Financial Analyst Manager

Ryan M. Potter

559-***-**** • **************@*****.*** • linkedin.com/in/ryanpotter1124

Education

San Jose State University, San Jose, California December 2019

• Bachelor of Science; Business Administration, Finance Option, o Financial Navigator Student Managed Investment Fund; Student Analyst o Banking and Investment Association; Member

o Financial Management Association; Member

Clovis Community College, Fresno California May 2017

• Associate Degree Business Administration,

o Associated Student Government; Vice President of Finance Experience

Investors Operations Specialist, Lending Club, San Francisco, California March 2020 – April 2020

• Work cross-functionally with internal teams to reduce friction for investors

• Review, process, and submit investor documentation to proper partner departments daily

• Perform other daily operational tasks such as processing daily Treasury reports, and Cash-in reports Financial Analyst, Paul McDougal Marketing, Fresno, California August 2019 – March 2020

• Supporting the marketing team and day-to-day administrative tasks.

• Managed company wide invoicing and monthly marketing expenses

• Gathered and analyzed consumer behavior data and multiple company’s sale data

• Performed monthly invoicing and billing

Wealth Management Intern Morgan Stanley, San Jose, California October 2018 - May 2019

• Completed client and advisor requests and any special projects as assigned by manager

• Helped schedule client meetings and prepare meeting presentations

• Research financial market, securities, and market conditions

• Answered client calls, take and relayed messages, and provide information to clients

• Compiled monthly portfolio performance reports and recorded necessary updates as needed Corporate Tax Intern, Advanced Micro Devices, Santa Clara, California June 2018-August 2018

• Analysis and prepared documents for U.S Federal and State income tax returns

• Assisted with R&E Tax Credit Preparation

• Prepared SOX compliance documents and quarterly financial statement tax reporting

• Aided in data analysis using excel sheets and SAP Operations Associate, Roundleaf Inc. San Jose, California October 2017-March 2018

• Managed financial database for accuracy of records and finances

• Created Bi-weekly financial reports

• Spearheaded a modernizing campaign; canned and electronically digitized records Long term substitute library technician, Fresno Unified, Fresno California August 2016 - August 2017

• Organized library layout and managed entire inventory process

• Created a more efficient classroom schedule and served as primary representative for student body Skills

• Microsoft Excel, Word, PowerPoint, Google Drive, Salesforce, CRM, 3D, QuickBooks, and SAP

• Investment Modeling: Discounted Cash Flow and Comparative Analysis Model Recognition

• Presidential Volunteer Service Award May 2013

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