Josiah Hardy
Philadelphia,PA
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Relations Specialist
Vanguard
08.2025 - Current
- Analyzed over 150 client portfolios and 3,000+ transactions using Excel and Salesforce to identify service gaps, mitigating risk exposure and supporting $2.5M+ in client assets.
- Partnered with cross-functional teams (Operations, Compliance, Technology) to streamline service processes for weekly caseloads of 50+ clients, using Asana, reducing case resolution time by 20%.
- Gathered and translated business requirements for system enhancements, using Microsoft Visio to improve client-servicing tools impacting ~500 internal users.
- Delivered data-driven presentations and reports to senior management with PowerPoint summarizing client feedback and service metrics, influencing department-wide process improvements.
Accounting Graduate Assistant
Cairn University
08.2024 - 07.2025
- Reconciled 10+ institutional bank accounts with 100% accuracy using Excel and QuickBooks, ensuring alignment with the general ledger and compliance standards.
- Designed and maintained Power BI dashboards using Power Query to visualize 1,000+ monthly transactions, automating reporting and saving approximately 30 labor hours per month.
- Conducted variance analyses on departmental budgets of $500K+, identifying $15K in annual cost-saving opportunities using Excel and SQL .
- Supported month- and year-end closing procedures, including journal entries and financial reports, applying accounting software to enhance reporting accuracy and workflow efficiency.
Resident Advisor
Hampden Sydney College
08.2021 - 05.2024
- Supervised and supported a residential community of 25+ students, providing guidance on academic and personal development, contributing to a 10% increase in resident retention, leveraging conflict resolution.
- Managed 50+ incident reports over tenure, implementing timely crisis intervention and conflict resolution protocols through incident reporting software.
- Organized and facilitated 12+ monthly educational and wellness events for ~200 student participants per semester, using event planning tools and Microsoft Office Suite to increase engagement by 30%.
- Maintained detailed reports of student interactions, housing concerns, and facility issues using Google Workspace and database management to support data-driven administrative decisions.
Education
MBA - Business Administration
Cairn University
Langhorne, PA12-2025
Bachelor of Arts - Economics
Hampden Sydney College
Farmville, VA05-2024
Skills
Microsoft Excel (PivotTables, VLOOKUP, Data Analysis Toolpak)
Power BI (dashboard development, DAX queries)
R Studio (basic statistical analysis, data visualization)
Microsoft Word, Outlook, & Powerpoint
Certification
Series 7 Certification
Languages
French
Full Professional
Timeline
Client Relations Specialist
Vanguard
08.2025 - Current
Accounting Graduate Assistant
Cairn University
08.2024 - 07.2025
Resident Advisor
Hampden Sydney College
08.2021 - 05.2024
MBA - Business Administration
Cairn University
Bachelor of Arts - Economics
Hampden Sydney College