Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

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, PA
12-2025

Bachelor of Arts - Economics

Hampden Sydney College
Farmville, VA
05-2024

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
Josiah Hardy