Back to all advisors
Kevin O'Connor

Kevin O'Connor

Three decades of CEO and CFO leadership in regulated finance

Detroit Metro, Michigan30+ years experience
Finance / ARStrategyOperationsCapital StrategyGovernanceM&A / TurnaroundsLeadership CadenceFinancial ServicesBanking & Credit UnionsProfessional Services
Advisor & OversightEmbedded OperatorSpecialist Lane Owner

About Kevin

Kevin O'Connor is a banking and fintech executive whose career spans more than 30 years inside regulated financial institutions, where he has served as both Chief Executive Officer and Chief Financial Officer. His work covers capital planning, balance-sheet optimization, governance, technology modernization, and operational turnaround, the kind of disciplined execution that strengthens an organization without breaking it. Over his career Kevin has led complex financial and operating initiatives designed to improve performance and resilience. He oversaw more than one billion dollars in annual cash flow, integrating treasury and liquidity-management technology to optimize cash and reduce borrowing costs. He turned around a regulatory-deficient hundred million dollar commercial loan portfolio, restructured a two hundred million dollar investment portfolio to improve yield while staying compliant, and helped lead an institution through a hundred million dollars in asset growth in under five years. Earlier he served as President and CEO of multiple credit unions, running everything from investments and IT to operations and member service. What makes Kevin a fit for Vista is the combination of governance rigor and a builder's openness to new tools. He is actively bringing generative AI and automation into financial operations, using them to speed analysis and improve decision quality rather than to chase novelty. He advises from inside the work, grounded in data and practical execution. Through Vista Advising Group, Kevin is matched with leaders who need senior financial and operational firepower: capital strategy, turnaround leadership, governance, and the steady hand of an operator who has carried both the CEO and the CFO seat.

Key Results

  • Oversaw more than one billion dollars in annual cash flow, integrating treasury and liquidity-management technology to optimize cash and reduce borrowing costs
  • Turned around a regulatory-deficient hundred million dollar commercial loan portfolio and restructured a two hundred million dollar investment portfolio to improve yield while maintaining compliance
  • Helped lead an institution through a hundred million dollars in asset growth in under five years, after serving as President and CEO of multiple credit unions

How Kevin Works

Deliverables

Financial Models & ForecastsCapital PlanScorecard / KPIsOperational SystemsHandoff Plan

Tools & Platforms

Excel / Google SheetsChatGPT / Generative AITreasury Management Systems

Ready to work with Kevin?

Book a call to discuss your situation, or send an inquiry and we'll connect you with Kevin directly.