AI Data Automation & Financial Controls Leader

Joshua Stefko ***********@*****.***

September ***3 – Present

York, Pennsylvania 17402 717-***-**** \ Josh Stefko LinkedIn

• Engineered an AI-powered data extraction tool on the Palantir Foundry platform that reconciles transportation document data elements to accounting system of record, reducing manual reconciliation time and improving data accuracy at scale

• Developed power query data automations for internal audit reporting and remediation tracking

• Created AI agents to stream line testing workflows, increasing project margins by 12% each quarter

• Designed and implemented 10+ Management Review Controls on behalf of executive Navy leadership, ensuring financial statement accuracy across billions of dollars in ordnance assets

• Served as a functional lead on the Measures of Performance dashboard that tracks real time execution data and compliance trends for senior leadership decision making

• Delivered financial control training to 30+ installation managers internationally and ship bound, standardizing performance and practices across the client organization March 2022 – October 2022

The Beringer Group, King of Prussia, Pennsylvania

Investment Banking Associate (Sell-Side M&A)

• Executed sell-side M&A engagements in the $40-60M deal range across the plumbing, electrical, and HVAC sectors, advising business owners on exit and succession planning strategies.

• Produced Confidential Information Memorandums and pitchbooks for clients entering the open market, distilling complex financials into compelling transaction narratives.

• Built two to five year strategic plans and conducted keep/sell/grow cost-benefit analyses to prepare owners for transition and optimize pre-sale positioning

• Performed business valuations grounded in company financial statements, industry comps, and macroeconomic landscape using tools like Factset, Capital IQ, and Bloomberg Terminal

• Sourced and onboarded new clients, serving as a revenue driver for the firm while producing market research on M&A trends and the broader economy

VOLUNTEERING

Our Daily Bread Soup Kitchen

Salvation Army Donation Collector

First Fruits Farm

January 2015- Current

November 2014 – Current

WORK EXPERIENCE

KPMG LLP – Finance Transformation Services

Advisory Associate (Level III)

PROFESSIONAL SUMMARY

Finance and technology professional with experience in advisory services. Proven track record of implementing financial controls and systems, utilizing Artificial and Business Intelligence tools when applicable. Seeking roles at the intersection of finance, technology, and data - including Fintech, FP&A, AI-Driven analytics/processes, and credit. EDUCATION

Temple University – Fox School of Business, Philadelphia, PA Bachelor of Business Administration

Major: Finance Minor: Management Information Systems GPA: 3.7 SKILLS

Databases: SQL, NoSQL, MySQL, Excel VBA, CSV

Business Intelligence:Oracle BI, SAP, Visio, Tableau, Vertabelo, FactSet, SPGlobal, Capital IQ,, Bloomberg Terminal, HubSpot, Salesforce, TradingView, Vertabelo AI & Data Platforms: Microsoft Power Platform, Palantir Foundry (Advana), AI-driven process automation (Gemini agent builder), Alteryx, Databricks

Design & PM Tools: Microsoft Office Suite - M365 Copilot, Github, Figma, Canva, Adobe Suite, Google Workspace May 2025 - Current

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