years international professional experience as a Chartered Accountant and Business Analyst working in small and large corporations. 100% track record of delivering projects on time and on budget. Recently pivoted to a sales role as a BDR with FloQast in order to help companies reduce their time closing the books. I have an appreciation for growth and relationships, and desire to exceed targets.

Listed skills include Sales, Customer Satisfaction, Time Management, Catering, and 34 others.

Current workplace

Tom Kiely's current company

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Investwise Financial Planning
Investwise Financial Planning
Client Services Executive
Dublin, IE
Website
Employees
9
AeroLeads page
10 roles

Tom Kiely work experience

A career timeline built from the work history available for this profile.

Senior Business Development Representative

London Area, United Kingdom

Business Development Representative

London, England, United Kingdom

Mar 2023 - Mar 2024

Financial Analyst

Vancouver, British Columbia, Canada

● Developed strong relationships with key project stakeholders and business customers.● Personally discovered and saved the university over £250k of license fees that was being written off as a ‘sunk cost’.● Responsible for managing general ledger activity and budgets of over 4 large university portfolios with an annual revenue of over £50m.● Preparation of budgets and financial forecasting on an annual and quarterly basis to help the senior management teams.● Partnering in business planning meetings and issues management to understand the work, create effective reporting, comparing budget to actuals, and complete analysis required by the unit heads to accurately understand their variances.

Jan 2022 - Oct 2022

Business Analyst Ii

Vancouver, British Columbia, Canada

UBC is embarking on a multi-year journey to transform its academic and administrative support processes and system environments for the entire UBC community. This initiative is called the "Integrated Renewal Program" (IRP) and is a business process transformation and a system implementation program that will leverage the industry-leading, cloud enterprise solution, Workday, to replace the current core administrative systems (Finance, HR, and Students) with a new integrated, user friendly, mobile-enabled platform. The entire project budget is over $550M and is one of the most critical and sensitive initiatives at UBC for the last many years.Responsibilities: ● Developed strong relationships with key project stakeholders and business customers.● Solving any problems that the stakeholders/business may have with creative solutions and an on-hand approach. By engaging clients during periodic progress reviews and check-ins and gauged progress on project goals.● Project managed, coordinated and delivered over 400 tickets covering risks & issues, project deliverables, KPI’s, milestone management and project budgets.● Utilizing strong client empathy and customer focus to understand their needs and provide support for a successful project.● Regularly conducted strategic presentations to C-Level executive stakeholders, established cadences and engaged in change management with key stakeholders to monitor and meet mutually agreed upon over Workday transition handover.● Identification and creation of epics, payment user stories & acceptance criteria for product features via user story workshops.● Implemented reporting processes and cadences to effectively monitor the progression of projects.

Jul 2021 - Jan 2022

Financial Analyst (Contract)

Dublin, County Dublin, Ireland

Circle K, owned by Canadian Group, Couche Tard, in Quebec, is the leading gas retailer in Ireland. ● Tasked with the job of investigating and reconciling of all excise duty accounts across multiple statutory entities.● Personally discovered and reconciled over £260k of misreported excise duty of imported fuels due to JDE Oracle ERP software errors.● Saved the company 35% of expected write off cost.● Delivered the project ahead of schedule with a 14% saving of project budget.● Created new control processes, workflows and efficiencies to ensure misreporting of number would not be repeated

Oct 2018 - Apr 2019

Financial Consultant (Contract)

Dublin, County Dublin, Ireland

FFS is a high performance, small group and private client training facility situated in Dublin City Centre.● Creation and management of financial models and budgets with scenario planning to accompany the 5-year business strategic plan.● Lead the vendor selection of XERO ERP including requirements gathering, pricing, compatibility, user experience, implementation and testing.● Business partnering with the Managing Director and Head of Operations to support budget and forecasting analysis.

Apr 2018 - Oct 2018

Senior Accountant

Dublin, County Dublin, Ireland

Progressed within the International Accounting firm, Grant Thornton, from Junior Accountant to Senior Accountant. Worked in the Corporate Finance, Tax and Audit departments.● The lead contact and adviser for 100+ personal tax clients and 50+ corporations in my portfolio.● 100% success of calculation and timely submission of tax returns for my clients using Workday Finance ERP.● Built strong relationships with my clients and identified new service opportunities for GT based on client feedback.● Attended trade and industry fairs to source new business opportunities.● Creation and management of CAPEX financial models to support client credit applications from financial institutions.● Mentored and trained junior accounting staff and new starters in the firm, teaching company culture, programs used and then followed up with regular reviews.

Feb 2014 - Apr 2018

Sales Representative

Kilkenny, County Kilkenny, Ireland

In my role as a Sales Consultant with Carphone Warehouse I had the opportunity to start my career in sales and customer support.● Consistently exceeded monthly sales targets for contracts, handsets and accessories.● Dealt with customer queries regarding upgrades, insurance and latest handsets on the market.

Aug 2013 - Jan 2014
Team & coworkers

Colleagues at Investwise Financial Planning

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3 education records

Tom Kiely education

Fellow Of The Association Of Chartered Certified Accountants (Acca) Qualification, Accounting And Finance

Honours, Irish Leaving Certificate

Clongowes Wood is a 7 day boys boarding school situated in Clane, Co. Kildare about 30km from Dublin City Centre. It caters for boys who.

FAQ

Frequently asked questions about Tom Kiely

Quick answers generated from the profile data available on this page.

What company does Tom Kiely work for?

Tom Kiely works for Investwise Financial Planning.

What is Tom Kiely's role at Investwise Financial Planning?

Tom Kiely is listed as Client Services Executive at Investwise Financial Planning.

What is Tom Kiely's email address?

AeroLeads has found 1 work email signal at @ubc.ca for Tom Kiely at Investwise Financial Planning.

Where is Tom Kiely based?

Tom Kiely is based in Dublin, County Dublin, Ireland while working with Investwise Financial Planning.

What companies has Tom Kiely worked for?

Tom Kiely has worked for Investwise Financial Planning, Floqast, The University Of British Columbia, Circle K Europe, and Fitter Faster Stronger Gyms.

Who are Tom Kiely's colleagues at Investwise Financial Planning?

Tom Kiely's colleagues at Investwise Financial Planning include Nicole Kearns, Dave Quinn, Roisin A., and Liam O'Riordan Cfp® Investwise.

How can I contact Tom Kiely?

You can use AeroLeads to view verified contact signals for Tom Kiely at Investwise Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Tom Kiely attend?

Tom Kiely holds Fellow Of The Association Of Chartered Certified Accountants (Acca) Qualification, Accounting And Finance from Acca.

What skills is Tom Kiely known for?

Tom Kiely is listed with skills including Sales, Customer Satisfaction, Time Management, Catering, Microsoft Excel, Restaurants, Numerical Analysis, and Mobile Devices.

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