Summary
Overview
Work history
Education
Skills
Additional Information
Other Work
Affiliations
References
Timeline
Generic

Warren O'Connor

Wexford,County Wexford

Summary

Dedicated professional with expertise in finance services and exceptional client service. Proficient in systems oversight, filing statements and invoices, and delivering target-driven results. Strong communication skills and computer proficiency enhance the ability to provide outstanding customer service. Committed to leveraging skills in a dynamic environment to drive organisational success.

Overview

9
9
years of professional experience

Work history

Fund accountant, Intermediate Representative

BNY Mellon
Wexford, County Wexford
06.2022 - 08.2025
  • Maintained up-to-date knowledge of industry regulations for compliance adherence.
  • Liaised with external auditors, ensured seamless audit process.
  • Resolved accounting discrepancies with diligent investigation efforts.
  • Prepared monthly account reconciliations, achieved high level of accuracy.
  • Helped maintain an up-to-date database of client records; contributed to effective client management.
  • Reviewed transaction documents for adherence to established policies.
  • Produced accurate reconciled multi million euro funds complying with official requirements and serving client needs for minimising liabilities.

Finance Assistant (Shared services)

Bausch & Lomb
Waterford , Waterford
01.2020 - 06.2021
  • Ensured accounting data was accurately maintained, supporting cross-company department finances.
  • Reconciled supplier accounts, investigating and resolving unknown or missing transactions via email, post and phone to minimise discrepancies.
  • Assisted in preparation of month-end reconciliations.
  • Received and resolved internal queries.
  • Facilitated smooth billing operations by maintaining up to date records on pricing and billing details within Omniflow and other internal systems.
  • Managed invoicing and payment processing operations.

Sales Agent

Eishtec/Infosys
Waterford , Waterford
02.2017 - 01.2020
  • Consistently achieved sales targets through outstanding service, product expertise and upselling abilities.
  • Cultivated loyal, profitable customer relationships, asking open-ended questions to assess and cater to individual needs.
  • Maintained up-to-date product and market trend knowledge to offer customers relevant, current advice and guidance.
  • Guaranteed positive customer experiences by efficiently resolving customer concerns and complaints.
  • Maintained knowledge of company payment, return and exchange policies along with legal frameworks such as the data protection act to ensure total security for both the company and the customer.

Education

Bachelor of Business(Hons) - Finance and investment (Stream)

Waterford Institute of Technology
Waterford, Waterford

Skills

  • Finance services
  • Customer service
  • Systems oversight
  • Filing statements and invoices
  • Communication skills
  • Computer proficiency
  • Target-driven
  • Exceptional client service

Additional Information

  • Leader in the the Wexford branch of the Sea Scouts in prior years with responsibility for younger members during many trips across Ireland and abroad
  • Passionate about health and fitness, maintaining active and healthy lifestyle.
  • Took time after graduation to use personal savings and lightening of restrictions to travel across Europe and Asia

Other Work

  • Burger Mac(Wexford) - Service/Kitchen staff (2014-2017)
  • Wexford Opera House/Dun Mhuire Theater - Backstage hand ( 2013-2015)

Affiliations

  • Running
  • Fitness
  • Chess

References

References available upon request.

Timeline

Fund accountant, Intermediate Representative

BNY Mellon
06.2022 - 08.2025

Finance Assistant (Shared services)

Bausch & Lomb
01.2020 - 06.2021

Sales Agent

Eishtec/Infosys
02.2017 - 01.2020

Bachelor of Business(Hons) - Finance and investment (Stream)

Waterford Institute of Technology
Warren O'Connor