Verified recordFinancial Services

Josh Herbert

Process Analyst at Raymond James

Based in Memphis, United States

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Seniority

Staff

Department

Operations

Location

Memphis

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

j•••••••@raymondjames.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Josh Herbert

Strategic and results-driven Process Improvement Specialist with 10+ years of experience transforming business operations in the financial services industry. I specialize in streamlining workflows, optimizing performance, and implementing data-backed automation solutions that reduce costs and increase efficiency. At Raymond James, I’ve led cross-functional initiatives that cut manual effort by 40% through Lean Six Sigma methodology and built BPMN-modeled solutions that bridged communication between business units and IT. Whether facilitating stakeholder workshops or designing future-state processes, I bring a hands-on, analytical approach that delivers measurable impact. I thrive in collaborative, tech-forward environments and enjoy solving complex challenges that drive sustainable growth. Let’s connect if you’re passionate about continuous improvement, digital transformation, or building smarter, faster processes.

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