Michael Mcmaster Email & Phone Number

Greater Philadelphia

Chicago, Illinois, United States

• As an executive leader, I was recruited to oversee the Fund Administration division, managing administrative services for 400+ mutual funds, 60–70 Investment Advisor clients, and 800+ pension-type funds. I handle a.
• Restructured roles, significantly boosting yearly payroll efficiency and saving $900K annually while absorbing new business demands without additional hires.
• Active leadership role in successfully securing new business contracts from investment managing companies managing assets surpassing $10B+ by leveraging automation initiatives and expertise.
• Pioneered data automation initiatives, transitioning manual Excel processes to streamlined solutions using Alteryx, Xceptor, and Power BI.

Houston, Texas, United States

• My role involved strategizing the transition from internal tax operations to outsourced tax and financial reporting functions. I oversaw tax matters for 450+ mutual funds and various investment products while leading a.
• Restructured the team operations strategy, enabling multiple successful new fund product launches and increased business.
• Collaborated across business lines to implement technology platforms for enhanced efficiency and effectiveness.
• Developed new fund investment strategies and service capabilities in alignment with organizational goals.

Milwaukee, Wisconsin, United States

• During my tenure, I transformed a fragmented tax team structure into a unified group across multiple fund types overseeing comprehensive tax compliance and consulting services. Growing an expanding team that led and.
• Expanded the team's capabilities to handle diverse funds and established regulatory support services.
• Collaborated across teams to craft new client business strategies and spearheaded technology upgrade initiatives.
• Recognized for exceptional performance and leadership with prestigious awards and consistent managerial rankings.

Chicago, Illinois, United States

• As a Senior Tax Manager, I cultivated and managed client service relationships for multiple investment partnership groups and RIC clients, including key collaboration with U.S. Bank GFS. My responsibilities encompassed.
• Oversaw annual and quarterly FAS 109 / ASC 740 services for '40 Act and privately held funds, handling intricate accounting method changes and complex derivative book-to-tax adjustments.
• Executed various investment fund tax processes and procedures, ensuring compliance and accuracy in reporting.

Bachelor Of Applied Science - Basc, Economics & Political Science

Master Of Business Administration - Mba, College Of Arts And Sciences

Master Of Science - Ms, In Taxation