David O'Connor

David O'Connor

Strategic Finance and Accounting Executive, Chartered Accountant

New York, New York, United States
325 followers 325 connections

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About

Finance and Accounting Executive with record of building organizations, defining strategic vision and delivering operationally in financial services firms. Strong domestic and international impact. Exceptional team development skills with a proven ability to partner across functions.

Activity

Experience

  • Guggenheim Securities

    Guggenheim Securities

    15 years

    • Guggenheim Securities Graphic

      Head of Finance and Accounting (Managing Director) for Sales & Trading, Capital Markets Divisions

      Guggenheim Securities

      - Present 11 years

      New York

      Key executive in design/growth of Investment Banking and Sales & Trading businesses. Responsible for financial control and business support for the Guggenheim Securities’ Sales & Trading business, and for Guggenheim FP&A and expense control.

    • Guggenheim Securities Graphic

      Head of Finance and Acctg (MD) for Sales & Trading, Capital Mkts Divisions and Investment Banking

      Guggenheim Securities

      - 4 years

      Built Controller, Finance and Business Support organization to support a full-service broker dealer, including Equities, Fixed Income and Investment Banking divisions. Regularly presented to Firm CFO and division heads. Implemented management reporting, budgeting and revenue projection models. Designed a portfolio of daily, weekly and monthly reporting, including desk and sector reporting to facilitate discussions on performance.

  • Bear Stearns Companies

    Bear Stearns Companies

    9 years

    • Bear Stearns Companies Graphic

      Global Controller (Managing Director), Investment Banking

      Bear Stearns Companies

      - 5 years

      New York

      Reporting to the Chief Administrative Officer, managed financial control and business analysis for $1.3B+ Global Investment Banking division. Designed and implemented operating and management model for all division’s support areas, leading to significant improvement in their oversight, efficiency and management.

    • Bear Stearns Companies Graphic

      European Controller (Director), Investment Banking

      Bear Stearns Companies

      - 4 years

      London Area, United Kingdom

      Established policies and procedures and key controls to minimize financial and operational risks.

  • JP Morgan Graphic

    Controller - Global Technology & Operations Group, Asset Management

    JP Morgan

    - less than a year

    New York

    Responsible for the management reporting and financial planning processes for a significant component of the Asset Management division’s annual spend. Partnered with senior management on strategic, operational and financial issues.

  • J.P. Morgan Graphic

    Finance Team Leader - Finance Group

    J.P. Morgan

    - 2 years

    São Paulo Area, Brazil

    Reporting to the Chief Financial Officer, led finance function in development of new global application piloted in Sao Paulo, Brazil. Built detailed knowledge of financial product structures, including transaction processing, operational flows, and accounting and reporting requirements.

  • J.P. Morgan Graphic

    Business Analyst - International Financial Control Group

    J.P. Morgan

    - 1 year

    New York

    Coordinated the annual Federal Reserve examination of over 20 JPMorgan’s international locations.

  • KPMG Graphic

    Senior Audit Supervisor – International Audit, Tax and Consulting

    KPMG

    - 5 years

    Dublin and New York

Education

Languages

  • English

    Native or bilingual proficiency

  • Portuguese

    Professional working proficiency

  • Spanish

    Limited working proficiency

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