Josh Dobson
Early Career Finance Professional | Skilled in Financial Modeling, Forecasting and Data Driven Insights | Pursuing Finance and Analytics Opportunities
- Role
- Financial Analyst Internship at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Josh Dobson
I am an early-career finance professional who graduated in May 2025 from Xavier…
Experience
Financial Analyst Internship
Apr 2024 — Present · Milwaukee, WI, US
Serve as a supplemental financial analyst, preparing financial reports and board-ready forecasting materials for the CEO and executive leadership, ensuring accuracy and strategic insight for high-level decision-making.•Develop and refine monthly financial models supporting $610M risk and $352B wealth portfolios driving enterprise forecasting and long-term strategic planning. •Lead multiple special projects, including variance analysis, mid-year forecasting, and analysis of large cases to support leadership decision making and planning. •Prepare and deliver data-driven presentations to leadership, synthesizing complex financial data into clear actionable insights. •Collaborate cross-functionally gathering data, analyzing insights, and delivering accurate financial reports and forecasting material to drive strategic decisions. •Hand-selected as Intern Ambassador for Northwestern Mutual’s 2025 program, supporting engagement and mentorship for 200+ interns.Northwestern Mutual is a Fortune 500 financial services company with 8,300 employees and $39 billion in revenue.
Education
Xavier University
Bachelor of Science in Business Administration, Finance
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