RP

Ryan Phelps

Ryan Phelps


Associate Director, Financial Operations & Systems



Professional Overview
Ryan Phelps is an experienced finance and accounting professional with a strong track record of driving operational excellence and implementing strategic systems and processes. As the Associate Director of Financial Operations & Systems at Shearwater Health, he leverages his expertise in financial reporting, audit, and project management to optimize the company's financial infrastructure and enhance overall organizational efficiency.

Experience Summary

Current Role
In his current role as Associate Director of Financial Operations & Systems at Shearwater Health, Ryan is responsible for overseeing the company's financial operations, including budgeting, forecasting, and reporting. He has spearheaded the implementation of a new enterprise resource planning (ERP) system, significantly improving data integrity and streamlining financial processes. Under his leadership, the finance team has achieved a 20% reduction in monthly close times, allowing for more timely and accurate financial reporting.

Career Progression
Prior to his current role, Ryan held various positions within Shearwater Health, including Manager of Financial Reporting and Associate Director of Financial Operations & Systems. He played a crucial role in enhancing the company's financial reporting capabilities, leading to a 25% increase in the efficiency of the monthly close process. Earlier in his career, Ryan gained valuable experience as an Audit Staff and Intern at Cherry Bekaert LLP, where he developed a strong understanding of financial auditing and compliance.

Academic Background
Ryan holds a Bachelor of Science degree in Accounting from the University of Tennessee, Nashville. He is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA).

Areas of Expertise
  • Financial operations and systems management

  • Financial reporting and analysis

  • Budgeting and forecasting

  • ERP system implementation and optimization

  • Project management and process improvement

  • Audit and compliance


Professional Impact
Throughout his career, Ryan has consistently demonstrated his ability to drive operational efficiency and implement strategic financial initiatives. His leadership in the implementation of a new ERP system at Shearwater Health has resulted in significant improvements in data accuracy, reporting capabilities, and overall financial transparency. Ryan's contributions have been instrumental in enhancing the organization's financial performance and positioning the company for long-term growth.

Conclusion
Ryan Phelps is a versatile finance and accounting professional with a proven track record of delivering operational excellence and driving strategic initiatives. With his deep industry expertise, technical proficiency, and strong leadership skills, he is well-positioned to continue making a meaningful impact on the financial operations and systems at Shearwater Health.