Josh Kaufman



Finance • Strategy • Operations


Joshua Kaufman, Finance Strategy & operations expert



For more than 20 years, I’ve led organizations through insightful decisions based on sharp analyses and a keen understanding of the market, industry trends, and value creation. I bring a deep understanding of organizational design, optimal investment framework, sales and participant targeting, client-facing roles and intentional change management to drive value and an exceptional experience for internal partners, clients and shareholders.

My experience is rooted in financial and data analysis, business modeling, operational process and execution and strategic investment to drive growth across the financial services, pharmaceutical, and technology product industries.


A roll-up-your-sleeves and proven relationship-driven leader and engagement partner. Committed to understanding diverse perspectives and building trust through listening and a collaborative team approach

Problem Solver

A fair and creative thinker that utilizes strategic decision-making by simplifying complex concepts and providing leaders with synthesized data and information, leading to actionable results


Improves the use of data capture practices and strategic insights using an incubator approach, consisting of rapid development, systems and modeling, deep engagement, and efficacy analysis of early results to indicate directional success

Results Driven

Communicate success through story-telling and influential communications to align tactical activities of “what we do” to business outcomes and individual behaviors to “how we do it” to drive optimal performance and the ultimate client experience


  • 2022
    Revenue Operations - Head of Program Management & Insights
    SaaS Sales and Operations
  • 2016 — 2020
    COO / Sr Director Business Operations
    Retirement & Retail Solutions
  • 2015 — 2016
    Director of Strategy, Execution & Insights
    Retirement & Retail Solutions
  • 2012 — 2015
    Finance Manager - Modeling, Strategy & Insights
    Retail/Wealth Individual Solutions
  • 2007 — 2012
    Divisional CFO - FP & A
  • 2002 — 2007
    Sr Financial Analyst
    Financial Services – IT & Project Management

“Efficiency is concerned with doing things right.
Effectiveness is doing the right things.”

—Peter F. Drucker

“The leader builds dispersed and diverse leadership—distributing leadership to the outermost edges of the circle to unleash the power of shared responsibility.”

—Frances Hesselbein

Soft Skills That Get Results

  • Authentic Leadership

  • Establishing Trust

  • Collaboration
  • Deep Engagement

Focused Leadership

  • Strategic Efficacy & Business Planning

  • Industry Trends & Competitive Dashboards

  • Organizational, Design & Development

  • B2B & B2C Client Growth/Targeting/Retention

  • Leadership— Coaching, Mentoring & Team Development

Operational and Execution Excellence

  • Role Clarity & Responsibility Optimization

  • Ops Process Flow Assessment/Design – Six Sigma

  • Database Analytics, Development and Education

  • Project Initiatives & Portfolio Management

  • Project Lifecycle Analytics

  • UAT Testing and Guided Training

Financial & Data Analysis

  • Financial Modeling, ROI, Strategic Investments

  • Cost Accounting & Marginal Analysis

  • Product Placement & Pricing Strategy

  • B2B/B2C Data Insights & Participant Targeting

  • Compensation & Sales Commission Modeling

Optimized Performance

  • Data Visualization & Storytelling

  • Operating Cadence & BOD Review Materials

  • Business and Individual Scorecards “What & How”

  • Strategic Investment & Business Alignment

  • Voice of the Customer (NPS) – Customer Insights

  • Employee Engagement & Employee Efficacy Surveys