Mark O’Leary
Austin,TX
Summary
Knowledgeable leader with solid background in providing strategic business advice and fostering growth opportunities. Skilled in driving successful initiatives and optimizing operational efficiencies. Demonstrated expertise in financial analysis and risk management.
Results-driven leader with strong focus on team collaboration and achieving outcomes. Expert in strategic planning, operational efficiency, and process improvement, adaptable to changing needs. Proven track record of fostering team cohesion and driving initiatives that deliver measurable impact. Highly reliable and skilled in stakeholder management, conflict resolution, and mentoring.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Advisor
NFP
01.2020 - Current
- Increased client satisfaction by providing tailored business advice and strategies for growth.
- Capitalized on strategic business partnerships to foster new market penetration.
- Assisted companies during transitional periods such as mergers or acquisitions by providing strategic guidance and support to ensure seamless integration.
- Recommended initiatives to improve performance and maximize return on sales incentives.
- Liaised and collaborated with client teams to identify potential risks and pain points in deliverables and services.
- Reduced costs by identifying inefficiencies in client businesses and proposing targeted solutions.
- Improved operational efficiency for clients through detailed analysis of their current processes and recommending adjustments.
- Developed strong relationships with clients, ensuring trust and open communication throughout the advisory process.
- Collaborated with cross-functional teams to implement successful change management initiatives within client organizations.
Benefits Consultant
Frost Insurance Agency
Austin, TX
06.2005 - 12.2019
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
B.B.A. - Finance
University of Texas At Austin
Austin, TX05.1990
Skills
- Experience and working knowledge of Microsoft Office including Word, Excel, and PowerPoint
- Operations management
- Training and mentoring
- Strategic planning
- Continuous improvement
- Project management
- Business analysis
- Presentation skills
- Solution implementation
- Process improvement
- Data analytics
- Business planning
Certification
- Certified Patient Protection and Affordable Care Act Professional (NAHU), 03/01/13
- Certified Employee Benefit Specialist (ISCEBS), 01/01/12
- Group Benefits Administration (ISCEBS), 01/01/11
- Health Insurance Associate (Health Insurance Institute), 01/01/92
Accomplishments
- Implemented new COBRA and FSA administration platform.
- Increased revenue by 35%.
- Created formal training program for staff and fostered cross functional skills.
Supplementaleducation
Bauer College of Business, University of Houston, Human Resource Advisory Group, 03/01/21, 09/30/21
CEBS and GBA
Certified Employee Benefit Specialist (ISCEBS) and Group Benefits Administration (GBA)
Timeline
Business Advisor
NFP
01.2020 - Current
Benefits Consultant
Frost Insurance Agency
06.2005 - 12.2019
- Certified Patient Protection and Affordable Care Act Professional (NAHU), 03/01/13
- Certified Employee Benefit Specialist (ISCEBS), 01/01/12
- Group Benefits Administration (ISCEBS), 01/01/11
- Health Insurance Associate (Health Insurance Institute), 01/01/92
B.B.A. - Finance
University of Texas At Austin
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