Curran O'Connor Email & Phone Number

United States

As the right hand and strategic partner to the President of the revenue organization, I excel in bridging the gap between Go-to-Market and Finance, orchestrating seamless collaboration. My role revolves around overseeing the pivotal revenue forecast, a cornerstone relied upon by the Executive Team and Board of Directors.I am the go-to expert in presenting the weekly revenue outlook to the Senior Leadership Team, emphasizing key business drivers such as brand acquisition, spend/brand dynamics, and retention strategies. I meticulously manage the monthly billing process, conducting audits on revenues from each seller's book of business across 9 platforms, ensuring accuracy and reliability.Being the central hub for business intelligence, I handle all ad hoc reporting, providing actionable insights that steer decision-making across the organization. My daily partnership with Sales Leadership shapes our Go-to-Market strategy, and I actively contribute by developing critical reports that measure key metrics of seller performance. These reports serve as dynamic tools, enabling us to shift sales tactics and approaches in real-time.I am recognized for my keen ability to detect and relay unusual spending patterns across products and advertisers. Through a meticulous assessment of daily revenue reports across all platforms, I ensure accurate projections and play a vital role in maintaining fiscal integrity.

Boston, Massachusetts, United States

- Initiated cash processing, asset transfers, account openings, and other operations-level responsibilities for four Private Client Associates and Advisors and their book of clients stretching over 1,160 different accounts. - Frequently processed transactions of cash and/or asset transfers with values over $5 Million and have reached upwards of $15 Million in a single day- Communicated with clients directly via phone calls and emails to secure authorization on cash requests. - Point of contact for client service team and operations, investments, billing, and other departments to best serve the needs of the client. - Processed the most amount of cash transactions firm wide in 2021. - Consistently produced in high pressure situations with emergency client requests, immediate timelines with cash processing or asset transfers, and end of quarter tax season.

Greater Boston Area

While at MFS Investments, I analyzed and resolved customer date update requests in multiple company CRMs (Salesforce), while preparing and breaking down data to upload into our processing systems. My daily responsibilities involved heavy amounts of data entry, working with sales representatives on resolving data issues, and completing multiple week long projects of correcting our CRMs data entries from different departments.

Boston, Massachusetts

As a Sales Coordinator, my job was to be a resource to external sales agents of John Hancock and Manulife insurance products, assist with any issues or questions about products, and provide life insurance illustrations for wholesalers to use in new client meetings.

Quincy, Massachusetts

Support the sales staff in acquiring new clients; analyze and extract pricing information for potential clients from their telecom invoices; act as the main point of contact for sales reps; manage multiple projects at concurrently; effectively communicate with current/prospective clients, sales representatives, and colleagues to ensure efficient client satisfaction; Effectively utilize tools such as Microsoft Excel, Outlook, and Word on a daily basis.

Amesbury, Massachusetts

Substitute Assistant in the Special Education Department and Behavioral Issues at Amesbury Middle SchoolManaged and assisted students with various learning and behavior issues to encourage learning Coordinated with teachers to modify lessons to maximize learning outcomesProblem solved academic and social conflicts students faced on a daily basisAssisted with lunch and recess duties Established a fun and educational learning environment for the students in the program

Amherst, Massachusetts

As a resident assistant, my job was to be a positive role model for the residents on my floor, in my residence hall, and the students at UMass Amherst, while fairly enforcing the rules and regulations of the ResLife at the university. Some of my responsibilities included: setting up and leading floor meetings, running events for the residents in the living community, developing relationships with members of the community, becoming a point of contact for residents and members of the ResLife faculty, and providing leadership in the day to day life at UMass Amherst.