Josh Kleinjan

Josh Kleinjan

Philadelphia, PA, United States
Member since May 23, 2018
Josh has brought visibility to dozens of manufacturing and healthcare companies while working at leading consulting firms (Accordion, A&M, PwC), and has led several million-dollar real estate investments. He enjoys freelancing to deliver value on a variety of interesting challenges. Josh is experienced working with CFOs and senior executives at mid-sized companies with business plans, financial planning and analysis, and transaction execution.
Josh is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Healthcare
  • Manufacturing
  • Real Estate
Other Expertise
  • Cash Flow Forecasting
  • Contribution Margin Analysis
  • Financial Planning & Analysis (FP&A)
  • Mergers & Acquisitions (M&A)
  • Three Statement Operating Model
Employment
  • Vice President
    2016 - PRESENT
    Accordion Partners
    • Created a twelve-month cash flow forecast, liquidity need analysis, and identified a 30% sales overstatement during pre-close due diligence of a manufacturing company.
    • Executed pre/post close finance integration for the acquisition of a $200 million specialty physician practice.
    • Liaised across functions to develop management reporting including financial and operational key performance indicators for several healthcare companies. Sub-industries included release of information and clinical engineering.
    • Designed, developed, and transitioned a rolling 13-week cash flow forecasting model for a pipeline manufacturing company.
    Focus areas: Three Statement Operating Model, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Budgeting, Contribution Margin Analysis, 13-week Cash Flow, Cash Flow Forecasting
  • Deal Team
    2014 - 2015
    Inverness Graham Partners
    • Reviewed hundreds of investment opportunities across industries including advanced manufacturing, tech-enabled services, and healthcare.
    • Managed and supported the relationship with two portfolio company CFOs including budgeting and board reporting.
    • Identified declining gross margin of one portfolio company due to excess manufacturing capacity.
    • Prepared financial projections during the sales process of a building products manufacturer.
    • Regularly compiled valuation analysis of current and prospective investments.
    • Maintained relationships with senior and mezzanine debt lenders.
    Focus areas: Valuation Analysis, Three-statement Modeling, Private Equity
  • Restructuring
    2012 - 2013
    Alvarez & Marsal
    • Compiled a wind-up plan including customer contracts and communications for the corporate divestiture of a fuel cell manufacturer.
    • Developed and maintained a thirteen-week cash forecast for a coal mine in preparation for bankruptcy.
    • Prepared three-statement operating model used to amend debt covenants for an underperforming pipeline builder.
    Focus areas: Financial Restructuring, 13-week Cash Flow, Three Statement Operating Model
  • Assurance
    2010 - 2012
    PriceWaterhouseCoopers
    • Developed reported process for a government-sponsored mortgage financing company to identify material cash variances with sub-servicers.
    • Performed interim and year-end GAAP financial statement audits on multi-billion dollar investment funds.
    • Acquired CPA and passed all sections on the first attempt, which was achieved by less than 10% of test takers.
    Focus areas: Control Audits, Internal Audits, Financial Model Auditing
Education
  • Bachelor's degree in Finance and Accounting
    2006 - 2010
    Temple University - Philadelphia, Pennsylvania
Certifications
  • Certified Public Accountant (CPA)
    SEPTEMBER 2010 - SEPTEMBER 2012
    AICPA

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