
Joshua Murphy
@joshuamurphy
I coordinate nonprofit and operations projects, improving workflows, compliance tracking, and stakeholder alignment.
What I'm looking for
I've led organizational improvement work for the Alaska Innocence Project, managing a five-month engagement from scoping through board-level recommendations. I mapped workflows, created SOPs, identified compliance risks, and developed cost-per-case metrics to improve visibility into program efficiency and funding sustainability.
As a Program and Portfolio Analyst for the Willamette University Investment Fund, I managed compliance tracking for a $620K institutional portfolio and monitored more than 20 holdings weekly. I built Excel dashboards, reconciled financial data, and delivered recurring reports and board-ready materials under firm deadlines.
My background also includes client operations and event coordination at Inflection Wealth Management, where I redesigned a Redtail CRM onboarding workflow and supported client-facing events. I'm motivated by organized, community-serving work that turns complex operational needs into clear systems and actionable follow-through.
Experience
Work history, roles, and key accomplishments
Program and Portfolio Analyst
Willamette University Investment Fund
Sep 2024 - Aug 2025 (11 months)
Managed compliance tracking for a $620K portfolio, compiled financial reports, and built Excel dashboards. Coordinated team meetings and drafted professional documents for board review.
Project Coordinator
Alaska Innocence Project
Jan 2025 - May 2025 (4 months)
Led a 5-month organizational improvement project for a nonprofit, managing timelines, stakeholder coordination, and deliverables. Developed SOPs, performance metrics, and presented recommendations to the board.
Operations & Client Services Intern
Inflection Wealth Management
Jun 2023 - Aug 2023 (2 months)
Planned and coordinated client-facing events, redesigned CRM workflows in Redtail, and maintained confidential client records. Drafted professional communications and supported team planning.
Data Entry Specialist
YMCA of Snohomish County
Dec 2020 - Feb 2021 (2 months)
Managed accurate postings to confidential employee and member records in Excel, auditing entries and communicating findings to senior management.
Education
Degrees, certifications, and relevant coursework
Willamette University
Master of Business Administration, Business Administration
Grade: 3.92 / 4.0
Activities and societies: Atkinson Honors
Completed an MBA with honors, achieving a GPA of 3.92.
Willamette University
Bachelor of Science, Business Administration
Grade: 3.45 / 4.0
Earned a Bachelor of Science in Business Administration with a GPA of 3.45.
Olympic College
Associate's Degree, Business & General Arts
Grade: 3.20 / 4.0
Completed an Associate's Degree in Business and General Arts with a GPA of 3.20.
FINRA
Securities Industry Essentials (SIE), Securities
Certified as a Securities Industry Essentials (SIE) professional.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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