Financial Analyst, Finance Manager, Associate Director of Finance

JOSHUA GODEC

Huntington Station, NY ***** • 631-***-**** • ******.*******@*****.***

PROFESSIONAL SUMMARY

Strategic finance leader with a proven track record in driving fiscal accountability, budget optimization, and operational excellence within healthcare and nonprofit sectors. Expert in leading cross-functional teams, implementing process improvements, and delivering significant cost savings through data-driven decision-making.

SKILLS

Budgeting & Forecasting

P&L Management

Financial Reporting

Power BI, DOMO & SAP

Excel (Advanced)

Lean Six Sigma

Data Analysis & Visualization

Team Leadership & Collaboration

EXPERIENCE

Associate Director of Finance

AIDS Healthcare Foundation

November 2024 - Current

Manage $65M in grant funding across multiple public health programs, ensuring fiscal compliance and strategically deploying resources to maximize program impact.

Monitor low-performing sites and partner with site leadership to develop and execute corrective action plans; recommend closures to executive management when performance does not align with financial goals.

Direct financial modeling and site selection for new clinic launches, driving ROI and expanding access across underserved regions (7 clinics launched to date).

Streamline reporting workflows to cut overhead and enable real-time KPI analysis across 50+ sites.

Conduct vendor contract reviews, lowering service costs by 10% while maintaining quality.

Design and publish a monthly finance newsletter for 100+ site managers and executives, driving data transparency and strategic alignment.

Lead, mentor, and develop a high-performing finance team, fostering a culture of accountability and continuous improvement.

Finance Manager

AIDS Healthcare Foundation

Oct 2022 - Nov 2024

Developed a real-time financial dashboard, reducing monthly closing times by 2 days for 100+ leaders and finance/accounting staff.

Managed budgets for 58 clinics, ensuring compliance and alignment with organizational goals.

Built staffing models with ROI analysis to optimize resource allocation and improve operational efficiency.

Led process improvement initiatives, reducing unnecessary spending by $200K and streamlining reporting workflows.

Supervised a financial analyst and intern, providing guidance, training, and project oversight.

Financial Analyst

AIDS Healthcare Foundation

Sept 2021 - Oct 2022

Managed budgeting and reporting for 17 healthcare clinics and five affiliate organizations.

Built dynamic dashboards to track operational and financial performance, enhancing visibility and accelerating data-driven decision-making.

Conducted monthly budget-to-actual reviews, identifying variances and collaborating with clinic leadership to implement corrective actions.

Supported back-office operations, improving reporting accuracy and efficiency.

Senior Auditor

Broadridge Financial Solutions

Apr 2020 – Sept 2021

Led automation initiatives that saved 1,200 hours annually and delivered $10M in cost savings and revenue

Developed business case analyses to evaluate productivity and process improvements

Presented process enhancements to leadership and IT, reducing manual workflows and error rates

Implemented risk mitigation controls to address compliance, regulatory, and operational vulnerabilities

Reconciled shareholder proxy votes and performed QA testing on financial systems, maintaining 100% audit accuracy

Auditor

Broadridge Financial Solutions

Apr 2018 – Apr 2020

Identified high-risk areas for financial, regulatory, and compliance issues, developing remedies and validations to protect clients and shareholders.

Implemented checks and balances to mitigate legal, financial, and reputational risks, ensuring compliance.

Utilized advanced Excel functionality and planning to enhance efficiency and accuracy on large projects, improving overall project outcomes.

Associate Auditor

Broadridge Financial Solutions

Sept 2015 – Apr 2018

Reconciled shareholder proxy votes and data from multiple platforms, ensuring 100% audit accuracy and compliance with Sarbanes-Oxley, SEC, and NYSE regulations.

Developed and maintained procedures to ensure regulatory compliance, improving quality controls.

Identified and resolved issues with program functions and outputs, improving system efficiency and accuracy.

EDUCATION

MBA - Operations Management

Jack Welch Management Institute

GPA: 4.0

Bachelor of Science - Finance

St. John's University

GPA: 3.71

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