Senior business and operations; Technology; Financial Services

Charlie McCleary

* ***** *****

Ellington, CT ***29

(H) 860-***-****

(M) 860-***-****

SUMMARY

Senior business and operations executive (MBA/JD/CPA) with substantial experience leading domestic and international software development initiatives, professional consulting engagements and client support operations. Demonstrated success reorganizing and strengthening financial, IT and product management operations to improve performance and profitability. Talent for proactively identifying and reversing problems with troubled system implementations, client relationships, sales support and stalled or failed sales negotiations.

PROFESSIONAL EXPERIENCE

Linedata Services Asset Management Division New York, NY 2003-Present

Linedata's Asset Management Division (LDSAM) provides global front-to back-office solutions for over 800 buy-side institutions and third party administrators across five continents; in North America LDSAM acquired Global Investment Systems and Beauchamp Financial Technology.

Senior Vice President, New York Operations 2007-2008

Provided leadership and direction for implementation, support and custom development teams; North American management team and sales and infrastructure support.

 Improved new client project profitability over 400% by reorganizing sale support process, instituting project management process and improving discovery.

 Increased existing client revenues over $2M by revitalizing the client relationship function and processes.

 Captured new consulting revenue by orienting support desk operations to better manage contract commitments.

Product Manager, Accounting, FundManager (Beauchamp Financial Technology, Inc.) 2004-2006

 Increased new global sales by reorganizing faltering tax lots, general ledger accounting and reporting development projects through release, opening up new market opportunities.

 Minimized risk of global support desk failure by providing internal SME for all accounting and tax issues.

 Generated new global sales in excess of $2M by supporting sales and marketing activities, including demonstrations as an SME, increasing company and product credibility.

Client Relationship Manager, MPARTNER (Global Investment Systems, aka GIS) 2003-2004

Transitioned recently acquired Future First Software. Developed and managed relationships with over 50 clients, directed process for updating the product suite based on customer input and ensured proper system documentation and training.

 Renegotiated FFS client contracts, resulting in 50-100% increase in support and consulting profitability.

 Reduced support desk training and response times, increasing user product knowledge and satisfaction by supervising QA and comprehensive documentation of the FFS software suite, including data dictionaries.

Future First Software Chicago, IL 2003

Managing Director

Recruited to build the value of the company that catered to the managed futures and hedge fund industries, and manage its sale to GIS

 Created a product development roadmap.

 Added professional tax and accounting expertise to the management team, lending credibility to the company.

 Participated in final due diligence and negotiations, resulting in sale of the company on favorable terms.

SS&C Technologies Windsor, CT 1995-2003

Hedge Fund/Family Office Subject Matter Expert (Windsor, CT & Bedford Hills, NY)

 Developed processes re: taxation of wash sales, IRC Sec. 988, contributed property, and partnership tax allocations under the Aggregate Method improving product functional competitiveness.

 Acted as chair and/or resident business advisor concerning product planning release decisions keeping functionality valuable and up to date, minimizing development costs.

Charles McCleary, Page 2

 Assumed software release business analyst and QA responsibilities left open due to attrition, avoiding service failures and meeting development commitments.

 Published numerous articles for company e-newsletter.

Mabel Interim Team Leader and Trainer (London and Amsterdam)

• Converted this Dutch securities processing product to an English language pan-European product, on time and under budget, contributing business analyst and quality assurance leadership.

• Led the London and Amsterdam QA effort, working with multilingual, multicultural development and SME team.

• Proposed and developed significant content for the converted product.

Team Leader: CAMRA, Antares & AdvisorWare Consulting (Windsor, CT)

• Maximized billable hours per employee and service organization flexibility by implementing a reorganization to merge the consulting, implementations and relationship management functions, and by cross training services professionals.

Relationship Manager: CAMRA and Antares (Windsor, CT)

 Sold over $500,000 of software and consulting services within first 5 months.

 Turned around and successfully closed a troubled investment system implementation and saved a faltering sales negotiation to win $150,000 consulting engagement.

 Managed 100 clients including largest license, implementation and maintenance revenue sources.

Product Manager: CAMRA NAV Module (Windsor, CT)

 Led team of 8 analysts and developers, held primary development and management responsibilities.

 Led custom development projects for domestic and multinational clients delivered on time and under budget.

 Revived and enhanced product functionality, and initiated an international NAV users group.

 Saved 2 faltering international implementations thereby retaining six figure professional fees and key clients.

US Taxation of Securities Transactions: Subject Matter Expert (Windsor, CT)

 Revived tax accounting functionality and reporting in the flagship product CAMRA and supported implementations, Help Desk, Sales and support; and initiated an informal users advisory council.

 Published numerous articles for company newsletter on securities taxation and tax matters.

Registered Representative, Bannon & Whitney; Peabody & Co., Hartford, CT 1990-1995

Price Waterhouse & Co., Hartford, CT 1987-1990

Senior Manager, Tax

 Real estate practice lead tax manager, overseeing consulting and return preparation services for numerous public and private partnerships and their sponsors.

 Certified Continuing Education course designer and instructor.

EDUCATION AND AFFILIATIONS

J.D., University of Connecticut School of Law, West Hartford, CT

M.B.A. Finance, McGill University, Montreal, Quebec

B.A. Economics, Tufts University, Medford, MA

CPA Certified Public Accountant, State of Connecticut; member of CSCPA

Admitted to Connecticut Bar

University of Hartford Barney School of Business West Hartford, CT

Adjunct Professor MST/MBA Graduate Programs: Introduction to Partnership Taxation, Income Taxation of Debt Instruments, Income Taxation of Securities Transactions and Real Estate Taxation

Contact this candidate