Josh Carter Email & Phone Number

Alpharetta, Ga, Us

Beverly Hills, California, Us

Ladson, Sc, Us

Partner & Product discovery,Strategic guidance,Financial oversight and reporting to ownership,Analysis and metrics.

Technical and strategic founder.

Manage all internal financial processes, including:- Monthly close package and Board reporting- Communication of financial reports to Board- Financial planning and budgeting- Cash management & forecasting - Manage annual audit process with external firm- Manage all internal/external HR functions and external relationship with provider- Manage insurance & risk- Manage all IT-related activity across the business along with third party vendor- Report to CEO and assist with all buy & sell side due diligence, financials, and coordination with third party brokers & investment bankers- Frequent collaboration with members of private equity ownership team- Managed financial portions of asset sales- Managed transition to acquirers following two asset divestitures

Suwanee, Ga, Us

Financial and operating due diligence on all buy & sell M&A activity;- Nov 2012 - $350k purchase of e-commerce company- Apr 2013 - $9.35M purchase of scar-brand company- Aug 2015 - $27M sale of consumer scar brand to S&P 500 company- Feb 2016 - $7M sale of professional scar brand to Nasdaq traded company- Jul 2016 - $1.5M sale of consumer motherhood skincare line- Apr 2017 - sale of e-commerce companyAssisted in deal document creation and post-deal transitions of above.- Application and management of relationship with bank for $1.75M line of credit- Assisted CEO & CFO with relationship & reporting for $8.5M note with 3rd party Mezzanine fund- Intern program creation, teaching- Manage due diligence requests for M&A sale processes- Own and coordinate all process of annual budgets and interim forecasts for 3 sister companies and consolidation company- Provide standard and ad-hoc management reporting to all C-level members- Manage insurance policies and claims for all companies, as well as M&A insurance- Frequent collaboration with members of private equity ownership teameCommerce:- Evaluated technological platforms and implementation partners for 6 mo/$300k rearchitecture- Manage all employee time & attendance- Attend tradeshows to evaluate potential product offerings- Implementation lead for order and financial data flow (Magento Enterprise, Webgility eCC, Quickbooks Enterprise)

Suwanee, Ga, Us

- Assisted all C-Level functions with financial and business analysis- Managed all FP&A functions across three business units and consolidation company- Reported to SVP, Controller

Nashville, Tn, Us

Financial Analyst for RelayHealth Connectivity, a leader in HIE solutions.- Managed emerging business unit based in Emeryville, CA (managing multiple time zones from GA-based office)- Managed & reported on $30M P&L- Managed headcount reporting and metrics for business unit- Managed iterative Budgets, quarterly Forecasts, and rolling Strategic Plans for business unit- Tools used include SAP, PeopleSoft, MS Excel and Access

Atlanta, Georgia, Us

- Worked with start-up Founders/CEOs to establish businesses- Managed payroll/benefits- Worked with Commercial Insurance vendors to mitigate risk- Assisted in creation of 5-8 year forecasts - Managed all bookkeeping for 4-5 concurrent clients

- Analyzed individual equities, Updated stock models to include quarterly earnings information, Calculated 3 stage discounted cash flow valuations based on 1 year, 5 year, and long-term growth projections. - Analyzed the capital structure of companies by computing their WACC (weighted average cost of capital). - Used scenario analysis to compute a companies expected return.- Attended meetings of Iron Capital’s Investment Committee, listened to detailed discussions concerning overall investment strategy, economic and market expectations, buy/sell decisions and the reasons behind the decisions.- Assisted in performing due diligence on mutual funds for the quarterly reporting process.- Performed attribution analysis on mutual funds to help understand if underperformance/outperformance versus a benchmark was due to security selection or sector selection.- Listened to conference calls with fund management (Buffalo Small Cap Fund, Fidelity Balanced Fund, Calamos Growth Fund, T. Rowe Price Value Fund) in order to assess the management's investment process and outlook.- Wrote quarterly commentary for 2 mutual funds (Buffalo Small Cap Fund and T. Rowe Price Value Fund). Both commentaries were included in the final reports given to end clients (Hyatt Hotels, and Insight Communications).- Gathered mutual fund data including top holdings and sector weightings, checked final reports for errors and bound reports.- Attended an invitation only meeting at INVESCO’s headquarters in Atlanta to participate in video conference call with (now United States Commerce Secretary) Wilbur Ross and other principals discussing INVESCO’s PPIP (Public-Private Investment Program) Limited Partnership.

Atlanta, Ga, Us

- Created Microsoft Access databases for Project Management, Sales CRM, Book Accounts, Cargo Insurance & others- Researched foreign business development opportunities in Asia & South America- Performed due diligence on, and assisted with, migration to the use a new collection agency- Performed revenue and legal analysis for the elimination of a customer group- Coordinated charity events for the UPS/United Way partnership including UPS Capital’s Annual Golf Tournament- Assisted in project management of pilot UPS/Brinks high-value package security co-op in New York

- Worked as part of the Nanotechnology Undergraduate Education (NUE) grant from the National Science Foundation (NSF).- Assisted in writing publications regarding emerging nanotechnologies.- Assisted in created budget proposals for new grant applications.- Assisted in the implementation of new course offerings at the university based on nanotechnology and communication.- Assisted in web site creation for the NUE.- Performed daily research and filtered incoming news for use in publications and presentations on toxicology and nanotechnology.

As part of the Orientation process for incoming freshman and transfer students, provided information about the Alumni Associaition and informed students how they can be active in the organization as students. Sold student memberships for the Carolina Alumni Association and assisted in hosting events on campus for incoming students.

Dual Bbas, Finance, Economics

Finance, Economics, Spanish