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Financial Analyst Microsoft Office

Location:
Griffith, IN
Posted:
September 27, 2017

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Resume:

RYAN MCCLURE

219-***-**** ************@*****.***

www.linkedin.com/in/ryan-mcclure-42b947135

FINANCIAL ANALYSIS, REPORTING, & ACCOUNTING

Talented Finance and Accounting Professional with over 16 years of experience in the private equity banking and leasing industries. Skilled in utilizing and managing data from diverse financial and informational systems, and applying to finance models and reports, which are used to influence organizational decisions.

PROFESSIONAL EXPERIENCE

BANK OF AMERICA Chicago, Il 2005-2016

Financial Analyst – Global Principal Investments – Private Equity 2007 – 2016

•Performed and managed semi-annual reviews for private equity funds and capital access funds.

•Posted calls for capital from investments, maintained cash and general ledger balances and determined distribution entry treatment.

•Assisted on finance requests for several major transactions which allowed senior managers to accurately determine sale price.

•Prepared G/L entries and investment reconciliations on a monthly basis for various business groups within Private Equity.

•Handled miscellaneous ad hoc projects from senior level managers. Researched hundreds of aged Merrill Lynch investments to determine write-off or a different group responsible.

Financial Analyst – Vendor Forecasting and Planning 2005 – 2007

•Responsible for Canada & UK financial integration to corporate accounting system; process includes currency conversions, G/L account reconciliation and resolution of G/L account discrepancies.

•Assist VP of Financial Planning in the development and oversight of business and operating plans. Establishing periodic detailed forecasts and snapshot estimates.

•Responsible for maintaining forecasting models, financial reporting, and trend analysis; which included software programming and modification, preparing and updating the budget models for each budget planning process. Performed new account set-up maintenance and reconciliation to the G/L.

FLEET CAPITAL LEASING Chicago, IL 2000-2005

Senior Portfolio Analyst – Vendor Finance 2002 – 2005

•Responsible for creating various reports involving credit rating quality, delinquencies, exceptions and other relevant portfolio information. Established and maintained procedures.

•Assisted in the design and entirely managed an Access database that tracked and linked current funding’s to their respective approvals.

•Participated on a cross-functional team to reshape risk acceptance criteria and credit policy exceptions through conducting an in-depth analysis of customers by industry.

•Completed ad hoc requests, responsible for merging Bank Boston leasing portfolio, performed account reconciliations, and filed compliance forms.

EDUCATION

Bachelor of Science in Business Finance

PURDUE UNIVERSITY- 1999

Proficient with Microsoft Office, In$ight, Investran, Oracle, and SAP/eLedger, Bex Reporting



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