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Joshua Cervantes

@joshuacervantes

Finance professional skilled in accounting, financial reporting, and client portfolio management.

United States
Message

What I'm looking for

I seek a finance role where I manage client accounts, produce accurate reporting, support month-end close, and grow technical and leadership skills in a collaborative environment.

I am a finance professional with hands-on experience preparing financial statements, conducting month-end close activities, and managing client portfolios for businesses with revenues from $100K to $15M. I deliver accurate P&L, balance sheet and cash flow reporting, lead client meetings, and perform reconciliations, depreciation schedules, and loan amortization modeling to support compliant, forward-looking financial planning.

Previously, I supported university recruitment operations through outreach, competitive analysis, and lead management, strengthening admissions pipelines and reporting. I combine strong Excel and QuickBooks proficiency with excellent communication, attention to detail, and a quick-learning mindset to drive reliable financial operations and actionable client insights.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

The Master's University logoTU

The Master's University

Bachelor of Science, Finance and Marketing

2019 - 2023

Completed a Bachelor of Science with majors in Finance and Marketing, focusing on financial analysis, marketing strategy, and related coursework.

Tech stack

Software and tools used professionally

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Joshua Cervantes - Account Specialist - Unifi | Himalayas