Joshua Goodwine Email & Phone Number

California, United States

San Francisco Bay Area

- Report to the Engagement Manager to deliver quarterly financial packages for one of the largest global private equity firms.- Responsible for preparing financial workbooks for main fund and its respective co-investment vehicles, focusing on punctual and accurate reporting amidst a dynamic and fast-paced environment.- Book journal entries for capital activity, expenses, and cash transactions with both attention to detail and efficiency. - Determine capital call amounts by projecting future expenses and diligently monitoring client cash balances.- Facilitate communications with Limited Partners and provide prompt responses to various capital account requests.- Accountable for onboarding new team members to client-specific accounting software and processes.

Boston, Massachusetts, United States

- Reported to Fund Controller and was responsible for preparing financial statement packages for co-investment entities.- Assigned to private equity clients, managing the complexities and details of multiple entities and vehicles by preparing monthly cash reconciliations.- Consistently sought advice and support from team members to better understand administrative processes and to effectively leverage software.

San Francisco Bay Area

at.inc/ is a venture capital fund investing in software companies at early-stage. Reporting directly to the general partner, assisted in administration and operations while gaining hands-on exposure to the investment process. - Created fund admin database in Airtable to maintain accurate contact and company information- Assisted compliance team with limited partner look-through and QSBS compliance for portfolio companies- Prepared LPs for new fundraise by compiling subscription docs and tax info - Established fund admin capabilities in Carta by collecting financial and investment documents- Reviewed business plans and pitch decks to evaluate potential early-stage investment opportunities and companies- Authored white paper for LP update reviewing 2021 activity and identifying 2022 trends for early-stage venture- Analyzed trends and sectors using various data sources, including Pitchbook and Crunchbase, to determine the prevalence of deal activity- Conducted portfolio analysis on late-stage funding to provide LPs holistic visibility on fund performance

Contributed briefings and analyses on early-stage rounds of startup financing. Part of a team of college students covering the startup ecosystem.

Boston, Massachusetts, United States

Responsible for general journal entry, capital call reconciliation, and creating financial reports during the high-activity tax season. Reported to the senior manager fund controller and supported team of associates. - Prepared capital call calculations, notices, and reconciliations for venture capital funds- Maintained financial workbooks to prepare capital accounts statements- Organized employee onboarding and training for private equity fund- Leveraged QuickBooks to track cash activity and prepare financial statements

Boston, Ma

MassCEC is an organization dedicated to accelerating the adoption of clean energy technology in Massachusetts. - Delivered due diligence analysis for potential portfolio companies based on team, technology, market fit and MassCEC mission alignment and presented to venture investment team- Completed sector analysis on microgrids- Established relationships with portfolio companies in ongoing business status check-ins- Involved in bridge funding communication and evaluation with portfolio companies during pandemic

San Francisco, California

Supported managing director and team on launching a corporate venture capital offering for Silicon Valley Bank. Analysis contributed to identifying SVB clients and sector trends to present to targeted CVCs. Leveraged Microsoft CRM and Tableau.

Combined Major- Finance, Corporate Venture, And Economics, Finance, General

Activities and Societies: Northeastern D1 Club Baseball: Treasurer and PresidentGPA: 3.70

High School Diploma

Activities and Societies: Varsity baseball captain Varsity basketball co-captain Chinese Lion Dance team captain- 3 yearsGPA: 3.92