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.
• 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.
• 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.
• Managed customer relationships regarding invoicing, customized solutions ie. compliance and analytics for risk mitigation.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.

United States

United States