Michael Hubbard Ii Email and Phone Number
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A native-born resident of New Orleans, Michael Hubbard II brings over fifteen years of professional experience to Innovative Strategic Partners, most recently as the Owner and Lead Consultant of M2 Consult Services, which provides finance and accounting consulting services to multiple organizations in the greater New Orleans region. Mr. Hubbard’s past vocational experiences run the gamut from real estate to banking to higher education. It has been through these experiences that Michael honed his skills in providing quality service to organizations, regardless of the industry or size of the corporate entity. He also has sat on the Board of Directors or served as Treasurer for several nonprofit organizations.Michael is a dual alum of Florida Agricultural & Mechanical University, earning a Bachelor of Science in Business Administration with concentrations in Finance & Accounting and a Master of Business Administration degree with a concentration in Finance. He is a member of Alpha Phi Alpha Fraternity, Inc. and Alpha Phi Omega National Service Fraternity, Inc. Dynamic, goal-oriented professional offering extensive experience and astute leadership overseeing financial investment portfolios, fund management, budget management and accounting functions, including multimillion-dollar investment portfolios. Proven ability to steer strategic planning and implementation based on risk analysis/mitigation to optimize investment growth. Excel at managing endowment funds within educational environment including steering individual fund allocations. Possess strong customer relationship management skills, cultivating and strengthening internal and external partnerships through comprehensive analysis, reporting and communication of portfolio performance and management. Adept at defining, implementing and managing adherence to policies and procedures that ensure compliance with regulatory requirements and drive operational efficiency in all fiscal processes and reporting functions.Core CompetenciesAccountancy Accounts Payable Data Analysis Business Process Development/Management Strategic Planning Consulting Customer Relations Equities Fixed Income Information Technology Payroll Processing Risk Analysis Regulatory Compliance Financial Reporting Collaborative Teamwork Stakeholder Engagement
Innovative Strategic Partners, Inc.
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Chief Executive OfficerInnovative Strategic Partners, Inc. Jan 2020 - PresentNew Orleans, Louisiana, United States -
Owner/Lead ConsultantM2 Consult Services, Llc Sep 2018 - PresentNew Orleans, La▪Provide finance and accounting consulting services to client in connection with previous employment responsibilities including, but not limited to: o Participated as a key member with the preparation and processing of the fiscal year-end reconciliation and close, generation of financial statements, and external audit preparation for the past 2 fiscal year-ends, resulting in clean audits. o Partnered with another department on a special project to review and reconcile all individually endowed account donor documentation, including the creation of standard operating procedures and internal controls for said accounts.▪Created and reviewed program budgets and budget descriptions utilized in grant applications for several not for profit organizations.▪Worked as a Financial Specialist for not for profit client, Fund 17’s Capital Ready program; an 8-week program that provides entrepreneurs with financial education and personalized one-on-one assistance to prepare or apply for a business loan in coordination with lending partners.
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Portfolio CoordinatorLoyola University Jan 2010 - Jul 2018New Orleans, La▪ Delivered astute oversight and management of the University’s $275M Endowment fund including the management of all relationships with investment consultants, investment managers, custodian, board members, and the University.▪ Conducted detailed financial analysis and presented reports to staff and the board on Endowment Fund status and provided recommendations based on global financial markets and economy, to guide strategy development.▪ Utilized various tools and processes to efficiently monitor the University Endowment’s Investment Policy, asset allocation, investment manager returns, and portfolio activity.▪ Worked collaboratively with VP Finance & Administration and AVP Financial Affairs on the formulation of budgets pertaining to annual operational draw from the Endowment and other financially related needs of the University.▪ Partnered with the Institutional Advancement department to support the monitoring of all individually endowed scholarships, professorships, chairs, and other endowed accounts.▪ Accurately calculated and managed allocation of funds for all individual endowments including individually endowed scholarships, and professorships.▪ Efficiently managed the monitoring, reconciliation and processing of monthly reports such as investment reports, utilization reports, staff reports, and board reports.▪ Played an integral role working closely with Board of Regents (BOR), preparing all reporting for annual audits, and proactively supporting BOR Investment Policy Working Group Committee.▪ Expanded role from dealing only with endowment investments to also manage accounting-related deliverables as a key member of the annual year-end close and external audit team.▪ Managed multiple staff across the university on individual projects to reshape and enhance the university.▪ Reduced management fees and expenses of the endowment by approximately 40% and actively rebalanced and invested endowment funds. -
Bookkeeper/Business ConsultantHubbard & Tennyson, Llc Jun 2006 - Jun 2010New Orleans, La▪ Applied solid accounting skills and high-proficiencies in Quicken QuickBooks to efficiently manage the input and reconciliation of all financial transactions.▪ Utilized advanced Excel skills to create payroll platform, delivering enhanced efficiency in employee and contract employee payment management.▪ Delivered expertise to business owners on methods and strategies to improve business planning and productivity.
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Vice President / Senior Portfolio Analyst / Information Technology SupervisorFfc Capital Management Jan 2004 - Dec 2009New Orleans, La▪ Held responsibility for the management of approximately $250M of discretionary managed client portfolios.▪ Steered development, implementation and management of processes and procedures for analytics on security selection for managed client portfolios.▪ Oversaw all RIA trading and trade operations including equity and fixed income sales and purchases, ensuring strict adherence to internal controls and regulatory requirements.▪ Delivered expert Client Relationship management for new and existing clients including all high net worth retail, institutional, non-profit foundations and endowment clients under the RIA.▪ Chaired FFC Advisory Committee, steering security selection for managed client portfolios.▪ Defined, developed and oversaw adherence to guidelines and procedures for the Investment Advisory Account Agreement, including the description of any new money management platforms.
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Licensed Mortgage BrokerBig Bend Mortgage, Inc Jun 2003 - Dec 2003Tallahassee, Fl▪ Originate, process, and close consumer mortgage loans▪ Spearheaded a direct mail out to help originate loans for the office relating in 20% higher market penetration
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Information Technology Specialist / Accounts PayableLiberty Bank And Trust Company Oct 1998 - Aug 2002New Orleans, La▪ Assisted with the implementation of a new IP telephone system for the entire bank▪ Discovered and solved different computer network related problems resulting in 10% less deficiencies▪ Implemented a new Accounts Payable system resulting in increased overall productivity▪ Created Excel, Word, and Access templates for several employees to increase efficiency across Operation departments of the bank
Michael Hubbard Ii Skills
Michael Hubbard Ii Education Details
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Finance And Accounting
Frequently Asked Questions about Michael Hubbard Ii
What company does Michael Hubbard Ii work for?
Michael Hubbard Ii works for Innovative Strategic Partners, Inc.
What is Michael Hubbard Ii's role at the current company?
Michael Hubbard Ii's current role is Finance & Investment Strategist at Innovative Strategic Partners, Inc..
What is Michael Hubbard Ii's email address?
Michael Hubbard Ii's email address is w.****@****ail.com
What is Michael Hubbard Ii's direct phone number?
Michael Hubbard Ii's direct phone number is +150429*****
What schools did Michael Hubbard Ii attend?
Michael Hubbard Ii attended Florida Agricultural And Mechanical University.
What are some of Michael Hubbard Ii's interests?
Michael Hubbard Ii has interest in Social Services, Children, Economic Empowerment, Education, Science And Technology, Animal Welfare, Arts And Culture.
What skills is Michael Hubbard Ii known for?
Michael Hubbard Ii has skills like Finance, Portfolio Management, Financial Analysis, Financial Reporting, Equities, Fixed Income, Business Strategy, Consulting, Customer Service, Accounting, Accounts Payable, Payroll.
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