Jim Daly, CFA, CPA

Delivering strategic financial leadership and project-based consulting across private equity, manufacturing, technology, and financial services sectors. Specializing in middle-market companies ($100M+ revenue), with experience spanning startups to Fortune 500s. Key engagements include: PE portfolio company assessments and investor reporting M&A due diligence, valuation modeling, and post-merger integration Turnaround and restructuring strategy Capital funding and ROIC-based CapEx planning ERP and systems evaluations for automation and scalability Startup business planning and cost accounting infrastructure Sales and CRM optimization, margin enhancement, and quality controls Audit preparation and internal control development Industries served: Manufacturing: Aerospace, Defense, Medical Devices, Industrial Technology: Semiconductors, Hardware, Engineering Financial Services: Banking, Investment Management Strategic contributions: Built full-cycle financial statement frameworks and scalable accounting infrastructure

Served as Interim Chief Financial Officer at Concentric Energy Advisors, ensuring seamless financial operations during a transitional period. Provided expert financial consulting on reporting systems (DelTeK, processes, and controls to enhance organizational efficiency. Successfully facilitated the handoff and training of a new hire, ensuring continuity in leadership and successful execution of financial strategy.

Led financial strategy and operational transformation for a private equity–backed manufacturer of engineered components. Partnered with investors and executive leadership to drive scalable growth, resolve complex deal challenges, and build infrastructure from the ground up. Key achievements: Successfully negotiated and closed a high-risk PE transaction, resolving a $4M working capital discrepancy missed in prior diligence Developed multi-year strategic and business plans, including EBITDA forecasting and performance modeling Implemented financial, operational, and sales strategies to improve revenue, margin, cash flow, and reporting accuracy Navigated Ukrainian War sanctions through proactive supply chain management, securing significant cost savings and preserving customer relationships Established real-time KPI dashboards for executives, investors, and the Board to enhance decision-making and transparency Built cross-functional alignment across finance, operations, and sales through a collaborative leadership approach Strengthened external partnerships with banks, auditors, IT, tax, and consulting teams to ensure compliance and reporting integrity Led infrastructure development for scalable finance operations, including budgeting, forecasting, HR/benefits, and internal controls Directed product ROI and margin analysis, sales quote management, and CRM optimization in partnership with PE stakeholders

Provided CFO-level leadership and strategic consulting services to a diverse client base spanning startups, mid-market companies, and organizations with revenues up to $100M. Delivered tailored financial and operational solutions to drive growth, improve profitability, and support long-term strategic planning. Key contributions: Led business strategy and financial consulting across startup planning, capital funding, M&A due diligence, valuation, integration, and CapEx/ROIC analysis Conducted macro and microeconomic analysis to inform investment strategy, competitive benchmarking, and capital allocation decisions Developed customized KPI dashboards and reporting frameworks for Boards and executive teams to enhance performance visibility and decision-making Delivered operational oversight across financial reporting, cost control, treasury, risk mitigation, and ERP system evaluation and implementation Supported 401K management and investment strategy for clients, aligning financial planning with long-term growth objectives Provided market intelligence across high-tech, manufacturing, and energy/materials sectors, incorporating domestic and international economic trends Additional Experience: Controller, Sales & Marketing Division, EMC Corporation, Hopkinton, MA Manager, Financial Planning & Analysis, Textron Corporation, Providence, RI Senior Business Analyst, Millipore Corporation, Bedford, MA Senior Internal Auditor, Avery Dennison Corporation, Framingham, MA Senior Accountant/CPA, Arthur Anderson & Co., Boston, MA

• Managed global forecasting, analysis, and reporting for a $4.8 billion Sales & Marketing division at EMC. • Developed a sales productivity model to enhance field sales performance and drive real-time decision-making on revenue strategies. • Implemented budgeting and financial reporting processes that led to a 35% annual sales growth. • Reorganized the financial reporting team to support worldwide sales and operational requirements efficiently.

• Direct report to Chief Operating Officer and facilitated companywide agenda for operational strategy, plans and performance issues. • Provided business strategy and performance data to executive suite to manage investor relations and “Street “consensus”. • Primary liaison between business units, executive management and Board of Directors for strategic growth, business plans and performance approval and execution. • Prepared agenda and presentations for Board meetings including both strategic and financial performance. • Reengineered and managed the $500M annual capital allocation process to ensure commitment to ROI targets, operational, financial and strategic objectives. • Operational assessments including major project performance at Bell & Cessna including cost accounting review margin & variance analysis, cost drivers and DOD standards reporting. • Managed merger/acquisition/disposition process and performed due diligence, developed valuation models, synergy identification, coordination with operating divisions, purchase & sale accounting and executive management presentations.