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Ryan Osborne

Ryan Osborne

Senior Accountant

Talent
San AntonioMember since September 1, 2026
ExcelMicrosoft OfficeAdobeAlteryxAexeoPowerBiQuickBooksQuickBooks OnlineCCH ProductsPro SystemsCSUltraTaxAuditFinancial Statement PreparationTax PreparationBookkeepingFund of Fund AccountingAsset ManagementProject ManagementZoomSkype
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About

A dedicated and energetic professional, eager to utilize my education, work, and international experiences toward becoming a successful business professional. Currently studying for the CPA exam (passed 3/4 so far, awaiting results for final exam)

Experience

FSO Assurance Senior at EY (2023-08 – 2026-07)

Primarily assigned to an Asset Manager managing over $100 billion in capital, spread across approximately 70 different managed investment funds with Fund of Fund accounting experience. In August 2024, promoted to Senior II, and in November 2024, transferred from FSO Assurance department in San Antonio, TX to the core audit team in San Diego, CA, primarily assigned to Life Science clients. In August 2025, promoted to Senior III.

  • Experience with testing various audit assertions across various investment types and risks where responsibilities included being a key figure within the planning, interim and year-end phases of the audit, leading the interim and year-end testing of several income statement accounts
  • Led the valuation testing of aircraft and shipping vessel portfolios, as well as being an integral part of the Financial Statement Close Process and a key coordinator between the client and the global audit team
  • Heavy experience with Excel and other Microsoft Office products, Adobe, Alteryx, Aexeo, PowerBi, as well as other accounting/project management software
  • Team leader and managing global audit team with team members situated in CA, TX, and India
  • Experience with both public (SOX experience) and private clients, including several biotech 'life science' entities and most recently an aerospace manufacturing entity
  • Helped lead the global audit teams assigned - with team members situated in CA, TX, and India
  • Assisted with several management responsibilities, such as performing the budget for the engagement, performing project management activities and leading team meetings to deliver weekly updates and results to executives
  • Managed the overall inflow and outflow of client requests to ensure global audit team were meeting deadlines efficiently

FSO Assurance Staff at EY (2022-01 – 2023-08)

Worked with Wealth and Asset Management clients, primarily asset managers with 60–70 investment funds under management with Fund of Fund experience.

  • Assisted each audit from start to finish, from planning, through interim, to year-end
  • Extensive experience conducting valuation analyses on investment portfolios, including complex Level 3 assets such as shipping vessels and aircraft
  • Collaborated daily with internal and external global teams including valuation specialists in India, New York City, and San Antonio to ensure efficient, accurate audit delivery

Graduate Research Assistant at UIW Careers & International Affairs (2021-01 – 2021-05)

Upon return to the United States and to the University of the Incarnate Word, worked directly between the directors of the Careers and International Student Services & Scholars' offices, respectively.

  • Main tasks were research based and aimed toward improving the employability of the university's current International Students
  • Responsible for all employer outreach, as well as being part of many ideas and events that allowed the University to make progress in that field through the Spring of 2021

Bookkeeper & Financial Account Preparer at Self Employed (2019-11 – 2020-12)

Due to visa complications, forced to leave previous job at ATKG and the United States entirely and move back to the UK. Used the network within hometown to reach out and create an eventual list of clients for a Book-keeping and Financial Account Preparation Service.

  • Worked from home, helping numerous clients across a wide variety of industries such as Construction, Beauty Services, Car Garages, and individual clients, with the financial upkeep of their businesses
  • Daily/weekly bookkeeping, general accounting, financial statement preparation for any time period the client desired, and certain tax services/estimates
  • Primarily worked within Excel, QuickBooks, QuickBooks Online, as well as Zoom, Skype and Microsoft Office software

Staff Accountant at ATKG, LLP (2018-05 – 2019-07)

Primarily assigned to the tax department whilst also being part of the smaller assurance team. Time at ATKG allowed to work with a range of business types, such as sole proprietorships, partnerships, limited liability companies and corporations - all representing a plethora of industries, including Farm & Ranch, Real Estate, and Construction.

  • Daily projects included working on business, individual and trust - tax returns, as well as financial statement preparation procedures
  • Maintained specific clients' monthly, quarterly or annual accounting records
  • Experience with Adobe, Excel, Quickbooks, CCH Products, and Pro Systems

Tax Intern at ATKG, LLP (2018-01 – 2018-05)

Intern on the Tax team at ATKG working with real clients on projects involving accounting, tax consulting and tax preparation.

  • Worked on partnership, individual, corporation, trust and s-corp returns
  • Completed quarterly and yearly reports

Audit Intern at Ridout Barrett & Co. (2017-06 – 2017-08)

Audit team member working on primarily assurance tasks.

  • Account balance reviews, adjusting journal entries, financial statement preparation with real companies (primarily Construction)
  • Used software such as Excel, QuickBooks, CS and UltraTax

Lead Student Assistant at UIW International Student Services & Scholars (2016-05 – 2018-01)

Part of a team of student assistants working for the UIW ISSS office helping international students with admissions, academics, and travel advice.

  • Conducted work via email, telephone, and social media as well as being on hand to help any in-person international student queries
  • Helped current and prospective international students with admissions, academics, and travel advice

Education

B.B.A in Accounting – The University of the Incarnate Word (UIW) (2014 – 2018)

MSA in Accounting – The University of the Incarnate Word (UIW) (2020 – 2022)

Skills

Senior Accountant

Reviews

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