Joshua Koch Email & Phone Number

Seattle, Wa, Us

Round Rock, Texas, Us

• Directed the financial planning process for a $20B business unit by effectively driving planning and analysis, ensuring fiscal priorities aligned to strategic goals, developing business processes and methodologies, implementing controls, establishing timelines, communicating expectations, and presenting budgets and briefings to senior management.• Led the development of the long-term multi-year plan by examining prior year trends, incorporating internal and external market expectations, and then aligning with sales, business units, and senior leadership.• Owned a series of financial deliverables relating to close, outlook, forecast, variance analysis, annual planning, long-range planning, quarterly business reviews, ops reviews, executive reviews, and all-hands reviews.• Provided financial controllership and sales operations support to three sales teams by setting quota, building financial models, reviewing and approving deal pricing, and triangulating monthly and quarterly business forecasts.

Austin, Texas, Us

• Led the annual financial and headcount budgeting process for two business units by driving planning and analysis, developing business processes, implementing new tools and controls, establishing timelines, communicating expectations, and presenting budgets to senior management.• Developed financial analysis, cost analysis, and staffing analysis to support business units and communicated findings to the senior leadership team (including the CEO, CFO, and COO).• Led the financial analysis for a cross-departmental team that furthered the strategic initiative of improving the customer experience; and presented findings to senior management.• Partnered with budget owners to determine appropriate prioritization and impact of trade-off decisions on financial metrics. Gained insight into key business drivers and performed research and analysis to determine potential implications for future organizational performance.

Washington, Dc, Us

• Provided budget planning and analysis for the finance and facilities division which involved forecasting, formulating, justifying, and executing $1 billion annual budgets and communicating them to non-finance professionals.• Led the reporting efforts of the Budget Unit by determining the appropriate budgetary information to be included and presented to stakeholders, developed custom reports using business intelligence software, automated reports using Excel and Access, and presented reports to senior leadership.• Redesigned the funding request process by mapping existing workflows using Visio, instituting streamlined process enhancements, establishing KPIs, overseeing progress tracking, conducting personnel training, and delivering comprehensive updates to senior leadership

Chicago, Il, Us

• Developed and executed a risk management framework which consolidated quantitative and qualitative data from across the organization to provide input and justification for the organization’s budget formulation.• Worked with organizational leaders to oversee and coordinate the development of the five-year strategic plan and developed effective techniques for aligning strategic goals to budget development.• Improved business processes by interviewing process owners, creating process maps using Visio, and developing business process reengineering (BPR) recommendations in order to increase efficiency. • Reviewed internal controls and performed gap analysis which mapped internal controls against risks identified and associated with the Enterprise Risk Management (ERM) initiative and presented regular updates to the Chief Risk Officer regarding risks that affected business operations.

Bachelors, Finance

Masters, Finance