Josh Williams Email & Phone Number

Puyallup, Washington, US

Provide Finance leadership supporting a $200M+ health system portfolio with 22 post acute centers located in MO, TX, and WA.

Santa Ana, California, US

As a trusted partner to the CFO, successfully oversaw budgeting, financial modeling, and compliance enhancements for a post-acute portfolio company. Leveraged in-depth financial analysis to identify actionable insights resulting in $1 million in expense reductions. Developed strategic relationships, negotiated agreements, and fostered collaboration within.

San Francisco, California, US

In a consumer finance fintech/neobank startup (Series B), successfully managed day-to-day operational accounting responsibilities encompassing accounts payable and receivable, expense accruals, prepaid assets, corporate cards, expense reimbursement, fixed assets, and equity administration. Developed a comprehensive working capital cash forecast utilized by.

Chicago, IL, US

** Former GE Capital LE **Provided technical guidance on revenue recognition (ASC 310) for Sponsor Finance syndicated loan portfolio valued at $11 billion, resulting in an impressive $300 million in fee income. Ensured the accuracy in all financial reporting activities while extending support to the Commercial and FP&A teams for revenue forecasting..

Norwalk, CT, US

Provided crucial technical guidance on revenue recognition (ASC 310) for a substantial syndicated loan portfolio valued at $20 billion, resulting in an impressive $400 million in fee income. Supported multiple business verticals, including Sponsor Finance, Healthcare and Consumer teams. Ensured the accuracy in all financial reporting activities while.

New Haven, CT, US

Managed the financial statement close process, overseeing general ledger maintenance, account and bank reconciliations, and journal entry approvals for the largest network hospital and parent organization. Generated timely variance analytics for operating expenses and offered guidance to senior management as needed. Managed team of 13 FTEs.

New York, NY, US

Managed post-financial crisis regulatory compliance reporting (FR Y-9C, Y-11, 2314) and consolidated vital lending metrics for aged accounts reported to the Federal Reserve. Implemented standardized reporting templates and submission protocols in collaboration with legal entity controllers, streamlining the automation of over 200 quarterly legal entity.

New York, NY, US

Supported the External Reporting function by assisting with Earnings Release flash reporting and preparing SEC filings (10-Q, 10-K). Produced monthly FFIEC 031 Call Report for American Express Bank. Provided due diligence reporting for the divestiture of American Express Bank to Standard Chartered.

Stamford, CT, US

Managed the books and records of both owned and third-party managed commercial properties, ensuring accurate financial statements, analyzing variances, maintaining rent rolls, lease abstracts, and vacancy reports. Conducted monthly income and expense forecasts, providing comprehensive reports for review by the Property Manager.

New York, NY, US

Developed core foundation in auditing financial statements, conducting internal control evaluations, and ensuring compliance with industry regulations and standards. Skilled in performing risk assessments, attestations, agreed upon procedures, and implementing effective financial controls. Proven ability to work collaboratively in fast-paced environments.