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Ryan J. Koretoff, MBA, CPA

VICE PRESIDENT, FINANCE

Accounting & Finance:

Operations, Strategy & Transformation

Locations:

Orange County, CA

Santa Monica, CA

Los Angeles, CA

San Diego, CA

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Summary

Innovative accounting and finance professional. Produces actionable insights that drive objective business decisions. Core competencies include financial reporting, financial planning & analysis (FP&A), and financial modeling. Comfortable unpacking and presenting complex financial data to all audiences. Accustomed to working within diverse information and ERP systems. Provides a unique combination of technological vision, business intelligence, and financial strategy. Refined communication, project management, and interpersonal skills.

SUMMARY
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EXPERIENCE
EXPERIENCE
2022 – Present

Finance and Accounting Consultant

DAVID M. LEWIS COMPANY, LLC

DLC is a professional services firm helping companies drive transformation and growth, one project at a time. Its team provides flexible, efficient, on-demand execution of its clients' financial projects. Areas of expertise include: Accounting & Financial Reporting, Financial Planning & Analysis, Financial Systems Implementation, Interim Financial Management, M&A Due Diligence Support, Post Merger Financial Integration, Process Documentation & Redesign, and Project Management.

2015 – Present

Principal Consultant

FINANCIAL EXCEL

Financial Excel is a boutique public accounting and business management advisory firm, established to deliver progressive solutions to complex accounting and finance matters. Broad areas of focus encompass accounting and finance operations, strategy, and transformation for businesses and wealth management, estate planning, and tax planning for individuals.

2020 – Present

Mentor, MBA Candidates

CHAPMAN UNIVERSITY

Ranked #3 Private MBA Program on the West Coast, the Argyros School of Business and Economics at Chapman University immerses students in both theoretical and real-world business settings, offing a hands-on learning experience with high-achieving peers. As a mentor, key objectives encompass providing mentees with guidance, motivation, emotional support, role modeling, and information intended to promote personal and professional development.

2021 – 2022

VP Finance

MOBILEMONEY, INC.

MOBILEMONEY and CASINOMONEY provide technology-based solutions to the gaming, ATM, and financial payment markets throughout the U.S.A. The organization has a long-standing professional reputation of reliability, integrity, and respect. The company’s industry prominence and strategic business units positively impact its partners’ financial footprints, allowing them to build value for their customers – all of whom it serves.

2020 – 2021

Consultant / Interim VP Finance

TATUM BY RANDSTAD

Tatum provides on-demand C-suite executives and senior-level professionals to help companies manage critical initiatives in accounting, finance, technology, compliance and transactions. While consulting as interim VP Finance, key objectives include addressing complex business life cycle challenges and serving as trusted advisor to executive management.

2019 – 2020

Interim Corporate Controller

RIDGELINE TELECOM, LLC

Ridgeline Telecom is a professional services firm specializing in telecommunication infrastructure expansion. As the interim chief accounting executive, responsibilities included GAAP compliance and internal audit procedures, internal control enhancements, relationship building, team mentoring, and executive team financial advisement.

2015 – 2019

Director, Finance & Operations

DOCTOR EVIDENCE, LLC

Doctor Evidence is a market leader in AI-enabled medical insights with its SaaS platform that empowers global stakeholders in the healthcare ecosystem to generate actionable data insights. As Director, Finance & Operations, responsibilities encompassed supporting C-Suite strategic initiatives, progressing internal control over financial reporting, and expanding enterprise-wide data analysis practices.

2013 – 2015

Corporate Controller

NATIONAL LINK, INC.

National Link is the largest independent ATM company in the Western United States with presence across the nation, Puerto Rico, and the U.S. Virgin Islands. As the company chief accountant supervising over 300,000 monthly transactions, responsibilities included partnering with the President to execute company vision, GAAP compliance, budget development and management, internal control advancement, and investment advisement.

2012 – 2013

Controller

SUPPLY CHAIN MANAGEMENT, LLC

Supply Chain Management is a business operations consulting firm specializing in the oil, natural gas, steel, and building materials industries. As Controller, responsibilities included front office supervision, GAAP functions, union and multi-state payroll processing, budget development and monitoring, internal control enrichment, internal audit execution, and enhancement of strategic partnerships.

EDUCATION, CERTIFICATIONS & PUBLICATIONS
EDUCATION
Master of Business Administration (MBA)

Finance

CHAPMAN UNIVERSITY

Argyros School of Business and Economics.

Ranked #3 Private MBA Program on the West Coast by U.S. News & World Report.

Bachelor of Arts (BA)

Psychology

UNIVERSITY OF SOUTHERN CALIFORNIA (USC)

Varsity Water Polo.

Sigma Chi Fraternity.

CALIFORNIA BOARD OF ACCOUNTANCY

Pathway 2 licensee. Passed all exam sections on first attempt in 7 months with an average score of 89 (top 10% of candidates).

CALIFORNIA BUSINESS JOURNAL

Technology continues to change the landscape for modern business best practices; and COVID-19 has illustrated the value of such investments. Progressive accountants are critical to help evaluate and implement the proper tech solutions, creating opportunities for all.

ACCOUNTING TODAY

Corporate accountants should be involved with all tech implementations because they are responsible for protecting the organization's financial well-being and maintaining proper internal controls over financial reporting.

CERTIFICATIONS
PUBLICATIONS
ENDORSEMENTS
ENDORSEMENTS
Lois Stevens bw_edited.jpg

Lois Stevens

Vice President, Corporate Controller, Aspen Medical Products, LLC

I had the pleasure of employing Ryan as a Senior Consultant on the Finance Team for close to 18 months. While he was initially slotted to assist in coverage for an employee on leave, he quickly made himself indispensable to our team. He enthusiastically accepted all assignments and went beyond requirements by enhancing and streamlining current processes. He pointed out areas where potential improvements would be beneficial and presented well-thought-out suggestions on how to institute the necessary changes. He consistently embodied the highest level of diligence, perseverance, and professionalism.

In addition to finance assignments, Ryan became a valued member of our ERP implementation team. Our IT leaders commented on his outstanding contributions. He truly played an integral role in our successful implementation. I highly recommend him to any company considering an additional resource to supplement their team.

CONTACT
CONTACT

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Ryan J. Koretoff, MBA, CPA

VICE PRESIDENT, FINANCE

Phone:

714-718-8980

Email:

info@ryankoretoff.com

Locations:

Orange County, CA

Santa Monica, CA

Los Angeles, CA

San Diego, CA

RESUME
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