Michael Thomas Keve

***** ***** *****, ************, *******, 46236

Cell - 574-***-****

ad4lkp@r.postjobfree.com

EDUCATION 2013 Graduate

Hillsdale College, Bachelor of Arts

Major: Accounting

WORK EXPERIENCE

SEI Family Office Services (SEI FOS)

TECHNICAL SALES ENGINEER December 2021 – Present

- Subject Matter Expert for Archway Platform and Archway Client Portal, SEI FOS’s proprietary platforms.

- Supports Business Development team throughout sales process with prospective clients.

- Leads Demonstrations of Archway Platform and Archway Client Portal to prospective clients.

- Maintains Demo environments to ensure data is accurate and up to date.

- Creates Proof of Concept and Sandbox scenarios to ensure prospect’s due diligence of the Platform is successful.

- Collaborates with Development and Design team on new functionality to ensure it aligns with business use cases.

- Supports Implementation team in burst capacity to lead complex entity structure onboarding process.

- Assisted Client Relations in phone support and problem resolution of online support tickets. Eton Solutions LP

IMPLEMENTATION STREAM LEAD OF FUND ACCOUNTING May 2021 – December 2021

- On boarded clients onto AtlasFive, the enterprise level family office software of Eton Solutions.

- Subject Matter Expert for all Partnership and Fund Accounting within Implementation team.

- Managed the onboarding process for multiple client’s partnership and fund accounting structures.

- Assisted sales team in crafting implementation estimates for prospective clients regarding Partnership Accounting.

- Developed analysts and oversaw employees Partnership Accounting knowledge.

- Collaborated with Product Owners to ensure proper development of functionality within AtlasFive.

- Troubleshot potential bugs and communicated with the Product/Development team to ensure all test scenarios results were successfully achieved.

Ren (Formerly Renaissance Philanthropic Solutions Group/RenPSG) DIRECTOR OF CLIENT ACCOUNTING AND INSTITUTIONAL SERVICES June 2019 – May 2021

- Directed team of 2 supervisors and 15 accountants to perform fund accounting administration for Donor-Advised-Fund programs and back-office administration for various foundations/religious entities.

- Secured client relationship with 1.5T of total AUA for company through Request For Proposal.

- Assisted with sales consultations on prospective clients to ensure all aspects of their current needs are captured.

- Prepared pricing proposals for prospective clients with Corporate Finance team to ensure revenue goals are achieved.

- Subject matter expert for all fund, partnership, and pooled accounting processes/procedures within operations team.

- Led new client implementations/internal projects and served as project manager when needed.

- Reviewed internal processes to ensure maximum efficiency and proper controls were in place.

- Developed new procedures to utilize custodial data feeds for greater efficiency of accounting work.

- Led all performance reviews and regularly met with accountants for continued career development/growth. Archway Technology Partners/SEI Archway

INSTITUTIONAL IMPLEMENTATION CONSULTING SENIOR ANALYST / MANAGER January 2017 – June 2019

- Led team of consultants to onboard new institutional client relationships onto ATWeb, Archway’s flagship software.

- Developed consultants through performance reviews and ongoing evaluation of career needs/growth within company.

- On boarded institutional bank clients and charitable gift pooled funds that totaled over 15 billion AUA.

- Performed reconciliations on over 1,500 brokerage accounts for their expected time-weighted/extended internal rate of return and to quarterly statements from their previous software vendor.

- Instructed entry and senior level consultants on proper setup and onboarding of clientele assets and accounts.

- Served as one of the Subject Matter Experts for all software and accounting/financial questions within the company and development/design meetings for potential enhancements to the software.

- Led client meetings that included project status updates, training sessions, and report/software troubleshooting.

- Developed, maintained, and strengthened various client relationships with key stakeholders.

- Aided in the creation of client project plans for proper resource utilization and ensuring proper milestones are achieved.

- Collaborated with internal client relations/operation team to aide in successful transition out of implementation. Archway Finance and Operations

FUND ACCOUNTING / SENIOR INVESTMENT ACCOUNTING ANALYST September 2013 – January 2017

- Managed multiple client relationships with 2 billion AUA.

- Reconciled over 2,500 brokerage accounts on a daily/monthly basis to tie back to brokerage statement/data feed and the expected time-weighted performance returns.

- 50% reduction in processing time achieved through operational efficiencies and hands-on development of accountants.

- Created new pricing structure for client resulting in a 30% growth in profit.

- Directed development and design of reporting for client to create monthly reporting packages for all interested parties.

- Led all daily and monthly operational processes so that financial reporting packages were delivered by clientele deadlines.

ADDITIONAL PROFESSIONAL EXPERIENCE

IMMERSION User Conference 2016, 2018, 2022

- Speaker at SEI Archway/Archway Technology Partners biennial user conference

- Selected by leadership of company to lead session to inform current and prospective clients on unique aspects of its flagship software, ATWeb/Archway Platform.

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