Alan Oconnor

Background

About Alan Oconnor

Broad Industry Experience: Retail, Med Device, Direct to Consumer Medical Supplies, Healthcare, Engineering & Construction, IT Managed Services, Computer Technology, Cannabis, Real Estate Business Modeling Experience: Subscription-based recurring revenue, ARPU, Retail, Product Manufacturing, Product R&D, Service, Project/Milestone/%Complete My passion is to help operating leaders make better business decisions by organizing and analyzing data into stories that are easy to understand. In most companies, accounting debits/credits and endless data is stored inside CRM & ERP systems and ledgers. With pure data, it’s near impossible to find the right business strategy to overcome challenges. Stale or static financial reports also fail to make a connection into the daily operating activities and can often leave owners, executives and managers frustrated and feeling like they are "running in the dark". Unfortunately, most operating leaders and businesses struggle to find a solid connection of their daily activities to the published financial statements and even struggle to find relevance in key performance indicators. Overcoming these challenges through improved communication and story-telling can reduce friction and ultimately become a competitive advantage. To help teams solve these issues, I hire, mentor and retain a high-caliber Finance Ops team that provides valuable insight into the organization for decision-making that improves performance. Our team creates scale for growth through implementing efficiencies in process, leveraging technologies, defining KPI's, building strong relationships/partnerships and providing clear communication of actionable analysis. The results: Growth, Profit, Cash flow, Efficiency, Learning, Customer Focus My approach to scaling analytics, budgeting and financial operations gives businesses a competitive advantage but it takes dedication, invested time and cross-functional teamwork to master the process: 1.) Align company strategy and the annual operating plan with functional leadership of operations 2.) Make a commitment to partner with operating leaders and use analysis that can be easily understood 3.) Enlist cross-functional help to identify and build an accurate predictive financial model based on operational KPI's and key business drivers 4.) Earn trust and build a relationship by monitoring and tweaking the metrics with ops 5.) Become an expert in your partner's operations and make smart recommendations based on data 6.) Win together and be curious together to solve problems