Michael Gowen Email & Phone Number

• Manager of BARS, Baysys Technology's advisor fee billing application.• Provide technical support and custom solutions for the firms data outsourcing clients.

Wakefield, Ma, Us

• Monitored and streamlined nightly batch jobs for national financial services firm. Available on call as primary contact to resolve any issues that arise so that the mission-critical processes are completed and accounts are reconciled and available for trading when markets open.• Maintained XML-based account lifecycle and access control documents to ensure compliance with account opening and closing processes and manage access to system based on functional roles.• Created MS SQL queries to streamline client operations and reporting requirements and to extract to Excel for ad-hoc data analysis.• Developed documentation and delivered internal-external training sessions for portfolio accounting and performance measurement.

Us

Finaplex provided enterprise portfolio accounting, CRM, performance reporting, proposal generation, trading and portfolio management solutions for wealth management and retail investment markets.• Successfully managed engineering and services team to convert and reconcile position and transaction data for over 600,000 accounts for Finaplex’s first major client and primary source of revenue.• Managed an offshore QA group in Hyderabad. Responsibilities included the development of test plans, production of test data sets and test cases, bug tracking and issue prioritization.

West Chester, Pennsylvania, Us

Meradia Group is a professional services organization that provides strategic planning, implementation and consulting services to the investment management industry. • Performed AIMR-PPS/GIPS pre-verification service for regional investment advisory firm. Audited firm’s current composite construction and reporting processes and documented changes for compliance.• Provided strategic consulting services to centralize client communications and reporting packages. Instituted Business Change Process to provide short term efficiency improvements. Produced RFP document to review and select new vendor.

San Francisco, Ca, Us

* Developed release management matrix to improve upgrade process across 30 product lines and different client profiles. Created professional service and training program options to provide appropriate level of service for different client profiles and to ensure consistent client communications.

San Francisco, Ca, Us

* Analyzed competition in the investor relationship management space. Surveyed over 100 clients and prospects regarding product satisfaction and direction. Analysis directly led to the implementation of a new pricing model and a prioritization of future feature functionality.

San Francisco, Ca, Us

* Managed premier account relationship with annual services revenue of $250,000. * Managed scalability study resulting in joint development project. Coordinated product migration to 200 branch offices within PaineWebber’s policies and project timeframes. Enabled PaineWebber to add 60,000 accounts without increasing portfolio administration staff.

San Francisco, Ca, Us

• Provided on-site implementation consulting services including application installation, data conversion, automation scripts, client training and process documentation. Selected to Chairman’s Council for exceeding 85% billable utilization.

San Francisco, Ca, Us

• Successfully managed cross-functional teams through all phases of the software development life cycle. • Responsible for product roadmaps, business requirement documents, product launch plans, competitive analysis, feature functionality matrix and product FAQ’s.• Delivered product updates and moderated client panel discussions at conferences and trade shows. • Coordinated market validation visits, client satisfaction audits and beta client selection process.• Created sample data and reports to produce product brochures, marketing collateral and product demonstration disks. Wrote sales demo scripts leveraging sample data sets.• Created and delivered internal-external product training to clients, sales and services organizations.• Managed Advent’s flagship portfolio accounting system, Axys, through its first three major release cycles while increasing annual product license revenue from $5 million to $20 million.

San Francisco, Ca, Us

* Provided inbound client technical support for proprietary portfolio accounting system and interface partners.

New York, Ny, Us

Barclays Global Investors (BGI) provided structured investment strategies to investors worldwide. BGI was acquired by BlackRock in December 2009.• Managed a staff of seven accountants responsible for the production of financial statements for common trust funds valued at $30 billion. Portfolio accounting expertise includes valuation and performance measurement of domestic and international equity, fixed income and derivative securities; corporate actions and reconciliation processing.• Established and documented procedures to reclaim foreign withholding taxes averaging $200,000 annually in accordance with international tax treaties.