Josh Fischer
Cincinnati,OH
Summary
A well-organized and driven accountant/analyst with strong task management abilities, I aim to broaden my experience in accounting/analysis and leverage my critical thinking skills in diverse areas of practice. I am enthusiastic about applying my skills to make a meaningful impact.
Overview
20
20
years of professional experience
Work History
Financial Analyst
Behavioral Health Exchange
02.2023 - Current
- Bhxinvest.com
- Financial data (CIM) preparation, analysis, and organization
- Engaged in client communication to enhance my understanding of their company and financials
- Provided my team informed guidance on the strengths and weaknesses of our clients
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Contact : -Jacob Lynch jacob.lynch@bhxinvest.com
Accountant
Communicare-New Vista
11.2021 - Current
- Nationwide providers of long term care, assisted living and behavioral health services
- Primary accountant for 7 facilities in the behavioral health department
- Review/analyze month end P&L statements and prepares balance sheets
- Performs monthly bank account reconciliations
- Assists department management in preparation for various audits
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Contact : -Dov Berman dberman@newvistahealth.com
Founder and Director
Kollel Zichron Meir
09.2018 - 08.2021
- (C)3 organization that provides a structured and immersive learning program for K-12 teachers
- Established, organized and managed the education program
- Prepared dynamic and engaging lessons and presented to teacher participants
- Engaged in teacher recruitment
- Raised funds, managed payroll and expenses
- Secured funding for company growth through investor relations and networking activities.
Intensive Talmud Scholar
Various Talmudic Institutes
09.2003 - 10.2021
- In-Depth and detailed analysis/interpretation of Talmudic texts, and exploring the nuances of legal arguments
- critically evaluate and question the Talmudic discussions, aimed to arrive at legal or ethical conclusions
- engaged in academic discussions, debate, and collaborative analysis of Talmudic passages using methodology that allows for examining information from various angles
- Created excitement and enthusiasm in classroom by delivering engaging subject matter.
- Conducted engaging in-class discussions to facilitate learning and encourage participation.
- Utilized professor office hours to clarify topics needing elaboration.
- Took extensive notes to document lessons and further solidify learning objectives.
- Worked in team environment to maintain high levels of productivity.
Education
Bachelors of Science - Accounting
Touro University
01.2008
Skills
- General accounting principles
- Software (Excel, Medik, Workday, Access )
- Cross-functional communication Variance Analysis
- Revenue Analysis Time-management
- Trend Analysis
- Critical Thinking
- Expense Reporting
- Account Reconciliation
- Bookkeeping
- General Ledger Accounting
- Financial Statement Analysis
Languages
Hebrew
Professional Working
Spanish
Elementary
Accomplishments
- Revenue Reconciliation Tool- Employed artificial intelligence to enhance Microsoft Excel creating a revenue analysis tool that effectively identifies and
- Digital Index (09/2015 - 08/2018) - Transferred written records to digital format by developing cross referenced index
- Completed CPA exams, 2010 - Certified Public Accounting licensure pending
Timeline
Financial Analyst
Behavioral Health Exchange
02.2023 - Current
Accountant
Communicare-New Vista
11.2021 - Current
Founder and Director
Kollel Zichron Meir
09.2018 - 08.2021
Intensive Talmud Scholar
Various Talmudic Institutes
09.2003 - 10.2021
Bachelors of Science - Accounting
Touro University