Joshua Taylor
About Joshua Taylor
Joshua Taylor is a Financial Reporting Analyst with a strong interest in finance and environmental sustainability. He aims to transition into strategic financial roles, leveraging his diverse experience in financial analysis and operations.
Current Role at Carta
Joshua Taylor serves as a Financial Reporting Analyst at Carta, a position he has held since 2021. He operates within the Salt Lake City Metropolitan Area, contributing to the company's financial reporting processes. His role involves analyzing financial data and ensuring accurate reporting, which is essential for the company's operations and strategic decision-making.
Previous Experience in Finance
Prior to his current position, Joshua Taylor gained diverse experience in the finance sector. He worked as a Crude Oil Accountant at Pinnacle Energy Marketing from 2018 to 2021 in Salt Lake City, Utah. Before that, he served as a Branch Analyst at Morgan Stanley from 2017 to 2018 in Houston, Texas, and completed an internship at Thompson Creek Wealth Advisors in 2014 for 11 months in Baton Rouge, Louisiana. Additionally, he interned at Edward Jones as a Managed Account Operations Intern in 2015 for 11 months in the Greater St. Louis Area.
Education and Expertise
Joshua Taylor holds a Bachelor of Science in Finance from Tuskegee University, where he studied from 2013 to 2017. He further advanced his education by obtaining a Master of Science in Finance from the University of Utah - David Eccles School of Business in 2021. His academic background provides a strong foundation for his expertise in financial analysis and reporting.
Interest in Environmental Sustainability
Joshua Taylor has a strong interest in the intersection of finance and environmental sustainability. This interest is reflected in his favorite quote from 'Rewiring America' by Saul Smith, indicating his commitment to integrating sustainable practices within the financial sector. He believes in the evolving role of finance professionals as business partners and data analysts in the new economy.
Career Transition Goals
Joshua Taylor is focused on transitioning into roles that emphasize Financial Planning and Analysis or Project Finance. This shift highlights his desire to engage in more strategic financial roles, aligning with his interests in sustainability and the evolving landscape of finance.