JOSEPH SOIK

• Develop, maintain, and enhance complex three-statement financial models used for budgeting, forecasting, and strategic planning.

• Partnered with accounting department to facilitate month-end close activities, financial reporting, reconciliations, and variance analysis.

• Assist in preparing annual operating budgets and Board-level budget presentations by analyzing financial performance and key business drivers.

• Collaborated with Operations, Sales, Human Resources, and Accounting to deliver financial insights that informed strategic business initiatives.

• Analyze financial and operational data to identify trends, improve reporting accuracy, and support profitability and cost management initiatives.

• Utilize advanced Microsoft Excel to perform financial modeling, reporting, scenario analysis, and large data set analysis.

• Prepare executive-level financial reports and presentations using Microsoft PowerPoint and Microsoft Word.

• Utilize Global Shop ERP to extract, analyze, and validate financial information for reporting and operational analysis.

• Leverage OneStream to support financial consolidation, reporting, and performance management.

• Supported continuous process improvement initiatives by enhancing reporting processes and ensuring financial data integrity.

• Managed day-to-day financial analysis responsibilities and served as a key financial partner across multiple departments.

Perform financial analysis supporting operations and executive leadership to improve operational efficiency

• Served clients and businesses by delivering customer service, banking products, and developing relationships.
• Presented tailored financial solutions to clients to clients based on financial intentions and future goals

• Cultivated relationships for growth in the Information Technology industry through Networking and cold calling
• Managed client relationships; negotiated contracts; oversaw national accounts and provided customer service
• Developed strategic partnerships to expand market reach and enhance brand visibility.
• Conducted market research to identify new business opportunities and industry trends.
• Collaborated with cross-functional teams to design and implement effective sales strategies.

• Developed business opportunities in staffing industry through networking and canvassing. in the Staffing Industry through Networking and business canvassing
• Cultivated and maintained client relationships; negotiated contracts to align with client needs and drive satisfaction
• Analyzed market trends to identify new business opportunities for growth.
• Led cross-functional teams to execute business development initiatives effectively.

• Developed a book of business through cold calling, networking, and business canvassing to expand client base
• Conducted annual reviews with clients to assess financial goals and needs.; financial literacy; Life Insurance, Long term care and Series 6 licensee
• Led client consultations to assess financial needs and develop tailored solutions.
• Analyzed market trends to guide investment strategies and portfolio management.
• Educated clients on financial products and services to enhance understanding and engagement.

• Provided assistance to branch managers to enhance operational efficiency, branch growth, and training new management trainees
• Pursued monthly sales goals while expanding fleet and ensuring top-notch customer service
• Coordinated daily operations to ensure efficient workflow and team collaboration.