Brian O'Connell Email and Phone Number

Develop the College’s annual $85 million operating budget including revenue projections, expense projections and all supporting schedules. Develop the College’s internal budget utilizing personal cost allocations and contractual obligations. Changed the budget process from a zero base approach to an incremental budget method. Responsible for the stewardship, oversight, budgeting and administration of all campus operating and capital funds including the College’s $29.0 million Fund Balance. Integral member of the state’s Budget Analysis and Reporting System (BARS) project team to include being the higher education initial resource on the $11.0 million project. Additionally, a member of the Stakeholder and Advisory committees and a primary participant in the User Acceptance Testing (UAT). Significant participant of the Middle States Commission on Higher Education monitoring report submission for the College, primarily Standard 2 and 3 (old). Created a five-year budget plan including forecasted revenues and expenditures, fund balance and detailed evidence for the projections. Created a process and rules for fund balance expenditure requests. Member of the College’s Accreditation Monitoring Council, Accreditation Monitoring Council Executive Committee, College Wide Strategic Planning Council and College Wide Assessment Council. Formed and chair the Budget Council (committee) which is responsible to educate fellow administrators about the financial condition of the College through mid-year forecasting of revenues and expenditures. Initiated and spearheaded the College’s Indirect Cost Rate agreement approval. Oversee the functions of the College’s Insurance Coordinators. Oversight of the college’s Procurement Department to include providing guidance and contract review. Oversight of the college bookstore to include establishing objectives to achieve optimal rewards through best practices.

Manages divisional areas’ budgets, evaluates budget exceptions and resolves issues. Responsible for monitoring salary budgets, assess variances and authorize employment. Research financial history of peer institutions, formulate ratio analysis, evaluate the results and prepare a presentation for senior staff. Assist in the calculations, exhibits, and processing of the university’s $409 million state budget. Analyze, assemble and submit various compulsory reports for internal and external clientele. Assist in the analysis of budget related legislation. Responsible for the selection and development of the budget coordinator. Developed and implemented an automated process to budget state authorized positions in PeopleSoft Financials. Provide leadership, oversight for the design, implementation and support of a bolt-on system for PeopleSoft Financials to replicate the State Budget System. Initiated the development process for the encumbrance of salaries and benefits in PeopleSoft Financials. Represent the office and the university when the University Budget Director is unavailable. Proficient with Microsoft Office 2010, PeopleSoft Financials 9.1, PeopleSoft Human Resources 9.0 and Crystal Reports.

Manages operational areas’ budgets, evaluates budget exceptions and resolve issues. Analyze departmental area and university funding levels, perform major multiyear analysis, determine variances and provide recommendations to senior staff, external auditors and the Board of Trustees. Responsible for monitoring the salary budgets of operational departments, projecting variances and authorizing employment. Provide technical guidance, end user training and recommendations to university members and senior staff on PeopleSoft Financials. Research financial history, formulate budget estimates and prepare analysis and long range forecasts for the development of the university’s $167 million operating budget. Prepares approved budget, exhibits, management letter and Power Point presentation for the Board of Trustees. Provide senior staff with trend analysis, charts and financial data for presentation to the Board of Trustees. Determined methods to diminish spending and reduce fraud through the inception of adhoc reports. Acted as the university liaison to the bookstore. Resolved issues concerning possible improprieties with the bookstore operating within a religious establishment. Responsible for the selection, development and disciplinary actions of the student staff. Participate in the selection process and make recommendations for the budget analyst. Taught Financial Analysis as an adjunct professor. Proficient with Microsoft Office, PeopleSoft Financials 8.4, Enterprise Performance Management (EPM) module, Student Financials 8.0 and PeopleSoft Human Resources 8.0.