Ryan Coffee, Cfp® Email & Phone Number

Portland, Oregon Area

Portland, Oregon Area

-Built and managed multiple $1 million+ budgets simultaneously in Excel with the aid of pivot tables,sumifs, graphs, and various other excel functions-Communicated verbally complex financial information on a weekly basis to senior level marketing and event managers with the aid of tailored dashboards-Created an organized collection of more than 25.

-Helped to prepare 2015 FY budget which was approved by the board-Led successful conversion from Quickbooks to Netsuite and self-taught myself report creation-Developed dashboards to help monitor sales and achieve monthly metrics-Implemented a time tracking program which had over 95% participation from employees-Coordinated filing InvestOhio tax credit.

Columbus, Ohio Area

Columbus, Ohio Area

Able to gain valuable professional experience and gain exposure to a wide range of business management practices such as the Balanced Scorecard, MBF, and Lean Six Sigma.Achievements: -Developed and analyzed surveys to increase customer satisfaction and retention-Presented to executives recommendations on whether to adopt use of a computer program-Helped.

Certified Financial Planner Program

I attended the CFP® program through the University of Portland in order to gain knowledge and successfully passed the CFP Exam in July of.

B.S., Finance/ Spanish

Activities and Societies: Chi Psi, Miami Entrepreneurs, Business Honors, University Honors, Training the Street, Performed undergraduate.

Spanish Language And Literature

As part of my semester study abroad in Oviedo, Spain, and to improve my Spanish skills I took four classes all taught by Spanish.