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Joseph Jweinat

Joseph Jweinat

Certified

Senior Financial Analyst

CVS Health

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Course

Introduction to SQL

Inquisitive analyst, forever asking 'Why?' to uncover the truth in data.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to SQL

My Certifications

These are the industry credentials that I’ve earned.

SQL Associate

SQL Associate

Data Analyst Associate

Data Analyst Associate

Other Certificates

The National Society of Leadership and Success (NSLS) - Foundations of Leadership Certificate

Tableau - Tableau Desktop Specialist

University of San Francisco SOM Malloy Group for Organizational Science Consulting - Design Thinking Consulting

Alteryx - Alteryx Designer Core Certification

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Joining Data in SQL
Intermediate SQL
Introduction to Tableau

My Work Experience

Where I've interned and worked during my career.

CVS Health | Jun 2022 - Apr 2024

Senior Financial Analyst, Pharmacy Benefit Management Product

As a Senior Financial Analyst within the Pharmacy Benefit Management Product division at CVS Health, I led intricate financial analyses and elevated the service portfolio value by $150M, utilizing strategic spreadsheet automation, SAP S/4HANA, and SAP Analysis for Microsoft Office. By analyzing monthly, quarterly, and annual product variances, I achieved a 10% reduction in portfolio expenses, presenting vital performance insights to executive stakeholders. Additionally, I developed 3 budget models and 3 forecast models for 9 services annually, facilitating the creation of mid- to-long-term strategic financial plans through ongoing operational financial assessments.
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Paygevity | May 2019 - Mar 2020

Senior Analyst, Supply Chain Finance

Being a Senior Analyst within the Supply Chain Finance division at Paygevity, I analyzed the financial statements of 8 clients and provided monthly reports to executive leadership. This analysis facilitated extending buyers’ days payable outstanding by 60-90 days while ensuring immediate supplier payments. I created over 70 iterations of pitch decks, brochures, and briefing memos, helping onboard 220 buyers, suppliers, and financial institutions to the company’s digital platform. Apart from that, I conducted due diligence and secured 34 prospective clients and financial institutions for integration into the platform.

Columbia University in the City of New York | Oct 2019 - Dec 2019

Graduate Research Assistant

During my time as a Graduate Research Assistant at Columbia University, I conducted research for Professor Perry Beaumont’s book on navigating the evolving financial landscape. I analyzed trends in shadow banking, cryptocurrencies, grey/black markets, and uncertainty in the era of big data. I also utilized Federal Reserve online data to compare real-time financial elements, such as the velocity of real money.

Paygevity | Sep 2018 - May 2019

Analyst Intern, Supply Chain Finance

In my role as an Analyst Intern within the Supply Chain Finance division at Paygevity, I engaged with C-suite executives from 150 fixed-income institutions and private equity firms, successfully recruiting 80% into the digital platform. I launched an investor crowdfunding campaign that raised $17K, surpassing the benchmark goal by 75%. In addition, I facilitated the recruitment of 4 executives, enhancing the team’s expertise in strategic financial planning.

HealthVenture | Mar 2018 - Aug 2018

Venture Associate

In my capacity as a Venture Associate at HealthVenture, I collaborated with founders to develop a business plan that secured 14 grants ranging from $500K to $1.5M and created analytical reports on 31 tax credits and incentives, achieving a 15% reduction in overall expenses. I conducted due diligence on 7 companies, integrating 3 into the portfolio to enhance investment quality. Furthermore, I improved business strategies for 6 startups, resulting in a 30% revenue increase, by coordinating a summer digital health boot camp with founders and project managers.

J Investments | Jun 2017 - Feb 2018

Associate

Being an Associate at J Investments, I managed financial records, executed accounting tasks, and supported tax filings using Excel. I evaluated and approved rental applications, prepared lease agreements, and streamlined tenant onboarding. Moreover, I collected rent, validated payments, and addressed administrative requests, enhancing operational efficiency.

My Education

Take a look at my formal education

Master of Business Administration in FinanceUniversity of San Francisco School of Management | 2022
Advanced Graduate Certificate in BusinessColumbia University in the City of New York | 2020
Bachelor of Arts in Applied Mathematics (Emphasis: Economics)University of California, Berkeley | 2017
For-Credit Program in Mathematics and StatisticsStanford University | 2012

About Me

Joseph Jweinat

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