Matthew Healey

Matthew Healey

Works at:

AppNexus

Location in:

Miami, United States of America

Matthew Healey

Matthews connections

Currently

Works at:
AppNexus
Location in:
Miami, United States of America

Bio

Analytical and globally focused business professional with excellent interpersonal and problem solving skills. Seeking to leverage my background in Financial Services and IT Services to work in a target-driven and strategically focused role, specifically in Consulting, Venture Capital or Business Development. Currently Pursuing my MBA at Trinity College Dublin with an expected graduation in August 2014

Specialties: Process Improvement, Problem Solving, Client Relations, Strategic Thinking, Organizational Change Management, Business Transformation, Financial Analysis, Industry Analysis, Market Research, Excel, PowerPoint, Word, Visio, SQL, JIRA, Bloomberg, LEAN Implementation, SaaS, Mutual Funds, Fixed Income Securities, Money Markets, Equities, Fund of Funds

Matthew has worked/studied in

  • Australia
  • Ireland
  • Italy
  • South Africa
  • United States of America

Matthew speaks

  • English

Matthew has experience in

  • Consulting
  • Finance - Investment banking
  • Financial services (incl. insurance, mortgages, retail banking)
  • Technology

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Work

2015 – 2016
(Mar – Apr)

Engagement Manager, Client Advisory

AppNexus , United Kingdom, United States of America
2012 – 2013
(Jan – Aug)

Implementation Consultant

Milestone Group
  • Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers
  • •Led workshops with clients to evaluate business needs and make recommendations on how to best implement pControl into their business
  • •Documented detailed business requirements
  • •Managed software delivery and packaging
  • •Provided both formal, functional software training and desk side training to clients
  • •Created and performed test cases to ensure proper software functionality
  • •Successfully lead the implementations of Asset Management software for 2 Multinational investment Management Firms in North America and South Africa
  • •Advised product development team on software enhancements for future releases to keep up with industry changes
2011 – 2012
(Aug – Jan)

Business Analyst / Consultant

State Street
  • • •Business Analyst on Global Funds Solutions team, part of Investment Manager Services
  • • •Assist on business development, due diligence and deal negotiation for State Street's middle office outsourcing services.
  • • •Analyze and prepare responses to RFI’s and RFP’s received for middle office outsourcing services.
  • • •Contributed to several internal consulting engagements focused on strategy and performance improvement.
  • • •Built workflows and action plans for presentations to Senior Management of findings.
  • • •Consultant to internal teams for improvement initiatives aimed at streamlining the structure of overall business development and due diligence process.
  • •Consultant to internal auditing team to streamline year end auditing process
  • •Analyzed and prepared responses to RFI’s and RFP’s received for middle office outsourcing services
  • •Consultant to internal fund accounting team to analyze current operations. Presented workflows and action plans to Senior Management which significantly reduced processing times
  • •Consultant to internal auditing team to streamline year end auditing process
2008 – 2011

ACCOUNT MANAGER - DOMESTIC FIXED INCOME/COMPLEX SECURITIES

State Street Corporation
  • •Promoted to Manage a team of 8 Account Controllers and 5 Senior Account Controllers in addition to the oversight of a joint venture team located in India.
  • •Develop & monitor controls, procedures and reporting requirements for the daily NAV valuations of 65 Domestic Fixed Income mutual funds, totaling over $58 billion in assets for SSgA.
  • •Prepare schedules, reconciliations, and analyses in support of client, audit, and management requests
  • •Helped assess and implement LEAN initiatives in order to adapt and respond to changing market conditions. This included writing business requirements as well as testing and implementation.
  • •Successfully managed the creation and implementation of two shared service groups for Income and Client Operations as a part of business transformation.
  • Conversion Project
  • •Was selected by management to travel to client site in Princeton, NJ for 5 weeks to assist in the conversion onto our accounting systems.
  • •Trained new employees on accounting system and applications.
  • •Reconciled funds from old accounting platform to new accounting platform
  • •Developed Macro for their money market group for client specific WAM calculation.
  • •Assisted Fund managers with fund setups and workflow optimization using excel macros.
  • •Participated in Outward Bound volunteer program
2007 – 2008
(Jan – Feb)

Senior Account Controller

State Street Corporation
  • •Promoted to supervise and assist the daily operations of the fund group managing over 80 money market mutual funds for State Street Global Advisors.
  • •Implemented new reconciliation process for payment discrepancies which resulted in a 100+ aged exception log being reduced to 0 by year end.
  • •Implemented new procedures for cash exceptions and daily reporting, including the creation of excel macros to increase productivity and accuracy.
  • •Responsible for weekly yield valuation
  • •Process cash and security transactions
  • •Monitor daily security settlement activity and cash flow
2007 – 2008
(Jan – Feb)

Senior Associate - Enhanced Cash

State Street Corporation
  • •Promoted to supervise and assist the daily operations of the fund group managing over 80 money market mutual funds for State Street Global Advisors
  • •Implemented new reconciliation process for payment discrepancies which resulted in a 100+ aged exception log being reduced to 0 by year end
  • •Implemented new procedures for cash exceptions and daily reporting, including the creation of excel macros to increase productivity and accuracy
  • •Responsible for weekly yield valuation
  • •Process cash and security transactions
  • •Monitor daily security settlement activity and cash flow
2006 – 2007
(Apr – Jan)

Associate - Enhanced Cash

State Street Corporation
  • •Responsible for daily fund accounting on multi-billion dollar mutual funds
  • •Assessed the daily yield fluctuations and market performance of SSgA's money market funds and explained the results to portfolio managers
  • •Client Liaison for fund located in Ireland
  • •Responsible for training account controllers and assessing training needs
  • •Prepare account proofs and reconciliation reports of custody to accounting

Work

2015 – 2016
(Mar – Apr)

Engagement Manager, Client Advisory

AppNexus , United Kingdom, United States of America
2012 – 2013
(Jan – Aug)

Implementation Consultant

Milestone Group
  • Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers
  • •Led workshops with clients to evaluate business needs and make recommendations on how to best implement pControl into their business
  • •Documented detailed business requirements
  • •Managed software delivery and packaging
  • •Provided both formal, functional software training and desk side training to clients
  • •Created and performed test cases to ensure proper software functionality
  • •Successfully lead the implementations of Asset Management software for 2 Multinational investment Management Firms in North America and South Africa
  • •Advised product development team on software enhancements for future releases to keep up with industry changes
2011 – 2012
(Aug – Jan)

Business Analyst / Consultant

State Street
  • • •Business Analyst on Global Funds Solutions team, part of Investment Manager Services
  • • •Assist on business development, due diligence and deal negotiation for State Street's middle office outsourcing services.
  • • •Analyze and prepare responses to RFI’s and RFP’s received for middle office outsourcing services.
  • • •Contributed to several internal consulting engagements focused on strategy and performance improvement.
  • • •Built workflows and action plans for presentations to Senior Management of findings.
  • • •Consultant to internal teams for improvement initiatives aimed at streamlining the structure of overall business development and due diligence process.
  • •Consultant to internal auditing team to streamline year end auditing process
  • •Analyzed and prepared responses to RFI’s and RFP’s received for middle office outsourcing services
  • •Consultant to internal fund accounting team to analyze current operations. Presented workflows and action plans to Senior Management which significantly reduced processing times
  • •Consultant to internal auditing team to streamline year end auditing process
2008 – 2011

ACCOUNT MANAGER - DOMESTIC FIXED INCOME/COMPLEX SECURITIES

State Street Corporation
  • •Promoted to Manage a team of 8 Account Controllers and 5 Senior Account Controllers in addition to the oversight of a joint venture team located in India.
  • •Develop & monitor controls, procedures and reporting requirements for the daily NAV valuations of 65 Domestic Fixed Income mutual funds, totaling over $58 billion in assets for SSgA.
  • •Prepare schedules, reconciliations, and analyses in support of client, audit, and management requests
  • •Helped assess and implement LEAN initiatives in order to adapt and respond to changing market conditions. This included writing business requirements as well as testing and implementation.
  • •Successfully managed the creation and implementation of two shared service groups for Income and Client Operations as a part of business transformation.
  • Conversion Project
  • •Was selected by management to travel to client site in Princeton, NJ for 5 weeks to assist in the conversion onto our accounting systems.
  • •Trained new employees on accounting system and applications.
  • •Reconciled funds from old accounting platform to new accounting platform
  • •Developed Macro for their money market group for client specific WAM calculation.
  • •Assisted Fund managers with fund setups and workflow optimization using excel macros.
  • •Participated in Outward Bound volunteer program
2007 – 2008
(Jan – Feb)

Senior Account Controller

State Street Corporation
  • •Promoted to supervise and assist the daily operations of the fund group managing over 80 money market mutual funds for State Street Global Advisors.
  • •Implemented new reconciliation process for payment discrepancies which resulted in a 100+ aged exception log being reduced to 0 by year end.
  • •Implemented new procedures for cash exceptions and daily reporting, including the creation of excel macros to increase productivity and accuracy.
  • •Responsible for weekly yield valuation
  • •Process cash and security transactions
  • •Monitor daily security settlement activity and cash flow
2007 – 2008
(Jan – Feb)

Senior Associate - Enhanced Cash

State Street Corporation
  • •Promoted to supervise and assist the daily operations of the fund group managing over 80 money market mutual funds for State Street Global Advisors
  • •Implemented new reconciliation process for payment discrepancies which resulted in a 100+ aged exception log being reduced to 0 by year end
  • •Implemented new procedures for cash exceptions and daily reporting, including the creation of excel macros to increase productivity and accuracy
  • •Responsible for weekly yield valuation
  • •Process cash and security transactions
  • •Monitor daily security settlement activity and cash flow
2006 – 2007
(Apr – Jan)

Associate - Enhanced Cash

State Street Corporation
  • •Responsible for daily fund accounting on multi-billion dollar mutual funds
  • •Assessed the daily yield fluctuations and market performance of SSgA's money market funds and explained the results to portfolio managers
  • •Client Liaison for fund located in Ireland
  • •Responsible for training account controllers and assessing training needs
  • •Prepare account proofs and reconciliation reports of custody to accounting

Education

2013 – 2014

Trinity College- Dublin

Master of Business Administration (MBA) (MBA)
2005

Temple University Rome

International Business
2001 – 2005

Fox School of Business - Temple University

BBA

Additional Info

Website
www.linkedin.com/in/matthealey
Nationality:
  • American