Ryan White
Equipment Finance Asset Management
Alabaster,AL
Summary
As an Equipment Finance Asset Manager, I understand the importance of making informed judgments regarding loan structures, risk assessment, and portfolio management. In my previous roles, I consistently demonstrated my ability to analyze detailed data, weigh potential outcomes, and make sound decisions that benefit both clients and stakeholders.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Primeritus Financial Services
Nashville, TN
05.2023 - 08.2024
- Utilize in-house reporting software to produce comprehensive monthly sales commission reports
- Assist the sales and operations departments in the creation and refinement of excel reporting templates to streamline data analysis and reporting processes
- Conduct thorough account reconciliation to ensure accurate and timely distribution of funds to lenders
Client Account Specialist
Bradley
Birmingham, AL
07.2019 - 02.2023
- Managed and maintained financial accounts for a diverse portfolio of over 1,000 clients
- Conducted account reconciliation procedures to verify compliance with deductibles and accurately allocate funds
- Performed variance analysis on monthly financial reports for clients and attorneys, providing valuable insights into financial performance
- Utilized pivot tables extensively to extract and present requested data for attorneys and clients, facilitating informed decision-making and analysis
- Delivered a comprehensive range of financial reports to attorneys and clients, catering to their needs and requirements
- Regularly provided detailed monthly account summaries to key stakeholders, including the COO, Director of Finance, and Chairman of the Board of Directors, ensuring transparency and facilitating informed decision-making at the highest levels of management
Education
BBA - Finance
Mississippi State University
Starkville, MS05-2019
Skills
- Financial Statement Analysis
- Data analysis
- Financial reporting
- Client management
- Portfolio management
- Financial forecasting
- Strategic planning
- Problem solving
Timeline
Financial Analyst
Primeritus Financial Services
05.2023 - 08.2024
Client Account Specialist
Bradley
07.2019 - 02.2023
BBA - Finance
Mississippi State University
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