Ryan J. Koretoff, MBA, CPA

VICE PRESIDENT, FINANCE

Accounting & Finance:

Operations, Strategy & Transformation

Phone:

714-718-8980

Email:

info@ryankoretoff.com

Locations:

Orange County, CA

Santa Monica, CA

Los Angeles, CA

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Summary

 

Innovative finance, accounting, and business operations professional. Capable of presenting complex financial information, enhancing internal controls, and executing internal audits. Comfortable working within large information systems. Provides a unique combination of technological vision and business intelligence. Refined communication, project management, and interpersonal skills.

 
 
EXPERIENCE
 
2020 – Present

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.

2015 – Present

Owner

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 strategy for individuals. As Owner, responsibilities are all-inclusive, but not limited to, delivering client services, marketing and business development, managing relationships, and sustaining regulatory compliance.

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, full-cycle GAAP accounting procedures, 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, full-cycle GAAP accounting functions, union and multi-state payroll processing, budget development and monitoring, internal control enrichment, internal audit execution, and enhancement of strategic relationships.

2011 – 2011

Accounting Manager

COAST TO COAST TAX SERVICE

Coast to Coast Tax Service is a high-volume public accounting firm that provides its nation-wide clients with a broad array of accounting and financial services. As Accounting Manager, responsibilities included efficiently servicing the annual, monthly, and ad hoc needs of the clients, leading business development efforts, managing staff and stakeholders, and maintaining the company's accounting records.

2009 – 2010

Accountant

FINANCIAL ADVOCATES, LLP

Financial Advocates is a public accounting firm established by a former KPMG Managing Director to deliver Big 5 accounting and finance solutions to closely held entities and individuals. As a staff accountant, responsibilities encompassed client financial statement preparation and maintenance, tax return preparation and processing, client relationship management, and strategic business advisement.

2001 – 2009

Accountant

KORET BUSINESS PARK

Koret Business Park is a real estate leasing, management, and property development firm with a diverse portfolio of wholly-owned real estate investments. As the company accountant, responsibilities included financial statement preparation and maintenance, stakeholder relationship management, and sustaining company regulatory compliance.

EDUCATION, CERTIFICATIONS & PUBLICATIONS
 
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 CPA exam sections on first attempt 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.

The CPA's Role in Implementing Technology

Under Peer Review

JOURNAL OF ACCOUNTANCY

Above all, the CPA is best equipped to oversee and approve all technology implementations because he or she is the most qualified individual to protect the company’s financial well-being and maintain its internal controls over financial reporting.

 
 
ENDORSEMENTS
 

Bob Battista

Chief Executive Officer, Doctor Evidence, LLC

Ryan played a critical role in Doctor Evidence’s growth over the past several years. He was a silent leader who lead by example and was not afraid to roll up his sleeves in time of need. Ryan was deeply involved with all aspects of the organization and supported the company’s core values and mission. He displayed integrity, reliability, and accountability at all times. It was a pleasure working with Ryan and I plan to remain close over the years to come.

Scott Garcia

Chief Financial Officer, Doctor Evidence, LLC

Ryan was an integral part of Doctor Evidence’s growth over the past three years. His contributions across the organization improved its overall efficiency by integrating the various functions across the company. Additionally, Ryan had an impact on all the company’s financial modeling and forecasting. It was a pleasure working with Ryan and I look forward to my next opportunity to partner with him.

 
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