Ryan Q. Email & Phone Number

Kirkland, WA, US

Seattle, Washington, United States

Bellevue, WA

• Co-authoring and implementing Strategic Planning & Prioritization processes and procedures.
• Configure, maintain, and provide end user-support for the Project Portfolio Management (PPM) application.
• Develop and maintain portfolio reports in PPM application and Power BI/ Tableau.
• Track and report portfolio and initiative data including time entry, resource capacity and demand forecasting and overall initiative and portfolio status.

Bellevue, Washington, United States

• Configure, maintain, and provide end user-support for the Project Portfolio Management (PPM) application.
• Develop and maintain Retirement Division portfolio reports, continually revising and updating as projects shift, evolve and are re-prioritized.
• Track and report portfolio and project data including time entry, resource capacity and demand forecasting and overall project and portfolio status.
• Facilitate Product Portfolio Steering Committee meetings with cross-functional teams, including Product, IT, PMO, and Actuarial.
• Create process flowcharts for various business areas, processes, and systems to develop an understanding of a process, study a process for improvement, and to communicate a process to cross-functional teams.
• Managed a team of five Business Analysts working primarily on Product launches and Sales & Distribution initiatives.

• Led three concurrent operational auditso Pen Test Audit – Resulted in the identification of significant security issueso Anti-Money Laundering Audit – Resulted in the identification of policy and procedures and process.
• Evaluated and tested internal controls, including re-performing, inquiring, and observing processes and procedures related to ITGC’s
• Coordinated various meetings with IT to discuss control improvements, narrative updates, and process improvements
• Collaborated with IT, business areas and vendor for a segregation of duties project
• Developed internal and external relationshipso Point of contact between IT and Audit Serviceso Coordinated meetings and testing with external vendorso Assisted in a data clean-up project to move to a new admin system
• Performed onsite audit of third party IT vendoro Identified process improvements for monitoring service level agreementso Identified control and process improvements to cover SSAE 16 risks

• Monitored, maintained and reconciled eight cash accounts o Authorized check signer, approved wire transfers
• Tracked and reported on fixed assets and related depreciation according to company policy and procedures
• Reconciled prepaid expense general ledger accounts
• Maintained inventory spreadsheets for multiple funding sources. Reconciled spreadsheets and general ledger accounts to repossession and sale invoices of inventory.
• Filed monthly, quarterly, and annual sales tax returns for 30-70 jurisdictions
• Coordinated and assisted in month end closing procedures o Performed ADC changes on leases according to their delinquency status o Terminated matured and charged-off leases o Ran various month end reports o Transferred.

• Facilitated confirmation procedures
• Performed walkthroughs for internal controls
• SEC reporting experience

• Performed internal control testing
• Analyzed financial statements and performed tie-outs
• Tested cash and short-term investments

Masters In Accounting, Accounting

Bachelor Of Science (B.S.), Accounting