RUSSELL J. O'CONNOR
Waxhaw,NC
Summary
Finance leader with 20+ years of experience driving financial planning, forecasting, budgeting, executive reporting, financial modeling, and strategic business analysis within Fortune 500 organizations. Proven success partnering with executive leadership to improve business performance through automation, analytics, and process improvement. Recognized for delivering measurable operational improvements and executive decision support.
Overview
22
22
years of professional experience
Work History
Senior Finance Analyst, Corporate & Investment Banking Finance
Wells Fargo
01.2017 - Current
- Prepared and presented monthly forecasts, variance analysis, and executive financial reporting to senior leadership, delivering recommendations to improve revenue, control costs, and support profit-focused decisions.
- Partnered with business leaders across multiple lines of businesses to develop forecasts, analyze P&L performance, and advise on the financial impact of strategic decisions.
- Streamlined Debt Capital Markets Daily P&L process, reducing turnaround time from 6 hours to 4 hours while maintaining accuracy and controls.
- Led development of a revenue-sharing reporting platform reducing reimbursement cycle time from 32 days to 3 days.
- Designed an AI-enabled reporting solution reducing executive reporting preparation by one business day.
- Executed month-end close duties, including journal entries, budget performance commentary, and reconciliations, ensuring compliance with internal regulations.
- Oversaw quarterly regulatory reporting submissions to the Fed for Investment Banking, ensuring accuracy and timeliness.
- Partnered with Data and Analytics, Controllers and Technology to build executive dashboards for cross functional revenue reports.
Senior Finance Manager, Corporate Financial Planning & Analysis (FP&A)
TIAA
01.2015 - 01.2016
- Led annual budgeting and quarterly forecasting to align financial strategy with organizational goals.
- Produced executive financial reports and presentations that informed strategic decisions for senior leadership.
- Provided financial modeling and scenario analysis supporting business strategy.
- Streamlined reporting processes through automation, enhancing efficiency and accuracy.
- Acted as Subject Matter Expert for new proprietary reporting application adopted by the organization.
Finance Manager, Asset Management Finance
TIAA
01.2010 - 01.2015
- Managed budgeting, forecasting, and profitability analysis to provide strategic insights for executive reporting.
- Led implementation of Business Intelligence reporting to improve data accessibility and decision-making.
- Developed and enhanced executive Flash Reports, delivering insights 2 days ahead of schedule each month.
- Received CFO Achievement for exceptional performance.
Senior Financial Analyst, Product Development & Management
TIAA
01.2005 - 01.2010
- Developed KPI reports and executive dashboards that informed strategic decisions for Asset Management leadership.
- Analyzed financial data to inform strategic decision-making processes.
- Developed financial models to project future performance and trends.
- Collaborated with cross-functional teams to enhance budget planning efforts.
Education
Master of Business Administration (MBA) -
Monmouth University
West Long Branch, New JerseyBachelor of Science - Health Services Administration
Slippery Rock University
Slippery Rock, PennsylvaniaSkills
- Financial Planning & Analysis
- Budgeting
- Forecasting
- Executive Reporting
- Variance Analysis
- KPI Dashboards
- Continuous Process Improvement
- Ad-Hoc Financial Analysis
- P&L Analytics
- Microsoft Copilot
- AI Reporting Automation
- Regulatory reporting
Technical Skills
Microsoft Excel, Pivot Tables, VLOOKUPS, XLOOKUPS, SUMIFS, Macros, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Oracle Hyperion Essbase, SalesForce, Dealogic, Proprietary General Ledger & reporting applications (IRIS) and Data Warehouse (IBDM).
Timeline
Senior Finance Analyst, Corporate & Investment Banking Finance
Wells Fargo
01.2017 - Current
Senior Finance Manager, Corporate Financial Planning & Analysis (FP&A)
TIAA
01.2015 - 01.2016
Finance Manager, Asset Management Finance
TIAA
01.2010 - 01.2015
Senior Financial Analyst, Product Development & Management
TIAA
01.2005 - 01.2010
Master of Business Administration (MBA) -
Monmouth University
Bachelor of Science - Health Services Administration
Slippery Rock University