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Joseph R.

Finance MBA with dirt under his fingernails.

Finance MBA with dirt under his fingernails.

$45/hour

About Joseph


Bio

I am an easy going and non judgmental person who has deep experience in finance, accounting, small business and economics. I spent my undergrad years at the University of Michigan pursuing a degree in Finance and Computer Information Systems within a bachelor's of business administration major. I later received an MBA from SMU's Cox School of Business with a focus in Finance as well.

I've always enjoyed breaking down financial and accounting concepts for those who are interested in...

I am an easy going and non judgmental person who has deep experience in finance, accounting, small business and economics. I spent my undergrad years at the University of Michigan pursuing a degree in Finance and Computer Information Systems within a bachelor's of business administration major. I later received an MBA from SMU's Cox School of Business with a focus in Finance as well.

I've always enjoyed breaking down financial and accounting concepts for those who are interested in learning more about those subjects. My style is conversational with a goal of helping students develop self confidence and break problems into easy manageable chunks.

I have two degrees in finance from a top 5 finance undergrad program and a top 20 MBA program. I have spent my entire business career in the financial and accounting functions, becoming extremely proficient with Excel, developing financial models and conductivity sensitivity analysis in Excel. I have worked with banks, financial institutions and raised capital, and provided all accounting and financial statements to support loans and investments. Finally, I worked as a consultant for an accounting software on the salesforce.com platform which gave me further insight into helping people with their accounting questions.

I have used QuickBooks online for a number of companies including providing accounting consulting on the Salesforce platform and integrating QuickBooks with other programs. I currently am president of a small non profit with 1000 members who meet weekly and we use QuickBooks and several integrations to manage a $1M budget (including our building fund and campaign). I have spent over 8 years working with the software and am particularly comfortable with QuickBooks online.

I have worked at small businesses and with large fortune 500 companies in the business development, finance, accounting, and business division and P&L management functions. I have studied business from the top professors and business schools in the country with a focus i


Policies

  • Tutor’s lessons: In-person
  • Hourly Rate: $45
  • Travel policy: Within 10 miles of Dallas, TX 75230
  • Lesson cancellation: 12 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

Joseph hasn’t set a schedule.


Subjects

Business

Business,

Business

I completed an MBA program at Southern Methodist University's Cox School of Business and a bachelor's in business administration at the Ross School of Business at the University of Michigan. I have over 17 years of experience working in the technology and manufacturing industries, with deep expertise in finance, accounting, business development, operations management, and technology consulting. I have founded two companies which have grown to $3 million in sales and worked for American Express in technology and business analysis positions.
QuickBooks,

QuickBooks

I have spent the last eight years with different organizations all of whom have used Quickbooks online. I have experience with its various modules, interfaces, reports, and data entry. I have three current entities, one of which is a non profit which uses Quickbooks and I am the President, and two entities where I am the controller and we use quickbooks on a daily basis.
Financial Accounting, Microsoft Excel

Computer

QuickBooks,

QuickBooks

I have spent the last eight years with different organizations all of whom have used Quickbooks online. I have experience with its various modules, interfaces, reports, and data entry. I have three current entities, one of which is a non profit which uses Quickbooks and I am the President, and two entities where I am the controller and we use quickbooks on a daily basis.
Microsoft Excel

Corporate Training

Business,

Business

I completed an MBA program at Southern Methodist University's Cox School of Business and a bachelor's in business administration at the Ross School of Business at the University of Michigan. I have over 17 years of experience working in the technology and manufacturing industries, with deep expertise in finance, accounting, business development, operations management, and technology consulting. I have founded two companies which have grown to $3 million in sales and worked for American Express in technology and business analysis positions.
Microsoft Excel

$45/hour

Joseph R.'s Photo

Joseph R.

$45/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Joseph