Joshua Robertson
@joshuarobertson
CPA and FP&A professional specializing in financial modeling, budgeting, and systems optimization.
United StatesWhat I'm looking for
I am a Certified Public Accountant and seasoned FP&A professional with a proven record of improving financial statement accuracy, delivering substantial cost savings, and supporting executive decision-making. I have led cross-functional initiatives, mentored team members, and driven systems implementations that enhanced budgeting and reporting processes.
At OneAmerica Financial I developed scenario analyses that produced $14.6M in salary savings, improved monthly reconciliation and overhead allocations, and managed budget templates and testing for senior leadership. I combine technical proficiency in ERP and planning systems with a practical focus on process improvement and stakeholder collaboration to strengthen financial controls and inform strategic decisions.
Experience
Work history, roles, and key accomplishments
FP&A Systems Consultant
OneAmerica Financial
May 2023 - Present (2 years 10 months)
Developed scenario analyses and process improvements that delivered $14.6M in salary savings and enhanced monthly financial accuracy, influencing enterprise staffing policy and executive decisions.
Internal Audit Specialist
OneAmerica Financial
Jun 2021 - May 2023 (1 year 11 months)
Led risk assessments, control testing, and audit planning, presented findings to senior management, and coordinated with external auditors to strengthen financial reporting integrity.
Internal Audit Intern
OneAmerica Financial
Sep 2020 - Dec 2020 (3 months)
Supported financial statement audits by testing claims, premiums, commissions, and investment transactions and assisted with audit walkthroughs and remediation follow-ups.
Education
Degrees, certifications, and relevant coursework
Nova Southeastern University
Bachelor of Science in Business Administration, Accounting
Grade: GPA: 3.7/4.0
Activities and societies: Dean's List (2 semesters)
Bachelor of Science in Business Administration with an Accounting major; graduated with honors as a Presidential Scholar and recorded a 3.7 GPA.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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