John Lee, Finance Expert in Cascais, Portugal
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John Lee

Verified Expert  in Finance

Bio

John is a highly commercial, entrepreneurial, culturally intelligent leader who speaks six languages. His proudest achievement was founding his own travel technology startup, CultureMee, which won global awards in business and leisure travel. He is also proud to have led a Europe-wide, cross-functional supply chain project, which drove a €40 million reduction in working capital in CRH Plc, one of the largest construction companies in the world.

Career Highlights

CEO
The Work From Anywhere Team
Group Controller
CRH Europe Distribution

Education Highlights

Master's Degree
Michael Smurfit Graduate School of Business

Certification Highlights

Diploma in IFRS (Distinction)
Chartered Accountants Ireland
Chartered Accountant
Chartered Accountants Ireland

Case Studies

Expertise

  • Cash Flow Forecasting
  • Cost Reduction & Optimization (Cost-down)
  • Cross-border M&A
  • Cryptocurrency
  • Entrepreneurship
  • Financial Modeling
  • Performance Improvement
  • Valuation

Work Experience

CEO

2021 - PRESENT
The Work From Anywhere Team
  • Negotiated a global partnership with Mercer, one of the largest global HR consultancies in the world, and onboarded a number of Fortune 500 clients.
  • Built a brand from scratch, now recognized globally in the remote workspace, and has already been featured by global publications, such as The Economist with the article "Why Europe is a Great Place for Digital Nomads."
  • Acted as a product owner for the tech stack, including identifying core tech architecture, APIs, and the right development partners.
  • Led investment round with angels including raising an $80k SAFE.
  • Developed our custom algorithm and enterprise SaaS tool to help companies identify how to hire or work from anywhere compliantly.
Focus areas: Taxation, Remote Work, Leadership, Product Owner, Market Research & Analysis, Marketing, SEO Marketing, Branding, User Testing, User Experience (UX), B2B Partnerships, Sales Growth, Sales Funnel, Marketplaces, Forecasting, Pitch Decks, Fundraising, Early-stage Venture Capital, International Taxation, Internationalization, Software as a Service (SaaS), SaaS, Brand Building, Storytelling, Content Writing, Public Relations (PR), Communication, Amazon Web Services (AWS), Google Cloud Platform (GCP), Enterprise Software, Management Consulting, Process Redesign, NetSuite, QuickBooks Online, Intuit QuickBooks, Systems, Business Plan Consulting, Risk Systems, IT Projects, Objectives & Key Results (OKRs), Interim CFO, Market Research Analyst, Risk Models, eCommerce Platforms, Finance, Competitor Analysis & Profiling, Database Design, SWOT Analysis, Sales Forecasting, Marketing Research & Analysis, Entrepreneurship, Tourism, Compliance, Tax Compliance, Corporate Income Tax, Competitive Analysis, Customer Research, Small & Medium-sized Enterprises (SME), Philippines, United Kingdom, Financial Writer, Consulting, Business Models, Business Services, Solution Architecture, Enterprise Resource Planning (ERP), Dashboard Design, Excel Expert, Dashboards, Management Reports, Excel Macros, Go-to-market Strategy, Go-to-market Plans, US GAAP, COO, Apps, Mobile Apps, UX Design, eCommerce, Travel & Leisure, Sales & Marketing, United States, Sales & Channel Enablement, Sales Effectiveness, Financial Reporting Dashboards, Performance Optimization, Global Operations, International Expansion, Financial Analysis, Excel 365, Sales, Enterprise SaaS, Revenue Strategy, Business Intelligence (BI), Copywriting, Records Management, Risk, Control Audits

Business and Finance Strategy Consultant

2020 - 2023
Toptal Clients
  • Worked with 40+ clients on various projects, from business consulting to financial advisory and executive coaching across 15+ countries.
  • Transformed the finance department of a high-growth meal-kit business in Dubai from a backward-looking with a transactional focus to a forward-looking, commercial, and relationship-orientated one with a much broader cross-functional focus.
  • Involved in a wide range of industries such as food and beverage, healthcare, technology, eCommerce, SaaS, fintech, and crypto.
  • Transformed the finance department of a cryptocurrency platform in Europe, including rebuilding the finance model with token disposals from the ground up, building a highly sophisticated share options model, and selecting a new ERP platform.
Focus areas: Business Strategy, Finance Strategy, SaaS, Business Technology, Fintech, Fundraising, Pitch Decks, Competitive Intelligence, Competitor Analysis & Profiling, Procurement, Crypto, Non-fungible Tokens (NFT), Financial Modeling, Forecasting, Process Flows, Mentorship & Coaching, Executive Coaching, Algorithms, Sales Growth, Sales Funnel, Sales Strategy, IT Projects, Project Delivery, Cryptocurrency, Cryptocurrency Exchanges, Credit Risk, Risk Systems, Software as a Service (SaaS), Brand Building, Storytelling, Content Writing, Communication, Asset-based Finance, Amazon Web Services (AWS), Google Cloud Platform (GCP), Management Consulting, Enterprise Software, Process Redesign, NetSuite, QuickBooks Online, Intuit QuickBooks, Systems, Business Plan Consulting, International Taxation, Product Owner, Remote Work, Objectives & Key Results (OKRs), Interim CFO, Pitch Deck Consultant, Market Research Analyst, Risk Models, Logistics, eCommerce Platforms, Amazon FBA, Finance, Presentations, Data Analytics, Database Design, SWOT Analysis, Supply Chain, Business Process Analysis, Sales Forecasting, Acquisitions, Marketing Research & Analysis, Enterprise Resource Planning (ERP), Entrepreneurship, Tourism, Restructuring Consultant, Organizational Restructuring, Restructuring, Turnaround Consultant, Compliance, Tax Compliance, Logistics & Supply Chain, Healthcare Services, Organizational Change Management (OCM), ERP Implementation, Fractional CFO, Healthcare, Competitive Analysis, Customer Research, Healthcare IT, Small & Medium-sized Enterprises (SME), Medical Software, Shopify, QuickBooks ProAdvisor, Singapore, United Kingdom, Financial Writer, Consulting, Working Capital Management, Business Models, Business Services, Solution Architecture, Dashboard Design, Merger Benefits, SME/SMB Financing, Free Cash Flow (FCF), Excel Expert, Dashboards, Management Reports, Excel Macros, Go-to-market Strategy, Go-to-market Plans, US GAAP, COO, Apps, Mobile Apps, UX Design, IT Strategy, eCommerce, Travel & Leisure, Sales & Marketing, United Arab Emirates, United States, Cost-benefit Analysis, Business Transformation, Process Transformation, Sales & Channel Enablement, Sales Effectiveness, Financial Reporting Dashboards, Performance Optimization, Global Operations, Change Leadership, International Expansion, Financial Analysis, Excel 365, Transportation & Logistics, Revenue Strategy, Business Intelligence (BI), Middle East, Lebanon, Saudi Arabia, Kuwait, Solar, Clean Energy, Records Management, Risk, Financial Accounting, Cash Flow Modeling, Cash Flow, Projected Cash Flow, Control Audits, Operational Risk Management, Budget Management, Corporate Restructuring, Liability Insurance, Compliance Training

Chief Operating Officer

2016 - 2021
CultureMee
  • Created an award-winning technology platform that was one of the only travel startups to have won global awards in leisure and business travel.
  • Built fully integrated financial and company valuation models for internal projections and external fundraising efforts, including a three-statement operating model.
  • Actively built and executed own B2B sales funnel with large global corporates in Europe, the US, and South America.
  • Managed all aspects of finance, tax, and legal from the day-to-day operations to the more strategic investor presentation decks.
  • Successfully negotiated three global partnerships in Finland, the Netherlands, and the UK.
  • Developed own proprietary organizational culture model to visualize and communicate the company culture, which was then used to hire and successfully onboard new employees.
  • Advised a number of global startups in the travel industry on their fundraising strategies.
Focus areas: Cash Flow Management, Team Leadership, Operations, Business Planning, Project Management, Supply Chain Management (SCM), Supply Chain Optimization, Three-statement Modeling, Cash Flow Analysis, Cost Cutting (Cost-out), Sales Operations, Artificial Intelligence (AI), App Design, UX Design, User Experience (UX), Entrepreneurship, Market Research, Financial Management, Revenue & Expense Projections, Fundraising Consultant, Valuation, Financial Modeling, Virtual CFO, Business Consulting, Startup Funding, Early-stage Startups, Startup Growth Strategy Development, Startup Accelerators, Startups, Cross-border Projects, Cross-cultural Communication, Cross-cultural Management, Cross-functional, Hiring Process Development, Culture Development, Public Speaking, International Commerce, Internationalization, Growth Strategy, Growth Marketing, Growth Hacking, B2B Partnerships, Due Diligence, Legal, Taxation, Sales Pipelines, B2B Sales Pipeline, Sales & Marketing, Global Operations, Cash Flow Forecasting, Technology, Growth Capital Raising, Investor Presentations, Management Consulting, Business Strategy, Market Research Analyst, Market Sizing, SaaS, Market Segmentation, Interim CFO, Venture Capital, Capital Raising, Software as a Service (SaaS), Brand Building, Storytelling, Content Writing, Public Relations (PR), Communication, Amazon Web Services (AWS), Google Cloud Platform (GCP), Enterprise Software, Process Redesign, NetSuite, Systems, Business Plan Consulting, IT Projects, Product Owner, Remote Work, Objectives & Key Results (OKRs), Pitch Deck Consultant, eCommerce Platforms, Marketplaces, Finance, Presentations, Competitor Analysis & Profiling, Data Analytics, SWOT Analysis, Pitch Decks, Sales Forecasting, Marketing Research & Analysis, Tourism, ERP Implementation, Fractional CFO, Competitive Analysis, Customer Research, Small & Medium-sized Enterprises (SME), Malaysia, Philippines, Indonesia, South Korea, Crowdfunding, Financial Writer, Consulting, Business Models, Business Services, Solution Architecture, Dashboard Design, SME/SMB Financing, Excel Expert, Dashboards, Management Reports, Excel Macros, Go-to-market Strategy, Go-to-market Plans, US GAAP, COO, Apps, Mobile Apps, eCommerce, Travel & Leisure, United States, Sales & Channel Enablement, Sales Effectiveness, Financial Reporting Dashboards, Performance Optimization, Financial Analysis, Excel 365, Revenue Strategy, Business Intelligence (BI), Middle East, Kuwait, Copywriting, Records Management

Group Controller

2014 - 2016
CRH Europe Distribution
  • Served as the direct reporting line to €4.0 billion division CEO, playing key interface between business units and PLC. This division operated across six countries servicing wholesale B2B and retail B2C markets.
  • Presented monthly results and key performance drivers to the divisional executive board, including M&A pipeline and post-acquisition M&A review. Actively reviewed a number of large-scale M&A deals.
  • Handled all investor relations matters for the division including proactively anticipating investor needs and actively shaping external messaging for the division.
  • Led a cross-functional project in the general merchants' business in Switzerland to implement a best practice branch operations framework including best-in-class branch dashboards for branch managers and the retraining of 400+ employees.
  • Assisted the DIY business with the preparation of a six-month rigorous strategic review, including detailed performance initiatives to help drive a return to peak performance.
  • Co-led a divisional KPI project for operating companies from development to implementation stages.
  • Co-led a project to implement quarterly branch reporting KPIs across a network of 700+ branches.
  • Served in a business challenger role for the development of strategic roadmaps to peak performance.
  • Implemented process improvements to professionalize capital expenditure, idle assets, and forecasting processes.
  • Represented the financial voice of the division in review meetings with the PLC group finance team.
Focus areas: Risk Models, Cash Flow Management, Team Leadership, Operations, Business Planning, Logistics, Project Management, Supply Chain Management (SCM), Distribution, Supply Chain Optimization, Three-statement Modeling, Control & Cost Analysis, Cash Flow Analysis, Cost Cutting (Cost-out), Sales Operations, M&A (Sell-side), M&A (Buy-side), M&A Modeling, Macroeconomic Forecasting, Large-scale Turnaround & Transformation, Post-merger Integration, Market Research, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Valuation, Cross-border M&A, Financial Modeling, Virtual CFO, Business Consulting, Cash Flow Consultant, Financial Forecasting, Board Reporting, Board Presentations, Board of Directors, Board Decks, Portfolio Optimization, Porftfolio Strategy, Internal Control Evaluation, Restructuring, Cost Control, Controlling, Corporate Controller, Controllership, Controller, Financial Asset Impairment Models, Cross-border Projects, Divestitures, Transformational Leadership, Leadership Development, Leadership, Change Management, Trend Forecasting, Sales Forecast Management, CFO, Capital Budgeting, Budgeting, Cost Reduction & Optimization (Cost-down), Macro Driver Analysis, Macroeconomics, Market Research & Analysis, FX Risk Analysis, Forex, Cross-cultural Communication, Cross-cultural Management, Cross-functional Team Leadership, Cross-functional, Financial Consolidation, IFRS Consolidation, IFRS Financial Reporting, Internal Control, CAPEX, CAPEX Budgeting & Inventory Management, Asset Management, Project Tracking, Project Delivery, Project Planning, Projects, International Finance, Internationalization, Institutional Investors, Investor Presentations, Investor Reporting, Investor Relations, Retail & Wholesale, Key Performance Indicators (KPIs), Key Performance Metrics, Performance Improvement, Performance Management, Performance Analysis, Operational Finance, Business Strategy, Strategy, Strategic Planning & Execution, M&A Pipeline Management, Cash Flow Forecasting, P&L Forecasting, Forecasting, Mergers & Acquisitions (M&A), Management Consulting, Market Research Analyst, Market Sizing, Market Segmentation, Interim CFO, Deal Structuring, Risk Systems, Storytelling, Content Writing, Communication, Enterprise Software, Process Redesign, Systems, Business Plan Consulting, IT Projects, Process Flows, Procurement, International Taxation, Remote Work, Objectives & Key Results (OKRs), Pitch Deck Consultant, Finance, Presentations, Competitor Analysis & Profiling, Data Analytics, Database Design, SWOT Analysis, Supply Chain, Business Process Analysis, Pitch Decks, Sales Forecasting, Acquisitions, Marketing Research & Analysis, Enterprise Resource Planning (ERP), Restructuring Consultant, Organizational Restructuring, Turnaround Consultant, Compliance, Tax Compliance, Corporate Income Tax, Logistics & Supply Chain, Organizational Change Management (OCM), ERP Implementation, Competitive Analysis, Customer Research, United Kingdom, Financial Writer, Consulting, Business Models, Dashboard Design, Merger Benefits, Free Cash Flow (FCF), Excel Expert, Dashboards, Management Reports, Excel Macros, Go-to-market Strategy, Go-to-market Plans, US GAAP, IT Strategy, eCommerce, Sales & Marketing, Cost-benefit Analysis, Business Transformation, Process Transformation, Financial Reporting Dashboards, Performance Optimization, Global Operations, Change Leadership, Risk Management, Corporate Sales & Divestitures, Divestiture Planning, Turnaround Management, Turnaround, Financial Analysis, Excel 365, Transportation & Logistics, Revenue Strategy, Business Intelligence (BI), Stock Market, Records Management, Financial Accounting, Cash Flow Modeling, Cash Flow, Projected Cash Flow, Control Audits, Operational Risk Management, Budget Management, Corporate Restructuring, Compliance Training

Country Group Controller

2013 - 2014
CRH Europe Products & Distribution
  • Supported the €2.0 billion division CEO and various country CEOs in a matrix organization. I was responsible for a division cluster of three platforms in three countries with a concrete manufacturing footprint with sales of over €0.8 billion.
  • Led Europe-wide cross-functional working capital project that led to a €40+ million reduction in working capital across the division, including creating urgency, TWC self-assessment tools, encouraging competition, and focusing on poor performers.
  • Led a post-acquisition M&A review which resulted in a €0.4 billion impairment for the division (Europe products).
  • Reviewed valuation models and helped with post-acquisition integration for a mid-size manufacturing acquisition in Belgium.
  • Worked with Benelux CEO and McKinsey as part of a strategic review within a broader divisional portfolio review.
  • Represented the financial voice of the division in review meetings with the divisional CEO.
  • Assisted the operating company and country management with major capital expenditure and restructuring proposals with cross-functional input from plant managers, sales directors, and operating company CEOs.
  • Provided hands-on support to company finance directors and controllers, for example, helping with root cause analysis or coaching around the numbers).
Focus areas: Cash Flow Management, Team Leadership, Operations, Business Planning, Logistics, Project Management, Supply Chain Management (SCM), Distribution, Supply Chain Optimization, Three-statement Modeling, Control & Cost Analysis, Cash Flow Analysis, Cost Cutting (Cost-out), Sales Operations, M&A (Sell-side), M&A (Buy-side), M&A Modeling, Macroeconomic Forecasting, Large-scale Turnaround & Transformation, Post-merger Integration, Market Research, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Valuation, Cross-border M&A, Financial Modeling, Business Consulting, Cash Flow Consultant, Financial Forecasting, Executive Presentations, Board Reporting, Board Presentations, Board of Directors, Board Decks, Culture Development, Scenarios, Investment Return Scenario Analysis, Scenario Analysis, Corporate Controller, Financial Controlling, Controlling, Controllership, Controller, Cost Control, Fixed Costs, Cross-cultural Management, Cross-functional Team Leadership, Transformational Leadership, Leadership Development, Leadership, Change Management, Divestitures, Mergers & Acquisitions (M&A), Rolling Forecasts, Forecasting, Sales Forecast Management, Trend Forecasting, Market Research & Analysis, Annual Budgets, Budget Modeling, Budget Management, Budgeting, Cost Reduction & Optimization (Cost-down), Consolidated Reporting, IFRS Consolidation, IFRS Financial Reporting, Independent Business Reviews, Analytical Review, Operations Reviews, Mentorship & Coaching, Executive Coaching, Project Lifecycle, Project Planning, Project Delivery, Project Tracking, Projects, Finance Strategy, Talent Strategy, Company Strategy, Sales Strategy, Strategy Planning, Strategy, Financial Asset Impairment Models, CAPEX, CAPEX Budgeting & Inventory Management, Inventory Management, Accounts Payable, Accounts Receivable, Projected Cash Flow, Cash Flow Forecasting, Cash Flow, Cash Flow Modeling, Working Capital Management, Institutional Investors, Investor Presentations, Investor Relations, Investor Reporting, Financial Accounting, Management Accounting, Monthly Close Process, Accounting, Close Procedures, Turnaround Management, Plant Accounting, Restructuring, Portfolio Optimization, Portfolio Analysis, Management Consulting, Business Strategy, Market Research Analyst, Market Sizing, Market Segmentation, Interim CFO, Deal Structuring, Credit Risk, Risk Systems, Storytelling, Content Writing, Communication, Process Redesign, Systems, Business Plan Consulting, IT Projects, Process Flows, Procurement, International Taxation, Objectives & Key Results (OKRs), Finance, Presentations, Competitor Analysis & Profiling, Data Analytics, Database Design, SWOT Analysis, Supply Chain, Business Process Analysis, Sales Forecasting, Acquisitions, Marketing Research & Analysis, Enterprise Resource Planning (ERP), Restructuring Consultant, Organizational Restructuring, Turnaround Consultant, Compliance, Corporate Income Tax, Logistics & Supply Chain, Organizational Change Management (OCM), ERP Implementation, Competitive Analysis, Customer Research, Small & Medium-sized Enterprises (SME), United Kingdom, Financial Writer, Business Models, Dashboard Design, Merger Benefits, Free Cash Flow (FCF), Excel Expert, Dashboards, Management Reports, Excel Macros, US GAAP, Cost-benefit Analysis, Business Transformation, Process Transformation, Financial Reporting Dashboards, Performance Optimization, Global Operations, Change Leadership, Risk Management, Corporate Sales & Divestitures, Divestiture Planning, Turnaround, Financial Analysis, Excel 365, Transportation & Logistics, Revenue Strategy, Business Intelligence (BI), Stock Market, Records Management, Operational Risk Management, Corporate Restructuring, Compliance Training

Product Group Controller

2012 - 2013
CRH Europe Products & Distribution
  • Supported a €2.0 billion divisional CEO of three concrete platforms (landscaping, civil, and structural) with a manufacturing platform of €1+ billion in sales operating across 11 countries.
  • Represented the financial voice of the division in review meetings with the divisional CEO.
  • Participated in the change management team for the 2012 finance reorganization which resulted in the removal of a finance layer in the division and significant changes to the role of finance in Europe.
  • Supported the divisional CFO with monthly results reviews, investor briefing notes, presentations, and memos to the group CEO and the rollout of division-wide cost savings initiatives.
  • Developed and implemented financial models to bring the best in group forecasting to the division.
Focus areas: Cash Flow Management, Operations, Business Planning, Logistics, Project Management, Supply Chain Management (SCM), Distribution, Supply Chain Optimization, Three-statement Modeling, Control & Cost Analysis, Cash Flow Analysis, Cost Cutting (Cost-out), M&A (Sell-side), M&A (Buy-side), M&A Modeling, Macroeconomic Forecasting, Large-scale Turnaround & Transformation, Post-merger Integration, Market Research, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, Cash Flow Consultant, Financial Forecasting, Market Commentary, Board Presentations, Board of Directors, Controllership, Controlling, Internal Control, Cost Control, Corporate Controller, Controller, Financial Controlling, Financial Asset Impairment Models, Fixed Costs, Transformational Leadership, Change Management, Divestitures, Sales Forecast Management, Trend Forecasting, Forecasting, Investor Relations, Market Research & Analysis, Performance Improvement, Performance Management, Portfolio Analytics, Portfolio Management, Budget Management, Annual Budgets, Budgeting, CAPEX Budgeting & Inventory Management, CAPEX, Restructuring, Corporate Restructuring, Cost Reduction & Optimization (Cost-down), IFRS Consolidation, IFRS Financial Reporting, Market Sizing, Market Segmentation, Deal Structuring, Content Writing, Communication, Process Redesign, Systems, Business Plan Consulting, IT Projects, Process Flows, Procurement, Objectives & Key Results (OKRs), Finance, Presentations, Competitor Analysis & Profiling, SWOT Analysis, Supply Chain, Business Process Analysis, Sales Forecasting, Acquisitions, Marketing Research & Analysis, Enterprise Resource Planning (ERP), Restructuring Consultant, Organizational Restructuring, Turnaround Consultant, Compliance, Tax Compliance, Logistics & Supply Chain, Organizational Change Management (OCM), ERP Implementation, Competitive Analysis, Small & Medium-sized Enterprises (SME), United Kingdom, Financial Writer, Business Models, Merger Benefits, Free Cash Flow (FCF), Excel Expert, Dashboards, Management Reports, Excel Macros, Cost-benefit Analysis, Business Transformation, Process Transformation, Financial Reporting Dashboards, Performance Optimization, Change Leadership, Risk Management, Corporate Sales & Divestitures, Divestiture Planning, Turnaround Management, Turnaround, Financial Analysis, Excel 365, Transportation & Logistics, Revenue Strategy, Business Intelligence (BI), Stock Market, Records Management, Financial Accounting, Cash Flow Modeling, Cash Flow, Projected Cash Flow, Compliance Training

Product Group Financial Controller

2011 - 2012
CRH Europe Concrete
  • Supported the €1.2 billion product group CFO which consisted of three concrete platforms operating across 12 countries in Europe.
  • Performed monthly reviews of financials, including product group management commentary preparation.
  • Identified measures to turn around underperformers.
  • Assisted companies through a group reporting chart of accounts conversion.
  • Led strategic risk and opportunity workshops with senior management in different countries.
Focus areas: Risk Models, Cash Flow Management, Operations, Business Planning, Logistics, Project Management, Control & Cost Analysis, Cost Cutting (Cost-out), Large-scale Turnaround & Transformation, Financial Management, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Three-statement Modeling, Financial Modeling, Financial Forecasting, Risk Assessment, Risk, Company Strategy, Cross-cultural Management, Cross-cultural Communication, P&L Forecasting, Forecasting, Financial Reporting, External Financial Reporting, Financial Closing, Analytical Review, Capital Budgeting, Budgeting, CAPEX Budgeting & Inventory Management, Cost Reduction & Optimization (Cost-down), Chart of Accounts, Financial Consolidation, IFRS Consolidation, Consolidated Reporting, IFRS Financial Reporting, Market Sizing, Market Segmentation, Communication, Process Redesign, Systems, Business Plan Consulting, IT Projects, Process Flows, Objectives & Key Results (OKRs), Finance, SWOT Analysis, Supply Chain, Business Process Analysis, Enterprise Resource Planning (ERP), Restructuring Consultant, Organizational Restructuring, Restructuring, Turnaround Consultant, Compliance, Organizational Change Management (OCM), ERP Implementation, Competitive Analysis, Small & Medium-sized Enterprises (SME), United Kingdom, Financial Writer, Business Models, Free Cash Flow (FCF), Excel Expert, Dashboards, Management Reports, Excel Macros, Cost-benefit Analysis, Business Transformation, Process Transformation, Financial Reporting Dashboards, Performance Optimization, Change Leadership, Risk Management, Turnaround, Financial Analysis, Excel 365, Transportation & Logistics, Business Intelligence (BI), Records Management, Cash Flow Modeling, Cash Flow, Projected Cash Flow, Corporate Restructuring, Compliance Training

CRH Internal Audit

2009 - 2011
CRH Internal Audit
  • Presented update meetings and report findings to management in French, English, and German.
  • Conducted several operational audits noting operational best practices that I actively made use of later in my career.
  • Carried out financial audits of operations across Europe.
  • Assisted the group head of internal audits with group risk modeling and reporting.
  • Conducted other audit types, e.g., IT audits, UK bribery act audits, etc.
Focus areas: Risk Models, Operations, Logistics, Project Management, Cross-border M&A, Financial Modeling, Plant Accounting, Project Controls, Internal Control Evaluation, Internal Control, Cross-cultural Communication, Cross-cultural Management, Group Reporting IFRS, IFRS Adjustments, IFRS Consolidation, IFRS Financial Reporting, Operational Risk Management, Operational Audits, Operational Control, Operational Risk, Control Audits, IT Audits, Audits, Corporate Governance, Risk Reporting, Risk Assessment, Risk, Internal Audit Function, Internal Audits, Credit Risk, Risk Systems, Communication, Process Redesign, Systems, IT Projects, Process Flows, Finance, Supply Chain, Business Process Analysis, Restructuring Consultant, Organizational Restructuring, Restructuring, Turnaround Consultant, Compliance, Tax Compliance, Corporate Income Tax, Organizational Change Management (OCM), ERP Implementation, Competitive Analysis, United Kingdom, Financial Writer, Excel Expert, Dashboards, Management Reports, Excel Macros, US GAAP, Cost-benefit Analysis, Business Transformation, Process Transformation, Financial Reporting Dashboards, Risk Management, Turnaround, Financial Analysis, Excel 365, Transportation & Logistics, Business Intelligence (BI), Records Management, Corporate Restructuring, Compliance Training

Senior Auditor

2006 - 2009
Deloitte & Touche
  • Collaborated with the corporate restructuring team for one of Ireland’s largest receivership, Newcourt, PLC.
  • Served key audit clients, including CRH, Toyota Ireland, and Dunnes Stores.
  • Prepared external financial statements for clients across multiple industries.
  • Undertook numerous external audits of financial statements from different companies.
  • Managed a number of small onsite audit teams during this time.
Focus areas: Risk Models, Team Leadership, Financial Modeling, Big 4 Accounting, Financial Consolidation, IFRS Consolidation, Consolidated Reporting, UK GAAP, IFRS Financial Reporting, Divestitures, Independent Business Reviews, Analytical Review, Financial Statements, Financial Records, Financial Systems, Financial Closing, Financials, Financial Model Auditing, Audits, Systems, Process Flows, Finance, Business Process Analysis, Restructuring Consultant, Organizational Restructuring, Restructuring, Turnaround Consultant, Compliance, Tax Compliance, Corporate Income Tax, Small & Medium-sized Enterprises (SME), United Kingdom, Excel Expert, Excel Macros, US GAAP, Cost-benefit Analysis, Process Transformation, Risk Management, Financial Analysis, Excel 365, Transportation & Logistics, Business Intelligence (BI), Records Management, Compliance Training
2005 - 2006

Master's Degree in Accountancy

Michael Smurfit Graduate School of Business - Dublin, Ireland

2001 - 2005

Bachelor of Commerce (International with German) Degree in International Business

University College Dublin - Dublin, Ireland

SEPTEMBER 2017 - PRESENT

Diploma in Artificial Intelligence

Growth Tribe Academy

SEPTEMBER 2010 - PRESENT

Diploma in IFRS (Distinction)

Chartered Accountants Ireland

SEPTEMBER 2008 - PRESENT

Chartered Accountant

Chartered Accountants Ireland

SEPTEMBER 2005 - PRESENT

Scholarship to Masters Program

Michael Smurfit Graduate School of Business

SEPTEMBER 2001 - PRESENT

Scholarship to Degree Program

University College Dublin

Finance

Trade Finance, Taxation, Financial Accounting, Cash Flow Modeling, Cash Flow, Projected Cash Flow, Risk, Control Audits, Data Analysis, Three-statement Modeling, Risk Models, Working Capital Management, Forecasting, Cost Reduction & Optimization (Cost-down), Cross-border M&A, Controller, Budgeting, Cash Flow Forecasting, P&L Forecasting, Performance Reports, Pricing Strategy, Finance Strategy, Mergers & Acquisitions (M&A), Internal Audits, Management Accounting, Audit Management, External Financial Reporting, Financial Consolidation, Accounting, Big 4 Accounting, Financial Asset Impairment Models, Portfolio Analysis, Market Research, FX Risk Analysis, IFRS Adjustments, UK GAAP, Financial Modeling, Valuation, Valuation Modeling, Financial Model Auditing, Financial Planning & Analysis (FP&A), Financial Restructuring, Financial Systems, CFO, M&A Reporting, M&A Modeling, M&A (Buy-side), Capital Investment Appraisals, Financial Management, Due Diligence, Total Addressable Market (TAM), Revenue & Expense Projections, Financial Reporting, Internal Financial Reporting, 13-week Cash Flow, International Taxation, Tax Compliance, Chartered Accountant (CA), Free Cash Flow (FCF), Cost-benefit Analysis, Business Intelligence (BI), Capital Budgeting, Growth Capital Raising, Acquisition Accounting, Startup Funding, Seed Fundraising, M&A (Sell-side), M&A Earn-out Agreements, Fundraising, Capital Raising, Credit Risk, Asset-based Finance, Crowdfunding, Operational Finance, International Finance, Investment Return Scenario Analysis, Angel/Seed Funding

Output Software

Microsoft Excel, Microsoft PowerPoint, Google Sheets, Odoo, IFRS 3

Data & Analysis Software

Intuit QuickBooks, QuickBooks Online, NetSuite, Tableau

Industry Expertise

Building Materials, Building & Construction, Logistics, Construction, Retail & Wholesale, Global Economics, Health & Wellness, Small Business, Industrial & Manufacturing, Financial Services, CMT, Technology, Travel & Leisure, Institutional Investors, Sales & Marketing, Early-stage Startups, Startup Accelerators, Entertainment & Leisure, Hospitality, Venture Capital, Healthcare, Asset Management, Macroeconomics

Geographic Expertise

Ireland, Netherlands, Belgium, Germany, France, Switzerland, United Kingdom, United Arab Emirates, United States, Thailand, Austria, Spain, Italy, Finland, Portugal, India, Australia, New Zealand, Singapore, Kuwait, Saudi Arabia, Lebanon, Middle East, China, Poland, Hungary, Romania, Ukraine, Denmark, Colombia, Greece, Estonia, Pakistan, Mexico, Vietnam, Indonesia, Philippines, Malaysia, South Korea, Japan

Other

Competitor Analysis & Profiling, Partnerships, Data Analytics, Virtual CFO, Finance, Financing, Database Research, Database Design, Public Speaking, Board Decks, Board Reporting, Cash Flow Analysis, Budget Management, Control & Cost Analysis, Corporate Restructuring, Operational Risk Management, Management Consulting, SWOT Analysis, Close Procedures, Supply Chain Optimization, Distribution, Warehouse Operations, Supply Chain, Business Modeling, Supply Chain Management (SCM), Project Management, Business Planning, Operations, Team Leadership, Cash Flow Management, SaaS, Market Research Analyst, Market Sizing, Pitch Deck Consultant, Market Segmentation, Interim CFO, CAPEX Budgeting & Inventory Management, Travel, Culture Development, Cross-cultural Management, Cross-cultural Communication, Cross-functional, Cross-functional Team Leadership, Cross-border Projects, Investor Relations, Investor Presentations, Turnaround, Turnaround Management, Large-scale Turnaround & Transformation, Cost Control, Controllership, Financial Controlling, Controlling, Corporate Controller, CAPEX, Budget Modeling, Annual Budgets, Rolling Forecasts, Macroeconomic Forecasting, Trend Forecasting, Performance Analysis, Performance Optimization, Key Performance Metrics, Key Performance Indicators (KPIs), Strategy, Global Strategy, Strategy Planning, Growth Strategy, Business Strategy, Global, Global Business, Global Operations, Manufacturing Productivity Improvement, Divestitures, Acquisition Analysis, Internal Control, Internal Control Evaluation, Internal Audit Function, Change Management, Change Leadership, Leadership, Leadership Development, Transformational Leadership, Finance Reports, Risk Management, Sales Forecast Management, Audits, External Audits, IFRS Consolidation, Scenario Analysis, Executive Coaching, Portfolio Management, Portfolio Optimization, Macro Driver Analysis, Board Presentations, Pitch Presentations, Presentations, Financial Presentations, Presentation Design, Client Presentations, Executive Presentations, Market Research & Analysis, Startup Growth Strategy Development, Group Reporting IFRS, German-English Translation, French-English Translation, Dutch-English Translation, Projects, Project Planning, Project Analysis, Project Delivery, Internationalization, International Expansion, Fintech, Consulting, Entrepreneurship, Joint Ventures, Joint Venture Development, Business Consulting, Startup Consulting, Cash Flow Consultant, Financial Controls & Processes, Financial Statement Preparation, Financial Ratios, IFRS Financial Reporting, Program Management, Program Coordination, M&A Pipeline Management, Corporate Sales & Divestitures, Divestiture Planning, Negotiation, Price Negotiations, Contract Negotiation, Sales Forecasting, Financial Forecasting, Lean Startups, Inorganic Growth, Investor Reporting, Post-merger Integration, Acquisitions, Merger Benefits, Marketing Research & Analysis, Business to Business (B2B), B2B Partnerships, B2B, Business Models, 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