Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph O'Reilly

Professional
Coatesville,PA

Summary

Strategic finance leader with 10+ years in financial modeling, planning, and performance analytics across energy, healthcare, and financial services. Proven track record driving data-driven decisions, managing multi-million-dollar portfolios, and improving forecast accuracy and operational efficiency.

Overview

11
11
years of professional experience

Work History

Sr. Planner Analyst

Exelon Corporation
01.2024 - Current
  • Managed $150M global technology portfolio; aligned compensation metrics with investment performance via ERP integration
  • Improved payout forecasting accuracy by 30% through incentive-based ROI models with Finance, HR & Operations
  • Built Power BI & Tableau dashboards for real-time workforce tracking and equitable pay decisions
  • Increased compensation processing efficiency by 25% through ERP workflow automation and governance controls

Business Analyst – IT

Exelon Corporation
09.2022 - 09.2024
  • Measured and forecasted incentive performance for 200+ professionals supporting global cloud modernization
  • Reduced reporting variance by 15% by optimizing workflow governance and payout cycle transparency
  • Streamlined compensation documentation and audit trails via Salesforce and ServiceNow

Business Analyst

Genesis Healthcare
02.2020 - 04.2022
  • Increased negotiation outcomes by 15% through analytical frameworks evaluating a $2B portfolio
  • Developed BI dashboards integrated with ERP for pay performance, compliance monitoring, and executive decisions

Sr. Operations Specialist

Vanguard Group
06.2016 - 02.2020
  • Achieved 20% faster turnaround times through incentive-related performance analytics and process improvements
  • Drove 12% increase in engagement via Lean efficiency initiatives; mentored associates in continuous improvement

Finance Analyst Intern

Medtronic
05.2015 - 08.2015
  • Led global market research across NA, EMEA & APAC; automated reporting with Power BI; improved documentation accuracy by 20%

Education

MBA - Business Management & Administration

West Chester University
01-2025

BS - Business Management

Johnson & Wales University
01-2016

Skills

    Performance optimization

    Data analysis

    Financial analysis

    Budget forecasting

    Financial management

    Strategic planning

    Financial modeling

    Project finance

    Variance analysis

    Continuous improvement

    KPI management

    Cost accounting

TableauSQLPythonOracleSalesforceServiceNowExcel/VBAMicrosoft OfficeFinancial ModelingStrategic PlanningProcess ImprovementData VisualizationStakeholder EngagementCross-Functional Collaboration

Timeline

Sr. Planner Analyst

Exelon Corporation
01.2024 - Current

Business Analyst – IT

Exelon Corporation
09.2022 - 09.2024

Business Analyst

Genesis Healthcare
02.2020 - 04.2022

Sr. Operations Specialist

Vanguard Group
06.2016 - 02.2020

Finance Analyst Intern

Medtronic
05.2015 - 08.2015

BS - Business Management

Johnson & Wales University

MBA - Business Management & Administration

West Chester University
Joseph O'ReillyProfessional