Josh O.
Strategic Finance, Systems and Analytics | CFA | CPA
- Role
- Finance Consultant at Intercom
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Josh O.
Obsessed with building companies that are built-to-last with best-in-class customer service. I thrive in environments where I’m working on a lot at once within lean, mission-driven teams.Texas born and raised. First gen American. USArmy National Guard veteran. Previously helped scale up CrowdStrike, Fivetran, and Collective. Recovering investment banker. Hold the CFA charter and an active CPA license. Graduate of Duke, Nebraska, and Texas A&M.Always open to chat/help/provide advice.
Experience
Finance Consultant
Jan 2024 — Present
Education
Duke University - The Fuqua School of Business
Master of Science - MS, Analytics
University of Nebraska-Lincoln
Master of Business Administration - MBA, Finance
Texas A&M University
Bachelor of Arts - BA, Political Science and Government
The University of Texas School of Law
Doctor of Law - JD
Texas A&M University
Bachelor of Science - BS, Economics
Skills
- Vba
- Financial Market Research
- Commercial Banking
- Financial Markets
- Investment Banking
- Recruiting
- Stata
- Team Building
- Management
- Microsoft Office
- Sales
- Interest Rate Derivatives
- Research
- Public Speaking
- Fx Derivatives
- Microsoft Word
- Revolving Lines of Credit
- Mergers & Acquisitions
- Credit Risk
- Financial Modeling
- Investments
- Powerpoint
- Microsoft Excel
- Outlook
- Leadership
- Credit Rating
- Customer Satisfaction
- Derivatives Trading
- Adobe Creative Suite
- Customer Service
- Derivatives
- Financial Analysis
- Finance
- Debt & Equity Capital Raising
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