Ryan Emrich Email & Phone Number

Boston, MA, US

Somerville, MA, US

• Foucs on the acquisition and underwriting process for multiple real estate investments, ensuring strategic alignment and maximizing returns on investment.
• Develop and execute comprehensive investment strategies, leveraging financial analysis to drive data-driven decisions and optimize portfolio performance.
• Foster and maintain strong relationships with key stakeholders, including investors, partners, and community leaders, to support long-term growth and success.
• Specialize in identifying high-potential properties and markets, guiding the company’s investment focus and contributing to its reputation for community transformation.

Johnston, Rhode Island, US

• Work with the Performance Metrics & Financial Analysis team to ensure the complete and accurate budgeting process around IT expenses
• Conduct budget vs actual reporting, used to improve financial analysis and decision-making
• Create financial reports utilized by management to make decisions regarding ongoing projects
• Assist in the creation of financial models utilizing Excel, finance, and accounting skills
• Develop expense forecast projections and performed financial analysis by business unit for ongoing projects
• Use advanced Excel, communication, and problem-solving skills used regularly to accomplish duties

Boston, MA, US

• Act as a business partner with departments (e.g., Sales, IT, Marketing) to better understand department needs and tailor monthly OpEx reporting and analysis to those needs
• Build out financial reporting to include monthly, quarterly, and annual views with actuals vs budget & prior year
• Support the overall budgeting process for the Company by working with CFO to identify revenue/expense trends, update the 3-statement model, and integrate the budget into reporting tools (Great Plains, Management.
• Manage monthly closing of revenue and expenses for the Company and its subsidiaries, ensuring accurate, complete, and timely production of period financials
• Coordinate the compilation of monthly sales commission calculations using Finance Dept and Sales Dept data
• Prepare and distribute monthly financial reporting package for Management, perform variance analysis, and annotate financial package accordingly to tell the “story” behind financials

Boston, MA, US

Chicago, Illinois, US

• Supported team in audit of transaction cycles including operating expenses, fixed assets, debt, revenue, liabilities, inventory, and cash. Industry exposure includes software (SaaS), specialty foods, manufacturing.
• Assisted team in recognizing potential ASC 606 implications while auditing client revenue
• Obtained understanding of IT system and environment, including software, data backup, and security
• Understood clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
• Assisted inexperienced staff with managing their workload while communicating the purpose and importance of their work
• Assessed risks and evaluate the client's internal control structure

Chicago, IL, US

• Industry exposure included retail, medical device manufacturer, dialysis service provider, higher education, food & dining management service provider, instruments manufacturer, and medical & aerospace parts.
• Supported team in audit of transaction cycles including cash, debt, capital assets, operating expenses, inventory, employee compensation, revenue, and investments
• Identified, assessed, and informed senior staff members of audit related issues
• Collaborated with client team members while building rapport and strong client relationships
• Worked closely with staff, managers, and partners on all phases of engagement
• Assisted team in planning phase of audit, including understanding of industry and risks

Remote First, US

• Assisted in the development of custom tools to identify and generate fraud risk alerts for Boston FinTech startup
• Monitored and acted upon anti-money laundering (AML) compliance-related alerts
• Investigated and reported suspicious activity in accordance with regulatory requirements
• Verified customer information and conducted due diligence reviews as part of KYC
• Analyzed potential Office of Foreign Assets Control (OFAC) hits to ensure transactions were in compliance with United States sanctions
• Assisted and provided information to support Suspicious Activity Reports (SAR) for regulatory filing

San Francisco, California, US

• Contributed 50-70 hours per week during firm’s busy season working on 5+ clients resulting in the completion of audited financial statements
• Reconciled client assertions through vouching, tracing, and other auditing procedures
• Researched audit issues, utilized electronic databases, and utilized audit related software
• Identified and presented accounting and auditing concerns to seniors and partner
• Prepared, sent, and documented bank and loan confirmations
• Analyzed aged receivables for amounts to be written-off

• Strengthened and fine-tuned multi-tasking and interpersonal skills
• Managed guest relations, responding promptly and professionally to customer concerns
• Ensured high quality food and beverages through meticulous checking of items prior to serving customers

Somerville, MA, US

• Managed bank tellers on evenings and weekends
• Assisted the acting manager in daily operations of branch including supervision of tellers
• Prepared financial forms required to comply with FinCEN AML regulations
• Analyzed potential Office of Foreign Assets Control (OFAC) hits to ensure transactions were in compliance with United States sanctions
• Verified authority to access PII and personal assets
• Handled and stored high volumes of currency