Joshua Joseph

Spearheaded the development of a critical inventory forecasting model and managed financial operations for an aerospace manufacturing startup.

• Developed the firm's inaugural inventory forecasting model, projected to reduce procurement inefficiencies by 15-20% and free up $500K+ in working capital.
• Maintained an integrated three-statement financial model, enhancing forecast accuracy by ~10% for month-end close, cash flow forecasting, and scenario planning.
• Collaborated with the Controller on month-end accounting, performing reconciliations and variance analysis across $2M+ in general ledger accounts.
• Automated financial reporting using Power Query and dynamic Excel, reducing delivery time by 75%.
• Coordinated cross-functionally with supply chain and engineering to align forecasts with Bill of Materials (BOM) and production timelines within a 120-person startup.

Provided strategic leadership and oversight for a large interfraternity council, enhancing university representation and member collaboration.

• Represented UT Dallas at the AFLV Central Conference, the largest Greek life conference in the U.S., enhancing university visibility and securing future leadership opportunities.
• Led executive operations for nine fraternities and over 300 members, significantly improving collaboration and financial planning.

Managed the financial operations and budget for the university's interfraternity council.

• Managed a $3,500 per semester budget, optimizing fund allocation and ensuring financial transparency for the council.

Improved financial forecasting accuracy and optimized cash flow for a real estate investment firm, contributing to significant cost savings.

• Enhanced forecasting accuracy by 10% and reduced budgeting errors, saving $500K annually through advanced financial modeling.
• Increased cash flow precision by 15%, optimizing liquidity planning and saving ~$250K in reserves.
• Reduced budget variances and prevented $200K in deviations by strengthening financial controls and enhancing variance analysis.
• Streamlined financial reporting, reducing manual work hours and saving ~$50K in labor costs, while improving decision-making efficiency.

Optimized client service operations and improved client satisfaction for a leading financial services firm.

• Increased operational efficiency by 30%, saving $150K in labor costs through financial modeling improvements in Excel.
• Achieved 100% customer satisfaction and retained over $1M in client assets by resolving 85%+ of 181 client issues.
• Streamlined client onboarding, reducing account setup time by 20% and enhancing service speed, which improved client retention.

Led fundraising initiatives for a fraternity, significantly increasing financial contributions.

• Organized five fundraising events, increasing funds raised by 510% and generating $1,500 within one semester.