Ryan Fathers, Cfa Email & Phone Number

New York, Ny, Us

New York, New York, United States

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Boston, Massachusetts

• Prepared slides for quarterly balance sheet certifications to be presented to senior management• Reviewed, analyzed, and resolved discrepancies between the fixed asset register and cost center locations as part of the cost center location decupling project• Performed analysis on vendor rebates from the past two years as a part of an ongoing review for a new policy change • Organized monthly journal entries as well as balance sheet and intercompany reconciliations• Conducted monthly P&L analysis for various business units

Wellesley, Ma

• Calculated the monthly returns and ratios for stocks and ETFs within several different models, in order to be presented to clients• Worked closely with Morgan Stanley’s Global Social Impact Fund through tracking performance and making necessary updates to client portfolios• Participated in regular client meetings in order to determine new client information, goals, and needs• Redesigned the marketing pitch book for The Queally Waxman Angell Group with updated data, charts and formats

Wellesley Hills, Ma

• Organized over 10 individual tax returns every week using ProSystem fx Tax• Recorded and reconciled bank statements using QuickBooks• Entered trial balances for medium sized corporations

West Babylon, Ny

• Complete bank reconciliations using QuickBooks• Responsible for recording trial balances using ProSystem fx Engagement• Compile individual and medium sized corporate tax returns using ProSystem fx Tax• Enter payroll checks for employees and deposits for state and federal tax using advanced micro solutions 1099-Etc payroll software to complete NYS 45 and Forms 940 and 941

Corporate Finance And Accounting, Minor In Computer Information Systems

Advanced Regents Diploma

Activities and Societies: National Honor Society, DECA, Track and Field