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Summary

Innovative problem solver who thrives on challenges, meets tight deadlines and delivers superior performance. Possesses extensive experience consulting in a variety of capacities including Technology, Analytics, and Marketing. Leads by example and is self-motivated. Adept at coming up with innovative solutions to complex problems and creatively communicating difficult concepts. 

Click HERE for My Portfolio

Work experience

May 2011Present

Client Analytics Consultant

The Fedeli Group

Analytics Consulting

  • Overhauled reporting and analytics department
    • Redesigned and standardized all reports, processes and procedures after extensive evaluation and research 
    • Automated all report generation increasing efficiency over 1,000% and increased number of clients being serviced 4 fold
    • Recruited and on-boarded new talent
    • Trained entire Benefits department on interpreting new reports
  • Programmed a customized reporting platform and set of reports achieving the following goals:
    • To visually communicate significant and meaningful metrics simply and clearly
    • To empower consultants and employers with the right metrics to easily create strategic plan designs without overwhelming amounts of data or needing additional data
    • To program dynamically for ease of creating and customizing automated reports when necessary
  • Presented reports to key clients
  • Consulted on accounts with difficult or unique situations
  • Continually researched and developed new analytical methods and reports
  • Continual evaluation of analytics and visualization software vendors for capabilities and fit with our offering

Software Consulting

  • Identify efficiency gaps that may be fixed by new software solutions
  • Evaluate and recommend new solutions company wide
  • Internal Intranet
    • Evaluated software and presented recommendation report
    • Negotiated partner discount of $7k
    • Oversaw implementation, content layout and design
  • Large file sharing service and collaboration with advanced security for HIPPA compliance
  • Content Management System for Website
    • Evaluated software for non-technical user friendliness
    • Advanced publishing and approval permissions
    • Presented recommendation report and implemented
  • Marketing Automation Software
    • Evaluated software and presented recommendation report with potential ROI and efficiency gains
    • Overseeing implementation, data integration, design and strategy

Marketing Consulting

  • Review all marketing initiatives and propose recommendations for integrating and simplifying efforts
  • Oversaw website redesign 1st stage and 2nd stage
    • Content layout, new content and design
    • Manage work with web development company and outside consultant
  • Social media and content marketing strategy
    • Oversee new marketing automation software implementation
    • Create strategic plan for content creation and distribution
  • Create marketing materials - graphic and content design
    • Company brochure 
    • Aviation niche market brochure
    • Interactive PowerPoint for prospect presentations - Benefits
    • Interactive PowerPoint for prospect presentations - P&C
    • FedeliFit wellness program logo design
    • Modern 3D company logo creation in animation software
  • Establish digital library and organization of marketing assets
  • Set up account for purchasing of stock images
May 2005May 2011

Executive Assistant, Marketing Assistant & IT Support

S. Rose Company

Summer and Winter Breaks (full-time & overtime)

Marketing

  • Create new marketing materials for company in response to new market approach
    • Transition to customer centered marketing instead of product centered
    • Focus on "Integrated Project Delivery" (IPD) and an Open Book Consulting Model
  • Standardize Bid Proposal Packets and Create Templates
  • Design and Assemble all Bid Proposal Packets
    • Graphics -  Layout - Assembly
  • Photography 
    • Complete project photos for case studies and web site
    • Employee Headshots
  • Edit Web store 

Excel and Programming

  • Excel VBA Programming
    • Financial Reports Automation
  • Advanced Formulas and Pivot Tables for Financial Forecasting Spreadsheets
  • Supplies Purchasing Analysis and Recommendation

Information Technology

  • Service and re-purpose laptops
  • Analyze server usage and expand storage on server
  • Assemble Computer Asset Database 
    • List all hardware and software on each machine
  • Computer Analysis
    • Analyze performance and potential hardware upgrades
    • Purchase components and install
    • Upgraded and standardized computer software company-wide

Miscellaneous

  • Answer Phones 
  • Welcome Clients at Front Desk
  • Organize and Purge Library of Product Binders and Fabric Samples
  • Clean Up and Organize 2000 sq ft Basement

During School Year (part-time remotely)

  • Web Site Editing 
  • Graphics and Publication Design
Aug 2010Dec 2010

Economics Tutor

Ave Maria University
  • Tutoring for:
    • Principles of Microeconomics / Intermediate Microeconomics
    • Principles of Macroeconomics / Intermediate Macroeconomics
    • The Economics of Labor and Poverty
    • Statistics
      • STATA programming
      • Microsoft Excel
Aug 2009May 2010

Graphics and Publication Design

Strategic Gold Corporation
  • Interactive PDF form creation 
  • Marketing publications
  • Web design consulting

Education

References

Michael Williams

"Joshua has exhibited tireless dedication and extraordinary skills in his capacity as an independent contractor. The responsibilities of his position have required him to independently design, implement and problem solve various web-based marketing tools; he has proven to be extremely effective. I have had the opportunity to supervise many workers in the course of my professional career, and I would unhesitatingly place Joshua in the top 1% as far as work ethic and competence are concerned."

Click Here - Letter of Recommendation

(January 18, 2011)

Marketing

Analytics

Administration

Skills

Marketo
Implementation and strategy of Marketing automation software.
Microsoft Office Suite 2003-2013 / VBA
(Excel, Access, Word, Powerpoint, Outlook, Publisher, OneNote) Advanced integration - VBA (Visual Basic for Applications) - Macros - Automated Reporting - Data Manipulation - Data Visualizations - SQL Integration
Microsoft SQL Server 2008 R2
Advanced SQL Queries - Integration with Access & Excel
STATA IC 11 - Statistical Software
Statistical analysis - econometric models - Integration with Microsoft Excel
Adobe Photoshop CS6, CS5.5, CS3
Adobe Photoshop Lightroom 4.4
Editing RAW photography images

Achievements / Extra Curricular

  • Omicron Delta Epsilon (ODE) - Economics Honor Society
    • President - 2009 / 2010  &  2010 / 2011
  • Student Government Association 
    • Treasurer - 2009 / 2010
    • Managed $120,000 Budget 
  • Dean's List 
    • Fall 2009 
  • Phi Beta Lambda (PBL) / Future Business Leaders of America (FBLA)
    • Member 2009 - 2011 
    • Phi Beta Lambda Statewide Business Competition - Spring 2009
      • 1st Place Leadership
      • 4th Place Help Desk Support
      • 5th Place Microeconomics
  • Phi Theta Kappa (PTK) - International Honors Society
    • Webmaster - 2007 

Volunteer Work

Medical Mission to Peru (Jun 2008)

The Missionary Society of St. James the Apostle

Mission Trip Coordinator to Mexico (Mar 2012)

PIME Missionaries

House Building (Aug 2008 - May 2010)

Habitat for Humanity