Jonathan Joseph

Jonathan Joseph has a diverse work experience spanning various roles and industries. Jonathan worked at Finally as a Customer Success representative, Strategic Growth associate, and Business Development associate from April 2019 to the present. Prior to that, they worked as a Business Development Consultant at Service Products, Inc. in Chicago from June 2017 to March 2019. Jonathan also gained experience as an Audit Staff member at ORBA - Ostrow Reisin Berk & Abrams, Ltd from January 2017 to May 2017. Before that, Jonathan was a Staff Accountant at Michael E. Lipp & Associates, P.C. from January 2016 to May 2016. Jonathan also served as a Tax Clinic - Certified Legal Intern at Valparaiso University from August 2015 to May 2016. Furthermore, Jonathan interned as an Asset Management Intern at Lakeside Wealth Management for one month in May 2015. Jonathan also had a brief stint at Cook County's Office of the Chief Judge, Circuit Court of Cook County from May 2014 to August 2014. Prior to that, Jonathan worked as a Corporate Development & Finance Analyst at CME Group from October 2010 to May 2012. Additionally, they served as the Chief Financial Officer and Managing Partner at Miniman Fun Food, where they successfully introduced a fun food product line to the retail and wholesale market and developed an allergy-free, health-conscious product line. Finally, Jonathan worked as a Financial Consultant at RightRez, Inc. from August 2008 to May 2009. Overall, Jonathan's work experience showcases their ability to adapt to different roles and industries throughout their career.

Jonathan Joseph's education history begins with their high school graduation from Valparaiso High School in 2000, where they graduated with honors. Jonathan then went on to attend the University of Rochester from 2004 to 2005, where they earned a bachelor's degree in Economics and Statistics. Following this, they attended Indiana University - Kelley School of Business from 2005 to 2007, where they obtained another bachelor's degree in Finance and Accounting.

In 2007, Jonathan pursued higher education and enrolled in the Indiana University - Kelley School of Business again, this time completing a Master of Business Administration (M.B.A.) degree with a concentration in Financial Analysis in 2009. After completing their MBA, Jonathan attended Valparaiso University School of Law from 2013 to 2016, earning their Juris Doctor (J.D.) degree with a specialization in Taxation.

In addition to their extensive educational background, Jonathan also obtained various certifications. In 2011, they became a Licensed Certified Public Accountant and a Registered Certified Public Accountant (CPA) through the Illinois Department of Financial and Professional Regulation. Additionally, in 2013, they obtained the Chartered Global Management Accountant (CGMA) certification from the AICPA. Finally, in 2015, Jonathan earned the Advanced Tax Preparer Certification VITA/TCE from the Internal Revenue Service.