Experience

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  Forecastr

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Associate CFO

    • Mar 2024 - Present

    Building a world-class fractional CFO service for startup founders. 👉🏻For clients I focus on 3 areas:1️⃣ Fundraising strategy, preparation, & support to raise capital or secure financing2️⃣ Setting up operational finance systems to responsibly deploy capital in line with strategy3️⃣ Providing a CFO retainer service to meet any and all strategic & operational finance needs for our clients’ ongoing successWithin the CFO Team: I am leading out in shaping our team & services to scale the CFO Division by:🎯 Optimizing our inside sales funnel🔭 Scoping out our services 📦 Creating standardized project packages📕 Designing the playbook for delivering outsized value in scalable ways______________________________________This position is very much a mentorship under very experienced CFOs who’s backgrounds include: 🚀 Founding & scaling a $1b company🗺️ Working as a strategic advisor @ Techstars💵 Raising $350M + in funding🤝 Facilitating 10+ acquisitions

  • Senior Financial Analyst II - CFO Team

    • Oct 2023 - Mar 2024

    Supported our CFO team in financial reporting & analysis for our clients. 👉🏻- Managed financial reporting for our CFO services clients and provides the highest touch client service found at forecastr. - I assisted on fractional CFO engagements for 23 companies who have engaged us for both fundraising and operating projects.- Turned the general forecastr customer base into CFO services pipeline by facilitating free fundraising consultations.

  • Senior Financial Analyst

    • Jul 2022 - Oct 2023

    Helping founders tell a great story & build a great business. 👉🏻What I Learned- How to build actionable financial models- How to fundraise strategically - How to manage toward meaningful KPIsWhat I Did for Clients- I built or maintained financial models for 160 companies to help them tell a great story and build a great business.- I owned monthly financial reporting for 47 companies to help them manage toward their financial goals. This includes variance analysis, KPI tracking, trend analysis, cash flow management, etc.Contributions to Forecastr• Created a differentiated product mix to meet specific client needs. This drove a significant increase in price and the best month in sales revenue in company history. It continues to strengthen our position as customer lifetime value continues to improve. • Creating an inside sales playbook to intentionally & strategically move clients through our value chain over time into offerings with much higher retention rates and prices. Coaches the analyst team through proactive up selling by diagnosing customer financial problems and prescribing the soultions we offer. • Streamlined quarterly and monthly client reporting processes to reduce time cost by ~80% per report enabling us to support a significantly higher volume of clients per analyst and strengthen company margins• Creating a strategy for white labeling our software & services to other CFOs, accounting firms, and accelerators.

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  Tennis Tactics

  • Strategy Coach

    • Jan 2024 - Present

    Building the go-to source on the internet for tennis strategy. 👉🏻 Building this from scratch as passion project. Creating an online course and community centered around tennis strategy. Work in progress. Check back for updates.Q1 - Set up backend systems, brand development, website development. Learned how to produce quality videos through a bunch of trial and error.Q2 - Building a base of free content on YouTube. Planning for 1 new video a week. Update: 2k+ subs in month 1 - Traction! 🙌🏻

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  Strata Fund Solutions LLC - An Alter Domus Company

  • Salt Lake City, Utah

  • PE/VC Fund Accountant

    • May 2020 - Jun 2022
    • Salt Lake City, Utah

    Built a solid foundation in GAAP accounting, private equity, & venture capital. 👉🏻What I Learned- Financial Accounting & Reporting- Fundamentals of Investment Fund Structure- High Touch Client ServiceWhat I Did- Prepared quarterly and year-end financial statements in accordance with GAAP for 7 investment funds.- Trained to facilitate all fund activity including, capital calls, distributions, valuations, and all regular accounting using software such as Investran, Addepar, AllVue, and Cobalt.- Prepared reports for management, investors, and auditors with up to date and relevant information. - Strata provides a high level of client service and earned a net promoter score of 86%. Forreference, the average NPS for accounting firms in 2020 was 23%. Our clients love us.- Strata was acquired by Alter Domus in early 2021. Strata is now the Alter Domus fund administration team in North America.* NPS is a measure of how likely your clients are to recommend your services to their associates. If you would like to better understand just how good 86% really is, you can read up on the metric here: https://customergauge.com/blog/how-to-calculate-the-net-promoter-score/

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  Sports Academy & Racquet Club

  • Logan, UT

  • Head Tennis Professional

    • Apr 2017 - Sep 2020
    • Logan, UT

    Built championship players and a thriving tennis community. 👉🏻What I Learned- Strategic Thinking & Tactical Application- Inside Marketing/Solution Based Sales- Strong Leadership/Coaching SkillsWhat I Did- In my time as Junior Director, private lesson revenue increased by 200% and group lesson participation rose by 60%. Monthly revenue increased from $14,000 to $32,000. 85% of juniors who took a private lesson with me kept working with me to the end of their careers.- As a certified Elite Professional, I led a team of 6 other professionals, planned programming a year in advance, created and marketed events, optimized our billing and payroll processes, coordinated with multiple other tennis organizations, and oversaw court maintenance.- Using my purpose focused and data driven approach I am able translate individual strengths and weaknesses to repeatable strategies and tactics which maximize the player's chances of winning. From there I create targeted training plans to systematically develop the abilities, mindset, and decision making required for success. Basically I taught players to create their own success. This resulted in demonstrated results from my program including: 5 state champs, 4 runners-up, 13 semi-finalists, and 21 region champs.- You can find my trick shot résumé on Instagram @coach.joshua

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  Duo Marketing Group

  • Logan, UT

  • Digital Marketing Specialist

    • Jan 2019 - Apr 2020
    • Logan, UT

    Managed Google Ads campaigns for clients and organized Duo’s outbound sales. 👉🏻What I Learned- Analyzing Customer Acquisition Funnels- Measuring & Forecasting Marketing ROI- Branding/Digital Marketing Strategies- B2B Sales to Business Owners/Executives What I Did- Led the Google Ads department. My ads out performed the industry standard by ~80% and I successfully handed off this department to another employee who I trained.- Created case studies and demonstrated quantifiable ROI for our clients. Pushed for transparency and measurable reporting of client metrics.- Led outbound sales. Organized a successful system of lead generation and nurturing which brought in more revenue from out bound sales than ever before.

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  Cache Valley Bank

  • Logan, UT

  • Accounts Payable Accountant

    • Aug 2016 - Jan 2017
    • Logan, UT

    My first accounting job where I was inspired to pursue the CPA designation. 👉🏻What I Learned- Understanding Of The General Ledger- Classification Of Transactions- Timely Fulfillment Of Assignments- Ask A Lot Of QuestionsWhat I Did- Worked closely with the CFO and led out in accounts payable responsibilities. - Gained experience with the year end accounting process and entering transactions in Peach Tree accounting software.- CVB has more than 15 branches across Utah and at the time was just crossing the $1 billion mark. I worked in the management department over all branches.

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  Aptive Environmental

  • Boca Raton, Florida

  • Route Manager

    • May 2016 - Aug 2016
    • Boca Raton, Florida