Ryan Lohman Email & Phone Number

Kansas City, Missouri Area

Kansas City, Missouri Area

Monitor internal controls within multiple sectors of the finance department by examining records, reports, operational practices and documentation to ensure compliance with generally accepted accounting principles. Prepare documentation to external auditors on financial control processes and report to management on findings within each financial control. Quarterly, conduct substantive testing to provide evidence that financial statements are free from material misstatements.

Kansas City, Missouri Area

Complete assigned daily operations dealing with account administration including: booking capstock, allocating ratios, posting expense, preparing documentation used for fund audits and setting up securities within funds. Calculate net asset value and reconciling final net asset value of each fund. Responsible for researching and responding to client inquiries in a timely manner.

Springfield, Missouri Area

Perform substantive testing to provide reasonable assurance that client financial statements are free from material misstatements and are presented in accordance with Generally Accepted Accounting Principles. Responsibilities include tying cash and cash equivalents, liabilities, expenses and revenues to the general ledger. Materially support revenues and expenses and inquire from management on company procedures. Provide an opinion on the client's financial statements by composing an Independent Auditors Report.

Master'S Of Science, Family Financial Planning

Bachelor Of Science (Bs), Accounting