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.
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.