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Public Accounting Executive with extensive experience ensuring clients financial success by providing strategic guidance and management of financial functions. Visionary leader with expertise in public accounting, corporate finance, strategic management, financial restructuring, management consulting, and business development. Skilled at identifying value-added opportunities, implementing solutions, and partnering with professionals at all levels of an organization to ensure the success of financial initiatives. Excels at utilizing a consultative client approach to bring integrated solutions to even the most complex issues. Strong reputation for going the extra mile, mentoring staff, and achieving 100% client satisfaction through the creation of high-trust, high-impact relationships with clients. As a CPA for Startups & Advisor to Entrepreneurs, Joshua has extensive experience working with early stage growth companies from formation to exit. His expertise ranges from traditional Technology, Media, Telecom, Internet & E-Commerce to Social Enterprise and Benefit Corporations (B-Corp). Specialties: Accounting, Attestation, Audit, Advisory, Financial Analysis, Financial Reporting, Management Consulting, Outside Controller & CFO, Tax Advisory, Tax Compliance, Forensic Accounting, Transactional Advisory, Valuation Analysis, Certified Quickbooks ProAdvisor, Manufacturing & Distribution, Apparel, Food Service, Professional Practices, Law Firms, Financial Advisors, Startups, Venture Capital, Private Equity, Hedge Funds, Distressed Entities, Bankruptcy, Insolvency, Restructuring, Real Estate, Non-Profit, Private Foundations.
LMU - College of Business Administration Business Institutions: Course covers the Choice and Decision Making framework within the context of a free market economy. Students are exposed to the role of managers in organizations and the basic agency theory. Students learn the underlying structure of decision making and concepts of incentive and reward systems. Students are introduced to the business institutions and the career opportunities in each segment of the free market economy. An overview of economic and business crises in recent history and the role of government in dealing with market failure will be briefly explored. Coursework includes an overview and introduction to the basic concepts of Economics, Finance, Accounting, and Management.
Full-service CPA firm providing Accounting, Audit, Tax and Advisory services. Charged with providing Outsourced Accounting, Outside Controller Services, Financial Reporting and Analysis, Domestic and International Tax Compliance and Advisory, Audit and Attest, Transactional Advisory, Forensic Accounting, Litigation Support, Consulting Services, Business Valuation, Fraud Prevention & Detection, and Business Management services. Focus areas include: Startups (Specialists in Venture Capital & Private Equity backed); Manufacturing & Distribution (Specialists in Apparel and Food Service); Professional Practices (Specialists in Law Firms & Financial Advisors); Bankruptcy, Insolvency & Restructuring; Real Estate; Non-Profit Entities.
Full-service CPA firm serving middle market companies from $15MM to $150MM in annual revenue with a strong focus in manufacturing and distribution companies. Charged with providing outside controller services, financial reporting and analysis, tax compliance and advisory, audit/attest, transactional advisory, forensic accounting, and consulting services. Restructured clients financial processes to ensure accuracy and increase efficiency of accounting and finance functions. Created templates and automated financial processes thereby reducing clients financial statement preparation cycle time by more than 30% and achieving significant cost savings. Achieved a $4.3MM tax benefit and a return of capital as a result of successfully structuring an MBO for a Fortune 100 multinational company. Prepared and reviewed 990, 1040, 1041, 1065, 1120, 1120S, carryback and amended income tax returns. Provided forensic accounting services to settle shareholder disputes, court actions, and insurance claims. Created economic impact damages models to evaluate the loss of sales revenue and assets for a large processing and distribution company. Retained by shareholders of a large manufacturing company to recreate financial statements from original source documentation due to a lack of internal record-keeping and high employee turnover. Recreated financial statements, prepared and filed income tax returns, and developed/implemented financial procedures (codified processes, internal controls, segregation of duties) to prevent a reoccurrence. Successfully led the liquidation of a restaurant group from the initial closure through the final tax return filing. Provided mentorship to staff to ensure professional development. Maintained 100% client retention rate while growing my client portfolio by 25% through the strategic development of relationships throughout the business community and utilizing a consultative value-added client approach.
Provided customized financial modeling and valuations training for clients including Bulge Bracket financial institutions, Fortune 500 companies, and top management consulting firms. Trained clients on financial engineering, pro-forma financial statements, forecasting and normalizing income, accretion/dilution, sensitivity, Internal Rate of Return, Discounted Cash Flow, precedent transaction, and comparable company analysis.
Provided financial consulting and strategic management services to public and private companies. Services included interim-CFO services, management consulting, financial planning and analysis, financial modeling, valuation, mergers & acquisitions advisory services, restructuring, and due diligence. Successfully restructured a small public company from public to private ownership. Served as CFO/Controller and performed forensic accounting to recreate historical accounting records, accurately identify ownership value, and restructure/convert actual debt to equity. Re-filed historical tax filings, achieved a positive cash flow for the first time in years, and was commended by management for enabling the relisting of the company for immediate ownership exit. Performed valuations and provided due diligence and advisory services to clients through more than 55 engagements.
Co-founded, branded, and launched two private label clothing lines, as well as a multinational sourcing organization servicing global clientele. Served as CFO for daily operations and sold the company to the business partner after achieving significant market success and revenue growth through partnerships with well known stores including Nordstrom. Charged with driving strategic management activities from initial concept through the start-up phase to market entry, including developing the business plan, financial forecasting, cash flow planning, and budgeting. Sole decision maker for all general accounting and finance functions including all monthly accounting duties, reconciling bank accounts and closely managing all A/P, A/R, and treasury functions to ensure adequate cash flow and liquidity. Developed key relationships with banks and factors to drive beneficial lending and financial contracts.
Led a team of ten consultants throughout the implementation of the Global Employee Firm-Wide Review and Compensation Planning System. Designed/developed testing methods to ensure compliance and assurance, and managed implementation. Commended by executive management for achieving successful implementation ahead of schedule and without any interruptions in daily operations.
Selected to participate in the highly respected and highly valued Johnson & Johnson rotational management trainee program consisting of assignments in multiple divisions and extensive training in finance, accounting, management, leadership, and communications. Founded Growth Obtained Through Accountability and Leadership mentoring program. Associate Financial Analyst, Office of the Corporate Controller (June 2002 April 2003) Served on the Steering Committee as a Subject Matter Functional Expert for the implementation of an Oracle enterprise financial and management reporting system. Provided technical and analytical assistance to global operating company C-level executives to ensure accurate accounting and financial reporting. Developed and implemented an automated financial submission system for status tracking and statistical data validation, certification, and analysis. Eliminated the need for multiple consultants and reduced cycle time from five days to four hours, while increasing the number of data points from 4 to 130. The system has been retained in perpetuity for the comparison and analysis of affiliate financial projections versus final submissions and restatements. Assisted more than 400 affiliates across 180 countries with financial submissions, performed data scrubbing on historical data, and made adjusting journal entries for Six Sigma compliance. Associate Finance Auditor, Corporate Internal Audit (January 2002 June 2002) Performed process reviews of business operations for US, European, Asian, Caribbean entities and ERISA with a focus on ensuring adequate internal controls, risk management, and operational efficiency. Led E-business online and electronic commerce audit initiative. Achieved departmental recognition "Lightning Strikes" award for exemplary service above and beyond expectations by providing significant value to management through post-acquisition reviews and integration consulting services.