Josh Watts
Salem,VA
Summary
Highly motivated, dedicated, and results-driven finance professional with eight years of experience in corporate treasury and FP&A functions.
Demonstrated expertise in conducting ROI analysis, forecasting annual operating plans, and providing valuable financial insights to support informed decision-making. Proven ability to effectively strategize process improvement initiatives for Treasury operations, and successfully supported banking and vendor relations. Strong analytical skills, meticulous attention to detail, and a comprehensive understanding of financial modeling and forecasting techniques.
Overview
14
14
years of professional experience
Work History
Manager, Treasury
Advance Auto Parts
Roanoke, VA
08.2024 - Current
- Lead and develop a team of 4 Treasury Analyst overseeing store treasury operations, including 600+ store bank accounts
- Responsible for budgeting / forecasting ~10M in bank fees, ~6M in payment vendor fees, and ~100M in interchange fees
- Analyze enterprise-wide transactional expenses to identify cost drivers and implement process improvements that reduce costs and improve efficiency
- Established KPI framework to measure bank fees, tender mix, interchange costs, and check acceptance rates, driving improved expense oversight and cost optimization
- Led ROI and cost-benefit analysis for a company-wide cash deposit process redesign resulting in ~$4M in cost savings
- Partnered cross-functionally to design and launch a Power BI dashboard tracking bad check activity, increasing financial visibility for field leadership. Reduced bad check expense by ~30%
Sr. Corporate Card & Expense Analyst
Advance Auto Parts
Roanoke, VA
08.2023 - 08.2024
- Developed spend reports for key departments across the organization, increasing the financial visibility for system leaders
- Create adhoc PCard spend reports as requested and offer additional analysis and KPI suggestions
- Supported evaluation and developed the financial ROI analysis for implementation of a new corporate card expense platform
- Prepared month-end financial reports and complete related analysis as requested
- Maintain relationships with key stakeholders including, finance, asset protection, and procurement teams
Program Manager I
Torc Robotics
Blacksburg, VA
02.2022 - 03.2023
- Responsible for daily data reporting, data checks, KPI and metric analysis for a fleet of 25+ autonomous semi trucks
- Identified key performance indicators and metrics for software development teams across the organization
- Collaborated with cross functional engineering teams to identify and implement process improvement initiatives for data reporting and tracking
- Assisted in the development of automated metric analysis for key stakeholders including company executives and directors
Senior Financial Analyst
Carilion Clinic
Roanoke, VA
01.2018 - 02.2022
- Daily cash position analysis, merchant processing, PCI compliance review, fraud analysis, bank account management, bank fee analysis, and cash deposit process review
- Identified, led, and implemented process improvement projects for the Treasury team including the roll-out of 500+ customer facing credit card terminals
- Prepared business plans/proposals/analyses for cross functional teams and their capital projects
- Forecasted and developed annual operating plans for non-clinical departments. AOPs of $400M+
- Create detailed reports for operations on a weekly and monthly basis using Excel and Hyperion
- Educated and trained internal stakeholders on a new budget review process / platform
Kitchen Manager
Salem Red Sox
Salem, VA
05.2012 - 09.2018
- Managed daily operations within the kitchen, including staffing, food preparation and customer service
- Coordinated large catering orders (guests of up to ~1,000)
- Supervised 5 – 10 employees
Student Office Assistant
Roanoke College Registrar
Salem, VA
05.2014 - 12.2017
- Provided customer service in-person and over the phone
- Managed various office work, including data entry and organizing documents
- Maintain student confidentiality regarding academic record
Education
Bachelor of Business Administration - Finance
Roanoke College
12.2017
Skills
- Financial & ROI Analysis
- Proficient in MS Office
- Process Improvement Initiatives
- Advance Excel Skills
- Oracle Hyperion
- KPI and Data Analysis
- Corporate Treasury
- Merchant Processing
- Managing Vendor Relations
- Valuation Experience
- Annual Budget Support
- Manager / Leader
Timeline
Manager, Treasury
Advance Auto Parts
08.2024 - Current
Sr. Corporate Card & Expense Analyst
Advance Auto Parts
08.2023 - 08.2024
Program Manager I
Torc Robotics
02.2022 - 03.2023
Senior Financial Analyst
Carilion Clinic
01.2018 - 02.2022
Student Office Assistant
Roanoke College Registrar
05.2014 - 12.2017
Kitchen Manager
Salem Red Sox
05.2012 - 09.2018
Bachelor of Business Administration - Finance
Roanoke College