Stephen Healy Email & Phone Number

United States

Collaborative relationship management with oversight over accounting and performance operations teams. Utilized Interpersonal skills to synthesize technical aspects of target client service model in a dynamic environment. Leveraged > 10 years in performance operations to prioritize and adapt ability to prioritize client’s macro needs.• Managed > $2M sales budget by directing asset management servicing team providing report creation & analytics• Grew > 15% Sales Revenue Growth… Show more Collaborative relationship management with oversight over accounting and performance operations teams. Utilized Interpersonal skills to synthesize technical aspects of target client service model in a dynamic environment. Leveraged > 10 years in performance operations to prioritize and adapt ability to prioritize client’s macro needs.• Managed > $2M sales budget by directing asset management servicing team providing report creation & analytics• Grew > 15% Sales Revenue Growth in 2023 by identifying creative opportunities and product implementation.• Implemented product shortfalls through senior management business development and cross-selling internal offerings in addition to leveraging 6 external third party technology platforms by presenting a new market strategy. • Managed customer relationships regarding invoicing, customized solutions ie. compliance and analytics for risk mitigation. • Cultivated strategic alliances and drove opportunities as point of contact to existing and prospective clientele risk management and corporate accounting and finance teams to meet strategic organizational growth vision.• Added $100K in new profit through discovered revenue leakage in FY2023.• Achieved Sales Revenue of $200K in FY2023 through presenting business opportunities for new technology needs. Show less

Everett, Massachusetts

Senior management team member focused on decision making, client relationships, and coordination of process improvement project initiatives. Managing project workflows, goal setting, delegate tasks and business case development. Mentoring of 5 junior analysts focused on professional growth, operational excellence via internal control corporate policies and data integrity.• Led cross-functional strategic project management team facilitating automation and simplification of… Show more Senior management team member focused on decision making, client relationships, and coordination of process improvement project initiatives. Managing project workflows, goal setting, delegate tasks and business case development. Mentoring of 5 junior analysts focused on professional growth, operational excellence via internal control corporate policies and data integrity.• Led cross-functional strategic project management team facilitating automation and simplification of processes.• Projects included Quality Assurance document created for transitions to low-cost locations creating expense savings.• Comprehensive Engagement with premium public fund, top tier college endowment financial operations and accounting teams and leaders in the financial industry on performance and audit requirements to meet strategic initiatives.• Utilized quantitative investment performance financial research and strategic planning to achieve customized client solutions for investment accounting and executive management teams for publication or investment committee use. • Overhauled worldwide training program for new hires to increase operational readiness and operational efficiency. Show less

United States

Senior member of performance data team focusing on due diligence to data integrity and performance methodology. Customized performance reporting ie: performance attribution, benchmarking. Superior relationship management.• Significant usage of SQL, Microsoft excel, PowerPoint, Jira and Power BI.• Proven ability to exceed aggregate data accuracy > 98% threshold. Expertise in security level performance analysis, performance attribution, and Private Equity non-lagged reporting. Subject… Show more Senior member of performance data team focusing on due diligence to data integrity and performance methodology. Customized performance reporting ie: performance attribution, benchmarking. Superior relationship management.• Significant usage of SQL, Microsoft excel, PowerPoint, Jira and Power BI.• Proven ability to exceed aggregate data accuracy > 98% threshold. Expertise in security level performance analysis, performance attribution, and Private Equity non-lagged reporting. Subject Matter expertise in Daily Security Level performance valuation, NAV to NAV performance, and Private Investments non-lagged performance returns. Show less

United States

United States