Ryan Swain

• Analyzed and optimized the full client investment lifecycle for Limited Partnerships, driving a 15% increase in process efficiency by improving account creation and cash flow management. • Leveraged advanced accounting tools (IAS, Nexen) to complete month and year-end financial closings and reducing reporting discrepancies.

• Developed work instructions between finance and accounting teams to document and standardize the processes for reporting, processes, and reducing discrepancies • Assisted in restructuring cross-functional Pods, integrating business and technology teams, which improved operational efficiency in financial reporting and system maintenance.

• Created detailed financial forecasts for upcoming projects within the Proforma team, contributing to improvement in budget accuracy and strategic planning. • Assisted in updating the company's 5-year growth plan, leveraging Excel automation tools to identify cost-saving opportunities, ensuring accurate projections in revenue.