Ryan Mcauliffe Email & Phone Number

Menlo Park, California, US

Palo Alto, California, US

• Prepared and reviewed client balance sheets and cash flow statements; analyzed and managed multi-entity client financial structures (trusts, LLCs, partnerships); presented solutions to management team and clients.
• Assisted with department initiatives including enhanced process implementation, department trainings, the intern program, and internal and external presentations
• Developed extensive experience in building and maintaining client relationships

Palo Alto, California, US

• Gained deep understanding of automated support functions, cash and investment account reconciliations, bill payment, asset tracking, payroll, insurance, and risk management
• Experienced with year-end tax processing, including coordination with tax department and collection of 1099’s/K-1s
• Prepared budgets and forecasts for complex multi-entity clients

Palo Alto, California, US

• Developed core skills including a further understanding of GAAP, proper categorization of income and expenses, recording journal entries, data entry and technical analysis
• Assisted with the monthly close process and building the foundation for client financial reports
• Managed clients’ inbound communications, demonstrating ability to inform and involve other team members

Boulder, CO, US

• Completed a six-week business program focused on conducting research for the university to gain an enhanced understanding of global finance and markets
• Actively participated in numerous wide-ranging conferences and seminars, including the Bank of England, the European Bank for Reconstruction and Development (EBRD), the Wall Street Journal London, Bloomberg London HQ.
• Visited the United States Embassy in London and met with officials from the U.S. Department of State, U.S. Department of Defense, and U.S. Department of Commerce to discuss issues related to counterterrorism, foreign.

Vancouver, BC, CA

• Educated our guests on product fit, features, fabric, and function and made specific recommendations to match consumer needs with Lululemon products
• Gained experience with visual merchandising, logistics, restock/de-stock, payment processing, and e-commerce
• Facilitated and provided assistance on recurring community events held in the surrounding neighborhoods