Bryan Fox Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Wellesley, Massachusetts, United States

Accounting and Data Management SME (ABOR/IBOR).Solution Consulting new and existing clients on implementation/upgrade/production phase of the Data and Digital platform which includes front, middle, back-office platform integration and implementation for some of the world’s largest and most premier Asset Managers.Cloud based technology initiatives (public and private). Azure Certified.Snowflake experienced.Oracle experienced.Data Management focus around security reference data, entity set up and build. Pricing and analytics. Integration of external vender feeds.Project manager and analyst , direct client engagement which includes executive presence, presentation, data mapping and data modeling, model office testing, bug fixes, triage, implementation, business and technical training, upgrades, conversions. On-site client travel approximately 30%. Project Leader.

Wellesley, Massachusetts, United States

BNY - Data and Analytics - Digital ServicesAccounting SME (ABOR and IBOR). Consulting new and existing clients on implementation/upgrade/production phase of the OMNI digital platform which front, middle, back office application integration and implementation. Cloud based technology initiatives (public and private). Azure Certified.Data Management focus around security reference data, entity set up and build. Pricing and analytics. Integration of external vender feeds.Project management, direct client engagement, presentation, data mapping, model office testing, bug fixes, triage, implementation, business and technical training, upgrades, conversions. On-site client travel approximately 30%. Project Lead in training.

Wellesley, Massachusetts, United States

BNY - Data and Analytics - Digital ServicesAccounting SME (ABOR and IBOR). Consulting new and existing clients on implementation/upgrade/production phase of Eagle product suite which include investment accounting, insurance accounting, portfolio management, data management, and performance measurement software.Cloud based technology initiatives (public and private)Data Management focus around security reference data, entity set up and build. Pricing and analytics. Integration of external vender feeds.Project management, direct client engagement, presentation, data mapping, model office testing, bug fixes, triage, implementation, business and technical training, upgrades, conversions. On-site client travel approximately 30%.BNY Mellon OMNI, a wholly owned subsidiary of BNY Mellon.

Wellesley, Massachusetts

Implementation Solutions Consultant for financial services technology firm HQ in Wellesley, MA. Accounting SME. Consulting new and existing clients on implementation/upgrade/production phase of Eagle product suite which include investment accounting, insurance accounting, portfolio management, data management, and performance measurement software.Project management, direct client engagement, presentation, data mapping, model office testing, bug fixes, triage, implementation, business and technical training, upgrades, conversions. On-site client travel approximately 30%.

Westborough, Ma

Team supervisor, Asset Servicing, Client Service Delivery, NAV Operations, Global Fund Accounting and Fund Administration.NAV Operation oversight for Westborough, MA office.Contributed to NAV reconstruction project as a subject matter expert.We support pooled investment vehicles in many of the world’s leading fund domiciles and our expertise encompasses virtually any security multi manager, fund of funds, commingled funds and collective trusts.Key features include centralized control, roll back and replay for an STP model as well as multi-currency multi basis which can help clients increase efficiencies by consolidating middle office (T0) and accounting (T1) onto a single platform.Services include calculating and reporting NAVs, computing yields, reconciling accounts, maintaining expense files, coordinating bill payments, maintaining broker and commission ledgers, providing administrative support in connection with managers’ SEC requirements, maintaining certain fund records and responding to inquiries during account audits.

Westborough Massachusetts

Team leader, Asset Servicing, Client Service Delivery, NAV Operations Fund AccountingWe support pooled investment vehicles in many of the world’s leading fund domiciles and our expertise encompasses virtually any security and product structure, including multiple class, , fund of funds, commingled funds and collective trusts.Key features include centralized control, roll back and replay for an STP model as well as multi-currency multi basis which can help clients increase efficiencies by consolidating middle office (T0) and accounting (T1) onto a single platform.Services include calculating and reporting NAVs, computing yields, reconciling accounts, maintaining expense files, coordinating bill payments, maintaining broker and commission ledgers, providing administrative support in connection with managers’ SEC requirements, maintaining certain fund records and responding to inquiries during account audits.Part of BPO Training Project in Chennai, India. New team training for 1 month in Chennai June-July 2016.

Westborough, Massachusetts

Asset Servicing, Client Service Delivery, NAV Operations, Investment AccountingDaily pricing of mutual funds and calculation of NAV for various financial institutions. Client service driven. Daily account reconciliation. Daily SLA driven deadlines to meet client expectations. Ad hoc requests.Part of BPO Training Project in Chennai, India. New team training for 1 month in Chennai June-July 2016.

Westborough, Massachusetts

BNY Mellon Transfer Agent customer service for state sponsored 529 college saving plans. Processing redemptions, subscriptions, allocations, new accounts, and legal paperwork to ensure all accounts are in good standing with IRS/and other legal entities. Clients included: VOYA management, BlackRock Funds, Iowa Advisor, Legg Mason, and Tomorrows Scholar.

Framingham Massachusetts

Accounts Receivables, correspondences, refunds, appeals, and adjustments for private biomedical company.

Represented, marketed and sold hydro cleaners to clients. Opening and closing skills, persuasive communication skills, presentation, door to door, cold calling, listening skills.

Responsible for the scheduling, set up, and break down of private, corporate, and college events. Team development, communication, scheduling, market research, and problem solving

Bachelor’S Degree, Business Administration And Management Minor In Marketing

Business Administration Focused on Accounting, Finance, Operations Management, Business Management, and Marketing

Master'S Degree, Accounting

M.S.A