Josh Kleinjan, Finance Expert in Philadelphia, PA, United States
Josh Kleinjan

Finance Expert in 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


Select Certifications

Case studies

Industry Expertise

Other Expertise


  • 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: Cash Flow Forecasting, 13-week Cash Flow, Contribution Margin Analysis, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Three Statement Operating Model
  • 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: Private Equity, Three Statement Operating Model, Valuation Analysis
  • 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: Three Statement Operating Model, 13-week Cash Flow, Financial Restructuring
  • Assurance

    2010 - 2012
    • 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: Financial Model Auditing, Internal Audits, Control Audits


  • Bachelor's degree in Finance and Accounting
    2006 - 2010
    Temple University - Philadelphia, Pennsylvania


  • Certified Public Accountant (CPA)

To view more profiles

Join Toptal
Share it with others