Josh Bulla

Experience

• 

  State Farm ®

  Aug 2015 - Feb 2018

  Team Member

  Licensed property and casualty agent in the state of Texas with sales focus on untapped customer bases. Responsibilities include soliciting quotes, collecting premiums, and marketing State Farm bank products.

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  Dell Technologies

  May 2018 - Aug 2018

  Dell Financial Services Intern

  Interned within Dell Technologies captive finance company, Dell Financial Services with a focus on efficiency improvements and automation. Responsibilities included working with operations, legal, and risk teams to determine how to streamline lease booking packages. Once packages were agreed upon I would outline process maps for our robotics team and prepare for the automation process. Packages were selected for this project based on time and cost savings analytics.

• 

  Dell Technologies

  Feb 2019 - May 2021

  Sr. Financial Analyst supporting the workforce solutions group sales organization with a focus on client penetration within the Enterprise segment. Responsibilities include weekly and quarterly revenue and gross margin forecasting, daily sales reporting and tracking against weekly and quarterly plans, providing metrics for weekly and monthly Run The Business meetings with executive leadership, ad-hoc financial modeling and data visualization using Power BI, and numerous other productivity exercises. Show less

  • Workforce Solutions Group - Sr. Financial Analyst

    Mar 2021 - May 2021

  • Treasury Debt Capital Markets Analyst

    Aug 2020 - Mar 2021

  • Graphics/Communications Commodity Controller

    Mar 2020 - Aug 2020

  • Consumer Solutions Group Analyst

    Sept 2019 - Mar 2020

  • Global Commercial Channel Sales Controller

    Feb 2019 - Mar 2020
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  Genesys

  May 2021 - Nov 2022

  Strategic Finance
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  Redwood Software

  Nov 2022 - now

  • Finance Business Partner

    Jan 2024 - now

  • FP&A

    Nov 2022 - Jan 2024