JOSHUA T. LEE
Philadelphia,Pa
Summary
Recent graduate from the University of Alabama, launched career as an Analyst at Deloitte in the Financial Risk & Advisory department. Gained valuable experience for a year before joining Core Specialty Insurance Holdings, Inc. Promoted to Financial Lead for the Cloud Architecture division under the mentorship of the CTO/EVP. Spearheading FinOps implementation in our IT department to optimize profitability and savings. Responsible for managing budgets and developed a comprehensive master book that consolidates all vendors, applications, and technologies. Actively engage in meetings with vendors and stakeholders to communicate their importance to company success.
Overview
6
6
years of professional experience
Work History
Senior Business Analyst
Core Specialty Insurance Holdings, Inc.
09.2023 - Current
- Financial Lead for the Cloud Architecture division
- I manage budgets and created a master book that consolidates all our vendors, applications, and technologies to establish priorities based on their importance to the IT department
- I regularly participate in meetings with various vendors and stakeholders to communicate their significance to our company.
Risk & Financial Analyst
Deloitte
08.2022 - 09.2023
- Assisted with data analytics on Memorial Sloan Kettering Cancer Center charge capture assessment increasing revenue by 20%
- Assisted in completing process flows for the restructuring of Gilead's vendor oversight problem
- Assisted in the interview process of Gilead employees on how we could make their oversight more valuable to the company
- Was assigned to review Highmark Whole Care ANOC and EOC, undisclosed any misinformation and present to Highmark Whole Care.
IT Budget Financial and Vendor Management Intern
Core Specialty Insurance Holdings
05.2021 - 01.2022
- Assigned to assist the CFO in creating the 100M budget(2021)
- Participating in new processes and controls for vendor management/invoicing and procurement
- Key aspects of the internship include participation in annual, monthly, quarterly business processes for budgeting and forecasting
- Learning all key aspects of Business Operations and Technology Budgeting.
Head Management/ IT Intern
Aspen Insurance
05.2020 - 01.2021
- Assigned to CIO SOX Controls and compliance 2020
- Key aspects of the internship included learning about SOX key controls, documenting business processes and procedures, creating training materials for the business
- Tool used Visio, Excel, Word.
Data Analyst Intern
Munich Re Group
05.2019 - 08.2019
- Assigned to CIO Business Training on new technology 2019
- Key aspects of the internship included: Understanding how to create business training materials for new sets of technology.
Education
B.S. in Commerce & Business Administration -
University of Alabama
01.2022
Skills
- Microsoft Office
- Data Entry
- Data Analysis
- Finance
- Business Analysis
- Analytical Skills
- Business Processing
- Project Management
- FinOps
- Confluence
- Jira
- Visio
- BPMN
- Forecasting and planning
References
- Mary Kotch EVP CTO / CISO, 484-787-9663
- Quinn Easterbrook Chief Technology Officer, 856-266-0670
- Louis Timpanaro VP of Aviation, 201-321-6914
Certifications
- Ultimate AWS FinOps Cloud Cost Management Masterclass 2024 Udemy
- Risk & Financial Tech Savvy Award
- Artificial Intelligence & Machine Learning Certification
- Cloud Certification
Timeline
Senior Business Analyst
Core Specialty Insurance Holdings, Inc.
09.2023 - Current
Risk & Financial Analyst
Deloitte
08.2022 - 09.2023
IT Budget Financial and Vendor Management Intern
Core Specialty Insurance Holdings
05.2021 - 01.2022
Head Management/ IT Intern
Aspen Insurance
05.2020 - 01.2021
Data Analyst Intern
Munich Re Group
05.2019 - 08.2019
B.S. in Commerce & Business Administration -
University of Alabama
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