Portfolio BI
Skip Hale is a skilled professional with a background in finance and accounting. With experience as a Global Controller and Corporate Controller for various companies, Skip has managed financial reporting, budgeting, revenue recognition, and operational analysis. With a Bachelor of Science in Finance, Accounting, & Business, Skip has a proven track record of developing detailed financial models, managing accounting systems, and providing high-level summaries and analysis to boards of directors. Skip's expertise in transitioning revenue recognition standards and creating detailed financial reports make them an invaluable asset to any organization.
Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.