Joshua C.

Joshua C.

5.0

(11)

Finance Interview Prep For Non-Target Schools | Apple & UBS Experience

Santa Clara University Logo

Studied at Santa Clara University

Apple Logo

Worked at Apple

Successful clients at

Available tomorrow at 5:00 PM UTC

Questions? Start chatting with this coach before you get started.

Joshua's Coaching Offerings

Custom hourly · $69/hr

Get help with Interview Prep, Professional Networking, and .

Joshua’s Career Coaching Qualifications

Experience level: Analyst

Joshua has helped clients get into these companies:

Starting a career can feel stressful and difficult. I help non-target school college students and early professionals find direction, build confidence, and take clear steps toward opportunities that excite them. Whether you’re a college student gearing up for recruiting season, or a recent grad looking to stand out in interviews, I’m here to guide you with clarity and confidence. I graduated from Santa Clara University and understand what it’s like to juggle academics, internships, and career decisions. Along the way, I earned offers from Apple, UBS, Fidelity and Varian, where I now work in finance and have also supported recruiting efforts for new hires. My coaching style is practical, supportive, and authentic. I focus on helping you tell your story effectively, build meaningful connections, and approach interviews with a clear strategy that reflects who you are. Having recently been through the process myself, I offer insights into what top companies look for and how to position yourself for success. If you’re ready to land that next opportunity and start building a career that excites you, I’d love to help you make it happen.

Joshua can help with:

Interview Prep

Professional Networking

Resume Review

Networking Strategy

Job Search Strategies

View all of Joshua’s categories

Work Experience

Varian Medical Systems Logo

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

Apple Logo

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

UBS Logo

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

Delta Sigma Pi Logo

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 Logo

    Fidelity Investments

Education

Santa Clara University Logo

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:

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Joshua C.

Joshua C.

5.0

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