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Joseph Montecalvo

Joseph Montecalvo

Golf Cart Attendant

Followers of Joseph Montecalvo773 followers
location of Joseph MontecalvoBoston, Massachusetts, United States

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  • Timeline

  • About me

    Manager, Business Analytics at Flagship Pioneering

  • Education

    • University of Connecticut

      -
      Bachelor's degree Finance and Mathematics

      Activities and Societies: Vice President of Zeta Beta Tau Fraternity, Member of Finance Society, Alpha Lambda Delta Honors Society Relevant Coursework: Financial Risk Management, Mergers and Acquisitions, Financial & Managerial Accounting, Probability, Multivariable Calculus, Differential Equations, Introduction to Computing for Engineers

  • Experience

    • Topstone Golf Course

      May 2016 - Aug 2017
      Golf Cart Attendant

    • Kaman Corporation

      May 2017 - Aug 2017
      Data Analyst Intern

    • Voya Financial

      May 2018 - Aug 2018
      Data Analytics Intern

    • Blumshapiro

      Jul 2019 - Jan 2021
      Technology Consultant

    • CLA (CliftonLarsonAllen)

      Jan 2021 - Apr 2022
      Data Analytics and Machine Learning Consultant

    • Flagship Pioneering

      Apr 2022 - now

      • Managed project engineering cloud data warehouse implementing Snowflake, Power BI, dbt, and Fivetran.• Built automated dashboards providing comprehensive view of gross and net fund performance, portfolio company health, limited partner returns, and competitive intelligence.• Created real time reporting tool offering detailed overview of Flagship’s asset pipeline and broader industry perspective, used by strategy teams and leaders of platform companies for critical decisions on market opportunities and indication selections prior to entering the clinic.• Developed financial presentations for quarterly LP meetings, annual meetings and fund raises.• Provided strategic financial and data analysis to senior leadership. Show less

      • Manager, Business Analytics

        Mar 2024 - now

      • Senior Analyst, Business Analytics

        Apr 2022 - Mar 2024

  • Licenses & Certifications

    • Microsoft Certified Azure Data Scientist Associate

      Microsoft

    • Microsoft Certified Data Analytics Associate

      Microsoft