Joshua V.

Audit Planner - Contract Compliance at Revenew International
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -
  • Vietnamese -

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5.0

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Rachel McKenna, CPA

I had the privilege of working with Josh when we took Financial Statement Analysis together in fall 2018. He was studying for the CFA exam while going to school full-time, and he still fully committed to our group project. Josh proactively looked for ways to advance the project we were working on, making the workload more manageable for myself and our other team member. He worked with enthusiasm, adding onto our project immediately after our once-a-week, three-hour class on a regular basis. Also, his love for learning shone over the course of our project. He voluntarily took the lead on our DCF analysis for the practice, and he made sure to ask questions about concepts that were new to him, allowing everyone in the group to learn together. Additionally, he genuinely cares for other people he interacts with. He took the time to get to know each member of the group when I worked with him, and he made the experience a positive one. I am confident that Josh would be a phenomenal addition to any team. He puts the time in to get the work done, is proactive in doing what he can to contribute, even if it is new to him, and as a people-oriented person, he also makes sure that his team members feel supported.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Audit Planner - Contract Compliance
      • Oct 2019 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Statements Caller
      • Oct 2016 - Mar 2017

      o Collected account statements and surpassed monthly goal by 141% and 137% for October and November, respectively o Contacted about 150 vendors per day requesting system generated statement of accounts for auditors using Adobe PDF, Outlook, Access, and ShoreTel o Used databases, e.g. OneSource, to research and gather vendor's contact information to request account statements o Collected account statements and surpassed monthly goal by 141% and 137% for October and November, respectively o Contacted about 150 vendors per day requesting system generated statement of accounts for auditors using Adobe PDF, Outlook, Access, and ShoreTel o Used databases, e.g. OneSource, to research and gather vendor's contact information to request account statements

    • United States
    • Higher Education
    • 700 & Above Employee
    • Undergraduate Lab Assistant
      • Aug 2014 - Dec 2015

      o Skillfully extracted used media, utilizing proper pipette technique to replace with nutritious media for cell growth o Managed and facilitated a clean laboratory for a more organized working environment for 3 graduate students o Performed polymerase chain reaction (PCR) for amplifying specific strands of DNA to analyze through gel electrophoresis o Skillfully extracted used media, utilizing proper pipette technique to replace with nutritious media for cell growth o Managed and facilitated a clean laboratory for a more organized working environment for 3 graduate students o Performed polymerase chain reaction (PCR) for amplifying specific strands of DNA to analyze through gel electrophoresis

    • United States
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Pharmacy Technician
      • Jun 2012 - Dec 2012

      o Fulfilled about 100 customer’s prescriptions, answered all customer’s questions regarding prescription, and handled payments of the order at the cash register o Communicated and educated insurance and medication information to patients o Assisted customers with products available in the store using exceptional customer service o Fulfilled about 100 customer’s prescriptions, answered all customer’s questions regarding prescription, and handled payments of the order at the cash register o Communicated and educated insurance and medication information to patients o Assisted customers with products available in the store using exceptional customer service

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Server
      • May 2011 - Jul 2011

      o Promoted daily specials to customers to achieve company’s daily sale goals o Operated all aspects of service station such as taking customer orders and serving food and drinks o Prepared bills and collected payment from customers at a fast-paced restaurant o Promoted daily specials to customers to achieve company’s daily sale goals o Operated all aspects of service station such as taking customer orders and serving food and drinks o Prepared bills and collected payment from customers at a fast-paced restaurant

Education

  • The University of Texas at Dallas
    Master's of Science, Finance, General
    2017 - 2018
  • The University of Texas at Austin
    Bachelor of Science and Arts, Nutrition Sciences with Business Foundations Program
    2011 - 2016

Community

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