Michael Pawlenko
Wantagh
Summary
Strategic business intelligence and analytics leader with 20+ years of experience delivering insights driving growth, informed decision making, and enhanced business performance within the financial services industry. Recognized for leading high impact analytics, reporting, and sales initiatives, with deep expertise in mutual funds, competitive intelligence, and enterprise collaboration. MBA in Finance.
Overview
25
25
years of professional experience
Work History
VP Business Intelligence & Data Management
BNY Mellon
Uniondale, NY
10.2019 - Current
- Designed and delivered Tableau Dashboards leveraging third-party datasets (LPL, UBS, Morgan Stanley) to expose advisor-level assets sales trends, market share, and asset class opportunities enabling targeted prospecting and stronger sales penetration.
- Developed a competitive advantage dashboard to identify external financial advisors and analyze their mutual fund and ETF holdings; created a proprietary rating system to highlight BNY funds outperforming competitor funds, enabling wholesalers to leverage these insights for targeted cross-selling opportunities.
- Built a U.S. and global industry flow dashboard, providing a 12-month summary of the mutual fund and ETF industry by competitor product, firm, morningstar category, asset class, region, and domicile to support market analysis and strategy.
- Created a BNY product analytics dashboard benchmarking sales, organic growth, performance, and expenses against the funds Morningstar Category, improving product analysis and positioning.
- Serve as the BNY product and Morningstar subject matter expert for the Business Intelligence team.
- Support BNY Investments Global Distribution by delivering business intelligence insights, reporting, and analytics which enhance visibility into business performance, improving informed decision making.
AVP Product Management
BNY Mellon
New York, NY
02.2009 - 10.2019
- Supported product strategy and analytics for BNY's $60B mutual fund business, delivering insights across performance, flows, attribution, expenses, revenue, and positioning.
- Conducted market research, competitor analysis, and industry monitoring to support product management decisions and business planning.
- Managed key third-party data vendor relationships with Lipper, Morningstar, and Strategic Insight ensuring reliable access to critical product and market intelligence.
- Owned and maintained the product analytics Access database, improving reporting quality, consistency, and analytics reliability.
- Responsible for RFP answers to product related questions from client requests.
- Collaborated across Sales, Marketing, Finance, Client Engagement, Fund Accounting, Business Intelligence, and senior management to support product initiatives.
Product Analyst
BNY Mellon
New York, NY
10.2005 - 02.2009
- Prepared and distributed monthly reports highlighting BNY Mellon mutual fund capabilities.
- Reconciled and validated data across internal and external systems to ensure reporting accuracy and consistency.
- Coordinated and lead monthly product change meetings. Responsible for the explaining the rational of upcoming mergers, liquidations, manager changes, structural changes and new fund launches.
- Authored procedure documentation for standardized reporting, improving consistency and knowledge transfer.
Principal Financial Analyst
BNY Mellon
New York, NY
09.2004 - 10.2005
- Performed P&L analysis for the Retail Direct business channel.
- Calculated annual revenue and expense plans, and make monthly forecast adjustments.
- Completed general ledger account reconciliations and validated payment requests for accuracy, completeness, and authorization.
- Reviewed compensation and incentive plans for monthly forecasting.
Business Analyst
BNY Mellon
New York, NY
09.2001 - 09.2004
- Developed, maintained, and distributed daily sales reports supporting Retail Direct advisors.
- Provided Finance with headcount, revenue, and commissions for monthly P&L reports.
- Assisted the financial advisors with the management of their client book of business.
Education
MBA - Banking And Finance
Hofstra University
Hempstead, NY05-2001
BBA - Finance
Hofstra University
Hempstead, NYSkills
- Business Intelligence Strategy
- Tableau Dashboards Development
- Alteryx Module Processes
- Advanced Analytics
- Sales Enablement
- Data Warehousing
- Data Feeds
- Performance Reporting
- Process Optimization
- Cross-Functional Leadership
Timeline
VP Business Intelligence & Data Management
BNY Mellon
10.2019 - Current
AVP Product Management
BNY Mellon
02.2009 - 10.2019
Product Analyst
BNY Mellon
10.2005 - 02.2009
Principal Financial Analyst
BNY Mellon
09.2004 - 10.2005
Business Analyst
BNY Mellon
09.2001 - 09.2004
MBA - Banking And Finance
Hofstra University
BBA - Finance
Hofstra University