Josh Adams Email & Phone Number

Tacoma, WA, US

Port Of Tacoma

• Manage the Port's debt and investment portfolio; Manage forward looking cash position with regard to deposits, investment maturities, debt service requirements and cash flow needs
• Perform daily banking and treasury operations; Approve wires and ACH payments; Prepare required accounting forms
• Develop 5-year plan of finance; Determine impact of projected capital expenditures, operating cash, non-operating cash and debt service payments on the Port's capacity to borrow and maintain bond covenant debt service.

Tacoma, Washington

• Collaborated with Port leadership in the vetting of new business opportunities and in the creation and delivery of business proposals
• Managed consultant contracts in support of Port strategic planning initiatives
• Developed, maintained and updated a 5-year Cargo Forecast by Line of Business
• Managed trade statistics and generated customized reports in support of sales team
• Provided ongoing research and analysis on economic and maritime business trends in support of business and trade development efforts
• Compiled, updated and reported statistics relevant to the Port's business, including economic, industry and cargo statistics, on a monthly basis

• Analyzed and developed detailed spreadsheets to track changes in budget allocations and to forecast future budget requirements
• Researched and organized data, using Excel spreadsheets and pivot tables, to meet specific needs and requests
• Assisted in development and summarization of major annual budget requests and reports for submission to the governor and state legislature

• Analyzed present and future cash flows on new leasing opportunities
• Performed credit analysis of possible tenants
• Modeled various cash flows in a lease buyout analysis
• Assisted in preparation of annual budget forecasts and performance reports

• Performed functions and duties of a loan officer
• Approved various transactions up to $100,000 dollar limit
• Opened new savings, checking, CD and annuity accounts
• Originated wire transfers and various other customer services
• Researched and resolved customer issues

Mba, Capital Markets

Activities and Societies: Golden Key National Honor Society GPA: 3.75

Ba, Psychology

Activities and Societies: Phi Kappa Phi Honor Society UAF Dean’s List – 8 semesters GPA: 3.9