John O'Rourke Email & Phone Number

Downey, CA

• Building from the ground up new business analytics function for a $1 billion financial institution, including migrating and re-visioning legacy reports into Tableau; leading and mentoring a team of 4 analysts
• Partnered with senior leaders to revamp $400m checking program to generate additional fee income of nearly $1m in annual fees; led analytics team in segmentation, what-if and pro forma analyses
• Led business case analysis for new rewards credit card program that is expected to generate an additional $5m in incremental revenues over 3 years
• Overhauled product and branch profitability reporting to enhance accuracy and highlight actionable business intelligence for senior leaders

Irvine, CA

• Generated detailed cost-benefit analyses which influenced senior leaders to consolidate multiple service centers; realized total savings in excess of $50m
• Finance lead for senior leaders in IT and Investment Ops; managed annual/quarterly planning, financial reporting and ad-hoc analytical support functions; supervised and mentored support team
• Partnered with senior leaders to evaluate the impact of changing business environment on shareholder accounts, staffing requirements and service center footprint; developed numerous what-if and scenario analyses to.
• Proposed enhanced relocation benefits package in order to mitigate impact of service center closure on associates and re-hiring requirements; enhanced packages led to at least 25 incremental transfers resulting in.
• Partnered with Sourcing office to evaluate financial and business impacts from shifting onshore contractors into an offshore model resulting in over $1m in annual savings
• Led business case evaluation of transitioning quarterly statement production to third-party vendor which generated annual savings of $1.5m and 20m pages of paper; member of CG’s contract negotiation team

Irvine, CA

• “Go-to” finance resource for OOMC senior executives for critical enterprise initiatives and confidential analyses
• Key team member in restructuring of fulfillment branch network (1/3 of branches closed; 25% operating cost savings achieved); closely involved with closure strategy and financial impact analyses
• Finance team leader for development and build-out of OOMC India ($10m+ captive offshore subsidiary) and offshore loan fulfillment center; developed cost-benefit analyses, strategic plans and operating budgets
• Finance team leader during restructuring of vendor management subsidiary; unit went from $250k+ in monthly losses to net profit
• Designed and managed executive-level monthly reporting packages for a range of OOMC business units
• Led quarterly review meetings with business unit leaders to highlight material variances to annual plan and proposed remedial action

Chicago, IL And Sydney Australia

• Transaction manager for $100 million divestiture by largest Australian food company; analyzed strategic alternatives and developed 5-year strategic plan; designed and managed the global marketing program
• Key team member in strategic study of non-core steel assets for BHP (largest Australian industrial company); worked with BHP to develop, structure and implement the divestiture strategy
• Worked closely with corporate clients on a range of quality assignments: divestitures, buy-side M&A, joint venture, defense advisory, investment grade debt offering, high yield debt offering and synthetic convertible.
• Developed financial models to analyze the impact of mergers and acquisitions, share repurchases, equity offerings, LBOs, recapitalizations, spin-offs and divestitures
• Performed extensive valuation work including DCF, EVA, comparable company/acquisition and break-up analyses
• Wrote, prepared and presented divestiture offering memoranda, security offering prospectuses, security marketing materials and numerous client advisory and marketing presentations