Finance & Analytics Leader with PMO Experience

Dennis R. O’Brien

The Villages, FL ***** 203-***-****

*****@*****.***

https://www.linkedin.com/in/dennis-obrien

PROFESSIONAL PROFILE

Extensive knowledge of financial planning, analysis, project, asset management, and Big-4 advisory support in the professional services, international hotel, mortgage default, and real estate industries. Experienced in establishing engaging rapport and building long-term business relationships with clients and team members. Perspicacious, skilled in delegating effectively and motivating team in accomplishing time sensitive project completions.

PROFESSIONAL EXPERTISE

Financial Analysis Financial Reporting Budgeting Forecasting Operations Data Management Property Management Investor Reporting Strategic Planning Benchmarking Continuity Planning Relocation Accounting Career Coaching Mentor

PROFESSIONAL EXPERIENCE

Citizens First Bank The Villages, FL 2022 to present

Technology Applications Officer

Leads the strategy and operations for the development, implementation and management of enterprise applications.

Leads technology planning efforts to achieve business goals by prioritizing technology initiatives and coordinating the evaluation, risk, change management, and deployment of current and future application technologies.

Responsible for managing the development of custom reports from both the core banking and multiple other products.

Responsible for the Microsoft reporting tool deployment and configuration and managing the long-term vision for reporting database construction.

Proficient in designing and implementing complex data models, ETL processes, and data governance frameworks.

PMO lead for migration of a large-scale data warehouse project, resulting improved data accessibility.

Development of 25+ automated reporting dashboards for business operations and C-suite executives.

Accenture, NA USA, LLP Tampa / St. Petersburg, FL 2021 to 2022

Business Advisory Finance Lead, Agile Services & Global Analytics CoE

Finance Transformation Project Thread Team Lead responsible for managing teams supporting Vendor Inventory Management (VIM), Purchase Price Variance (PPV), Procure to Pay (P2P), and day-to-day SAP S/4 Accounts Payable processing and inquiries for major automotive manufacturer.

oThrough September 2022, Accenture had analyzed and processed over 95,000 invoices totaling $1.6B.

Increased per person daily output forecast projection by 140%

Lead for Reporting COE responsible for month end dashboard and analytics for major retailer’s corporate business units.

Engage daily with Finance FP&A stakeholders, managing overall service quality, priorities, and issue management.

oDeveloped and implemented 5 Key C-suite automated dashboards – Global Overhead Wage Report, Headcount reporting, Corporate P&L’s, Treasury KPI reporting, Corporate Forecasting model.

Red Rooster Cookie Jar, LLC The Villages, FL 2020 to present

Chief Financial Officer – Consultant (part-time)

Red Rooster Cookie Jar (RRCJ) is a start-up wholesale bakery. Specializing in, and offering 10 different types of cookies, RRCJ offers its products at a competitive price to focus the demands of the wholesale, retail, and on-line markets. The company is now expanding nationally through its marketing promotion strategy and website exposure.

RRCJ is the exclusive wholesale cookie and sweet bread provider for Brown’s Country Market, Oxford, FL.

RRCJ anticipates triple-digit revenue growth over the next year.

On-line ordering and local deliveries are available via their website: rrcookiejar.com

Deloitte Services, L.P. Tampa, FL & Wilton, CT 2003 to 2020

Senior Manager, Reporting & Analysis COE, Global Finance Services

Led team of 26 (including 23 India personnel) responsible for providing current and forward-thinking analytical, planning, and reporting support of Deloitte Touche Tohmatsu’s $46B member firm financial information.

Development of C-suite benchmarking and financial condition analysis, that included strategic improvement recommendations for US firm leadership.

As chairperson for the reporting governance, risk, and change management committee, led optimization project, utilizing current technological tools and methods, that resulted in a 40% report efficiency, and 20% cost/staff reduction.

Business Continuity Project Finance representative responsible for establishment of recommended strategic levers in response to global economic events.

Coordinated successful Finance transformation of SAP S/4 system across multiple countries (US, UK, Canada, Australia).

Led cross-training for U.S. Finance on the firm’s new Compensation Planning System for annual planning.

Developed and implemented new partner relocation and real estate policies in response to Sarbanes Oxley.

Active member of Finance CoE Career progression and mentoring program teams, the WIN (Women’s Initiative Network) mentoring committee, and India apprenticeship programs.

Dolce/AEW Properties No. 1, L.P. Southbury, CT 2002

Financial Controller

Led team of 9 associates responsible for overseeing regional financial operations for assigned portfolio to include: financial statement preparation, budgeting, forecasting, and capital reporting.

Responsible for cash management, and procurement with banks and vendors.

Analyzed/audited Profit & Loss statements, weekly labor & productivity, bank reconciliations, balance sheet accounts, cash flow, and cost/inventories.

Produced and implemented Standard Operating Accounting Procedural Manual.

Orchestrated sublease agreement with Tres Jolie Day Spa at Heritage Hotel & Conference Center property.

New Castle Hotels & Resorts Shelton, CT 2001

Manager, Financial Planning & Analysis

Responsible for financial analysis in the company’s treasury/finance area with duties including maintaining a rolling 5-year financial forecasting model.

Responsible for automating the company’s financial modeling/equity structures and developing analyses/reports as required by potential and existing investors/lenders.

Responsible for providing analytical and financial support for all real estate development and related operations.

Starwood Hotels & Resorts Worldwide, Inc. White Plains, NY 1998 to 2001

Senior Financial Analyst

Led team of 3 associates in performing financial analyses, including business/profit planning, capital expenditures, budgeting, ad hoc/new projects and analyses of merger and corporate growth policies.

Responsible for developing rolling unit forecasts, measuring actual performance against operating plans, while interpreting the results of the Global Sales & Marketing Organization for all levels of management.

Assisted in the development, consolidation, and implementation of the Starwood Preferred Guest customer loyalty program.

Assisted in the management, tracking, and reporting of trade promotion funding and media advertising for all brands.

Prudential Asset Recovery Shelton, CT 1994 to 1998

Portfolio Manager

Responsible for all operational/financial activities and ensuring disposition objectives are met for a $200M asset management inventory portfolio.

Responsible for budgeting, forecasting, pricing, performance targeting, and client/investor reporting.

Summarized revenue/client profitability for selected accounts.

Led team of 12 associates, serving as mentor and training resource on client policy, general real estate information and inventory management.

Handled installation and implementation of MAVEREC software system dedicated to the maintenance, marketing and accounting of foreclosed properties.

Coldwell Banker Relocation Services Norwalk, CT 1989 to 1993

Accounting Supervisor

Responsible for the financial/operational auditing and ensuring the accuracy of all accounting functions.

Responsible for P&L, and gross margin analysis reporting of the Eastern regional office.

Mortgage/tax inventory maintenance controls and maintain departmental cost control.

Led team of 10 associates.

Produced departmental procedural/training manual.

EDUCATION

Sacred Heart University Fairfield, CT

Bachelor of Science Finance/Economics

AFFILIATIONS

Toastmasters International (Club 4061, Dist. 53; Club 1033217, Dist. 53) Charter Member/VP

Stratford Junior Chamber of Commerce Past President

Lustgarten Foundation Member

Sacred Heart University Alumni Association Member

CERTIFICATIONS

Deloitte Faculty Excellence (DFX) virtual training instructor

Competent Toastmaster Designation (CTM)

COMPUTER SOFTWARE PROGRAMS

All Microsoft applications SAP S/4 HANA Power BI Hyperion Essbase applications Tableau SQL SSMS Profitview Solomon IV QuickBooks ServiceNow Coupa Horizon XE Horizon 360 BI Hive National Cash Register (NCR) Encompass MeridianLink Finboa Abrigo

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