Ryan Rosati Email & Phone Number

San Francisco, California, Us

During this role, I am accountable for controlling FP&A Funds Transfer Pricing buildout as well as data analytic tools for actuals and forecasting decisions. I continually contribute to achieving revenue and profitability improvements through regular engagement with internal and external stakeholders to facilitate ongoing methodology and system development.Key Accomplishments: • Led FTP OFSAA Agile Migration project as product owner • Directed Global Teams, External Consultants, Internal Consultants, and a U.S. based team for FTP Agile project as well as FTP production instrument processing over the past number of years.• Created a new process to validate and produce the 20 thousand Daily/Monthly Rates used by FTP and developed a proprietary derivates rates application to help support pricing and costing of banking products.

San Francisco, California, Us

My role as Lead Financial Consultant revolved mainly around overseeing team members with integrity in a collaborative environment, supporting individual career growth while reducing/managing risks and yielding valued management reporting results.Key Accomplishments: • Coordinated with Audit, Risk, Process Eng., LOBs, Data Management, and centers of excellence to ensure effectiveness and collaboration thrive as Well Fargo.• Automated and transitioned critical production work activities to our global team• Implemented enterprise wide product methodology to better evaluate company profitably

San Francisco, California, Us

This role required me to provide deliverables directly affecting enterprise wide instrument pricing, management reporting, and performance compensation.Key Accomplishments: • Established and managed executive analytics based on new internal costing methodology.• Created automated testing models that increased instrument level testing by over 1,000%.• Built instrument-based profitability analytics individualized for each line of business. • Engineered daily process that validates over 8,000 market issue codes to ensure accuracy for pricing and forecasting. • Directed buildout of Oracle BI tool for lines of business to monitor KPIs.• Automated instrument break-fee calculator to recoup millions based on instrument breakage.• Implemented new costing methodology for the entire enterprise. • Earned promotion within first six months.

Jacksonville, Fl, Us

Manage monthly financial analytics with Key Performance Indicators and invoice data for the corporate accounting group. Key contributor building and maintaining the P&L statements for the company reorganization.• Redesigned allocation and breakdown of corporate budgets.• Built and maintained P&L statements for company reorganization. • Forecasted and maintained strategic company costs and revenues.• Completed monthly close of approximately 500 client based and internal projects. • Presented monthly mortgage/bank market updates to executive committee based on strategic opportunities.• Developed (for 3 years) an internal application solution to budget, forecast, report, and analyze operationsHave shown upward mobility as first being a Business Analyst and then a Data Modeler

Clayton, Missouri, Us

Developed quarterly reports for trustees and designed a data base for institutional prospects. Recognized for excellent performance in attaining reliable benchmarks for future business directions.• Analyzed more than $3 billion worth of fixed income, equity, and alternative securities.• Worked closely with a $5 billion bond desk to perfect markups on municipal holdings. • Designed a method for bond markups which mitigated reporting inaccuracies.• Performed portfolio analysis/various analytics for both personal and institutional clients to increase firm AUM

Armonk, New York, Ny, Us

Created and designed lotus cost centers for reporting series. Corrected and mapped code-errors for entire software department.• Completed monthly analysis of Lotus financials and improved monthly processes through Lean Six-Sigma •Provided detailed support over the Lotus Brand for balance sheet.

Zurich, Ch

Assisted in the maintenance of various accounts and types of investments. I was trained how to organize financing for non-profits. During this time I worked closely with a UBS broker.

Zurich, Ch

Presented research about Sovereign Wealth Funds to vice presidents and senior vice presidents after weeks of specific research.

Followed established company processes and procedures to assist user base. Worked within Oracle ERP and other enterprise applications to support and triage all help desk issues.

Operated various shop floor machinery producing three types of ice cream cones.Recognized for excellent performance and attaining "Skilled Operator" status after 4 months of experience resulting in greater production responsibility and increased pay rate.

Engaged in helping and assisting customers. Developed strong customer service skills and ability to understand customer needs.

Master Of Business Administration (M.B.A.), Mba, Concentration In Finance And Management

Master’S Degree, Masters In Finance

Bachelor’S Degree, Finance

College/University Preparatory And Advanced High School/Secondary Diploma Program

Education record

Physics, Chemistry, Government And History