Joseph Lang

Joseph Lang Email and Phone Number

Financial BI Analyst @ Osaic
Joseph Lang's Location
Scottsdale, Arizona, United States, United States
Joseph Lang's Contact Details

Joseph Lang work email

Joseph Lang personal email

n/a
About Joseph Lang

Joseph Lang is a Financial BI Analyst at Osaic.

Joseph Lang's Current Company Details
Osaic

Osaic

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Financial BI Analyst
Joseph Lang Work Experience Details
  • Osaic
    Financial Bi Analyst
    Osaic Jan 2024 - Present
    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
  • Osaic
    Financial Analyst
    Osaic Aug 2022 - Jun 2024
    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
  • Greenstone Farm Credit Services
    Commercial Financial Services Officer
    Greenstone Farm Credit Services Feb 2022 - Aug 2022
    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
  • Greenstone Farm Credit Services
    Financial Services Officer
    Greenstone Farm Credit Services Apr 2021 - Feb 2022
    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
  • Central Michigan University
    Assistant Director - Chippewa Athletic Fund
    Central Michigan University Jun 2020 - Apr 2021
    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
  • University Of Nebraska Lincoln - Athletic Department
    Development Assistant
    University Of Nebraska Lincoln - Athletic Department Jun 2019 - Jun 2020
    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
  • Hudl
    Human Resources Assistant
    Hudl Oct 2018 - Jun 2019
    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
  • University Of Nebraska-Lincoln
    Department Of Finance, Graduate Assistant
    University Of Nebraska-Lincoln Aug 2018 - May 2019
    Lincoln, Ne, Us
  • University Of Nevada-Las Vegas
    Football Student-Athlete
    University Of Nevada-Las Vegas Aug 2015 - Jul 2018
    Las Vegas, Nv, Us
    • Two Year Mountain West All-Academic Team • Two year Letter Award Winner
  • University Of Nevada-Las Vegas
    Athletic Business Office Internship (Finance)
    University Of Nevada-Las Vegas May 2017 - Aug 2017
    Las Vegas, Nv, Us
    • Reporting weekly to the CFO• Consolidation of athletic department expenses • Review of student athlete scholarship contracts• Auditing athletic training budgets
  • Washington State University
    Football Student-Athlete
    Washington State University Jun 2014 - Jun 2015
    Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, Us
    • WSU All-Academic Team • Letter Award Winner

Joseph Lang Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Athletic Administration
  • University Of Nevada-Las Vegas
    University Of Nevada-Las Vegas
    Finance
  • Washington State University
    Washington State University
    Transferred
  • Pullman High School
    Pullman High School
    High School
  • University Of Nevada-Las Vegas
    University Of Nevada-Las Vegas
    Finance

Frequently Asked Questions about Joseph Lang

What company does Joseph Lang work for?

Joseph Lang works for Osaic

What is Joseph Lang's role at the current company?

Joseph Lang's current role is Financial BI Analyst.

What is Joseph Lang's email address?

Joseph Lang's email address is jo****@****fcs.com

What schools did Joseph Lang attend?

Joseph Lang attended University Of Nebraska-Lincoln, University Of Nevada-Las Vegas, Washington State University, Pullman High School, University Of Nevada-Las Vegas.

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