Michael B. Email & Phone Number

San Diego, Ca, Us

United States

Solana Beach, California, United States

San Diego, California, United States

Carlsbad, California, United States

• Developed and implemented new clinical and preclinical accrual processes which reduced monthly close timing by 50%.• Managed monthly close process for preclinical and clinical accruals including scheduling and deadline achievement for a team of three people. •Worked closely with Finance and Preclinical/Clinical Development Operations departments to validate accrual assumptions and ensure proper purchase order set-up and vendor invoicing.

San Diego, California, United States

•Worked closely with business units to provide technical accounting guidance during contract execution process.•Provided contract-level revenue recognition assessments to facilitate ongoing review procedures and prepare for the adoption of ASC 606.•Owned all processes related to the Company’s hedge accounting including effectiveness testing and entry and disclosure preparation.•Provided ongoing input to business analysts to facilitate new ERP system (SAP) implementation.

San Diego, California, United States

•Provided fundamental company and industry level research used to support the firm’s quantitative investment models. •Primary author of portfolio commentaries and ad hoc research pieces used in the firm’s marketing materials, client communications, and periodic newsletters.•Developed quality assurance processes to validate quantitative model factor inputs.

Santa Barbara County, California, United States

Responsible for screening potential investment ideas and authoring equity research used by portfolio managers and external clientele in the creation and maintenance of various investment vehicles.

San Diego, California, United States

Authored equity research for distribution to clientele of hedge funds, mutual funds, and other investment management firms. Assisted the Company’s President and Director of Research in capacities including process improvement, communication with research sales representatives, and client service.

San Diego, California, United States

Developed trading strategies and executed equity and foreign exchange trades across global markets. Provided daily market intelligence to the firm’s portfolio managers and presented regional market summaries at Trading department meetings.

Boston, Massachusetts, United States

Responsible for providing custody services to a client group comprised of mutual fund managers. Daily duties included cash and security reconciliations, trade settlement, and currency exchange. Worked closely with fund accountants to facilitate calculation of daily NAVs. Performed record keeping functions required to ensure compliance with frequent department audits.