Josh Newman Email & Phone Number

Tanpa

As a Business Analyst at BlueGrace Logistics, I drove the software development lifecycle (SDLC) by evaluating development requests for ROI and LOE, gathering detailed business requirements, and collaborating with stakeholders at all levels. I transformed business needs into actionable EPICs, features, and user stories, facilitating Agile sprints to deliver impactful solutions. I worked closely with developers and QA teams to ensure alignment with business expectations, supported test case creation, and led user acceptance testing (UAT) to validate outcomes. Post-deployment, I partnered with the Customer Success team to address production issues, ensuring seamless integration and quality delivery. My role required strong analytical skills, effective communication, and a deep understanding of technical and business processes to bridge gaps and deliver solutions that enhanced organizational performance. Project Highlights Mercury Gate Remediation: transitioned integrated third-party TMS to our in-house BlueShip TMS by developing solutions for EDI 210 mapping, unmatched invoice management, and vendor audit processes, streamlining operations and reducing costs. Invoice Visibility: assisted in the creation of a reporting tool to provide full visibility of payable and pending receivable invoices. Analyzed invoice lifecycles, presented findings to executives, and delivered solutions to enhance tracking and forecasting capabilities for upper management. Invoice Audit Automation: automated manual carrier invoice audits by analyzing end-user processes and implementing API-driven solutions, significantly increasing efficiency and reducing errors. Financial Force: migrated billing and accounting processes to Salesforce’s Certinia (Financial Force), to ensure a smooth transition for the Billing, Sales, and Commercial Operations teams.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

NatPay is a leader in providing a solution for ACH direct deposit and online document distribution. Handling employee direct deposits, tax payments, expense reimbursements, and receivable collections to name a few. Our document distribution platform provides a solution for online pay stubs, tax forms, invoices and statements. Our software is developed to integrate with almost any payroll platform so that the conversion functions smoothly and effectively.As an Operations and Customer Service Supervisor, I help manage the ACH direct deposit platform of our company focusing on helping our clients grow their payroll business at a cost-effective rate.• Responsible for overseeing the functions of our second shift operations and customer support staff• Interview, train and evaluate new company hires• Analyze ACH direct deposit files to detect fraudulent transactions • Monitor the operation of our final night close out to ensure that our bank files are created, balanced and sent to the Federal Reserve on time and without errors• Review the underwriting for new client applications to prevent fraudulent accounts from being created and ensuring that they meet our bank’s compliance standards • Troubleshoot errors with NACHA files and correcting them in order to ensure timely processing of our client’s payroll. • Analyze direct deposit files to ensure that the transactions don’t exceed company threshold limits. • Resolve complex customer issues • Expedite client setups• Determine whether a client’s invoice was created or billed incorrectly• Manage the integration and onboarding of new clientele by performing a thorough demo of our software. • Explain our policies and processes to new clientele by conducting a walk-through of our systems to ensure that they understand the expectations once integrated. • Retain company clients by always ensuring that their needs are met and being a primary contact when an problematic issue arises

Tampa/St. Petersburg, Florida Area

As a Customer Support Representative, I was the first point of contact for our clients. I helped our customers when they had a question, needed an issue resolved and conducted the implementation for new company clients to our platform• Responsible for reviewing incoming client contracts by ensuring that all proper documentation was received• Conducted an extensive underwriting procedure on all incoming client applications by using online databases such as LexisNexis • Used computer applications such as Microsoft Excel and Word to create a variety of spreadsheets and documents that were utilized to achieve company goals • Designed a customer service manual that has been utilized to train new hires • Expanded our company's clientele by forming strong relationships with both new and existing customers• Played a key role in the inauguration of new clients and demonstrated how to successfully operate our system• Excelled at communicating oral and written information in an effective and professional manner• Ran regression test scrips to ensure the release of high quality builds for our in-house developed software

Orlando, Florida Area

Oversaw and reviewed both opening and closing procedures for all work stations. Ensured the satisfaction of customers by providing excellent service and professionalism. Responsible for accurate company operations and procedures. Produced quality products that strengthened the company’s standards. Received a perfect yearly performance review