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Joe Taylor Email & Phone Number

Corporate FP and A Manager at Planful
Location: Warminster, Pennsylvania, United States 9 work roles 1 school
1 work email found @billtrust.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@billtrust.com
LinkedIn Profile matched
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Current company
Planful
Role
Corporate FP and A Manager
Location
Warminster, Pennsylvania, United States
Company size
695 employees

Who is Joe Taylor? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Joe Taylor is listed as Corporate FP and A Manager at Planful, a company with 695 employees, based in Warminster, Pennsylvania, United States. AeroLeads shows a work email signal at billtrust.com and a matched LinkedIn profile for Joe Taylor.

Joe Taylor previously worked as Corporate FP&A Manager at Greenhouse Software and Corporate FP&A Manager at Billtrust. Joe Taylor holds Bachelor'S Degree, Finance from Temple University.

Company email context

Email format at Planful

This section adds company-level context without repeating Joe Taylor's masked contact details.

{first_initial}{last}@billtrust.com
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AeroLeads found 1 current-domain work email signal for Joe Taylor. Compare company email patterns before reaching out.

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Profile bio

About Joe Taylor

With several years of experience in financial planning and analysis, I am a passionate and driven professional who strives to deliver value and impact. As the Financial Planning and Analysis Manager, I work side by side with a team of analysts who support the strategic planning, budgeting, forecasting, and reporting of the company's financial performance and metrics. I also partner with various business units and stakeholders to provide insights, recommendations, and guidance on business decisions, opportunities, and risks. Some of my achievements include implementing a new financial modeling tool, streamlining the reporting process, and increasing the accuracy and timeliness of the financial analysis. I enjoy working with a diverse and collaborative team that shares a common vision of empowering customers to achieve their financial goals. I am excited to leverage my analytical skills, financial expertise, and domain knowledge to contribute to the growth and efficiency of Saas Businesses.

Listed skills include Microsoft Office, Detail Oriented, Knowledge Of Point Of Sales, Fast Learner, and 27 others.

Current workplace

Joe Taylor's current company

Company context helps verify the profile and gives searchers a useful next step.

Planful
Planful
Corporate FP and A Manager
Warminster, PA, US
Website
planful.com
Employees
695
AeroLeads page
Company profile
View company profile Email format
9 roles

Joe Taylor work experience

A career timeline built from the work history available for this profile.

Corporate Fp And A Manager

Planful

Warminster, PA, US

Corporate Fp&A Manager

Billtrust

Lawrenceville, New Jersey, US

May 2023 - Jan 2024

Senior Financial Analyst

Billtrust

Lawrenceville, New Jersey, US

Aug 2022 - May 2023

Financial Analyst

Billtrust

Lawrenceville, New Jersey, US

Feb 2021 - Aug 2022

Associate Financial Analyst

Billtrust

Lawrenceville, New Jersey, US

Sep 2019 - Feb 2021

Restaurant Associate

Erickson Living

Catonsville, MD, US

  • Delivered customer service for a 275-seat restaurant during a two-hour time span, while handling client’s special dietary restrictions
  • Promoted from Server to Restaurant Associate to collaborate with management to coordinate training of all new employees, and delegate nightly positions to staff of 30 employees
  • Conceptualized and implemented new system to streamline the process for completing over 200 take-out meals for clients, and assisted team members in the change of system
  • Maintained and Developed client relationships to ensure superior customer service was delivered and satisfactory
Jul 2012 - Sep 2019

Investment Analyst

Invest Like The Street

Shelton, CT, US

  • Participated in a semester-long program covering the fundamentals of value investing, investment management, financial analysis, financial modeling, credit analysis, and equity research
  • Completed multiple reading and hands-on assignments covering topics such as financial analysis, accounting reporting, business model analysis, valuation, discounted cash flow modeling, risk analysis, and compiling.
  • Created a full discounted cash flow model and full projection model on WD-40, in addition to a detailed business analysis presentation
Jun 2018 - Sep 2018

Accounting Intern

Victory Gardens Inc.
  • Composed and calculated payroll for over 50 employees, while conducting financial analysis using Excel & QuickBooks for weekly payroll
  • Evaluated and addressed daily invoice and check requests, while observing vendor accounts to ensure payments were kept up to date, and resolved any payment issues
  • Reviewed and maintained information for over 150 vendors before initiating payment requests to appropriate vendors
  • Researched and reconciled differences for all accounts, and resolved any outstanding issues in a quick and efficient manner
May 2017 - Sep 2017
Team & coworkers

Colleagues at Planful

Other employees you can reach at planful.com. View company contacts for 695 employees →

AK Aditi Kumrawat Aditi Kumrawat Colleague at Planful Indore, Madhya Pradesh, India, India View → AS Arifa Shaik Arifa Shaik Colleague at Planful Hyderabad, Telangana, India, India View → TK Trinath Kadakuntla Trinath Kadakuntla Colleague at Planful San Francisco, California, United States, United States View → YV Yash Vast Yash Vast Colleague at Planful Berasia, Madhya Pradesh, India, India View → KS Kenya Scott Kenya Scott Colleague at Planful Atlanta, Georgia, United States, United States View → TI The Integration Tester The Integration Tester Colleague at Planful Hyderabad, Telangana, India, India View → J( Jayden (Kibok) Kim Jayden (Kibok) Kim Colleague at Planful Toronto, Ontario, Canada, Canada View → RR Ragini Rachamalla Ragini Rachamalla Colleague at Planful Hyderabad, Telangana, India, India View → FB Farhad Baria Farhad Baria Colleague at Planful Hyderabad, Telangana, India, India View → KA Kalappagary Amar Nath Kalappagary Amar Nath Colleague at Planful Hyderabad, Telangana, India, India View →
1 education record

Joe Taylor education

  • Temple University
    Temple University
    Finance
FAQ

Frequently asked questions about Joe Taylor

Quick answers generated from the profile data available on this page.

What company does Joe Taylor work for?

Joe Taylor works for Planful.

What is Joe Taylor's role at Planful?

Joe Taylor is listed as Corporate FP and A Manager at Planful.

What is Joe Taylor's email address?

AeroLeads has found 1 work email signal at @billtrust.com for Joe Taylor at Planful.

Where is Joe Taylor based?

Joe Taylor is based in Warminster, Pennsylvania, United States while working with Planful.

What companies has Joe Taylor worked for?

Joe Taylor has worked for Planful, Greenhouse Software, Billtrust, Erickson Living, and Invest Like The Street.

Who are Joe Taylor's colleagues at Planful?

Joe Taylor's colleagues at Planful include Aditi Kumrawat, Arifa Shaik, Trinath Kadakuntla, Yash Vast, and Kenya Scott.

How can I contact Joe Taylor?

You can use AeroLeads to view verified contact signals for Joe Taylor at Planful, including work email, phone, and LinkedIn data when available.

What schools did Joe Taylor attend?

Joe Taylor holds Bachelor'S Degree, Finance from Temple University.

What skills is Joe Taylor known for?

Joe Taylor is listed with skills including Microsoft Office, Detail Oriented, Knowledge Of Point Of Sales, Fast Learner, Works Well Under Pressure, Financial Modeling, Factset, and Equity Research.

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