Megan O'Hara Email & Phone Number

New York, Ny, Us

Jersey City, Nj, Us

London, Gb

• Performs target operating model assessments, creating roadmaps and project plans that detail engagement objectives, timelines, key milestones and accomplishments• Manages the PMO for large-scale post-merger bank integration efforts, focusing on the consolidation of deposit products and alignment of cash management services• Analyzes and tracks overall program progress and critical risks, issues, and decisions utilizing dashboards and reporting tools that provide bank leadership with visibility across teams and workstreams• Spearheads working sessions with the legal, risk and compliance groups to provide guidance and approvals on integration-related cash management proposals• Prepares and presents key program-level findings and creative solutions to senior bank leadership• Supports the project management functions of global wealth and asset management firms in the implementation of both internally and externally developed platforms

London, Gb

• Conducts client interviews to assess the current state operating model, and provides observations and operational efficiency recommendations based on findings • Strategically implements technology changes to a large financial institution, leading to streamlined insurance workflows and improved customer experience• Liaises directly with top client leadership to identify pain points in the current processes and procedures and determines opportunities for improvement and enhancement• Utilizes interpersonal and communication skills to build strong teams within the business and ensures projects, initiatives and other work functions are performed successfully• Strategizes ways to integrate third party vendor platforms with internal front-office applications

London, Gb

• Demonstrates the ability to quickly understand content and operate efficiently, while learning on the go and adapting to ever-changing client needs• Supports and encourages a collaborative environment, striving to mentor and inspire colleagues to apply positive leadership traits in their own work • Assists in developing strategy, methodology, and business requirements of investment proposal systems, coaching members of the client team through the strategic logic of the business requirements• Leads initiatives related to workplace flexibility, predictable time off and team morale to increase employee engagement and help remove obstacles for my team

London, Gb

• Document clients’ business processes and requirements, perform root cause analysis, develop business cases and interview various resources to gather required information. • Monitor progress, manage risks and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client’s business.

New York, Ny, Us

• Compiled data necessary to complete the PAIB and P&L sections of the Focus Report, used for monthly filing with FINRA and the SEC. Presented data at staff meetings attended by managers and senior leaders.• Prepared portions of the weekly 15C3-3 Customer Protection Reserve Formula including commentary related to material balance swings.• Verified multi-billion dollar collateral pledged into 15c3-3 Customer and PAIB Reserve Bank Accounts.• Assisted in creating internal controls used by external auditors to monitor the activities of the Broker Dealer.

Boston, Ma, Us

• Assist professionals in the MBA office with classifying student and employer paperwork.• Perform ad-hoc projects in applications such as Excel, Word and Outlook and help maintain office organization.

Boston, Ma, Us

• Assembled several hundred tax returns and extensions for client review and filed within required time frames.• Tested audit areas including cash, fixed assets, and WIP to verify accuracy and reasonableness in accordance with planned risk assessment.• Interacted with clients to obtain proper documentation and responses in the construction, biotechnology, and insurance industries.• Performed audits of company’s 401(k) and pension plans by obtaining documentation to verify and recalculate enrollment, contributions, loans and distributions were all made in accordance with plan documents and regulations.• Participated in several learning courses, both online and live, designed to teach basic and advance accounting and auditing concepts as well as general business skills.

Bachelor Of Science Degree, Business Administration; Accounting And Finance

International Business