J

Joshua Dorfman

CEO

Los Angeles, California, United States12 yrs 3 mos experience

Key Highlights

  • Experienced in financial operations management.
  • Proven track record in budget creation and evaluation.
  • Strong leadership in financial analysis and reporting.
Stackforce AI infers this person is a Healthcare Finance Professional with strong expertise in budget management and financial analysis.

Contact

Skills

Core Skills

Budget ManagementFinancial Analysis

Other Skills

Data AnalysisMicrosoft OfficeMicrosoft ExcelPowerPointMicrosoft WordEvent PlanningNonprofitsStrategic PlanningProject ManagementPublic SpeakingResearchLeadershipSocial MediaSocial Media MarketingTime Management

Experience

12 yrs 3 mos
Total Experience
--
Average Tenure
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Current Experience

Dash0

Controller

May 2026Present · 1 mo

Deel

3 roles

Controller, North America

Jul 2025May 2026 · 10 mos

Controller, United States

Promoted

Jul 2023Jul 2025 · 2 yrs

Assistant Corporate Controller

Jan 2022Jul 2023 · 1 yr 6 mos

Goop.com

2 roles

Accounting Manager

Promoted

May 2021Jan 2022 · 8 mos

Senior Accountant

Oct 2019May 2021 · 1 yr 7 mos

Beach house group

Senior Accountant

Jul 2018Oct 2019 · 1 yr 3 mos

Ucla health

2 roles

Finance Manager

Promoted

Apr 2017Jul 2018 · 1 yr 3 mos · Greater Los Angeles Area

  • ➢ Manage financial operations for the Department of Family Medicine
  • ➢ Lead role in creating and evaluating the annual budget. Including developing a financial narrative to present to UCLA senior leadership
  • ➢Prepare financial statements for the department on a Quarterly basis, design and interpret dashboard reports
  • ➢Spearheaded the development of department wide profit and loss statements, prepare statements on a monthly basis
  • ➢ Lead department security administrator – manage financial system access for the department

Finance Analyst

Mar 2016Apr 2017 · 1 yr 1 mo · Greater Los Angeles Area

  • ➢ Reconcile expense and revenue accounts to the general ledger.
  • ➢ Produce financial statement for compensation plan, gift and endowment funds
  • ➢ Approve purchasing orders of equipment and supplies for multiple programs, utilizing knowledge of Campus purchasing policy
  • ➢ Monitor status of grants and awards and update faculty funding according to project needs
  • ➢ Process monthly and quarterly contract billing and associated collections

Northwestern university

Financial Assistant

Feb 2014Feb 2016 · 2 yrs · Evanston, Illinois

  • ➢ Create daily, monthly, and annual project end analysis and reports for area/unit accounts, funds, payroll, expense/revenue allocation, and customer service activity
  • ➢ Advise faculty/staff on efficient business practices; train and provide specialized guides to new staff members in financial policy/procedures
  • ➢ Troubleshoot problems: preform vendor/account research and supervise and guide customers, as well as, vendors
  • ➢ Manage financial transaction processing and reconciliation for the college and review portfolio of multiple departments’ financial operations
  • ➢ Supervise interns
  • ➢ Meteor award nominee for excellence in a new position

Education

University of California, Santa Cruz

Bachelor's degree — Business/Managerial Economics

Jan 2009Jan 2013

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