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Nate Stein is a Senior Product Manager at VisualDx. He possess expertise in finance, financial modeling, microsoft excel, financial analysis, valuation and 23 more skills. Colleagues describe him as "I had the privilege of working with Nate for several years at ClearMomentum. He was a true leader among a team of young, energetic individuals working together to build something special at our start-up. Nate’s ability to thoroughly assess any given challenge (of which there were many!) and deploy an effective action plan was a hallmark of his tenure at our company. He successfully assumed responsibility for the profitability of our most important clients – he is an asset and a true pleasure to work with!", "Very few people can say they enjoy working for their manager, but I can definitely say I enjoyed working for Nate. When I first started the position at ClearMomentum I hit many bumps in the road, but Nate always offered his time to teach me tasks and procedures. He helped me understand the in house software as well as best practices to communicate with external parties to get financial data in a timely manner. He helped me grow as a professional and earn the employee of the month award after 2 years. I was always impressed by Nate’s financial knowledge and the professionalism he used when working with customers and external parties. He juggled many different tasks but he always made time to help answer anyone in the company and customers with questions and concerns. At the end of the day he always thanked me for my work. I was fortunate to have Nate as my manager as he always went above and beyond his duty to achieve greatness!", and "Of anyone that I have ever worked with, Nate picks up and applies the economic and financial frameworks taught in class - most quickly, and most accurately. All of us at Simon that have had the privilege of working with Nate are well aware of this keen sense and intuitive feel for all things business. Nate will never be one to have to stress over a deadline, and will provide his future employers with a valuable set of financial skills, common sense, and amount of top-flight finished work. The guy is always having a good day, and someone you want to work with and be around - you're better for it."
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Senior Product ManagerVisualdxRochester, Ny, Us -
Senior Product ManagerVisualdx Jun 2024 - PresentRochester, New York, Us -
Product ManagerVisualdx Jan 2022 - Jun 2024Rochester, New York, Us
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Product OwnerVisualdx Apr 2019 - Feb 2022Rochester, New York, UsVisualDx is an award-winning, point of care clinical decision support system that has become a standard medical professional resource at more than 2,300+ medical universities, hospitals, and other clinical sites world-wide.Responsible for product strategy, user research, requirement definition, backlog management, and data analysis primarily focused on international and global health use cases.Bringing new features and products to market on web, iOS and Android platforms.Serving as Product Owner on scrum team responsible for developing new API product offering.Serving as Product Owner on scrum team responsible for redesign of internal content and data management platform.
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Operations ManagerSecond Avenue Learning Jun 2015 - Apr 2019Rochester, Ny, UsHybrid role including project management, finance, operations, strategic business analysis, sales support, pricing, and human resources.Managing up to 10 work-for-hire projects at any given time using agile methodology, ensuring on-time and on-budget delivery of projects valued collectively over $1.6M and individually up to $650K.Establishing consistent and scalable project management and operations processes.Streamlined data gathering, analysis, and reporting processes for key financial and operating metrics. Automated weekly KPI analysis process to eliminate human error and reduced time to produce analysis by over 90%.Cut costs and enhanced efficiency of HR processes by implementing a web-based HR portal to replace paper-based system. Continue to manage HR processes including employee onboarding, offboarding and payroll.Responsible for establishing pricing on contracts and proposals, as well as gathering requirements and writing proposals and SOWs for projects valued up to $500K or more. -
Professional Services ManagerIpreo Jan 2015 - Jun 2015New York, Ny, UsClearMomentum acquired by Ipreo in January 2015.Continued responsibilities as Professional Services Manager, and worked to integrate operations and product for the new Ipreo Alternative Assets division. -
Professional Services ManagerClearmomentum Aug 2012 - Dec 2014Led team of 8-10 employees responsible for both data management and client relationship management.Liaised between Professional Services team and software development team, using client feedback to design and improve user interface, features and functionality.Traveled often to meet with private equity and venture capital clients to provide training and collect user feedback.Created and maintained SharePoint site to facilitate team communication and keep information organized and accessible.Conducted interviews and expanded the team by making 5 new hires during tenure as manager. Created training program for new hires into the group.Continued to manage 15 client relationships representing over $400K in annual recurring revenue.Worked closely with strategic partner to design, test and implement integrated financial statement/cap table reporting solution for key client.Worked closely with development team to design and test iPad application, incorporating new features based on client feedback.
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Professional Services AssociateClearmomentum Jul 2011 - Aug 2012Client facing role, responsible for managing software implementations and client relationships.Analyzed and uploaded accounting output and financial statements from over 500 privately owned companies.Consulted more than 15 private equity and venture capital firms on how to best integrate our software and processes into their existing business processes. Used proprietary product to consult on and develop financial models to monitor VC clients' portfolio performance.Gained extensive experience with Excel and SharePoint, building automated financial reports and customized web pages.Recommended and implemented reorganization of Professional Services department to emphasize account ownership, accountability and client satisfaction.
Nate Stein Skills
Nate Stein Education Details
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University Of Rochester - Simon Business SchoolFinance -
University Of RochesterFinancial Economics
Frequently Asked Questions about Nate Stein
What company does Nate Stein work for?
Nate Stein works for Visualdx
What is Nate Stein's role at the current company?
Nate Stein's current role is Senior Product Manager.
What is Nate Stein's email address?
Nate Stein's email address is ns****@****ing.com
What is Nate Stein's direct phone number?
Nate Stein's direct phone number is +158541*****
What schools did Nate Stein attend?
Nate Stein attended University Of Rochester - Simon Business School, University Of Rochester.
What skills is Nate Stein known for?
Nate Stein has skills like Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Data Analysis, Financial Reporting, Portfolio Management, Equities, Powerpoint, Project Planning, Project Management.
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