Ryan B. Droeg
Gilbert,United States
Summary
Highly motivated and goal-driven financial professional with expertise in collecting, monitoring, and studying data to analyze financial status and recommend business/sales strategy. Skilled in managing, directing, and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends, and regulatory requirements of industry operations. With over 20 years of experience maintaining financial records and reviewing account activity, has developed accurate statements and delivered organized reports within Xero, Quickbooks, Oracle, and Microsoft applications. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
21
21
years of professional experience
6
6
Certifications
Work History
FP&A Manager
Strategic Financial Partners
11.2021 - Current
- Reduced financial risk exposure by diligently monitoring key performance indicators and promptly addressing potential issues.
- Enhanced revenue forecasting models with thorough trend analysis, resulting in more accurate projections.
- Assisted in annual audit preparations, ensuring smooth processes with no major discrepancies found.
- Accomplished multiple tasks within established timeframes.
President/Financial Planning Analyst
Desert Grove Investments
10.2003 - Current
- Provided creative alternatives and recommendations to reduce costs and improve financial performance, reducing costs and improving financial performance.
- Assisted in merger and acquisition activities, conducting due diligence assessments and valuation analyses to ensure successful transactions.
- Evaluated potential investment opportunities, providing insightful recommendations for informed decision making.
- Completed variance analysis and quarterly forecast reporting to maintain data integrity and accuracy.
Financial Analyst
SagePoint Financial
08.2018 - 10.2021
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Investigated daily variances and corrected errors to resolve discrepancies.
Financial Analyst
H. Beck, Inc
05.2012 - 10.2018
- Worked with clients to support understanding of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
Education
Master of Science - Accounting
University of Phoenix
Tempe, AZ2014
MBA - Business Administration
University of Phoenix
Tempe, AZ2008
Bachelor of Science - Business Administration
University of Phoenix
Tempe, AZ2006
Certifications
Skills
- Operations Management
- Sales strategy development/Coaching
- Business Planning and Strategy
- Salesforce/MS Office/Oracle
- Risk Management/Mitigation
- Financial Projections/Management
- Regulatory Compliance
- SAS Management
- Business Operations and Forecasting
- General Ledger & Financial Statements
- GAAP and Statutory Reporting
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
FINRA Series 7, 6, 63, 66 Licenses
Life & Health License AZ, CA, NV
AZ Dept of Education - 6-12 Certification
Arizona Department of Public Safety Fingerprint Clearance
Timeline
FP&A Manager
Strategic Financial Partners
11.2021 - Current
Financial Analyst
SagePoint Financial
08.2018 - 10.2021
Financial Analyst
H. Beck, Inc
05.2012 - 10.2018
President/Financial Planning Analyst
Desert Grove Investments
10.2003 - Current
- FINRA Series 7
- FINRA Series 6
- FINRA Series 66
- FINRA Series 63
- Life and Health Licensed - AZ, CA, NV
- AZ Dept of Education - 6-12 Certified Educator
Master of Science - Accounting
University of Phoenix
MBA - Business Administration
University of Phoenix
Bachelor of Science - Business Administration
University of Phoenix
Certifications
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