Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Paul O'Regan

30 River Court, Apt 2403,NJ

Summary

Strategically focused, results-driven senior business leader with 13+ years of financial, planning, accounting and auditing experience. Proven ability to perform tailored financial analysis assessing and distilling financial performance for C Suite executives and clients. Recognized as a TMT and SaaS industry specialist and respected M&A financial advisor to large private equity sponsors and corporate clients. Ability to bring deeper financial insights, depth, value and a diverse set of perspectives to understand and drive company performance. Long track record of success in leading, growing and developing teams. Skilled in working under pressure and adapting to new situations and challenges.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Financial Due Diligence, Managing Director

KPMG
04.2015 - Current
  • Worked closely with organizational leadership and board of directors to guide operational strategy.
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Led development of comprehensive business plan to maximize profitability and company performance.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Monitored and coordinated workflows to optimize resources.
  • Prepared annual budgets with controls to prevent overages.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Interacted well with customers to build connections and nurture relationships.
  • Trained new employees on proper protocols and customer service standards.
  • Assisted in recruiting, hiring and training of team members.

Corporate Finance, Senior Associate

KPMG
03.2014 - 03.2015
  • Trained and supported new team members, maintaining culture of collaboration.
  • Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
  • Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
  • Spoke to customers in native language to increase loyalty and establish relationships.

Senior External Auditor

KPMG
09.2010 - 03.2014
  • Assessed company controls and potential risks against benchmarks.
  • Verified accuracy, compliance and completeness of team auditing work.
  • Prioritized projects based on periodic schedules and immediate need.
  • Liaised between clients and internal audit staff to address concerns with procedures, scheduling or results.
  • Conveyed complex audit information to clients of diverse backgrounds.
  • Developed presentations of audit findings for company leadership.
  • Recommended strategies for improving compliance and success of internal controls.
  • Created and delivered training for junior auditors on correct procedures.
  • Triaged and troubleshot functional business inquiries submitted to audit team.
  • Allocated auditing work to junior and staff auditors to cover demand.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Provided journal entries and performed accounting on accrual basis.
  • Developed financial models to assess and analyze financial performance of clients.

Financial Planning Manager

KPMG
01.2009 - 01.2010
  • Drove improved financial performance for portfolio of publications, products and partnerships by offering proactive analytical support and guidance.
  • Delivered financial support for exploration and development of new products.
  • Identified risks and opportunities based on deep understanding of business operations, drivers of success, competitive knowledge and how business aligned with objectives.
  • Built strong budgets, forecasts and reports with analyses and recommendations.
  • Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
  • Complied with established internal controls and policies.
  • Developed strategic plans for day-to-day financial operations.
  • Supported financial director with special projects and additional job duties.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Created financial dashboards to provide insights into key performance indicators.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Designed and maintained financial models to identify and measure risks.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Created and managed financial models to evaluate corporate investments and acquisitions.

Chief Financial Officer

KPMG
02.2008 - 01.2009
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
  • Worked closely with audit team to hedge against or mitigate operational risks.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Set and monitored effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
  • Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
  • Managed and led direct reports to handle controllership, treasury and corporate finance functions.
  • Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
  • Improved cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  • Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
  • Devised benchmarks to align goals and strategies with underlying financials.

Education

Qualified Chartered Accountant (ACA)

Chartered Accountants
Ireland

Bachelor of Science - Finance

University College Cork
Ireland
05.2010

Skills

  • Financial Analysis
  • Finance and Accounting
  • M&A advisory
  • Business Performance Management
  • Business Partnering and Leadership

Certification

  • Licensed [Job Title] - [Timeframe]

Timeline

Financial Due Diligence, Managing Director

KPMG
04.2015 - Current

Corporate Finance, Senior Associate

KPMG
03.2014 - 03.2015

Senior External Auditor

KPMG
09.2010 - 03.2014

Financial Planning Manager

KPMG
01.2009 - 01.2010

Chief Financial Officer

KPMG
02.2008 - 01.2009

Qualified Chartered Accountant (ACA)

Chartered Accountants

Bachelor of Science - Finance

University College Cork

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Paul O'Regan