Joseph Luchs
H&R Block
Hansville,WA
Work Preference
Desired Job Title
Business AnalystFinancial AnalystBudget AnalystData AnalystProject Manager
Work Type
Full Time
Location Preference
HybridRemote
Location:
Hansville, WARedmond, WAOak Harbor, WAPoulsbo, WASilverdale, WA
Open to relocation:
Yes
Minimum Desired Compensation
$65000/yr
Important To Me
Career advancementPersonal development programsWork from home option
10
Years of experience
Business Analyst with a financial data and document review background that supports careful analysis, organized information gathering, and clear communication. Builds accurate work by translating changing client details into clean records, resolving missing information, and keeping stakeholders aligned on next steps. An MBA strengthens the ability to connect data, business needs, and practical recommendations.
Work History
Seasonal Tax Preparer
8 Months- Process 5-10 client tax returns weekly while balancing appointment flow and document follow-up.
- Analyze client financial and personal data to identify deductions and credits that reduce balances due or improve refunds.
- Communicate missing-document needs clearly and schedule appointments to keep returns moving toward completion.
- Advise clients on future tax planning and organize return details in Microsoft Excel and reporting tools.
Assistant Manager
1 Year 4 Months- Schedule 4 team members to align with store tasks and customer traffic
- Design sales displays using best marketing practices to support merchandise visibility and sales
- Coordinate team resources to unload weekly trucks and stock shelves efficiently, especially during busy seasons
- Provide customer service that addresses shopper needs and supports a positive store experience
- Organized team resources to keep sales floor stocked with 100% of stockroom product
- Enter store data accurately to support weekly reporting and day-to-day operational oversight
Intern
4 Months- Researched assigned clean energy topics and distilled findings into concise written updates for internal review.
- Designed graphics for presentations with business partners to strengthen clarity and visual consistency.
- Participated in meetings discussing department direction and achievements, contributing notes and observations.
- Developed a Microsoft Excel program to organize renewable energy project information and streamline future reporting.
- Applied data analysis to structure project inputs for current and future renewable energy work.
Mystery Shopper
4 Years 8 Months- Conducted detailed evaluations of customer service experiences at various retail locations.
- Provided constructive feedback on store presentation and product availability.
- Assessed employee compliance with company standards and policies during visits.
- Documented findings through comprehensive reports to inform management decisions.
Education
MBA - Business Administration and Management
- Relevant Coursework: Strategic Management & Data Analysis
- Studied various methods for strategically and ethically running a business
- Led a group through the Globus international business simulation, achieving 3rd place and best corporate social responsibility for my area
Bachelor of Science - Applied Mathematics
Skills
Data analysis
Microsoft Excel
Reporting
Process improvement
Timeline
Seasonal Tax Preparer
H&R Block
11.2025 - 07.2026Read More
Assistant Manager
Dollar Tree
10.2021 - 02.2023Read More
Intern
Idaho National Laboratory
01.2020 - 05.2020Read More
Mystery Shopper
Marketforce Strategies
05.2016 - 01.2021Read More
Brigham Young University Idaho
Bachelor of Science from Applied Mathematics
Read More
University of Northern Colorado
MBA from Business Administration and Management
Read More