Stephanie O'Hara Email & Phone Number

San Antonio, Texas, US

London, GB

Amsterdam, North Holland, NL

• Developed and implemented financial reporting models that streamlined month-end financials and created a checks and balances system that corrected gap in revenue
• Built relationship tools and product hierarchies for 4+ systems used to organize and structure new back-office technology upgrades including Tableau dashboards for key metrics
• Established a weekly revenue forecast model that produced a robust sales opportunity pipeline to improve precision and accuracy of business performance
• Conducted ad-hoc analysis including sales targeting for multiple promotions using geographic analysis of customer base, product utilization, and historical purchase history

Houston, Texas, US

• Co-developed, launched, and maintained new sales and margin reporting software using Qlikview for Rawson and sister company (Industrial Controls); implemented similar reporting standards and software for parent company.
• Created and maintained incentive models for 200+ employees using accurate and reconciled sales and margin data
• Used quality control processes and implemented checkpoints for monthly reporting; found overstatement in the backlog
• Increased company’s gross margins by 2% for 2014 by providing margin analysis and assisting in implementing strategic pricing effort that leveraged existing pricing contracts with vendors
• Part of task group responsible for freight recovery effort; recouping over $600k in freight expenses totaling $800k+ in the first year of the program

Mclean, VA, US

• Built and analyzed total cost of facility ownership (TCFO) models for the National Park Service using industry-standard cost data, lifecycle cost estimates, and subject matter experts to determine cost variance between.
• Created cost models to analyze potential construction projects and determine risks and future operations and maintenance costs for park planning
• Authored a variety of asset management tools (i.e. white papers, business practices, inspection guides) to reduce cost and management risk for over 30 different asset types
• Prepared exhibits and materials to fulfill requirements for annual OMB 300 submission and annual Federal Real Property reporting for the National Park Service

• Analyzed operations and solar project fund costs to deliver cross-functional support on operation budgets; kept costs for developer company under budget in order to prolong initial capital raise of $810k for an.
• Generated monthly and quarterly financial statements for C-level executives, including profitability and variance analysis for all solar project sites for first solar project fund of $2.25m
• Spearheaded competitive market analysis of solar energy firms in the Mid-Atlantic and issued recommendations to begin daily tracking of key market entrants and projects awarded

US

• Tracked over 65 high net worth referrals with 16 conversions for a total of $300 million assets under management using monthly and quarterly scorecards distributed to senior management
• Led business expansion using 700+ managing director alumni and 500+ current managing directors as market share for conversion in newly developed wealth management program
• Built pitch decks with market sizing, expansion projections, and traction metrics for merger with Barclays and presented to senior management

New York, NY, US

US

US

Master Of Science - Ms, Analytics

Bachelor Of Science (B.S.), Finance And Marketing