Joshua J. Email & Phone Number

Texas, United States

Tyler, Texas, Us

Accountable for the analysis, design, development, and implementation of two yearly versions of the Annual Operating Plan, implementing the reporting processes to manage to targets, and advising leadership on financial matters.Lead the development of quarterly board reporting insights & analysis in partnership with executive and senior level stakeholders and contributors.Architect and engineer for the technical development of automated financial statements (income statement & balance sheet) in partnership with accounting leadership.Designed, developed, and implemented data models and semantic data layer utilizing Snowflake, Excel, and Power BI sourced from financial and merchandising systems. Serves as the foundation of financial analytics supporting FP&A, Accounting, board level reporting, and operational insights.

Austin, Tx, Us

Implemented analytical solutions that gave leadership the ability to make decisions yielding more efficient and effective generation and consumption of cash:o Pipeline generation exceeding targets o 4X Revenue growtho Reduction in Gross Churn from double digit percentages to record lows, o Industry leading Net Revenue Retentiono Multi-million-dollar reduction in receivables outstanding > 180 days.Design high-impact business intelligence solutions for Marketing, Finance, Sales, and provide mentorship to other analysts in the team using a “lead-by-doing” approach.Build solutions utilizing Azure based infrastructure via Microsoft Power BI, Azure SQL databases, Azure Datafactory, Fivetran, Azure data lake & blob storage, Synapse Analytics, Excel.Deliver solutions that build relationships between all levels of stakeholders, from C-suite to functional levels, from the CEO to the Sales Rep, from our business to the business of our partners and customers.Define data governance frameworks to provide confident results via self-service reporting capabilities.

Austin, Tx, Us

Built and managed a global team of analysts responsible for BI solutions supporting Sales, Marketing, Professional Services, Renewals, Finance, and Human Resources.Developed a roadmap management process to execute against in accordance with company level objectives and management business needs.Implemented partnership operating model that allowed for a small team of 4 to scale and support the needs of an organization of > 600 people.Team Building | Leadership | Roadmap | Power BI | T-SQL | Azure | SnapLogic | Excel | Business Intelligence | DAX | M | Databases | Insights | Analytics | SaaS

Austin, Tx, Us

Successfully implemented and automated comprehensive reporting and analytics capabilities in Power BI for Renewals, Professional Services, Customer Success, Sales, and Customer Support functions contributing to record setting gross margin, customer retention, churn rate performance.Drive the technical development of KPI dashboards and data analysis for many business departments from Finance, Sales & Marketing to Customer Success & Support.Collaborated with leaders at all levels of the organization to uncover an understanding of the business and the requirements to be addressed with BI capabilities.

Austin, Tx, Us

Delivered insights leading to 20+% gross margins for Professional Services organization.Promoted data-backed productive, efficient management decision making with automated and ad-hoc analyses of operating results (i.e., GM, backlog, utilization, financial metrics, Satisfaction, Churn, & NPS).Assessed performance & managed compensation plans for approximately 50 people.Developed and delivered a suite of business intelligence products with Power BI / DAX / M empowering business leaders to measure effectiveness of operational strategies.Power BI | T-SQL | Azure | SnapLogic | Excel | Business Intelligence | DAX | M | Databases | Insights | Analytics | SaaS

Austin, Tx, Us

Developed operational reporting on pipeline, utilization, and backlog metrics to support management effort of driving better business in Professional ServicesUtilized Power BI, SQL, Excel, and other tools to build analytical dashboards to bring understanding and insight into the business that creates the data for all Customer Success Functions (Renewals, Customer Success Management, Services, Support)Applied storyboarding and visualization techniques in requirements gathering process to build the most accurate reflection of the business operation via available data.Power BI | T-SQL | Azure | SnapLogic | Excel | Business Intelligence | DAX | M | Databases | Insights | Analytics | SaaS

Tyler, Texas, Us

Conducted research, developed discounted cash flow models, and presented the financial analysis findings on divestiture of major business operation yielding more than $20m NPV to the organization.Partnered with leadership as financial consultant for organization level investment opportunities, budgeting, and M&A activity.Drove the process of building financial models using TVM principles and quantitative financial analysis practices such as 3-statement and discounted cash flow analysis (M&A, divestitures, CapEx).Served as Systems Administrator for company financial systems.

Tyler, Texas, Us

Slashed inventory levels by approximately 25% in this capacity while maintaining service levels, freeing up working capital, reducing waste, and keeping retail partners satisfied.Managed large-scale supply chain of fast-moving consumer goods by collaborating with numerous CPG vendors and brokers to procure inventory and maximize ROI on inventory acquired.Slashed category inventory by approximately 20% while maintaining service levels across a range of approximately 3500 SKUs, & at times over 5000.Executed role strategies utilizing a technology stack of on-prem SQL databases, Excel, Qlik, and proprietary systems. Utilize a systems architecture consisting of SAP, NCR Supply Chain tools, and TMS.

Tyler, Texas, Us

Supervised Grocery Department operations and personnel of the store.Maintained security of operations via effective communication with all store departments pertaining to cleanliness and process standards.Procured and maintained inventory & stock condition and scheduled labor to conduct efficient operations Candidate for BBA, Finance – graduated May 2011

Tyler, Texas, Us

Master Of Science, Industrial Management

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Business Administration (B.B.A.), Finance

Associate Of Arts (A.A.), Business Administration

Mathematics