Ryan Lowth

• Manage financial analysis and reconciliation processes, implementing engagement management controls for over 100 projects
• Prepare budgets and forecasts, tracking financial metrics and advising senior-level internal management
• Track expenditures, handle client billing, and oversee receivable collection functions for invoices exceeding $100,000
• Perform project management office (PMO) tasks and day-to-day contract management activities of projects totaling over $17,000,000 in receivables
• Utilize standard processes for project management, quality management, and risk management
• Contribute to growth and development of EFA team through involvement in practice initiatives.
• Analyzed problematic areas to provide recommendations and solutions.
• Implemented practices and procedures to reduce miscommunication and increase efficiency.

• Analyzed and prepared ad hoc operational and financial performance reports for over $500 million in revenue for company
• Utilized Cognos TM1 to support management with P&L projections, forecasts, budgeting, and planning
• Created and analyzed monthly, quarterly, and annual reports to evaluate financial impact
• Collaborated with cross-functional teams to deliver timely daily reports
• Trained interns and new team members on analyst processes and report preparations.
• Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.

• Communicated with and advised clients regarding corporate action and income inquiries
• Assessed risk and performed analysis on issues to identify root cause by conducting thorough research on clients’ corporate actions and to evaluate challenges by working with SWIFT messages
• Demonstrated knowledge of multiple types of investment instruments including: Equity securities, Fixed Income, and Asset Backed Securities
• Connected with clients, banks, and VPs to discuss underlying cash flows, accounting treatments, operational controls, credit risks, and market practices
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• Partnered with project team members to identify and quickly address problems.
• Produced quality standards, checklists, report templates, and processes.
• Worked on and learned different accounting software each week.
  • Collaborated with global teams to solve new issues with auditing technology
  • Made recommendations for various applications and software
  • Taught new associates about various software and helped with any problems.
  • Collaborated with a global team to solve numerous technical problems and find solutions for the technological issues.
  • Reviewed and tested software before it was released for global use.
  • Executed User Acceptance Testing with a team and found solutions for all defects and ensured changes were made

· Developed a process to research potential clients

· Sat in meetings with clients

· In depth research on potential clients for financial planning purposes

· Using excel to share information with associates

· Worked with other associates on researching detailed information on potential clients for insurance services