Joshua Davis

S

Senior Financial Analyst, Elmstead Consulting - liquidity · FX · banking relationships

Elmstead Consulting
San Francisco, CA · PT (UTC-8)
4+ years experience
UCLA
English
Open to work
Messaging unavailable

Overview

Currently at Elmstead Consulting, where I work on treasury. Ran diligence on 12 acquisitions. Took forecast accuracy to within 1% for 9 straight quarters. Most at home with FX and liquidity.

Good reasons to reach out
  • Roles in treasury
  • Second opinions on liquidity decisions
Please don't message about
  • Generic networking requests
  • Unpaid work or spec projects

Travels often; replies within 48 hours

Skills
FXcash managementliquiditydue diligencebanking relationships
Open to workLooking for a role
closes in 3 months

Next role: Financial Analyst in agritech, San Francisco or hybrid

Target roles
Financial Analyst
Level
Senior
Industries
AI infrastructure, Consumer apps
Work mode
On-site
Available
Immediately
Work authorization
Authorized to work in the CA
What I'm looking for
Scope to lead treasury work, with a manager who gives direct feedback.
Not interested in
Agencies and outsourcing firms

4 years in treasury. Strongest at banking relationships and liquidity. Serving notice now.

San Francisco, CAfxdue diligenceliquidity
Open

Experience

  1. Senior Financial Analyst
    Apr 2023 - Present
    Elmstead Consulting · 3 yr 6 mo · Full-time · San Francisco, CA
    • Built the operating model the board used for a $208 million raise.
    • Ran diligence on 12 acquisitions.
    • Saved $6 million a year renegotiating vendor contracts.

References

No references yet.

Education

  1. UCLA
    BS, Accounting
    2017 - 2021

Details

Compensation expectations
What they are targeting for their next role.
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Direct contact details
Direct email and a scheduling link.
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