Joseph Stockton
St Louis,MO
Summary
Results-oriented achiever with a proven ability to exceed targets and drive success in fast-paced environments. I am eager to resume my professional career in a role where I can provide and leverage my expertise in financial and business management, strengthen relationships, and drive cross-functional collaboration
Overview
17
17
years of professional experience
Work History
Real Estate Investment & Management
Self-Employed
11.2024 - Current
- Managed existing rental portfolio and grew it by 20% through successful cash flow management and financing decisions.
- Oversee acquisitions and dispositions by evaluating investment opportunities, running financial scenarios, and maximizing leverage and growth capabilities
- Direct renovation and flip projects, coordinating contractors, budgets, and schedules to deliver strong ROI and long-term portfolio performance
Lead Finance Officer – FP&A
Wells Fargo & Company
04.2023 - 11.2024
- Oversaw FP&A activities across multiple business units, consolidating financials to explain business drivers, initiatives, and overall performance
- Analysts provided refreshed financials and scenarios; developed narratives and guided them on recurring and ad-hoc presentation approaches
- Partnered with CFO and FP&A Director to evaluate risks, identify opportunities, and translate strategic initiatives into financial outcomes
- Presented financial storylines, recommendations, and insights to senior leadership, influencing decision-making and improving alignment
Lead Financial Risk Officer – Performance Management Oversight
Wells Fargo & Company
10.2019 - 04.2023
- Oversaw the Financial Performance Management (FPM) framework, providing independent risk monitoring and credible challenge
- Produced reports for senior management on performance, emerging risks, and oversight activities
- Enhanced early risk detection by integrating financial trend analysis with business growth initiative tracking
- Partnered with stakeholders to refine methodologies, strengthen alignment, and improve transparency across performance results
Finance Manager – Portfolio Lending
Wells Fargo & Company
01.2014 - 10.2019
- Served as a strategic financial consultant to lending leadership
- Designed dashboards and KPIs to monitor revenue, expenses, and profitability
- Led forecasting, planning, and product reviews to support growth and expense management
- Conducted in-depth financial and operating analysis to inform strategic decision-making and align lending performance with corporate goals
Business Operations Analyst
Citi
08.2012 - 12.2013
- Supported business planning, capacity management, and sales analysis for lending operations
- Guided leadership in setting financial targets and implementing strategies to achieve results
Closer / Sales Negotiator
Citi
02.2009 - 07.2012
- Closed sensitive, high-priority deals as dedicated representative for management
- Earned multiple awards for production, turnaround time, and quality
Education
Bachelor of Science - Business Administration, Finance
University of Missouri
St Louis, MO08.2008
Skills
- Finance, business, and risk management professional with 15 years of experience in financial planning & analysis (FP&A), performance oversight, risk management, and strategy consulting Skilled in financial and business analysis, forecasting, variance analysis, relationship management, team leadership, and cross-functional collaboration
- In late 2024, I left Wells Fargo to leverage my real estate experience and create more time for my growing family During this period, I expanded my rental portfolio and completed several property flips This was always intended as a one-year transition, and I am now ready to re-enter a professional setting where I can apply my expertise in financial management, strategic analysis, and operational improvement
Timeline
Real Estate Investment & Management
Self-Employed
11.2024 - Current
Lead Finance Officer – FP&A
Wells Fargo & Company
04.2023 - 11.2024
Lead Financial Risk Officer – Performance Management Oversight
Wells Fargo & Company
10.2019 - 04.2023
Finance Manager – Portfolio Lending
Wells Fargo & Company
01.2014 - 10.2019
Business Operations Analyst
Citi
08.2012 - 12.2013
Closer / Sales Negotiator
Citi
02.2009 - 07.2012
Bachelor of Science - Business Administration, Finance
University of Missouri
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