Joseph Rossi

Background

About Joseph Rossi

I am a proactive, highly analytical finance professional with over ten years of experience in financial analysis, reporting, P&L review, and strategic planning. Passionate about leveraging data-driven insights, I support complex decision-making processes that promote sustainable growth and operational efficiency. My expertise includes financial modeling, budget development, long-range forecasting, and cross-functional collaboration. Throughout my career, I’ve synthesized complex financial data into compelling narratives for executive decision-makers. Notably, I developed detailed pro forma analyses for multi-billion-dollar municipal contracts, overseeing agreements exceeding $1 billion across multiple sites and functions. I led initiatives to close tax collection gaps in POS systems, boosting EBITDA by $250K monthly through operational streamlining and team collaboration. I excel at building dashboards with KPIs and key metrics using advanced Excel functions and visualization tools, empowering stakeholders to track performance and adapt swiftly to market dynamics. A key achievement includes directing facility meetings and establishing new budget targets with operations leadership, contributing to an 11% increase in organization-wide EBIT. I have managed forecasting for an area generating over $250 million annually, supporting strategic investments and long-term capital projects through detailed models, scenario analyses, and profitability assessments. My leadership extends to training and mentoring colleagues, ensuring operational excellence and audit readiness—reflected in resolving tax issues worth over $100K and improving audit quality. My proficiency in Excel, Hyperion, Oracle ERP, and other financial systems enables me to develop customized analyses, optimize resource allocation, and uncover growth opportunities. I excel at translating financial results into data storytelling, influencing executive strategy and fostering buy-in across teams. I’m committed to applying industry best practices, benchmarking performance externally, and implementing system automation to improve data accuracy and efficiency. Driven by a strategic mindset, I focus on organizational growth, operational excellence, and stakeholder service. I evaluate scenarios, develop cost-benefit analyses, and prepare high-impact reports to enable sound investment decisions. Beyond numbers, I foster a culture of transparency, collaboration, and continuous learning—creating training materials on financial modeling and reporting systems to enhance organizational capabilities.