RYAN ORTEGA
San Mateo, CA,CA
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Manager, Audit Transformation
KPMG
10.2024 - Current
- Consulted with over 70 audit engagement teams to help identify data driven audit strategies, helping drive efficiencies and insights over accounting data.
- Designed data driven accounting procedures using data from multiple ERP systems enhancing efficiency and operational insights.
- Strategized and developed enabling technologies, including artificial intelligence, improving audit efficiency and quality.
- Developed innovative techniques for data extraction and analysis, increasing efficiency of audit procedures, and improving client experience across multiple audit clients.
- Led cross-functional initiatives over deployment and management of automated solutions.
- Developed and facilitated national audit training programs for senior associates through partners, helping provide a framework for strategic data-driven decision making.
- Participated in audit proposal and planning activities resulting in multiple new audit client wins.
Manager, Audit Data and Analytics
KPMG
07.2022 - 10.2024
- Designed automated accounting procedures over ASC 606 revenue recognition for multiple ERP systems resulting in significant time savings.
- Coordinated and managed the deployment of a team of 15 team members to support the implementation of automated solutions. Team members implemented over 100 automated solutions, resulting in significant time savings.
- Developed executive-ready dashboards using Power BI delivering engagement management and monitoring insights to leadership, resulting in improved decision making.
- Led training sessions over data analytics techniques resulting in improved coaching and collaboration for accounting professionals.
- Led cross-functional teams to enhance operational efficiency and drive project completion.
Senior Associate, Audit Data and Analytics
KPMG
07.2021 - 07.2022
- Served as a resource to audit engagement teams to assist in implementing standardized solutions to automate audit procedures.
- Designed and implemented over 40 automated solutions for audits across multiple clients, and on several ERP systems. Audit teams experienced significant time savings, and enhanced client experience because of solutions.
- Championed automated solutions to the business unit, providing support and training to staff in using new technology tools, resulted in enhanced knowledge, coaching and collaboration,
Senior Associate, Audit
KPMG
07.2019 - 07.2021
- Leveraged expertise in Data and Analytics in the audit, using Alteryx Designer and Power BI in risk assessment and automation in the Revenue Process, resulting in additional insights that helped improve risk assessment decisions, and decrease overall audit effort, saving time and improving client experience.
- Coordinated and supervised the audit of ASC 606 adoption for a public software client, resulting in successful audit procedure and review of over 500 revenue contracts for software company.
- Audited SOX documentation over the revenue process in accordance with ASC 606.
- Assisted in designing and executing audit procedures for IT application controls for systems such as Zuora RevPro, Salesforce, and NetSuite.
Associate, Audit
KPMG
09.2018 - 07.2019
- Coordinated and executed the audit of ASC Topic 606 - Revenue from contracts with customers adoption for a public software client, resulted in successful audit procedure and review of over 200 revenue arrangements for a software company.
- Designed automated revenue testing templates in excel for the efficient recalculation of complex bundled revenue arrangements and allocation in accordance with ASC 606, resulting in significant time savings over hundreds of contracts.
Data Analytics Intern, Audit
KPMG
01.2018 - 04.2018
Intern, Audit
KPMG
01.2017 - 04.2017
Accounting Assistant
University of Arizona
01.2015 - 12.2016
Intern
KPMG
06.2016 - 08.2016
Education
Master of Science - Accounting, with Data analytics
Ohio State University
Columbus, OH08.2018
Bachelor of Science - Accounting
University of Arizona
Tucson, AZ12.2016
Skills
- ASC 606 Revenue Recognition
- Process improvement
- Problem-solving
- Data-driven decision making
- Data analytics
- Troubleshooting and problem resolution
- Cross-functional communication
- Alteryx
- Power BI
- Tableau
- SQL
Websites
Certification
- CPA - Certified Public Accountant
Timeline
Senior Manager, Audit Transformation
KPMG
10.2024 - Current
Manager, Audit Data and Analytics
KPMG
07.2022 - 10.2024
Senior Associate, Audit Data and Analytics
KPMG
07.2021 - 07.2022
Senior Associate, Audit
KPMG
07.2019 - 07.2021
Associate, Audit
KPMG
09.2018 - 07.2019
Data Analytics Intern, Audit
KPMG
01.2018 - 04.2018
Intern, Audit
KPMG
01.2017 - 04.2017
Intern
KPMG
06.2016 - 08.2016
Accounting Assistant
University of Arizona
01.2015 - 12.2016
Master of Science - Accounting, with Data analytics
Ohio State University
Bachelor of Science - Accounting
University of Arizona
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