Josh Kaplan

Background

About Josh Kaplan

Extensive experience in Financial Risk Management (18 Yrs.) and Customer Service/Retention (25 Yrs.) roles, including 12 years of achieving results in a formal leadership capacity. A fast learner who thrives on gaining knowledge to help drive key performance indicators and business growth while enhancing professional development opportunities. Highly motivated, authentic and influential leader. Results driven professional with high integrity and a positive attitude. Views all challenges as growth opportunities.Skills: • Leadership Development• Revenue and Client Retention• Customer Experience• Data Driven Research, Analysis and Decision Making• Performance Management and Driving Results• Strategic Thinking and Execution• Problem Solving• Employee Engagement• Recruiting/Hiring• Accounts Receivable• Credit/Risk Analysis• Written/Verbal Communication• NetworkingCurrently lead a hybrid workforce of 35 stakeholders responsible for managing the Accounts Receivable function, the second largest asset on Paychex's balance sheet, for a $5B portfolio of clients. This includes ensuring outstanding service is provided to clients with billing-related questions and disputes, past due receivables are collected timely utilizing strong negotiation techniques, performance metrics are met, professional development opportunities are readily available and communicated, and strategic initiatives are identified, implemented and executed successfully. Current role also includes a high-level of data and workload analysis and setting performance goals for the team to ensure monthly budgeted bad debt losses/revenue recapture targets are met.Additional Career Highlights:• Teams under leadership have retained $364M in revenue through December 2024.• Contributed to the development of 51 employees who have been promoted into higher level roles within the company, including 16 formal leadership positions. • President of the Western NY Chapter of the Association for Financial Professionals from 2016 - 2018 and 2020 - Present (Board Member Fall 2013 - Present). Implemented strategies that resulted in a 60% increase in organizational revenue as President.• Board Member at Consumer Credit Counseling Service of Rochester, Inc.(September 2023 - Present).• Earned Executive MBA from the Rochester Institute of Technology (RIT). During the program I was enrolled full time while also working full time (August 2015 - November 2016).• National Honor Society of Phi Kappa Phi (March 2017 - Present).• International Honor Society of Beta Gamma Sigma (April 2017 - Present).