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Finance professional with M&A, project and management experience
Claire Connolly
,
London, United Kingdom
Experience
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I am a chartered accountant with c.15 years’ experience in M&A, finance projects and financial management. Most recently I held the position of Finance Director and Managing Director in a private equity backed insurance managing general agent with broad responsibility for financial and general operations. In July 2020, I managed the sale of the business to a US trade buyer. During the past three months I have supported on the integration of the business into the acquirer’s operations.
I have extensive M&A experience in the insurance sector gained during five years working at Gallagher and as well as more generalist / sector agnostic M&A, corporate finance, and consulting experience gained during the earlier years of my career.
I thrive on a challenge and am always keen to take on new projects to improve efficiency and ultimately profitability. I consider myself to have a very broad skillset and am highly adaptable and enjoy working outside of my comfort zone. I am equally comfortable getting stuck into the detail and engaging at a high level with board level executives and investors.
I have extensive M&A experience in the insurance sector gained during five years working at Gallagher and as well as more generalist / sector agnostic M&A, corporate finance, and consulting experience gained during the earlier years of my career.
I thrive on a challenge and am always keen to take on new projects to improve efficiency and ultimately profitability. I consider myself to have a very broad skillset and am highly adaptable and enjoy working outside of my comfort zone. I am equally comfortable getting stuck into the detail and engaging at a high level with board level executives and investors.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - 2020
job
Managing Director & Finance Director
Titlesolv.
Responsibilities:
* Overall responsibility for day to day financial and operational management of the business including IT, compliance and HR
* Full financial management responsibility including monthly management accounts, MI, budgets, forecasts, financial models, cash flow forecasts and regulatory and tax reporting
* CASS 5 client money responsibility
* Business partnering and commercial analysis including product profitability analysis, pricing reviews and operational efficiency analysis
* Negotiation of supplier contracts and commercial agreements
* Board member of group holding company and responsible for reporting to investors
Achievements:
* Managed the sale of Titlesolv to Westcor International in July 2020. Subsequently supported the integration into acquirer's business.
* Managed the Brexit planning strategy through to achieving direct authorisation by the Central Bank of Ireland of an newly incorporated Irish legal entity
* Led the actuarial review and presentation of the business to insurers culminating in accessing new insurance capacity in 2019
* Re-built the finance and underwriting teams and implemented new operating procedures
* Led an IT re-tender and a full hardware, hosting and support migration and underwriting system improvements
* Effective management of working capital maximising free cash in the business and reducing working capital to historic low levels
* Overall responsibility for day to day financial and operational management of the business including IT, compliance and HR
* Full financial management responsibility including monthly management accounts, MI, budgets, forecasts, financial models, cash flow forecasts and regulatory and tax reporting
* CASS 5 client money responsibility
* Business partnering and commercial analysis including product profitability analysis, pricing reviews and operational efficiency analysis
* Negotiation of supplier contracts and commercial agreements
* Board member of group holding company and responsible for reporting to investors
Achievements:
* Managed the sale of Titlesolv to Westcor International in July 2020. Subsequently supported the integration into acquirer's business.
* Managed the Brexit planning strategy through to achieving direct authorisation by the Central Bank of Ireland of an newly incorporated Irish legal entity
* Led the actuarial review and presentation of the business to insurers culminating in accessing new insurance capacity in 2019
* Re-built the finance and underwriting teams and implemented new operating procedures
* Led an IT re-tender and a full hardware, hosting and support migration and underwriting system improvements
* Effective management of working capital maximising free cash in the business and reducing working capital to historic low levels
Contracts, Management, Finance, Integration, Compliance, It, Hosting, Support, Insurance, Hardware, Regulatory, International, Underwriting, Working capital, Contracts, LED
2012 - 2018
job
M&A Manager
Arthur J. Gallagher International.
M&A
* Managing the execution of M&A transactions in the UK, South America, Europe and Canada - end to end responsibility from initial assessment, valuation, terms and due diligence through to completion
* Management of internal and external due diligence teams and presenting findings to senior executives
* Working alongside legal and tax advisers and internal teams to determine deal structures
* Significant SPA / completion mechanics experience - lock box and completion accounts
* Liaising with external valuation firms and auditors regarding purchase price allocations and intangible asset valuations
* Management of buyouts of minority management shareholders in operating companies
* Assisting with the integration of acquired businesses
* Deal sizes ranging c.£1m to c.£400m
Strategy
* Working with senior executives in the UK and US to determine M&A strategy including market mapping, competitor analysis, target identification and presenting findings to senior management
* Drafting of board reports and strategy presentations for both UK and US boards
Other financial projects
* Regulatory modelling and presentation of findings to regulated entity board
* Working with finance and tax teams on various UK and international projects
* Ad-hoc financial and commercial analysis for strategic decision-making purposes
* Managing the execution of M&A transactions in the UK, South America, Europe and Canada - end to end responsibility from initial assessment, valuation, terms and due diligence through to completion
* Management of internal and external due diligence teams and presenting findings to senior executives
* Working alongside legal and tax advisers and internal teams to determine deal structures
* Significant SPA / completion mechanics experience - lock box and completion accounts
* Liaising with external valuation firms and auditors regarding purchase price allocations and intangible asset valuations
* Management of buyouts of minority management shareholders in operating companies
* Assisting with the integration of acquired businesses
* Deal sizes ranging c.£1m to c.£400m
Strategy
* Working with senior executives in the UK and US to determine M&A strategy including market mapping, competitor analysis, target identification and presenting findings to senior management
* Drafting of board reports and strategy presentations for both UK and US boards
Other financial projects
* Regulatory modelling and presentation of findings to regulated entity board
* Working with finance and tax teams on various UK and international projects
* Ad-hoc financial and commercial analysis for strategic decision-making purposes
C, M&A, Due Diligence, Management, Finance, Integration, Presenting, Assessment, Regulatory, International, Spa, Manager
2011 - 2012
job
Manager - Valuation Consulting
Intangible Business.
(Interim)
* Responsibility for valuation engagements across a variety of industries for M&A, accounting, litigation and asset securitisation purposes. Examples of engagements include:
◦ Purchase price allocations for accounting and financial reporting purposes
◦ Calculation of loss of profits and expert witness report preparation
◦ M&A strategy and strategic options analysis within the drinks industry
◦ Valuation of a portfolios of brands for asset securitisation purposes
* Responsibility for valuation engagements across a variety of industries for M&A, accounting, litigation and asset securitisation purposes. Examples of engagements include:
◦ Purchase price allocations for accounting and financial reporting purposes
◦ Calculation of loss of profits and expert witness report preparation
◦ M&A strategy and strategic options analysis within the drinks industry
◦ Valuation of a portfolios of brands for asset securitisation purposes
M&A, Consulting, Interim, Manager
2010 - 2011
job
Strategic Assessment Analyst
NHS Foundation Trusts.
(Interim)
* Responsibility for risk assessing NHS mergers and re-organisations in relation to financial and operational capability
◦ Reviewing business cases, integration plans, financial models submitted by acquiring organisations
◦ Performing detailed sensitivity and scenario analysis on financial models
◦ Preparing board presentations
* Responsibility for risk assessing NHS mergers and re-organisations in relation to financial and operational capability
◦ Reviewing business cases, integration plans, financial models submitted by acquiring organisations
◦ Performing detailed sensitivity and scenario analysis on financial models
◦ Preparing board presentations
Integration, Business cases, Analyst, Assessment, Performing, Interim
2010 - 2010
job
Management Consulting
Paxton Partners.
Senior Analyst (Interim)
* Team member involved in a number of management consulting projects within the healthcare sector including:
◦ Advising TPG on its proposed acquisition of Healthscope, specifically advising on industry regulation and operating environment as well as performing competitor analysis
◦ Pre-lending review of a financial model for a proposed specialist private obstetric hospital in Melbourne, including stress testing of financial projections, assessment of modelling assumptions and general modelling accuracy checks
◦ Strategic review of a leading private provider of pathology and imaging services in Melbourne, including business valuation and financial modelling of strategic options
◦ Efficiency review of two public hospitals in New South Wales and Victoria for the purposes of state funding determinations
* Team member involved in a number of management consulting projects within the healthcare sector including:
◦ Advising TPG on its proposed acquisition of Healthscope, specifically advising on industry regulation and operating environment as well as performing competitor analysis
◦ Pre-lending review of a financial model for a proposed specialist private obstetric hospital in Melbourne, including stress testing of financial projections, assessment of modelling assumptions and general modelling accuracy checks
◦ Strategic review of a leading private provider of pathology and imaging services in Melbourne, including business valuation and financial modelling of strategic options
◦ Efficiency review of two public hospitals in New South Wales and Victoria for the purposes of state funding determinations
Management Consulting, Management, Consulting, Analyst, Assessment, Testing, Performing, Interim
2009 - 2009
freelance
Independent Consultant / Corporate Finance Advisor
unknown.
* Worked as an independent consultant providing corporate finance advice to a start-up tourism business on a €10 million fundraising round
* Responsibilities included preparing investor presentations, financial modelling and competitor/market analysis
* Responsibilities included preparing investor presentations, financial modelling and competitor/market analysis
Fundraising, Finance, UP
2007 - 2008
job
Corporate Finance Executive
NCB Corporate Finance.
* Generalist M&A advisory role with a focus on financial modelling (merger, LBO and disposal models), valuation analysis, strategic options analysis and deal management and execution.
* Preparation of pitch books and slide decks during M&A processes
* Preparation of pitch books and slide decks during M&A processes
M&A, Management, Finance, Processes
2003 - 2007
job
Chartered Accountant / Auditor
KPMG Dublin.
* Qualified as a Chartered Accountant while working in the firm's audit department
* Managed a number of large engagements with teams of up six direct reports
* Range of private and public company clients across property, retail, distribution and manufacturing
* Managed a number of large engagements with teams of up six direct reports
* Range of private and public company clients across property, retail, distribution and manufacturing
Retail, Audit, Accountant, Audit, UP
My education
n/a
Unspecified, Chartered Accountants Ireland
Unspecified, Chartered Accountants Ireland
Dublin City University and Vienna University of Economics
Bachelors, International Business
Bachelors, International Business
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