Michael Webb Email & Phone Number

Denver Metropolitan Area

Centennial, CO

Centennial, CO

Centennial, CO

• Supervise team instructing setups of complex financial instruments in the accounting system (Eagle STAR) and acting as liaisons between the trade desk and the accounting department.
• Oversee the analysis and identification of security level data using independent sources such as Bloomberg, and expertly manage data within a security master solution (GoldenSource).
• Validate and provide support in the production and distribution of reports out of security master to the client, including Portfolio Management, Risk, and Portfolio Compliance teams.
• Research issues, identify bugs, and collaborate with subject matter experts in order to analyze processes and clearly communicate business needs to software development teams.
• Elicit, document, and manage requirements for software projects.
• Develop, review, test, and present technology solutions to business stakeholders and project teams.

Centennial, CO

• Collaborate with department subject matter experts in order to clearly communicate business processes to software development teams.
• Elicit, document, and manage requirements for software projects.
• Develop, review, and present technology solutions to business stakeholders and project teams.
• Analyze and identify security level data using independent sources such as Bloomberg, and expertly manage data within an external security master solution.
• Spearheaded project to upgrade security master system, enabling it to store market specific data for securities traded on multiple financial markets.
• Successfully transferred and ensured accuracy of over 1 million security attributes from legacy accounting system to new system as part of a large scale conversion project.

Centennial, CO

• Adeptly analyzed and accounted for securities trades, shareholder movements, corporate actions, income, and expenses in order to ensure accurate pricing of mutual fund shares.
• Instructed trades, advised custodian banks of wires and share movements, and expertly resolved accounting discrepancies.
• Developed and implemented Share Reconciliation Automation and the 529 Control Sheet, improving accounting controls and reducing Trade Processing department workload by over 14 man-hours daily.
• Created automated trades verification solution, achieving 100% accuracy and reducing processing time by 50%.

Centennial, CO

• Prepared and reviewed financial reports for distribution to fund shareholders and the SEC.
• Coordinated audits with outside firms and facilitated communications between auditors and internal departments.
• Identified and rectified erroneous data in financial reports, ensuring SEC compliance.

Centennial, CO

• Provided outstanding customer service to mutual fund shareholders and financial advisors. Promoted sales of mutual funds by providing marketing support and critical product information.
• Received numerous commendations for excellent customer service and retention of fund assets.

Denver, CO

• Promoted internet-based products and services, including websites, web hosting, and business productivity tools. Performed product demonstrations and generated new business leads. Developed web site content.
• Integral to the development and implementation of GT Squared’s marketing strategy.
• Increased market exposure through search engine optimization tactics.

Lakewood, CO

• Managed critical client accounts for environmental service provider.
• Performed statistical data analysis to detect loss and manage inventory in underground fuel tanks.
• Developed reports and provided ongoing regulatory compliance support to clients.
• Remotely programmed and monitored tank gauging equipment; dispatched maintenance personnel as necessary.
• Established remote office for Shell Puerto Rico, a key international account. Hired, trained, and managed office staff. Provided exceptional supervision over all client relations with Shell PR.
• Appointed Quality Control Manager as a result of precise analytical practices and strong attention to detail.

Bachelor Of Science (B.S.), Business Administration And Management, General

Bachelor Of Sciences In Business Administration, Business Administration And Management, General

2 time Dean's list