RYAN KAUFMAN
Chicago
Summary
A strong background in financial analysis and a commitment to enhancing operational efficiency are offered. Proven experience in reporting, variance analysis, and managing high-stakes accounts showcases an ability to support strategic financial goals. Passion for contributing to a mission driven by accountability and collaboration is evident, and continuous improvement in financial processes has been a key focus throughout the career journey.
Overview
12
12
years of professional experience
Work History
Financial Analyst II
Aon
Chicago
04.2022 - Current
- Supported senior management and brokers by providing timely and accurate reporting
- Reporting included: Revenue Forecast, Monthly Variance Analysis, QBR and plan decks, Revenue Walks, Pipeline analysis, Budgeting, and other ad hoc reporting
- Implemented new variance reporting measures to improve month over month tracking of key revenue groups
- Coordinated and ensured accurate transfer of revenue entries from GRIDS system to Workday
- Collaborated with offshore finance colleagues to produce reports, result decks and supporting analysis
Senior Receivables Specialist
Medline Industries
Chicago
04.2020 - 04.2022
- Managed high profile and complex customer accounts – Prime Vendors
- Managed a $40 million portfolio
- Directed regular meetings with a variety of internal and external teams
- Worked with executive leadership to manage potential credit risks
Accounts Receivable Analyst
Jost International
Grand Haven
05.2017 - 04.2020
- Managed the daily manual creation/ distribution of roughly 150 customer invoices
- Managed daily receivables averaging $450,000
- Monitored the credit status of nearly 500 customers, including large customers such as Volvo, Hyundai, and Daimler
- Improved past due amounts from 14% to below 11% for 2019–2020
- Internal auditor
- Experience using SAP, Microsoft Office, & Sharepoint
- Assisted in month-end closing by reconciling customer accounts and re-classing G/L transactions
Production Specialist
Jost International
Grand Haven
01.2013 - 12.2016
- Full-time Summer position, 50– hour work weeks
- Led a team of 9 individuals in production protocol
- Trained 9 new employees on various phases of our manufacturing process
- Evaluated processes and tailored current methods to increase efficiency
Education
Bachelor of Science - Finance, Applied Business Communications
Central Michigan University
Mt. Pleasant, MI12.2017
Associates Degree -
Muskegon Community College
Muskegon, Michigan06.2015
Skills
- Financial analysis
- Variance analysis
- Budgeting
- Forecasting
- Microsoft Office
- Tableau
- SAP
- SharePoint
- Problem solving
- Teamwork
Timeline
Financial Analyst II
Aon
04.2022 - Current
Senior Receivables Specialist
Medline Industries
04.2020 - 04.2022
Accounts Receivable Analyst
Jost International
05.2017 - 04.2020
Production Specialist
Jost International
01.2013 - 12.2016
Bachelor of Science - Finance, Applied Business Communications
Central Michigan University
Associates Degree -
Muskegon Community College
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