Summary
Overview
Work History
Education
Skills
Timeline
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Josh Lipson

San Diego,CA

Summary

Entrepreneurial business and finance operator with a history of success leading strategy and improving processes to achieve business goals. One of the founding partners of TSG Reporting that was sold to industry leader Esquire Deposition Solutions in 2022 for $32.5M.

Overview

29
29
years of professional experience

Work History

Vice President of Finance

TSG Reporting
01.2008 - 05.2023
  • Managed all financial operations of the company that produced $44M in revenue in 2022.
  • Built credit and collection platform to facilitate optimization of controls and process workflows
  • Set credits limits and established risk policies. Recovered 97% of all monies owed in 2022.
  • Attended all court proceeding and depositions as a company officer. Negotiated all settlement offers.

Director of Operations

TSG Reporting
01.2003 - 12.2007


  • Handled day-to-day operational infrastructure and tactical execution for a small, privately held firm in professional legal services. Drove revenue growth to $8M in 2007
  • Scaled the production department 166%, from 3 employees to 8, to deliver the most responsive and accurate customer service in a highly competitive industry.
  • Increased productivity 122%, from 18-40+ transactions per day while nurturing relationships with major clients and hundreds of independent contractors, plus strategic partnerships with regional providers

Television Producer

Freelance
09.1994 - 12.2002


  • Multifaceted production professional. Produced live events and created content for network television and independent film. Professional cameraman and tape editor that worked on film, television, sporting events and legal matters.

Education

State University of New York At Oneonta
Oneonta, NY

Skills

  • Revenue Growth
  • Client Negotiation
  • Strategic Planning
  • QuickBooks
  • Excel
  • Accounts Payable and Accounts Receivable

Timeline

Vice President of Finance

TSG Reporting
01.2008 - 05.2023

Director of Operations

TSG Reporting
01.2003 - 12.2007

Television Producer

Freelance
09.1994 - 12.2002

State University of New York At Oneonta

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Josh Lipson