Rachel Daly, FCMA CGMA

Bid finance:- Development of pricing strategies for large UK and international bids (>£100M). Partnering with commercial teams to ensure margin protection and alignment with contract requirements. Presenting pricing and financial proposals to Directors and C-suite, supporting go/no-go decisions and driving commercial outcomes. Influencing bid teams to optimise project baselines, safeguarding integrity and maximising profit. Collaborating cross functionally to translate complexity into actionable financial guidance.

Overhead controller - Led annual overhead budgeting and quarterly forecasting cycles for 700+ employees, improving forecast accuracy and transparency (>£70M in value) Delivered EBIT improvements of £100k+ through cost optimisation and enhanced financial controls. Implemented a dynamic budget cycle model, reducing planning cycle time by 2 weeks. Partnered with executives across functions to consolidate, challenge, and interpret financial data for strategic decision making. Documented and improved internal controls to strengthen governance and operational effectiveness.

Supported overhead budgeting and forecasting, ensuring alignment with business objectives. Developed detailed monthly reports and variance analysis for executive decision-making. Led the integration and testing of the TM1 CRM forecasting tool, improving forecasting accuracy and process efficiency. Managed monthly accruals, prepayments, and payroll control, ensuring compliance and accuracy

Post acquisition of Aepona, managed monthly management accounts and financial reporting across multiple entities in the USA, UK, and France, reporting directly to a US based team. Delivered comprehensive variance analysis and prepared dynamic monthly dashboards to provide clear insights into business performance. Oversaw project accounting activities, including percentage complete revenue recognition and sales forecasting, ensuring accurate and timely financial tracking. Led data migration and systems integration efforts following the acquisition, successfully navigating the complexities of systems transition during a critical period of change. Demonstrated resilience and adaptability in managing financial processes throughout the takeover, supporting seamless business continuity and financial control.

Management Accountant overseeing financial reporting for three group entities across the UK, USA, and France. Prepare monthly management accounts and dashboards, delivering detailed variance analysis to support business decision making. Lead revenue forecasting and project accounting processes, alongside rolling cash flow forecasting to ensure liquidity management. Manage international exchange rate exposure and negotiate agreements with banking partners to optimize foreign currency risk. Played a key role in the successful implementation of Netsuite, transitioning from Sun Systems to enhance financial systems and reporting capabilities.

Annual accounts preparation for sole traders, medium and large businesses. Audit of medium and large entities. Management accounts. Stock counts. Tax computations and VAT returns.

1st in Northern Ireland - Performance Management Exam 3rd in Northern Ireland - Enterprise Strategy Exam

BSc Business Studies