Ryan O'Neil Email & Phone Number

Colorado Springs, CO, US

Colorado Springs, Colorado, United States

Denver, Colorado, United States

• Provide financial analysis and strategic decision support for the entire Marketing enterprise which deploys over $500M annually to drive net new assets and clients into the brokerage business
• Play a significant role in providing financial guidance, help business partners drive scale and efficiency, and develop ad-hoc analytics to support initiatives for an organization focused on building Schwab’s brand and.
• Directly impacted Schwab’s integration efforts with TD Ameritrade by locating synergies and proposing to leaders of Schwab how new strategies would positively affect the organization’s long-term strategic goals
• Clearly communicate on a regular basis to key stakeholders and leadership the risks and opportunities discovered through analytical research and financial modeling to ensure business performance remains strong

Austin, Texas, United States

• Direct the annual financial planning processes, ensuring effective and timely coordination with various organizations and global functions across the company
• Partner with specific Global Marketing orgs to provide financial management and business finance support for various activities including financial planning, analysis, reporting, and preparation of confidential.
• Build and maintain business intelligence dashboards/reports that are used to drive decisions
• Understand and influence investment decisions through detailed financial analysis projects
• Build and maintain high-level knowledge across all business areas by staying current on initiatives, challenges, and opportunities across the many business divisions

Philadelphia, Pennsylvania, United States

• Manage the financial implications present within over 130 contracted agreements between Aramark and vendor partners throughout the country, acting as the main contact for each strategic partnership
• Achieved over $5M in growth evaluations for Aramark in 2020 by analyzing year-over-year performance within Oracle Hyperion database and presenting the data to leadership both internally and externally
• Research payment discrepancies whenever necessary, prepare sales forecasts for management to assist in decision making, and assess pricing information for sourcing directors during renewals

Doylestown, Pennsylvania, United States

• Supported several relationship managers by assisting with portfolio management of existing clients and produced valuable insight for new and developing lending scenarios
• Collaborated with team to develop proposal presentations to lending committee, resulting in numerous credit approvals by regional leaders of the bank
• Attended regular sales meetings and company events to learn more about the financial services industry and identify business development opportunities