Mike Coletti

Experience

• 

  EY

  May 2006 - Jan 2021

  Support asset managers with operational transformation by assessing and developing processes, controls, roles and responsibilities and business and technology frameworks to support the operating model for their businessesLed engagements across the following areas: - Operating Model Design and Implementation- Fund Administration Selection and Onboarding- Technology Software Selection (e.g., Corporate Accounting, Sales Pipeline tools, etc.)- Industry Benchmarking Assessments- Business Process and Technology Assessments - Findings & Recommendations- Business Application Rationalization - Regulatory Reporting Business Process Development (e.g., Form PF, Legal Obligation Compliance)- Design thinking exercises with clients to drive innovation opportunitiesIn support of my clients, I have worked with several vendors across the industry including fund administrators, tax providers, technology providers (e.g., pipeline management, CRM, portfolio accounting, fund accounting, reporting, performance, visualization, workflow, data warehouse)Authored though leadership and point of view articles on compelling industry topics (e.g., new product launches, profitability) Show less

  • Senior Manager Consulting Services

    Jan 2019 - Jan 2021

  • Senior Manager Consulting Services

    Oct 2014 - Dec 2018

  • Manager Consulting Services

    Oct 2011 - Sept 2014

  • Senior Consultant

    Oct 2008 - Sept 2011

  • Staff Consultant

    May 2006 - Sept 2008
• 

  State Street

  Jan 2021 - now

  Alpha Services TransformationPrimary Responsibilities: - Provide oversight and leadership of all analysis, scoping and management of workstreams / initiatives within the Alpha Services Transformation program- Act as Solution Lead on Alpha initiatives within the Alpha Services Transformation program - Partner with external consulting firms (e.g., Big 4+ firms)- Manage impediments with stakeholders, drive program progress, escalate risks and issues, and recommend solutions- Drive the implementation of project changes and govern necessary change management to achieve program goals- Perform financial management oversight of workstreams to enable achievement of transformation financial goals and synergies- Structure and build quantitative and qualitative / conceptual analyses- Apply strong business judgment to surface implications and practical, high impact options- Manage the program governance meetings including project plan consolidation and materials preparation- Translate business challenges into actionable, structured, approach for problem solving- Effectively balance needs and requirements of competing priorities or teams to generate strategic forward-looking outcomes rather than tactical responses- Proactively seek solutions in the face of dynamic priorities for a growing and evolving business Show less Alpha Professional Services Consultant, Platform SolutionsPrimary Responsibilities: · Responsible for designing solutions and onboarding new clients onto State Street’s front-to-back platform· Lead workflow analysis, data analysis, requirements analysis for current and future state models and architecture· Lead creation and delivery of internal and client facing on boarding documents (client proposals, playbooks, resource and governance models, cost and revenue models)· Navigate complex client relationships, build strong business relationships and manage expectations with client stakeholders· Manage various stages of the transformation lifecycle (solution design, integration and testing, implementation and operational readiness)· Support business development and sales efforts through consultative client engagement and POC’s as needed· Provide regular status updates and supporting project management reports as directed Show less

  • Vice President

    Apr 2021 - now

  • Vice President

    Jan 2021 - Mar 2021