Joseph Price Email and Phone Number

Developed and launched an internal website to streamline FY 2025 enterprise budgeting and planning concerning functional, project, and headcount spending.Supported the preparation and analysis of month-end variance reports by extracting and distributing critical data to key stakeholders.Enhanced efficiency in CFO monthly reporting for finance leadership by leveraging Power BI dashboards, significantly reducing team workload through process automation.Designed an Alteryx workflow to automate the retrieval of live projection data, streamlining the projection cycle and identifying discrepancies within the function's budgets.

Preparation of individual 1040 returns utilizing CCH Axcess software. Exposed to a wide variety of tax procedures including tax planning and tax research. Assisted with other administrative work including client proformas, along with updating and organizing client information in CCH.

Prepared journal entries for financial reporting, along with analyzing financial data and preparing general ledger and monthly reconciliations. Review of general ledger accounts daily with a strong eye for detail. Assisted with file restructuring and migrating data to new software system.