Alec Joseph Email & Phone Number
Vice President, Financial Planning and Analysis @ Ubiquity Management
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Alec Joseph Location
- Kansas City, MO, US
Alec Joseph Work
- Vice President, Financial Planning and Analysis @ (April 2025 - Present)
- Senior Associate, Investments and Strategy @ (January 2022 - March 2025)
- Manager, Financial Accounting Advisory Services (FAAS) @ (October 2020 - January 2022)
- Senior, Financial Accounting Advisory Services (FAAS) @ (January 2018 - September 2020)
- Assurance Associate @ (September 2015 - December 2017)
- Mutual Fund Representative @ (May 2012 - September 2015)
- Assurance Intern @ (January 2014 - March 2014)
Alec Joseph Education
- The University of Kansas
Master’s Degree (Accounting)
2014-2015 - The University of Kansas
Bachelor of Science (B.S.) (Accounting)
2010-2013
Alec Joseph Skills
- Accounting
- Attention to Detail
- Audit Readiness
- Budgeting & Forecasting
- Business Development
- CPA
- Coaching
- Cross-functional Teaming
- Digital Infrastructure
- Due Diligence
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Infrastructure
- Investment Analysis
- Investment Strategies
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Oral Communication
- Presentation Skills
- Presentations
- Process Design & Improvement
- Project Management
- Quantitative Finance
- Skilled Multi-tasker
- Technical Accounting Research
- Time Management
- Auditing
- Financial Reporting
- Financial Statements
- US GAAP
- Asset Management
- Internal Controls
- Financial Services
- Mutual Funds
Alec Joseph Summary
- Alec Joseph, based in Kansas City, MO, US, is currently a Vice President, Financial Planning and Analysis at Ubiquity. Alec Joseph brings experience from previous roles at Ubiquity, EY and PwC. Alec Joseph holds a 2014 - 2015 Master’s Degree in Accounting @ The University of Kansas. With a robust skill set that includes Accounting, Attention to Detail, Audit Readiness, Budgeting & Forecasting, Business Development and more. Alec Joseph has 1 emails and 2 mobile phone numbers on RocketReach.
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