Josh Flax, Senior Director

Josh is a proven leader with nearly a decade of experience in professional services, finance, and accounting at both Fortune 500 companies and higher education enterprises. With a track record of formulating and implementing strategies to improve business performance, he regularly partners with clients to develop tailored solutions through data-driven insights that have resulted in measurable revenue generation, cost optimization, and operational efficiencies.

Josh’s extensive background in collaborating with executive leadership to develop and execute on fiscal, operational, and strategic plans across organizations has given him the skillset needed to tackle a myriad of complex organizational problems.

Select Representative Experience

Size of Company
Role and Impact
Professional Services – Technology

Evaluated the Company’s strategy for its SaaS solution business, developed EBITDA and liquidity forecasts, evaluated the potential future viability of the enterprise, and provided recommendations on a path forward.

Higher Education – Research Institution

Identified $100M+ in annual savings at a complex, research-intensive enterprise, then led cross-functional work teams to design and implement the following performance improvement initiatives: online education strategy development, administrative support transformation, and resource allocation, budgeting, and financial forecasting redesign.

Higher Education – Distressed Institution

Directed a large-scale business transformation initiative focused on developing enterprise and business unit strategies to improve revenue growth and rationalize existing investments, then oversaw the development of a 10-year pro forma to model potential returns.

Higher Education – CFO Services

Performed a detailed assessment of functions within the CFO’s office through data analysis, survey deployment, and stakeholder engagement, then developed a 5-year strategic blueprint to streamline the organization through financial, people, and technology optimizations.

Higher Education – Public System

Engaged with 350+ stakeholders across a large university system to develop recommendations to improve human resources and financial operations to prepare for a cloud ERP implementation.

Professional Services – Technology

Performed financial and operational audits, including the review of $150M+ technology implementation contracts.


Graduated with a BBA and Masters in Accountancy from the University of Wisconsin-Madison, then obtained a CPA in the state of Virginia.

Josh Flax
Senior Director
San Francisco