KEVIN P. O'BRIEN
*** ********* ****** **********, ** 60193 P: 847-***-**** *********@*******.***
FINANCIAL ANALYST / CONTROLLER
PROFIT ORIENTED COST CONSCIOUS FINANCIAL CONTROLS STRATEGIC PLANNING
Highly professional business and financial analyst with a track record of success in implementing strict budget controls that generate significant cost
savings.
Extensive expertise in the industry with a track record of success in developing strategic plans, optimizing automated systems and ensuring
compliance.
Superb financial manager with excellent leadership skills and an expert in financial reporting and forecasting.
Specialist in analyzing financial systems, managing conversions and training/mentoring a cross functional team.
Recognized for the ability to cultivate new clients, researching financial and market trends and delivering profits despite the economic downturn.
Excellent communicator with a talent for conducting complex negotiations, developing compelling presentations and consistently acquiring new
individual and institutional high net worth clients.
Accustomed to working with global clients, able to analyze business needs, attain client requirements and develop strategic and profit generating
solutions.
Financial
Staff Leadership & Development
General Ledger
Statements/Reporting
Budget/Financial Management
Financial Controls
Cash Management
Fixed Assets/Reconciliations
Operational Analysis
Pricing Strategies
Organizational
Project Management
Financial Systems
Design/Management
Implementation
KOB CONSULTING, Chicago (08/2008 –Present)
FINANCIAL CONSULTANT
Provided financial advice for mainly startup businesses across a broad range of industries and managed project teams of between 3 15 members.
Developed relationships with tax accountants and marketed services to business owners. Developed strategic accounting plans to drive business
growth, generated tax documents and ensured financial compliance. Developed Pro Forma balance sheets, income statements and consulted on
accounts payable/receivable, fixed assets, general ledger design and implementation plans.
HURON CONSULTING GROUP, Chicago, IL (04/2007 08/2008)
Management and business consulting firm in a wide range of areas of expertise, such as accounting, health care, corporate finance; formed following the
dissolution of Arthur Anderson and by some people in charge at AA.
FINANCIAL /PROJECT CONSULTANT
Recruited to review the financial records of a leading truck manufacturer who was de listed from the NYSE due to irregularities found by the SEC; analyzed
more than 10K journal entries including sales/leasebacks, consolidations, investments, reconciliations and other transactions for a major Fortune 500 organization.
Key member of the team that reviewed approximately 10,000 journal entries and made judgments on the validity of the data and information; promoted to
track the status from various sources.
Collaborated with a cross functional team of over 100 consulting professionals and ensured compliance with SOX regulations, reviewed accounting issues and
GAAP; ensured the company was relisted within the 2 year deadline.
KOB CONSULTING, Marietta, GA (01/2001 12/2006)
Financial Consultancy
FINANCIAL CONSULTANT
Provided financial advice for mainly startup businesses across a broad range of industries and managed project teams of between 3 15 members. Developed
relationships with tax accountants and marketed services to business owners. Developed strategic accounting plans to drive business growth, generated tax
documents and ensured financial compliance. Developed Pro Forma balance sheets, income statements and consulted on accounts payable/receivable, fixed
assets, general ledger design and implementation plans.
KEVIN P. O'BRIEN
226 Nantucket Harbor Schaumburg, IL 60193 P: 847-***-**** *********@*******.***
FINANCIAL ANALYST / CONTROLLER
PROFIT ORIENTED COST CONSCIOUS FINANCIAL CONTROLS STRATEGIC PLANNING
Compiled financial forecasts and provided strategic advice to ensure that a startup customer call center would secure government funding.
Developed the financial plans and structure for a retail furniture business; created and implemented strict controls and processes/procedures.
Assessed the profitability of premier clients; identified new potential customers, evaluated credit worthiness and implemented financial accounting systems which
increased efficiency.
Worked closely with a credit card company to increase their working capital; evaluated their financial viability and developed a strategic financial plan.
BIANCO HOPKINS & ASSOCIATES INC. Norcross, GA (08/1997 01/2001)
Consultants in ERP software, training and documentation.
DOCUMENTATION & TRAINING CONSULTANT
Led the analysis of clients’ financial systems, assessed their staff’s needs for training and developed a plan to produce the documentation and classes using the
PeopleSoft ERP, SAP and J.D. Edwards systems.
Evaluated the training needs of personnel to convert to PeopleSoft; created the training materials to deliver classes to 1,200 purchasing employees. Delivered
the project on time and within budget.
Composed a 300+ page training manual for PeopleSoft purchasing, accounts payable and inventory modules; these were used to enhance the
effectiveness of Ernst and Young LLP software consultants during client presentations.
Developed and conducted training classes in Purchasing, General Ledger, Query and Crystal Reports.
SANDS & COMPANY. INC., Marietta, GA (08/1994 04/1996)
$30M Vending and Food Services Operation.
CORPORATE CONTROLLER/OPERATIONS ANALYST/FIANCIAL ANALYST
Spearheaded the turnaround of the finance function of the company; managed financial reporting, standardized reconciliations and reconciled an embezzlement.
Managed a team of 7 and developed financial plans, budgets, profit & loss analysis, accounts payable and payroll. Implemented strict financial controls and assisted in
the development of mainframe hardware and software for the company’s AS400.
Coordinated the prosecution of the former controller who defrauded the company of $650K; led the assessment of processes and procedures to implement
financial controls.
Conducted forensic accounting, documentation and collaborated with the legal team which ultimately led to the recovery of $200K and a court order for the
repayment of the defrauded amount.
GENERAL ELECTRIC CAPITAL CORPORATION (WCI Financial Corp.), Rolling Meadows, IL (08/1981 04/1994)
$500M Credit and Financial Services Company.
ASSISTANT CONTROLLER/OPERATIONS ANALYST/FINANCIAL ANALYST
Rapidly promoted and oversaw the entire accounting function. Conducted price reviews, performed pro forma analysis, prepared budgets and managed purchasing
decisions. Tracked trends, conducted forecasts and provided the senior management team with financial information essential to make key decisions. Advanced
through the roles of Accounting Manger, Staff Accountant, and Accounting Assistant.
E D U C AT I O N
BACHELORS, BUSINESS ADMINISTRATION (FINANCE) GEORGIA STATE UNIVERSITY, Atlanta, Georgia