About Tim O’Connell
Tim is a trusted financial executive and business partner with over twenty five years of experience, holding CFO positions in the financial management, private equity, investing, healthcare, insurance and the benefit consulting industries. A Certified Public Accountant with high integrity, proven leadership and excellent communications skills, Tim is an expert in transaction advisory services including buying and selling businesses. He maintains the necessary level-headed demeanor throughout all aspects of the transaction process, yet also possesses the aggressiveness and competitiveness to get the transaction closed. Tim has experience in communicating and negotiating with all transaction stakeholders and their respective advisors including private equity firms, traditional funding institutions, lawyers and accountants. He also has extensive experience in executing turn-around plans to reduce expense and improve overall profitability.
He has a successful track record of working with executive and management teams to develop strategic and operating financial plans, and developing key financial metric reporting to assure that profit expectations are met or exceeded.
Tim has proven leadership skills. He is able to identify strengths and weakness of staff, assess career development needs, and improve individual and organizational performance. Tim’s strong interpersonal skills keep him engaged with all levels of management and the external business community including financial institutions, vendors and external auditors.
As a B2B CFO® Partner, Tim is able to draw upon the expertise of other B2B CFO® Partners across the country with broad industry experience. In addition to his Partner network, Tim has an active personal network of CPA’s, attorneys, bankers, investment bankers, insurance agents, personal financial planners and other advisors which allow him to effectively handle relationships with all stakeholders of an organization. This network is a significant asset in providing value to the businesses that utilize Tim’s services.
Tim earned his Bachelors in Business Administration in Accounting from the University of Notre Dame and his MBA from Northwestern University’s Kellogg School of Management. Tim and his wife live in the west suburbs of Chicago and have 4 children.
- University of Notre Dame
- Kellogg School of Management, Northwestern University, MBA
Certificates & Licenses:
- American Institute of Certified Public Accountants
- Financial Executive Networking Group (FENG)
- Turnaround Management Association (TMA)
- Alliance of M&A Advisors (AM&AA)