Björn Marksteiner Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

Managing a team of Solution Engineers and Support Engineers across both our Chicago USA and Sydney Australia offices, providing technical support for all our Client Success Managers and their clients around the world.

Greater Chicago Area

Being the Lead Solution Engineer at Practifi is a complex hybrid role where I draw on my extensive, wide-ranging experience and skill-set to find the best solution for the problems at hand. I manage technical relationships and act as a client liaison to solve business problems, provide technical analysis, solutions design, implementation support, collect requirements and provide guidance and best practices to achieve our client's business goals.

Sydney, Australia & Chicago Usa

My role has continued to evolve as Practifi grows and expands rapidly from the hectic start-up phase into the more mature, hectic growth stage with markets and a client base rapidly expanding across Australia, U.S. and beyond. As we bring on more people to take some of the many hats I was wearing, I am now able to concentrate on Product Management by:- determining what our customers need, working with our CSMs and engaging with clients, both in Australia and the U.S.- crafting… Show more My role has continued to evolve as Practifi grows and expands rapidly from the hectic start-up phase into the more mature, hectic growth stage with markets and a client base rapidly expanding across Australia, U.S. and beyond. As we bring on more people to take some of the many hats I was wearing, I am now able to concentrate on Product Management by:- determining what our customers need, working with our CSMs and engaging with clients, both in Australia and the U.S.- crafting and maintaining the product backlog, managing scope and priority - working with design and engineering teams to define, groom, and execute functions and features that drive the most value to our customersI want to do what's best for the product and our customers.I am temporarily based in U.S. helping to set up the new Practifi office in Chicago, train up our locally based CSMs and get to know the industry and some of our U.S. clients. Show less

Sydney, Australia

As Product Engineer at Practifi I wear many hats. I'm the Product Engineer and Release Manager, using my broad industry knowledge and software industry experience to define inclusions and exclusions and coordinate the full development life-cycle of each release. As Development & Support Manager I manage the day-to-day of the development and support teams, adjusting workloads and priorities, troubleshooting, helping out and mentoring the team. My basic philosophy is to… Show more As Product Engineer at Practifi I wear many hats. I'm the Product Engineer and Release Manager, using my broad industry knowledge and software industry experience to define inclusions and exclusions and coordinate the full development life-cycle of each release. As Development & Support Manager I manage the day-to-day of the development and support teams, adjusting workloads and priorities, troubleshooting, helping out and mentoring the team. My basic philosophy is to make sure things get done. Show less

Sydney, Australia

Product Manager / Product Owner for the core Financial Planning software looking after the full software product suite including the core financial planning functions through to research and transactional data feeds.Experienced with both high and low level requirements gathering and stakeholder management to assist clients of all sizes who often don’t have a very clear idea of what they want or what they actually need. I also managed relationships with third party data providers such as… Show more Product Manager / Product Owner for the core Financial Planning software looking after the full software product suite including the core financial planning functions through to research and transactional data feeds.Experienced with both high and low level requirements gathering and stakeholder management to assist clients of all sizes who often don’t have a very clear idea of what they want or what they actually need. I also managed relationships with third party data providers such as investment and insurance platform providers.As Product Owner I maintained (and built consensus for) the continual re-prioritisation of the enhancement backlog.I was responsible for the preparation, review and sign-off of use cases / functional specifications, release documentation and client communication. Also the Domain Expert, not just for the software in general, but also for tax, superannuation, financial planning processes and financial products. Show less

Sydney, Australia

I was involved in the end to end project cycle for the Business Solutions team from eliciting requirements, document analysis, planning functionality, designing interfaces and development of functional specifications through to test case review, development, implementation and post-implementation documentation and training.

Sydney, Australia

I worked as a financial planner conducting client reviews and interviews, assessing client needs, developing and communicating strategies to suit clients’ lifestyle, goals and wealth management needs.I also established, maintained and assisted with the administration of Self Managed Super Funds, investment platforms and direct portfolio holdings.

Sydney, Australia

Manager for two suburban tax accountant offices, interviewing clients and preparing tax returns for individuals, small businesses and rental properties.As manager I also looked after the setting of targets, preparing rosters, training and developing colleagues.Provided reference point as the resident "tax expert" for colleagues.

Analysis and conversion of client financial planning databases from old systems to Visiplan financial planning software using Excel and other tools.

I performed a variety of Business Analyst roles at CBA, including:- Financial analysis of budget and forecast data at departmental and project level and preparation of reports and status updates for senior management.- Evaluation and test new modules for the accounting, asset tracking and project tracking software systems.- Involvement in the end to end project cycle for a new fraud database built from scratch.- Review of processes and procedures.- Evaluation and… Show more I performed a variety of Business Analyst roles at CBA, including:- Financial analysis of budget and forecast data at departmental and project level and preparation of reports and status updates for senior management.- Evaluation and test new modules for the accounting, asset tracking and project tracking software systems.- Involvement in the end to end project cycle for a new fraud database built from scratch.- Review of processes and procedures.- Evaluation and development of ideas from the staff cash award suggestion scheme. Show less

Bachelor Of Accountancy, Accountancy

Received the Society Award from the Australian Society of CPAs for most outstanding external graduate in the Bachelor of Accountancy course.

Advanced Diploma, Financial Services (Financial Planning)

Diploma, Financial Services (Financial Planning)