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
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.
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.
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.
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.
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.
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.