Joseph Lang Email & Phone Number

Scottsdale, Arizona, Us

• Develop and manage BI solutions to support data-driven decision-making across Osaic• Create and maintain comprehensive Power BI dashboards and reports to monitor Asset performance and identify trends• Conduct data analysis to provide actionable insights and recommendations to Executive Level leaders helping to understand their data needs and translate Osaic goals into technical specifications• Ensure data accuracy and integrity by performing regular data validation and cleansing activities• Train and support end-users on BI tools and best practices to maximize the adoption and impact of BI solutions• Playing a key role in migrating legacy reports to a modern BI platform, improving report accessibility and user experience• Manage multiple full P&L statements for internal departments • Utilizing SQL, Power BI, Power BI Dax, Alteryx, Snowflake, Excel • Ad hoc analysis, modeling, and additional responsibilities as required

Scottsdale, Arizona, Us

•Present monthly financials and key operational metrics to six Wealth Management CEOs•Working closely with cross-functional business partners to understand and provide insights to business needs and funding requests•Development of business metrics and dashboards•Ad hoc analysis, modeling, and additional responsibilities as required•Identify high-level conceptual process improvements•Manage multiple full P&L statements for internal departments and six wealth management firms with $500 Billion in AUA

East Lansing, Mi, Us

• Manage and service a $30MM portfolio of agriculture business related loan relationships • Spread and analyze detailed personal and business entity financial information• Report and rectify portfolio past dues• Provide customer YOY financial performance updates• Monitor and manage portfolio profitability• Cross sell various GreenStone financial services and products • Constantly expand portfolio and client relationships while ensuring current customer retention through excellent customer service

East Lansing, Mi, Us

• Managed and serviced a $25MM portfolio of loan relationships • Spread and analyzed detailed financial and credit information to match customer needs ensuring quality credit ratios and risk measures are met • Reported and rectified portfolio past dues• Provided account financial performance updates and portfolio profitability presentations • Cross sold various GreenStone financial services and products • Constantly expanded portfolio and client relationships while ensuring current customer retention through excellent customer service

Mt. Pleasant, Michigan, Us

• Served as a member of a team of four charged with raising approximately $1.5 million annually• Managed, cultivated, solicited and stewarded a portfolio of approximately 125-150 donors for annual/leadership gifts• Assisted in all reporting, CRM management and database management for over 235,000 alumni records• Assisted in gift processing, tax receipting, monthly gift consolidation and reporting• Managed student working staff

Lincoln, Us

• Served as a member of a development team that raised $36.7 Million in 2019• Assisted in the cultivation and stewardship efforts of the “Go Big” facility capital campaign, launched in September 2019, $65 million raised• Managed football pregame sideline experience, engaging major gift prospects and 225 National Leadership Society donors responsible for over $20 million in contributions to the annual fund and capital campaign• Assisted development officers with qualification, portfolio management and giving history reports using CRM systems (Blackbaud, Advantage, Salesforce, Paciolan, Microsoft Office)• Developed event programming and assisted with execution of 12 major donor events, including the Annual Investors’ Meeting, Letterwinner reunions, facility grand openings and golf tournaments• Managed game day operations and student workers within premium seating areas; including five Volleyball Suites, Volleyball Courtside Club, Basketball Courtside Club, and Football Sideline Club

Lincoln, Ne, Us

• Assisted in the management and leadership of 3200+ global employees • Managed compliance and onboarding for incoming full-time staff and interns, 200+ employees serviced• Monthly government policy review and presentation to supervisory team• Data management and reporting through multiple CRM systems, including ADP, Selerix and E-Verify• Assisted with payroll process including bi-weekly audit of employee payroll• Directed and presented internship new hire onboarding orientation programs

Lincoln, Ne, Us

Las Vegas, Nv, Us

• Two Year Mountain West All-Academic Team • Two year Letter Award Winner

Las Vegas, Nv, Us

• Reporting weekly to the CFO• Consolidation of athletic department expenses • Review of student athlete scholarship contracts• Auditing athletic training budgets

Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, Us

• WSU All-Academic Team • Letter Award Winner

Master Of Arts Business, Business Administration, Athletic Administration

Finance

Transferred

High School

Bachelor Of Science - Bs, Finance