Ryan Kalan Email & Phone Number

Boston, MA, US

• Monthly reconciliation of financial data of 40+ clients.
• Calculate financial metrics to explain month-to-month changes in valuation of client venture funds and input metrics into the database.
• Cyclically prepare tax planning reports (i.e., gain/loss and income reports) for tax planning purposes.
• Responsible for recording all tax payments, distributions, and contributions from trust and IRA accounts.
• Create and send wires, journals, and EFTs by using appropriate custodial websites upon client request.
• Record all deposits and withdrawals with proper code and ensure all transactions have occurred accurately.

Beverly Hills, California, US

• Worked as an assistant to the production manager who oversees all operational responsibilities at the theater
• Responsibilities consisted of completing and monitoring payroll
• Arranged all the payroll documents, entered the appropriate entries, sorted them and sent a final sorted report compiling the account entries of all the departments to the management team
• Managed all payroll adjustments, deductions, and incurred appraisals and would send the final copy to the payroll manager
• Maintained a record of daily employee attendance and entered leaves, half day leaves, over time working, and other entries and submitted them to the team head on month ends
• Audited employee or contractor time sheets for accuracy and completeness