Richard O'Keefe

Director Of Finance And Administration at Efco Products, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Peter Quinn

To whom it may concern: Rich and I have worked together in different capacities over the last several years. He is an excellent financial leader. I highly recommend Rich to any company. As our financial controller he showed good business acumen, solid judgement and a commitment. Rich and his team consistently delivered clear and concise forecasts and recommendations. The analysis was thorough and well thought out and his opinions were balanced. Even dealing with a significant amount of resource reductions and an ever changing business landscape, Rich always maintained a positive attitude. I relied on Rich extensively during the partial divestiture of our business. They were difficult times and without his contribution it wouldn't have been successful. His experience, poise and ability to deliver under pressure is what will make him a great addition to your team. If you have any further questions about Rich, please feel free to email me at peteq@us.ibm.com Sincerely,

Ken Wylie

I have worked with Rich for roughly 5 yrs. Rich has always displayed solid and sound financial acumen. He always projects a calm and professional manner in all situations and can quickly assess the needs of any tasks. Rich can also manage very effectively and knows when to become more involved with his team or when to be more hands off allowing others to research, learn, and grow. Rich would be a valued member to any financial team at any level and in any industry, he takes the time to understand the business and what is needed to drive results from financial and non-financial organizations.

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Credentials

  • Accident and Health/Travel Accident Insurance Agent
    State of NY Department of Financial Services
    May, 2018
    - Nov, 2024

Experience

    • United States
    • Food and Beverage Manufacturing
    • 1 - 100 Employee
    • Director Of Finance And Administration
      • Apr 2019 - Present

      Manage and provide leadership for all financial, human resource, and information technology matters. Primary interface for the outside Corporate Lender, as well as the Trustee for the 401K and Pension Plan. Work closely with both plan administrators, ensuring all governmental regulations are adhered to and that all plan participants are aware of any relevant changes to the plans. Company focal point to Local Union Business Agent(s) and independent accounting partners/auditors. Integrate financial processes and functions into newly deployed ERP system. Integration included P&L, Balance Sheet, Trial Balance, Journal Entries and General Ledger. Responsible for administration and support of site Facilities and Insurance related items.

    • Controller
      • Jan 2019 - Apr 2019

      Responsible for Payroll, Accounts Receivable, Accounts Payable, Profit/Loss Reporting. Introduced new reporting dynamics with YTY, MTM, QTQ, and Budget analysis. Primary interface for NYS Empire State Development funding inputs and payouts.

    • United States
    • Insurance
    • 700 & Above Employee
    • Benefits Advisor
      • May 2018 - Nov 2018

      Independent Sales Agent representing Aflac Independent Sales Agent representing Aflac

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Worldwide Brand Controller / Consolidation Team Lead
      • 2015 - 2017

      WW Leadership, Consolidation, Planning, Reporting and Analysis of IBM's externally reported BPO business

    • Financial Services Manager
      • 2007 - 2015

      - Financial Services Manager providing financial support to the BPO NA Customer Relationship Management and Financial Services Sector Solution teams- Managed and Directed Contract Financial Analysts support across multiple client accounts

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Storage Sales Controller & Sales Operations Manager
      • 2003 - 2006

      - Lead and Consolidated the weekly Sales cadence reporting which supported IBM's Disk, Tape and Network Attached Storage products- Directed financial analysts support and analysis of monthly/quarterly revenue, sector, and channel reporting- Focal Point for Market Participation analysis and reporting to IDC and Gartner

    • Principal Financial Advisor
      • 2002 - 2003

      - Storage Systems Group Plan Coordinator responsible for both Spring and Fall Plans as well as annual operating budget update cycles- Key financial interface to CHQ Planning and Market Intelligence teams to ensure growth plans commensurate with market dynamics for IBM's Storage Systems products (Disk, Tape, NAS)

    • Various Finance and Planning Roles
      • 1991 - 2002

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Various Accounting Roles
      • 1984 - 1990

Education

  • Pace University - Lubin School of Business
    MBA, Corporate Financial Management
  • Fairfield University
    BS, Finance

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