Mike Boyle

Experience

1. Project Manager Xbrl, Investment Management

   Donnelley Financial Solutions (DFIN)

   Oct 2004 — Present · Boston, MA, US

   Responsible for the overall Project Management, technical development and execution of the company\'s investment management iXBRL offering and day-to-day production.Key areas of expertise: Risk/Return, Closed End Fund, Tailored Shareholder Reports and Variable Annuity taxonomies.Key Responsibilities:• Drive on-going performance for our iXBRL offering.• Create/ re-design a sustainable and scalable workflow model working with operations, product and software engineers and QA.• Manage day-to-day work flow of projects from investment management iXBRL clients;• Maintain strong US GAAP/Risk Return/CEF/TSR/VIP acumen, understanding of financial reporting and SEC rules and regulations related to all investment management iXBRL requirements;• Manage staff of XBRL domestic and offshore iXBRL SME\'s; develop/maintain SOP\'s, best practices and tagging standards;• Provide ongoing client education both pre-sale and post-sale. This includes detailing our offering, reviewing tagged documents, hosting client webinars and responding to specific/detailed question via phone and email. Ability to communicate iXBRL issues in both a plain English and highly technical manner, as needed.• Education and training of offshore teams

Skills

• Project Management
• Edgar
• Strategic Planning
• Customer Relations
• Sec Reporting
• Xbrl
• Sec Filings
• Compliance
• Excel
• Legal Entity Identifier
• Outlook
• Microsoft Office
• Ipo
• Word
• Powerpoint
• Process Improvement
• Financial Reporting