Ryan McTerrell
Washington,DC
Summary
Driven and detail-oriented accountant with a strong educational background and a passion for numbers. Excited to contribute bookkeeping expertise and analytical skills to an organization that values growth and success. Seeking a position to apply qualifications in supporting the financial health and overall success of the company.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Credit Analyst
Phases2Freedom LLC
08.2019 - Current
- Established and monitored new/existing credit lines for customers by performing financial statement analysis and by analyzing Dunn & Bradstreet reports
- Provided weekly and monthly reports to all clients
- Ensured that all information regarding account collection activity was entered accurately into the billing system
- Reduced overdue accounts by 25% and designed overdue analysis reports done monthly
- Performed financial and industry analyses and prepared supporting documentation for client credit approval
- Assessed credit worthiness of applicants based on investigative findings
- Managed a staff of two and all aspects of daily office functions including data entry for all complied information
- Managed credit limit database by setting, removing, and adjusting credit limits determined by strength of credit and ratio of credit limit used
- Resolved fraudulent activity matters by effective and efficient communication with all channels involved; including clients, lawyers, and company's finance and accounting department.
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Administrative Assistant
Dee & Dee Logistics
09.2020 - 09.2021
- Provide general administrative and clerical support including mailing, scanning, faxing, and copying to management
- Maintain electronic and hard copy filing system
- Open, sort, and distribute incoming correspondence
- Assist in resolving any administrative problems
- Prepare and modify documents including correspondence, reports, drafts, memos, and emails
- Schedule and coordinate meetings, appointments, and travel arrangements for Managers
- Maintain office supplies for the department
- Process Payroll.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Tax Preparer
Royalty Tax Services
12.2016 - 06.2021
- Prepare simple to complex tax returns for individuals or small businesses
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances
- Exude knowledge of administrative and clerical procedures and tax-related terminology
- Exhibits strong deductive reasoning skills
- Possess knowledge of accepted accounting practices and sound economic strategies.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
Member Service Representative
Lafayette Federal Credit Union
06.2019 - 11.2020
- Verification and Reconciliation of Personal Member and Business accounts
- Responsible for opening and closing financial accounts such as Memberships, Checking/Savings Accounts, Certificates of Deposit, Individual Retirement Plans, Consumer Loans, etc
- Detail oriented processing of loan applications, account documents for personal and business accounts working within state and federal guidelines
- Highly efficient multitasking both in person and digital communications/transactions
- Assisted with monthly and quarterly audits of all negotiable instruments in branch with complete accuracy
- Conducted member outreach calls to identify product opportunities
- Responsible for reaching out to area businesses for business development and keeping a detailed record of my interactions both outside and inside the branch.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Program Director
TIYE Health & Education Group Non-Profit
03.2008 - 06.2019
- Planned, organized, coordinated and carried out annual and multi-year budgeting in support of assigned appropriations
- Ensured the office was organized and functioning under social service policies and procedures
- Assessed planned and anticipated program initiatives and activities through detailed analysis and consideration of program requirements in collaboration with program officials to prepare annual budget estimates
- Prepared detailed data documents and reports for Chief Financial Officer regarding funding, RFP processes, and guidelines
- Developed and monitored strategies and coordination of workshop programs
- Managed financial and human resource aspects, including budget development and training
- Ensured compliance with government law, policies, and regulations applicable to program
- Collected, maintained, and reported program participation outcomes and data.
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills.
Assistant Store Manager
Dollar General Inc
03.2015 - 07.2017
- Provided superior customer service to meet guest's unique needs
- Trained a team of 20+ employees in implementing store excellence expectations and quality control
- Oversaw retail operations by following company guidelines and planograms
- Conducted monthly cash policy and procedure training for all employees
- Maintained and reviewed attendance and time for all employees
- Prepared payroll reports and authorization documents for sales reports
- Liaison between employees, management, and regional manager.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Education
Bachelor's degree in Accounting & Finance -
Southern New Hampshire University
Manchester, NH07.2024
Skills
- Financial software such as CRM, QuickBooks, Cengage, Data Safe User Interface (Fiserv DSUI), Microsoft Office Suite Account management Multi-tasking Proficient written and verbal communication Financial management, literacy and wellness Leadership The National Society of Leadership and Success
- Customer Relationship Management
- Customer Acquisition
- Retail Management
- Financial Report Writing
- Account Reconciliation
- Data entry (10 years)
- Data analysis skills (10 years)
- Microsoft Office (10 years)
- Office Management
- Customer support (10 years)
- Tax experience (5 years)
- Auditing (5 years)
- Financial statement analysis
- Credit analysis
- Risk Assessment
Certification
Tax Preparer, 01/01/16, 12/01/22
Personal Information
Willing To Relocate: Anywhere
Timeline
Administrative Assistant
Dee & Dee Logistics
09.2020 - 09.2021
Credit Analyst
Phases2Freedom LLC
08.2019 - Current
Member Service Representative
Lafayette Federal Credit Union
06.2019 - 11.2020
Tax Preparer
Royalty Tax Services
12.2016 - 06.2021
Assistant Store Manager
Dollar General Inc
03.2015 - 07.2017
Program Director
TIYE Health & Education Group Non-Profit
03.2008 - 06.2019
Bachelor's degree in Accounting & Finance -
Southern New Hampshire University
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