Ryan Barnes

Experience

1. Senior Financial Strategy & Treasury Analyst

   Upright Group, LLC

   Oct 2025 — Present · Cleveland, OH, US

   Treasury Management Oversee daily loan funding, outgoing wires, and internal treasury reconciliations. Manage warehouse facilities, ensuring proper collateral management and draw utilization. Coordinate loan dispositions and servicing onboarding processes to support liquidity and balance sheet optimization. Partner with Accounting to ensure daily cash positions, warehouse usage, and loan-level activity are accurately reconciled.Financial Planning & Analysis (FP & A) Maintain and evolve Upright’s organizational P&L model, tracking actuals vs. forecast across business units and production branches. Partner with the COO and CRO to provide real-time financial analytics for expense management, headcount planning, and revenue optimization. Analyze margin performance, cost structures, and production trends to support strategic hiring and resource allocation. Develop dashboards and reporting that visualize key drivers of financial performance.Data & Operational Integration Collaborate with Accounting, Servicing, and Operations teams to automate data ingestion and reconciliation processes. Build frameworks that connect financial results to operational activity in real time. Support leadership with scenario modeling and KPI reporting tied to growth and capital efficiency.Cross-Functional Collaboration Act as a liaison between operations and Accounting for financial and operational initiatives. Support investor and warehouse reporting, audit requests, and management presentations. Participate in strategic planning discussions, providing financial insight to inform decisions on hiring, production scaling, and expense control.

Education

• The University of Toledo

  Bachelor of Business Administration - BBA, Accounting and Finance

  2015 — 2019

• Vermilion High School

  Honor's Diploma

  2011 — 2015