Joshua C.
5.0
(11)
Studied at Santa Clara University
Worked at Apple
Successful clients at
Available tomorrow at 5:00 PM UTC
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Work Experience
Finance Analyst
Varian Medical Systems
August 2025 - Present
Built and maintained dynamic Excel models to analyze forecast vs. plan vs. actuals for Customer Services, enabling leadership to identify key performance variances and drive corrective actions. Partnered with cross-functional finance and operations teams to deliver budget tracking and variance analysis, strengthening transparency and accountability across service line performance. Streamlined monthly reporting by standardizing financial models and dashboards, improving efficiency of forecast reviews and supporting data-driven decision-making for senior management
Financial Analyst
Apple
June 2024 - September 2024
Developed a centralized Tableau dashboard to forecast iPhone residual values utilizing a historical baseline, informing pricing strategies for Apple’s commercial trade-in program Designed a promotional subsidy strategy to attract new customers to Apple's ecosystem in India Analyzed Apple's retail trade-in program for Mac, which included a market comparison and trending historical values, in order to assess whether the provided values were appropriate for consumers
Private Wealth Management Intern
UBS
June 2023 - September 2023
Create analysis reports utilizing UBS modeling systems (such as MoneyGuide Pro) to provide personalized solutions to Ultra-High-Net-Worth clients that forecast out financial goals and minimize tax implications Assess capital markets and economic data to create client letters, which include investment analysis and important trends in the market Evaluate strategies of private equity and alternative investment companies through independent research and meeting attendance in order to craft detailed notes about potential investment opportunities
VP of Finance
Delta Sigma Pi
October 2021 - December 2021
Selected out of a pool of 200 applicants from the business school to go through an 8-week professional development process which included professional workshops, industry relevant case studies, networking events, mock interviews, and fund-raising over $2500 Reorganized the current accounting methods, utilizing excel to create more clarity on financial situation of the pledge class
Joshua was also given offers to work at
Fidelity Investments
Education
Santa Clara University
Bachelor's degree, Finance & MIS
2021 - 2025
Activities and societies: Honors Program, ACE Leadership Program, Delta Sigma Pi (Co-ed Professional Business Fraternity)
11 Reviews
Overall Rating
5.0
Joshua has helped Leland clients get into Gonzaga University
Joshua has helped clients get into these companies: