Kevin Ryan

Kevin Ryan Email and Phone Number

Kevin Ryan's Location
Newtown Square, Pennsylvania, United States, United States
About Kevin Ryan

Middle-market CEO/CFO with a unique experience helping companies find better ways to leverage data so they can make better decisions. I have experience working in a private equity environment since 2007 and have been in either a CFO or CEO role since 2014.I have significant expertise in managing, understanding, and analyzing data. I started using data analysis tools like Python in 2003 while I was working for Deloitte, and have continued to build on those skills ever since.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.

Kevin Ryan's Current Company Details
World Investment Advisors (formerly Pensionmark)

World Investment Advisors (Formerly Pensionmark)

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CFO
Kevin Ryan Work Experience Details
  • World Investment Advisors (Formerly Pensionmark)
    Chief Financial Officer
    World Investment Advisors (Formerly Pensionmark) May 2024 - Present
    Santa Barbara, Ca, Us
  • Xactus
    Chief Financial Officer
    Xactus Mar 2022 - May 2024
    Broomall, Pennsylvania, Us
    Leading the Xactus finance organization by creating data and analytical reporting tools that support the company’s mission of advancing the modern mortgage. By working with a world-class team and supporting their efforts with a superior analytical framework, we drive efficiencies for our business and for our clients’ businesses.
  • Keane
    Ceo
    Keane Mar 2017 - Jun 2021
    New York, Ny, Us
  • Keane
    Cfo
    Keane Mar 2014 - Mar 2017
    New York, Ny, Us
    At Keane, I started out managing finance/accounting, IT, and human resources. I was then promoted to CEO and led the turnaround effort starting in 2017.
  • Cmf Associates
    Director
    Cmf Associates Aug 2012 - Feb 2014
    Cleveland, Ohio, Us
    While at CMF, my primary focus was serving private equity portfolio companies. Specifically, assisting them with post-close finance and accounting support including net working capital adjustments, creating opening balance sheets, developing a financial close process, etc. In addition, I also worked on special projects such as a carve-out of a $400m food services business, developing a forecasting process for a $500m ship building company, and assisting a $400m sand manufacturer in analyzing their inventory.
  • Data Mules Llc
    Co-Founder
    Data Mules Llc Jun 2011 - Jul 2012
    Co-founder of Data Mules, LLC. Data Mules was trying to build financial modeling software that offered flexibility similar to Excel, but that gave the user more guardrails so it was not as easy to make mistakes.
  • Energy Plus
    Senior Director Of Finance And Business Analysis
    Energy Plus Jun 2009 - Jul 2011
    Philadelphia, Pa, Us
    Helping set the company's pricing and retention strategies based on an analysis of the underlying data. Furthermore, working this information into the company-wide financial forecasting models. Also helped create business critical models used throughout the organization (e.g., customer profitability and NPV models, attrition models, etc.).
  • Cmf Associates
    Principal
    Cmf Associates Nov 2007 - Jun 2009
    Cleveland, Ohio, Us
    Assisting middle market clients with a need for CFO type services, typically in a "post transaction world". Normally this meant helping companies recently purchased by a private equity fund. Thus, services generally included assisting with the purchase accounting, enhancing the accounting and finance capabilities of the company, assisting with debt covenant requirements (e.g., developing a GAAP compliant working capital calculation), etc.
  • Kpmg
    Manager
    Kpmg Mar 2006 - Nov 2007
    New York, Ny, Us
    Worked on several large forensic accounting projects. The largest project was for a healthcare company that was attempting to recoup tax monies paid to the IRS on fraudulently reported earnings. I was one of three lead managers (excluding partners and directors) on the project where we helped the client recoup approximately $440mm from the IRS.
  • Deloitte
    Senior Associate
    Deloitte Aug 2000 - Aug 2004
    Worldwide, Oo
    Performed audit procedures on every financial statement and managed teams doing the same. During my first year at Deloitte I passed the CPA exam and received one of the top 10 grades in the state of Pennsylvania.

Kevin Ryan Skills

Financial Modeling Financial Reporting Accounting Financial Analysis Corporate Finance Data Analysis Private Equity Forecasting Cash Flow Forecasting Debt Cost Analysis Budgeting Dashboards

Kevin Ryan Education Details

  • Carnegie Mellon University - Tepper School Of Business
    Carnegie Mellon University - Tepper School Of Business
    Entrepreneurship
  • Cabrini University
    Cabrini University
    Accounting

Frequently Asked Questions about Kevin Ryan

What company does Kevin Ryan work for?

Kevin Ryan works for World Investment Advisors (Formerly Pensionmark)

What is Kevin Ryan's role at the current company?

Kevin Ryan's current role is CFO.

What is Kevin Ryan's email address?

Kevin Ryan's email address is kr****@****eup.com

What is Kevin Ryan's direct phone number?

Kevin Ryan's direct phone number is +121595*****

What schools did Kevin Ryan attend?

Kevin Ryan attended Carnegie Mellon University - Tepper School Of Business, Cabrini University.

What skills is Kevin Ryan known for?

Kevin Ryan has skills like Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Data Analysis, Private Equity, Forecasting, Cash Flow Forecasting, Debt, Cost Analysis, Budgeting.

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