Ryan Schwartz Email & Phone Number

Richboro, Pa, Us

Richboro, Pa, Us

Conshohocken, Pennsylvania, United States

Yardley, Pennsylvania

Horsham, Pa

o Responsible for the monthly calculations and journal entries of all medical benefit reserves for AARP branded Medicare Supplement insurance products issued by UHIC and UHIC of NYo Preparation of annual and quarterly statutory reporting by entity -Medicare Supplement Insurance Experience Exhibit -Medicare Supplement Benchmark and Refund Calculation forms -Quarterly medical expenses by state/territory and claim aging reporting -Calculation, accrual… Show more o Responsible for the monthly calculations and journal entries of all medical benefit reserves for AARP branded Medicare Supplement insurance products issued by UHIC and UHIC of NYo Preparation of annual and quarterly statutory reporting by entity -Medicare Supplement Insurance Experience Exhibit -Medicare Supplement Benchmark and Refund Calculation forms -Quarterly medical expenses by state/territory and claim aging reporting -Calculation, accrual, and payment of state regulated claims assessments - NY, MI, KS, VTo Work with state DOIs and the compliance department to address and statutory objections/requestso Develop forecasts for claim related accounts including reserves, savings and recoveries, state waivers and assessments, and fraudo Prepare monthly SOX controls associated with claims/Med Expense - reconciliation of GL, data warehouse, and internal claims processing systemso Present live walkthroughs of processes and controls to external auditorso Compile various audit requests and provide tests of completeness on the datao Develop, enhance, and maintain numerous access databases that facilitate reporting requirements utilizing VBA macros, complex queries, forms, and reportso Create monthly account reconciliation support for Med Expense and Reinsurance accounts, and develop and consolidate supporting documents for new accountso Participate in daily SCRUM meetings as a business liaison for the development of a new internal claims processing system and perform UATo Various ad-hoc analysis on medical expenses and claim trends Show less

Valley Forge, Pa

o Develop, implement, and maintain a global commercial MS Access database by compiling transactional data from entities across the globeo Validate quantitative and qualitative monthly global sales data; identify, and rectify anomalieso Coordinate with country managers to develop global standardso Create monthly sales dashboards with various perspectives including but not limited to region, industry, customer, product lines, and sales representativeso Ad-hoc analysis and… Show more o Develop, implement, and maintain a global commercial MS Access database by compiling transactional data from entities across the globeo Validate quantitative and qualitative monthly global sales data; identify, and rectify anomalieso Coordinate with country managers to develop global standardso Create monthly sales dashboards with various perspectives including but not limited to region, industry, customer, product lines, and sales representativeso Ad-hoc analysis and reporting on economic indicators, industry production, product vitality, and strategic accounts o Support global industry leaders, regional leaders, and executives with detailed revenue analysis and visualso Reconcile commercial data and HFM financial data quarterly and provide FP&A reports on revenue, margins, sales volume and top customerso Develop and distribute quarterly forecasting and annual budget templates globally and consolidate submissionso Constant process improvement and efficiency utilizing automation techniques, SQL, and VBA macroso Maintain a commercial finance intranet site used for recurring report distribution including user access securityo Assist in development of a new SQL server data warehouse and business intelligence systems -Define data flow and business rules -Perform reconciliation to existing systems and address variances -Create Power BI dashboards linked to SSMS data views and the data warehouse tabular model by developing necessary measures with DAX syntax Show less

King Of Prussia

o Create custom models to forecast daily, monthly, and quarterly revenueo Own the month-end business management report and final communication to executiveso Assist with corporate budgeting and financial statement preparationo Streamline re-occurring reports and processes by developing custom VBA macroso Provide ad-hoc reporting on KPIs, trends, segmentation, sensitivity, and risk analysis.o Develop complex visual and informational dashboards on company metrics for executive… Show more o Create custom models to forecast daily, monthly, and quarterly revenueo Own the month-end business management report and final communication to executiveso Assist with corporate budgeting and financial statement preparationo Streamline re-occurring reports and processes by developing custom VBA macroso Provide ad-hoc reporting on KPIs, trends, segmentation, sensitivity, and risk analysis.o Develop complex visual and informational dashboards on company metrics for executive team---- Operational resource management and per client profitabilityo Deliver variance analysis and explanations on revenue and expenses on a company-wide and departmental levelo Process data and manage dimensions within SAP Business Panning and Consolidation softwareo Administer MS Access historical database o Execute and review bi-weekly payroll processingo Post journal entries and reconcile monthly account scheduleso Salesforce.com administration---- Create custom objects, fields, page layouts, and email templates---- Develop and implement workflows, validations, email alerts, custom flows, processes---- Insert, update, and delete large data sets using the Apex data loader---- Create and maintain custom reports and dashboards---- Utilizing Apex code when needed Show less

Langhorne, Pa

o Research and analysis on various investments including exchange traded securities, alternate investments and annuitieso Compile statements and generate various reports for clientso Develop model portfolios and executing various trading strategieso Perform audits on client accounts and transactionso Assist with financial planning software and strategieso Enter, update, and maintain client datao Bookkeeping, journal entries, expense reports

Fairless Hills, Pa

Check in new auto deliveries, physical inventory, filing, organizing inventory, work with Microsoft word and excell, customer interaction.