Phillip Engel Email & Phone Number

Carcassonne, Fr

France And San Francisco Bay Area

Served several roles focused around the technical aspects of XBRL US product lines and data standards development. XBRL US Inc. is a nonprofit promoting the adoption of Extensible Business Reporting Language (XBRL) data standards in US private and public sectors. Originally incorporated to create the US GAAP taxonomy for the Securities and Exchange Commission (SEC). The taxonomy is used by every public US company for reporting quarterly and annual reports to the SEC and has leveled the playing field for financial analytics.Created a flexible business rules framework to identify issues in public company financial reports for data quality validations and for normalizing data based on multiple reporting paradigns. Framework includes a domain specific language (DSL) for authoring rules and a processing engine to run rules against a financial report formatted in the eXtensible Business Reporting Language (XBRL). Created a database repository of XBRL financial report data. The repository is able to import data from any XBRL source. The repository is used by financial analysts, data agregrators, public companies, government agencies and watchdog groups.Participated on several XBRL taxonomy development projects providing technical guidance, creating the development process, creating repository for meta data management.► US GAAP Taxonomy: Taxonomy defines over 15,000 reporting concepts and is used by all public companies to file regulatory reports to the SEC. ► Record of Credit Ratings Taxonomy: Taxonomy is used by all natinally recognized statistical rating organizations (NRSROs).► Corporate Actions: Taxonomy defines message for financial corporate activities (such as dividend announcements).► Solar Taxonomy: As part of the US Department of Energy SunShot initiative, the taxonomy is used for calculating the efficiency of solar projects and determine future cash flows.Presenter at national and international conferences and webinars.

Provide strategic and technical guidance for the XBRL standards.

San Francisco Bay Area

► Morgan StanleyEngaged to provide financial data modeling expertise for the development of an equity research taxonomy• Architected taxonomy and designed conversion process (XML, XSLT). Provided guidance on integrating the taxonomy into existing research processes.• Designed taxonomy management system working in an agile team. Responsible for business analysis, requirements and technical oversight. • Designed grammar for business rule language (domain specific language) for implementation of an equity research methodology for fundamental data• Conducted RFP process to engage vendor for development► Cayman Islands Monetary AuthorityEngaged as the solutions architect and business analyst for designing a taxonomy modeling tool for the collection of Basel II capital requirements data• Architected process for taxonomy modeling, data collection and data quality assurance• Designed Excel add-in for taxonomy modeling• Implemented business rules for bank submitted data validation and capital requirement calculations• Provided training to management and staff

San Francisco Bay Area

Manager in the research and development team representing KPMG in the XBRL consortium. Authored and edited the XBRL core specification. The specification is used in over 50 countries. Millions of XBRL documents are created annually replacing paper-based reports with more useful, more effective and more accurate digital versions.Authored and contributed to several additional add-on XBRL specifications including XBRL Dimensions, XBRL Formula and Global Ledger.Modeled the Federal Deposit Insurance Company (FDIC) call report XBRL Taxonomy.Modeled a UK financial regulatory taxonomy.Created technical XBRL training content and white papers.