Josh Winston Email & Phone Number

Bethesda, Md, Us

Upper Marlboro, Maryland, Us

Provide advisory services to corporations, non-profit associations, and individuals. Develop accurate and reliable financial reporting to aid business decision-making. Establish financial, accounting, and human resource infrastructures. Execute budgeting and forecasting initiatives. Analyze financial records, financial statements, and related financial reports. Core competenciesFinancial Stewardship & Controllership; Financial Management & Accounting;Financial Reporting & Cash Flow Management; Budget Management; Financial & Variance Analysis; Staff Supervision & Training;Business Process Re-engineering; Technology Implementation and Enhancement

Silver Spring, Maryland, Us

Engaged to re-establish confidence and trust in Business Office function after DFO position had been vacant for several months. Changed the department from one historically perceived as slow, bureaucratic, and unresponsive to one more customer focused, accommodating, inventive, and empathic in addressing staff needs while increasing the speed, effectiveness, and transparency of its responses to staff. Converted labor-intensive, error-prone processes (financial statement prep, credit card usage, employee contracts, and payroll) to secure, online solutions.

Washington, Dc, Us

Washington, Dc, Us

Review business processes and information systems in use, document workflows, and institute changes to facilitate organization-wide transition to Enterprise Resource Planning application. Supervise ERP implementation and train users across organization. Recommend alternate uses of cash to maximize return and complement donation and contract revenue.

Rockville, Md, Us

Vice-President, FinanceCreate accounting function for two year old multi-million dollar reseller of medical alerts and aging-in-place technology. Negotiate and oversee business growth acquisition targets. Review and adjust forensic accounting data to generate proper financial statements for first two years of operation. Design new information system to link accounting, sales, fulfillment, and customer service departments. Interact with bankers, investors, lenders, and business brokers. Key Achievements:• Restructured, strengthened and routinized accounting processes to provide consistent, periodic financial data to management, lenders, and equity investors• Negotiated and structured purchase of 1,000 customer accounts from West Coast company; supervised transition of accounts to existing customer information and billing systems• Reviewed processes in all business areas to determine business requirements and create design for new information system connecting all departments

Falls Church, Va, Us

Created accounting regime for new non-profit organization. Established compliance, human resource, budgeting, and billing functions suitable for 501(c)(3) enterprise.

Pioneered the launch of new in-house accounting function and grant accounting system for growing non-profit organization. Designed, programmed, and implemented project timekeeping application for all employees. Developed financial procedures manual and rewrote personnel manual.Key Achievements:• Designed and implemented cost-effective accounting and information systems infrastructures while reducing IT complexity for employees. • Co-wrote and won multiple DC government service contracts tripling organization budget within the first 8 months of employment.• Communicated and interpreted financial results for the Board of Directors while working with members to establish reasonable financial reporting and operating procedures.

PeopleSoft Practice Senior Associate (1997 – 1998)Played a key role in full implementation of multi-module client/server accounting application, PeopleSoft v. 5.12. Key Achievements:• Worked with functional users to improve transaction processing in new system environment• Wrote programs that promoted data exchange and integration among financial accounting modules.Computer Assurance Services Consultant (1996) Performed audits of financial accounting information systems, software quality assurance analyses, and Year 2000 readiness assessments.

Mba, General Management And Finance

Bachelor Of Science (B.S.), Accounting