Open to opportunities

Sean Southall

@seansouthall

Message

Dynamic business consultant with 12 years in alternative investment operations

Portugal

Message

What I'm looking for

I am looking for opportunities that foster innovation, collaboration, and growth in the FinTech space. I have experience across the alternative investment operation with expertise in data, systems & process across the front-to-back office

As a dynamic and results-driven business consultant with over 12 years of experience, I specialize in professional services, business analysis, and product management within the alternative investment industry. My deep expertise spans investment operations, data, and technology across various asset classes and investment strategies, enabling me to manage complex projects and lead cross-functional teams effectively.

Throughout my career, I have successfully delivered innovative SaaS solutions that drive product-led growth for FinTech and FinServ companies. My notable achievements include designing an AI-driven document processing tool and managing the migration of hedge fund client portfolios to new accounting systems, showcasing my ability to enhance client operations and develop commercial product offerings.

Experience

Work history, roles, and key accomplishments

Current

Independent Consultant

Current

Southern Oak Advisory

Jan 2020 - Present (5 years 6 months)

Conducted financial analysis for SMB acquisitions and advised on offering memorandum requirements for a real estate development project. Spearheaded the design and launch of an AI-driven document processing tool for automating reference data extraction in private credit. Managed the development of a custom sales and revenue portal with CRM integration and dashboard tools.

Financial Analysis CRM Project Management SQL Python Lua HTML CSS

Product Expert – Alternative Investments

Linedata

Jan 2017 - Present (8 years 6 months)

Guided product teams on strategic planning and functional requirements to improve accounting, trading, and risk software offerings to hedge funds. Launched a productized version of the managed services reconciliation tool, rebranded as a React.JS web application. Expanded middle office outsourcing to EU & APAC and increased software adoption in US.

Product Management Functional Specifications React Web Application Development Managed Services @RISK Software

Product Manager

Gravitas

Jan 2015 - Present (10 years 6 months)

Established a product management function to build a proprietary application platform supporting outsourced services in shadow NAV accounting, recon, and risk reporting. Managed a team of 3 Business Analysts to transition a 30+ cross-functional team to a new operating model adopting Agile methodologies. Defined functional requirements for a reconciliation engine supporting 3-way position, cash, Pn

Product Management Agile Methodologies Change Management Competitive Analysis

Business Analyst

Gravitas

Jan 2013 - Present (12 years 6 months)

Consulting business analyst on fund operations and technology optimization for multi-billion-dollar hedge funds, responsible for workflow re-engineering, systems implementation, and custom app development projects. Collaborated with the C-suite of a $5bn distressed debt fund to elicit trade processing requirements and build a custom application to replace excel workflows. Designed a custom trade c

Business Analysis Systems Implementation Trade Processing Trade Compliance SQL Database Design