Dan O'Connor Email & Phone Number

Sudbury, Ma, Us

Boston, Massachusetts, United States

Wilmington, Massachusetts, United States

Global Expense Manager responsible for the leading the expense planning for the annual budget of$300M. Streamlined and automated the global compensation model to significantly reduce thetime it takes to update the compensation forecast, as well as providing improved visibility aroundkey metrics such as the impact of merit increases and the annualization of new hires. Created an ITbudget template to significantly reduce the time spent reviewing the annual operating plan with theIT leadership team. Responsible for month end reporting for all global expenses, including themanagement of tracking all one-time and acquisition related expenses for management reporting.

Responsible for all financial reporting, planning, and analysis for the Peritoneal Dialysis (PD)product line, including the preparation of the P&L, monthly KPI package, quarterly profitabilitypresentations for the CEO, quarterly forecasts, and the annual budget. Created a detailed P&L forthe PD product line that is distributed to the executive leadership team during month end close.Created a monthly reporting package for the PD product line that includes the P&L withcommentary for the major variances to forecast, budget, & prior year, 15-month P&L trendanalysis, KPI’s by customer channel, and the outlook for the rest of the year. Developed a reviewpackage for the quarterly forecasts and annual budget cycles that included a detailed product levelP&L for the PD product line, as well as various KPI’s to provide benchmarks for the futureperformance of the business. Created a financial model to assess the future financial impact of anew product launch under various roll out scenarios to identify the ideal timing for the newproduct roll out and the retirement of the legacy product. Led a project to identify the potentialcost savings under different growth scenarios to identify the ideal mix of internally manufacturedproducts and externally purchased products to assist the President of US Products in futurenegotiations with third party vendors. Developed detailed schedules to show the detailed productcost and EBIT per treatment for the PD business line, which included modality level details thatwas presented to the CEO as part of the quarterly Executive Leadership Home Therapies meeting.

Responsible for all financial reporting, planning, and analysis for the Peritoneal Dialysis (PD)product line, including the preparation of the P&L, monthly KPI package, quarterly profitabilitypresentations for the CEO, quarterly forecasts, and the annual budget. Created a detailed P&L forthe PD product line that is distributed to the executive leadership team during month end close.Created a monthly reporting package for the PD product line that includes the P&L withcommentary for the major variances to forecast, budget, & prior year, 15-month P&L trendanalysis, KPI’s by customer channel, and the outlook for the rest of the year. Developed a reviewpackage for the quarterly forecasts and annual budget cycles that included a detailed product levelP&L for the PD product line, as well as various KPI’s to provide benchmarks for the futureperformance of the business. Created a financial model to assess the future financial impact of anew product launch under various roll out scenarios to identify the ideal timing for the newproduct roll out and the retirement of the legacy product. Led a project to identify the potentialcost savings under different growth scenarios to identify the ideal mix of internally manufacturedproducts and externally purchased products to assist the President of US Products in futurenegotiations with third party vendors. Developed detailed schedules to show the detailed productcost and EBIT per treatment for the PD business line, which included modality level details thatwas presented to the CEO as part of the quarterly Executive Leadership Home Therapies meeting.

Waltham, Massachusetts

Business partnered with the Sales, Marketing, and G&A business leaders to createquarterly forecast and annual budgets for their department’s operating expenses andprovided monthly reporting on all major variances. Presented the monthly gross marginresults to the SVP of Finance and explained all major variances across all product lines.Prepared presentations for the quarterly forecasts and annual budget cycles explainingany changes to the gross margins for all the product lines and major customers. Workedwith the Product VPs to develop quarterly forecasts and annual budgets for theirdepartments operating expenses. Created a detailed P&L for a new product line tohighlight the full impact of the reliability issues affecting the product line. Preparedquarterly analyst reports to assist the President of US Products in the quarterly analystcall. Maintained the forecast, budget, and monthly results in our Anaplan platform for bothoperating expense and gross margin.

Bedford, Massachusetts

Business partnered with the Professional Services, Sales, Finance and IS executives toreport financial results, develop quarterly forecasts and annual budgets. Responsible forpreparing quarterly reporting packages to help prepare the CFO for the quarterlyearnings call. Prepared monthly reporting packages and presented the results to theEVPs for the Professional Services, Sales, Finance and IS departments. Createdstandardized automated reporting packages for the monthly business reviews. Workedwith the EVPs to develop quarterly expense forecasts and set the annual budget.Improved the accuracy of the Professional Services revenue forecast model byincreasing the visibility of low credit cash basis customers. Assisted in the monthly closeprocess by running post consolidation meetings with accounting to review entries anddiscuss possible adjustments and additional entries prior to the final consolidation.

Billerica, Ma

Responsible for invoicing fixed price commercial contracts and performance-basedcontracts for the Cash Management department, including analyzing governmentcontracts and managing contract liquidation based on the terms of the contracts.Analyzed government billing due lists and executed billing functions for governmentcontracts. Managed contract liquidation pools and processed liquidation adjustmentswhen necessary. Supported various programs by researching and resolving contractissues and discrepancies. Created a report in SAP to identify when additional billings arenecessary due to contract modifications that change the price of an item after the timehas been invoiced.

Selected by Endicott College Administration and Business Faculty through highly competitive process. One of four students selected.Co-authored a business education case study with two members of the faculty on Valassis Communications Inc., a leading direct mail advertising firm.

Selected by faculty to become a peer tutorLevel II certified peer tutorAssist students with questions and issues for business related coursesConduct exam review sessions for business related courses

Beverly, Ma

Full-time Business Administration student with a concentration in finance.

Gloucester, Ma

-Process all orders for a given region which includes verifying pricing, working with transportation department to obtain delivery appointments, managing inventory with distribution department, and communicate effectively with customers- Manage payments for promotional activity by researching and processing claims, deductions, and audits, and disputed those that were invalid by pursuing repayment from customers- Audit Lighthouse Planner and MFG Pro systems on a daily basis to track sales, accruals, and inventory for customer finance department and solved any discrepancies that arose with managers- Reconcile promotional expenses for all customers on a monthly basis with Regional Manager and Account Executives

Burlington, Ma

Assisted Financial Advisors in completely daily taks.Created prospective client spead sheets.Attending weekly lunch meetings.