Gary Mills Email & Phone Number

Greater Chicago Area, Us

Serving clients in full-time and contractor roles.I focus on delivering Operations Assessments/Optimization Audits encompassing Process, People, and Technology.My clients are private wealth family offices, hedge funds, private equity funds, and funds of funds that seek an unbiased, independent review of their Operations to realize any of several goals, including identifying/addressing pain points, reducing costs, defining the optimal approach when considering significant, organization-wide investments in new platforms and markets - or simply seeking a review to ensure that their Operations are continuing to perform efficiently. I am equally comfortable and fluent working with business-side process requirements and technology development and support teams, thereby ensuring a seamless flow of information between clients and developers, including conveying business specifications to developers, ensuring that each deliverable meets the client’s requirements and expectations, etc. – throughout the course of each project and on into continuing support, maintenance, and future enhancements.I also bridge client requirements and development specifications to deliver technology and business-process solutions for leading tax accounting, private wealth family office, financial and partnership software and fund administration firms: * Specify, design, develop, implement, and support both internal and client-based portfolio and tax technology partnership and investment fund solutions;* Leverage my familiarity with features/functionality of many portfolio and partnership accounting, investor relations and client web portal vendor software to deliver the solutions best-suited to address the requirements of my fund manager, private wealth family office and fiduciary trust tax clients.

Chicago, Il, Us

Coordinated BDO's end-to-end automated Partnership Tax Compliance Software Solution development efforts, comprising BDO's Partnership Capital Account Solution (PCASO), standardized workpapers, production of State/Local and Federal Schedules K-1, and automating the capture of underlying K-1s. In addition, leveraged my knowledge and experience in financial and investment accounting and partnership tax to assist the Private Client Services (PCS) practice:* Defined business requirements and then issued Requests for Information and compiled the responses from which to identify vendor accounting software to improve the support of PCS Family Office Services team's engagements.* Contributed to new business pursuits by participating in presentations, needs analyses, and preparateion of proposals to family office and and operating company prospects.

Windsor, Ct, Us

Lead SS&C's next-generation tax services software solution project, leveraging our internally developed portfolio, partnership, and tax software applications, software obtained through our acquisitions, tax and software development expertise as we evolve our end-to-end Tax Compliance solution spanning Hedge, Private Equity, Real Estate, Fund-of-Funds, and Mutual Fund industry sectors in support of our Fund Administration and Software Solution clients.My responsibilities included:* Produced overall project roadmap, encompassing development guidelines, design criteria, overall project goals, delivery milestones (over four year timeline) and release dates, developer and subject-matter-expert resourcing requirements* Maintained overall project responsibility, including supervision of the development and business analyst/subject matter expert teams - and their progress on the project tasks to which they were assigned.* Introduced JIRA Project Management software to development team, improving management of task delivery timelines and resource planning.* Produced initial project plan and performed continued oversight of development to produce and distribute tax forms Schedule K-1 and Schedule K-3 to our Clients and their Investors.* Initiated project (including success criteria, development guidelines, etc.) to review several existing SS&C software applications to assess feasibility of leveraging their intelligent automation functionality to recognize and capture data from the Schedules K-1 received by our Clients from their partnership investments and convey the data into our Tax Compliance solution.

Serving clients in full-time and contractor roles.My work requires that I be equally comfortable and fluent working with:* Internal and external business-side clients (from introduction through gathering requirements, preparing/presenting RFP responses and proposals through implementation and training); and* Technology vendors and internal development and support teams.… thereby ensuring a seamless flow of information between clients and developers, including conveying business specifications to developers, ensuring that each deliverable meets the client’s requirements and expectations, etc. – throughout the course of each project and on into continuing support, maintenance, and future enhancements.I bridge client requirements and development specifications to deliver technology solutions at leading tax accounting, financial and partnership software and fund administration firms: * Manage and deliver technology- and operations-based projects requiring both business/client engagement and technology industry knowledge;* Specify, design, develop, implement, and support both internal and client-based portfolio and tax technology partnership and investment fund solutions;* Address the portfolio and tax requirements of hedge funds, funds of funds, private equity funds, registered investment funds, private wealth family offices and fiduciary trust tax firms;* Leverage my familiarity with features/functionality of many portfolio and partnership accounting, investor relations and client web portal vendor software to deliver the solutions best-suited to address the requirements of my fund manager, private wealth family office and fiduciary trust tax clients.

London, Gb

Lead/own or participate in the strategy, specification and development of Partnership Tax Compliance solutions serving hedge funds, funds of funds, private equity funds, registered investment funds, private wealth family offices and fiduciary trust tax firms, including specification, development and successful rollout of:* Solution to capture/process data from Schedules K-1 received by tax compliance clients from their underlying partnership investments;* An electronic channel/portal to distribute tax packages to clients’ investors;* Work with global third-party Fund Administrators to organize comprehensive, consistent capture/onboarding of portfolio, transaction and partner data into tax compliance applications;* Trust Tax Schedule K-1 Processing Tool, automating the processing of thousands of K-1s received by Trust clients, preparing the results for tax filing.

Chicago, Il, Us

Identify, prioritize and develop requirements for prospective enhancements to Backstop’s products, leveraging input from industry contacts, clients, prospects, Sales and Support;Manage all facets of selected projects, including requirements definition, specification, building test plans, documentation, and release, working with the Development and Quality Assurance teams;Create and work with Sales, Marketing, Professional Services and Support to execute roll-out plans for new functionality, identifying target markets, features and benefits, demonstration scripts and talking points, competitive advantages, and implementation and support considerations.

Chicago, Il, Us

Sales of investor/investment relationship management, workflow, due diligence and web presence software solutions to hedge funds, funds of funds, private equity funds, fund administrators, family offices, endowments and pensions.Contribute to Backstop’s product and market strategy; maintain relationships with industry influencers to indentify/confirm industry trends; organize and lead alternative investment industry-focused Webinars featuring industry influencer panelists.

Wayne, Pa, Us

Develop/refine product positioning and planning; extend market awareness of SunGard solutions; maintain relationships with industry influencers to identify/confirm industry trends; expert speaker at industry conferences; perform market analysis and identify trends; produce competitive product analysis; key client account management.Work closely with Marketing to produce industry Webinars, update web site data and design user group meetings.Global support for sales of portfolio accounting and partnership/shareholder accounting software to funds of funds, hedge funds and third-party administrators.

Wayne, Pa, Us

Sales of portfolio accounting and partnership/shareholder accounting software to funds of funds, hedge funds and third-party administrators throughout the U.S.Marketing: suggest product positioning and planning; build market awareness; develop and manage relationships with industry influencers; expert speaker at industry conferences.Acquisition Support: perform functional and industry due diligence on companies under consideration for SunGard acquisition.

Us

Sell domestic and offshore fund administration services to alternative investment funds: build market awareness and develop a previously untargeted market for PFPC alternative investment services in Central/Western U.S.; develop and manager relationships with industry influencers (e.g., prime brokers, accounting and law firms); suggest product positioning and planning; expert speaker at industry conferences.

Windsor, Ct, Us

Identify target markets and future trends; product positioning and planning; pricing strategy; develop sales strategy and conduct sales training; expert speaker at industry conferences; Strategic Advisor (Technology) to Family Office Exchange; develop and manage relationships with industry influencers; media relations.

Computer software solutions for hedge funds and private wealth family offices. Company was acquired by SS&C Technologies in October 1997.

Gb

Generated and managed technology- and operations-based management consulting engagements on behalf of banks, broker/dealers, and investment management firms.

Toronto, On, Ca

Managed technical consulting and sales team for 19-state region. Designed and implemented plans to market historical financial, economic, energy, and aviation data to money center banks, broker/dealers, financial exchanges, investment managers and Fortune 1000 firms.

Application software and financial/economic/aviation/energy data services firm. Acquired by Reuters in May 1988.

Jacksonville, Fl, Us

Developed and managed minicomputer-based systems to facilitate mortgage closings. Managed nationwide implementation, training and ongoing support.