Ryan W. Email & Phone Number

Carmel, In, Us

Indianapolis, Indiana, Us

Chelmsford, Ma, Us

Indianapolis, Indiana, Us

-Lead financial performance monitoring and improvement plans.-Develop and implement FP&A best practices, procedures, and processes to develop best in class forecast & planning, business insight and analysis to the senior leadership team.-Provide key decision support for senior executives across all functional areas.-Support senior leadership with presentations and analyses including Board of Directors presentations.-Preparation of weekly, monthly, quarterly, and annual company financial performance reporting and analysis.-Financial analyses to evaluate the company's operational and strategic decisions, and understand drivers and variances.-Collaborate with the management team to develop annual operating and capital budgets, rolling forecasts and multi-year strategic plans.-Develop and maintain complex budget, cash flow, and business forecasting models that incorporate current business trends and operating strategies.-Partner with senior and functional leadership to identify and implement performance improvement initiatives throughout the company.-Analysis for strategic decisions with regards to new business models, strategic partnerships, ect.-Lead automation of models and processes which result in streamlining forecasting, month-end, and repetitive reporting.-Lead financial due diligence for any M&A or other corporate development efforts.-Valuation of companies and synergies for corporate development pipeline.-Assist sales operations in building deal models for senior management approval or non-standard deals or terms.-Monthly review of bookings forecasts to determine financial impacts, and make recommendations for changes.-Sales compensation analysis and support.

Milwaukee, Wisconsin, Us

I oversee nearly $1 billion in revenue and expenses in direct costs and associated revenue for logistics of the Output Solutions business unit. I manage special efforts which include SAP initiatives, offshoring of labor and processes, and other cost savings initiatives on an ongoing basis.• Responsible for analysis and review of new sales contracts and renewals pertaining to pricing and revenue recognition. • Formulate standard and ad-hoc, monthly, quarterly and annual reports and prepare financial analysis for management and stakeholder decision support.• Assist in the timely preparation and review of monthly financials including variance analysis, metrics and business review decks.• Lead monthly business reviews with the business leaders.• Prepare monthly forecasts and analyze trends in sales, revenue, expense, general business conditions and other related areas.• Recommend and implement procedures to accurately audit and measure operating costs. Assist in development of allocation methodologies and product profitability.• Analysis and review of sales and account exec commissions including projections for bonus and commissions based on current pipelines and quota.• Compile and prepare reports, graphs and charts of data developed.• Conduct special financial and business related studies and cooperate with other departments in preparing analyses.• Ensure all financial reports are accurate and prepared in accordance with generally accepted accounting principles and business unit procedures.• Acts as a resource and subject matter expert for the business.

Indianapolis, In, Us

Acting as an IT controller, project portfolio manager, and financial analyst I coordinate PMO activities and work directly with senior management to ensure compliance to policy, regulations, and budgetary requirements. The first steps in maturing the PMO and IT department required a PPM/ERP system to replace Microsoft Project, and allow for improved time tracking, resource allocation, forecasting and reporting. Once the systems were in place processes were re-engineered to align with the tools which also allowed for an easier transition from waterfall to agile methodologies. • Drive process to ensure completion of project invoicing and receivables, third party vendor billing and payments as well as monitoring the overall budget for assigned projects and portfolios. • Provide assistance in budget creation, analysis and reporting associated with projects, portfolios and applications.• Collects, tracks, analyzes and reports financial data supporting project, portfolio and application maintenance activities.• Develop actual/forecasts versus budget for hardware/software, 3rd party vendor costs, professional fees, travel expenses and labor costs.• Provide assistance in the development and distribution of consolidated reports detailing financial status of projects and portfolios.• Responsible for validation of cost information to the financial system.• Responsible for financial analysis (variance and trend) and interpretation of financial cost data related to project, portfolio and application spend.• Complete month end reconciliation of budget to actual variance and trend analysis.• Conduct analysis of deferred, unbilled balances and accruals related to cost tracking. • Conduct project close out analysis and reconciliation for all project and portfolio budgets. • Develop standardized cost tracking process and measurements for project, portfolios and applications.

Westlake, Texas, Us

I held a range of positions via promotions through one of he most difficult economic periods the world has seen. I grew from broker, to investment banking to realizing I had an ability to lead and take charge of innovative changes due to increased industry regulations and a focus on the customer experience. This lead me to the role of Senior Specialist where I took on special projects and was responsible to execute strategies to enter the managed account space for Charles Schwab. This required nearly unprecedented investment during a recession so cost savings, resource optimization and education were key roles I filled while in this jack of all trades position.Analyst and Portfolio Manager:- P&L analysis of global companies- Modeling/forecasting using multiple software suites- Support tax and regulatory reporting functions- Budgeting & variance analysis- Industry and sector analysis - Trend analysis- Targeted auditing and due dilligence- Project management- Financial consulting with executives- Planning and advice

Lincoln, Nebraska, Us

- Credit analysis- Interest/Treasury rate forecasting and modeling- Financial analysis- Project management- Financial reporting-Team Leader- New associate trainer

Richfield, Minnesota, Us

Master'S Degree, Finance

Business Management

Accounting And Finance