Joshua Benson


financial expert // owner

Joshua Benson

Meet Joshua Benson, an accomplished expert in strategic planning and meticulous analysis. With a Bachelor’s degree from the University of North Florida and a Master’s degree in Finance from Florida International University, Joshua’s expertise is unmatched. He is currently pursuing a Doctorate degree, demonstrating his dedication to continuous learning and improvement.

Joshua’s career began at The Hertz Corporation as a Revenue Management Analyst, where he achieved impressive results with a remarkable 20% increase in revenue growth. He then served as a Commercial Manager, conducting risk assessments and financial analyses to ensure the success of existing business deals, eventually exceeding $25MM in channel sales targets. After leaving Hertz, Joshua continued to hone his skills as a Lead Financial Analyst at FMYY, where he managed budgets and compared financial forecasts against actual results to aid in strategic decision-making, providing invaluable financial reports and management insights.

As a Sr. Analyst in Financial Planning & Analysis at Chico’s FAS, Joshua has developed financial models resulting in $27MM in cost savings. At Chewy, Inc., he developed a cost/pricing analysis tool that reduced production costs by $6 million and added an additional $33 million in profit through strategic pricing changes. Joshua’s unrivaled expertise and dedication to helping others achieve success make him the go-to financial analyst.

Joshua B. Benson | REsume | Fort Myers, FL | 813-598-4814 | 



Florida International University (FIU)                                                                                                                                                             Miami, FL

Doctoral of Business Administration (DBA) August 2022 – present

  • Development of leadership and strategic opportunities within organizations.

Florida International University (FIU)                                                                                                                                                              Miami, FL

Master of Science, Finance October 2020 – December 2021

  • Emphasis on Financial Innovation and Investments.


University of North Florida (UNF) Jacksonville, FL

Bachelor of Business Administration (BBA) August 2015 – December 2017 

  • Dual Concentration: Finance and Accounting



Chico’s FAS                                                                                                                                                               
Fort Myers, FL

Sr. Analyst, Financial Planning & Analysis (FP&A) 2022 –present

  • Develops financial models to analyze the impact of supply chain decisions on profitability, resulting in $27MM in cost savings for FY22.
  • Leverages SAP, SCI, & Business Intelligence to monitor key Supply Chain KPIs including Units per Hour, cost per unit, and expenses to call out trends impacting business results.
  • Monitor expenses monthly and provide appropriate analysis and support to ensure alignment versus budget and forecast, focusing primarily on headcount, travel, consultants, and other categories impacting the P&Ls.
  • Partners with distribution, logistics, supply chain and sourcing teams to develop reporting around operations efficiency, internal controls, and other ad-hoc analysis as necessary.
  • Maintain $500MM corporate budget within Hyperion System and partner with shared service and brand departments to ensure accurate reporting and forecasting of P&L and balance sheet financial statements.
  • Develop annual budgets for shared service functions and partner with department heads in adherence to individual budgets.  Meet monthly with department heads to ensure visibility to budget and YTD performance according to department.
  • Analyze sales and expense trends to improve accuracy of forecasted results and to identify corporate level opportunities for sales and/or expense improvement, improving quarterly profit margins 15% YoY.
  • Provide ad-hoc and analytical support as needed to CFO and other executives.

Chewy, Inc.                                                                                                                                                           
Plantation, FL

Sr. Financial Analyst/Finance Lead 2021 – 2022

  • Analyze financial and economic drivers for the business on a weekly basis and deliver to senior leadership on the impacts of weekly adjustments to the supply chain and business. 
  • Spearhead automation overhaul project to reduce ad hoc reporting requests by 35% by developing self-service models and outputs into reporting dashboards across the business that help drive user efficiency and decrease excessive workloads.
  • Developed and integrated a cost/pricing analysis tool that enables the business to understand the drivers and impacts of the supply chain which has helped decrease overall product costs by $6 million and driving price changes that help add an additional $33 million in profits.
  • Lead period close procedures through working with various internal partners to identify and validate all actuals and aid in developing the monthly forecast adjustments that report to the business leaders.

WellDyne Rx Lakeland, FL

Lead Financial Analyst/Finance Manager 2020 – 2021

  • Create and analyze financial reporting on a weekly, monthly, and quarterly basis on business trends and budget compared against forecast variances to highlight financial results and KPI’s for senior leadership to aid in strategic decisions and management review.
  • Develop and Used Advanced SQL Query techniques to generate financial reporting for executive suite by modeling large datasets for forecasting and profitability. 
  • Analyze financial and economic drivers of various clients on an ad hoc basis which aids senior leadership in client profitability, product revenue, client volume and other financial metrics that help develop new business opportunities and renewal negotiations.
  • Developed and integrated analytics reporting identifying erroneously adjudicated claims to be evaluated and processed, resulting from overpaid claims, increasing revenue by $10MM for 2020.
  • Spearheaded financial analytics overhaul project to establish streamline forecasting process to aid senior leadership in assessing current deliverables against the monthly benchmarks other Key Performance Indicators
  • Spearhead ad hoc project initiatives and forecasting operations project identifying top 20 clients to help close revenue gap in 2021, by recognizing upsell opportunities, increasing revenue by $25MM compared to the budget. 
  • Lead, develop and integrate monthly close variance commentaries between actuals versus monthly forecast and budget.
  • Lead employee growth and development series, increasing engagement and productivity efforts by 15%.
  • Construct and implement short term and long term monthly and quarterly revenue and forecast reports, and adjust on quarterly basis to market trends, as needed by executive leadership.

ACI Worldwide, Inc.
Naples, FL

Commercial Manager  2019 – 2020

  • Performed risk assessment and financial analyses and models to determine present and future financial performance for new and existing business deals, aiding sales close 85% of open deals, monthly.
  • Overhauled and reconciled financial reporting and book of business on a quarterly basis to provide accurate reporting to all key stakeholders, and to identify revenue opportunities for growth.
  • Analyzed market intelligence metrics and collaborated across functions to deliver time-sensitive reports for business leaders to improve channel sales pipelines to meet and exceed $25MM channel sales targets.
  • Collaborated with key stakeholders across the business to assess and consult on all open opportunities to realize maximum long-term value against business KPI’s.
  • Reduced lost opportunities by 25% through collaboration with sales, constructing financial models and data performance analytics for new client meetings.
  • Completed Ad hoc project analyzing price performance metrics across multiple channels, identifying declines in sales performance which led to overhaul of training, commission structure and increase in new sales by 8% YoY.

The Hertz Corporation
Estero, FL

Revenue Management Analyst 2018 –2019

  • Recognized for leading the department with increased revenue per unit growth by 40% year over year by creating financial and forecasting reports that yielded optimal growth strategies.
  • Developed and executed short and long-term yield strategies in 12 different markets, resulting in 100M in revenue annually.
  • Performed complex quantitative and qualitative analysis to improve revenue and utilization across all segments and brand performance, resulting in $250M of revenue growth and 30% Market Share growth year over year.
  • Developed and executed strategic pricing recommendations achieving 10% market share growth and 95% overall profitable utilization of assets.


  • Technical: Microsoft Office Suite (Word, PowerPoint, Excel, Access, and Visio), Bloomberg Terminal, Essbase Hyperion, SAP, SQL, Teradata, Oracle Business Intelligence Enterprise Edition, Power BI, Python, Visual Studio, Tableau, DB Visualization, QuickBooks, Drake Accounting, Adaptive Planning, and IBM Watson.
  • Financial: Financial Modeling, Data Analysis, PowerPivot, and Data visualization tools.
  • Industry Knowledge: Health Care, E-Commerce, Financial, Travel/Leisure, Real Estate, Retail
Financials By the Numbers

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