# Josh Hu, CPA

> Growth at Ramp | Helping Teams Optimize Spend & Scale | Finance Transformation & ERP Consultant | Big 4 Alum

Location: New York, New York, United States
Profile: https://flows.cv/joshhucpa

🚀 Account Executive | CPA | Former Big 4 Consultant | Finance & ERP Expert

I help finance leaders streamline operations, optimize spend, and scale efficiently by leveraging my deep expertise in finance, technology, and process automation. With experience in consulting, product management, ERP implementations, and finance transformation, I take a consultative approach to sales—focusing on solving real business challenges.

Why Finance Teams Trust Me:
✔ CPA & Former Big 4 Consultant – Deep accounting expertise with experience advising Fortune 100 & high-growth companies on finance technology and strategy.
✔ ERP & API Specialist – Extensive experience with NetSuite, Sage Intacct, QuickBooks Online (QBO), and Workday, plus technical expertise in financial systems and integrations.
✔ Product & Technology Background – Built internal technology tools to streamline operations as a Product Manager at a startup and advised finance teams on software integrations as a Solutions Consultant at Ramp, giving me a unique ability to understand both the technical and operational needs of finance teams.
✔ Consultative & Strategic Approach – More than just sales, I partner with finance teams to drive real business impact by aligning technology with their unique needs.

I’m passionate about helping businesses gain control over their finances and unlock efficiency. Let’s connect and discuss how Ramp can help your team scale!

## Work Experience
### Account Executive, Mid-Market @ Ramp
Jan 2026 – Present | New York, United States
I advise mid-market finance teams on optimizing spend, AP, and procurement workflows, aligning solutions to efficiency, control, and scalability goals. Happy to connect at jhu@ramp.com!

### Senior Account Executive, Commercial @ Ramp
Jan 2025 – Jan 2026 | New York, NY
- Partner with finance leaders (CFOs, Controllers, Finance Ops) to diagnose current-state workflows across spend, AP, and procurement, and design future-state processes that improve control, visibility, and operational efficiency.
- Lead consultative, multi-stakeholder sales cycles by deeply understanding business priorities, mapping approval and accounting workflows, and aligning solutions to financial outcomes (cost savings, control, scalability).
- Position Ramp as a system-level solution across cards, AP automation, and procurement, helping organizations reduce manual work, strengthen controls, and improve spend visibility.

Results: 
- Top-performing AE with 100%+ quota attainment across all 12 months in seat, consistently exceeding monthly and quarterly targets.

### Sales Engineering - Solutions and Technical Consultant @ Ramp
Jan 2024 – Jan 2025 | New York, New York, United States
- One of the founding team members of Solutions team; scaled the team from 4 to 20 team members in 1 year, developing streamlined internal processes and interviewing / hiring over 50% of the current team members 
- During my tenure, was #1 on Solutions Team in opportunities closed (291), win rate (~60%), contribution profit (~$1.5M), and closed won amount (~$93.7M)
- Consulted Finance executives on Procurement, Accounts Payable, and Card & Expenses processes, Ramp/ERP integrations, technical accounting, and API buildouts; reviewed and analyzed customers' current state processes and proposed future state processes within Ramp platform  
- Served as the technical and product expert for the pre-sales, post-sales, and partnership teams within the Go-To-Market (GTM) Organization, including Account Executives, Customer Success Managers, Account Managers, and Channel Managers

### Group Product Manager @ Side
Jan 2021 – Jan 2024 | San Francisco Bay Area
Member of the product management leadership team for a $300M venture capital-backed Series D real estate technology startup. Fastest promotion from IC to leadership in the history of Product Team.  

- Oversaw and set product roadmap and partnered with research, design, & engineering teams to deliver: 
1. New Pricing: Led end-to-end development of technology stack to support a shift in company pricing (tiered pricing with monthly platform fee charged via Stripe) to enable steady, long-term growth ($6M in run-rate revenue, ~23.4% revenue growth in Y1)

2. Commission Payments Redesign: Standardized complex commission plans, built commission calculator, designed customer-facing form & statements, and generated invoices, automating ~50% payouts 

3. Customer Support Experience: Enhanced customer support experience and developed case management system for 20-member support team, achieving 4-hour ticket resolution SLA in 88% of tickets (33% improvement) and NPS score of 65 (18% improvement)

4. Internal Operational Efficiency: Collaborated with cross-functional internal teams (Sales, Implementation, Customer Success, Ops, Accounting) to assess manual processes and built technology-enabled solutions to automate 30% of employee workflows 

5. Agent Dashboards and Reporting: Created product vision based on competitor and customer data and research to help transform static reports into dynamic dashboards with suggested insights to help agent run and grow their business

- Managed three product managers and led quarterly planning cycle, prioritizing initiatives, establishing quarterly OKRs, and measuring weekly results; grew the team by 4X, serving on 12+ panels and interviewing 130+ candidates, resulting in 26 full-time hires

- Organized logistics for 3 off-sites for 75+ employees, including managing $120K budget, building out program, and coordinating with vendors

### Product Manager @ Side
Jan 2020 – Jan 2021 | San Francisco Bay Area
- Partnered with engineering, design / user research, analytics, and marketing to develop and release features within the customer payments (Pricing Capture Tool, Commission Form) and internal tooling technology stack (Salesforce SalesCloud and ServiceCloud, HubSpot, CaptivateIQ Sales Commission Tool)
- Evaluated customer needs, developed product strategy & roadmap, managed feature releases, and measured results 
- Led agile ceremonies, including sprint planning, backlog grooming, retrospectives, demos, and daily standups
- Proficient in Salesforce, Confluence, and Jira

### Consulting Manager @ EY
Jan 2019 – Jan 2020 | Houston, Texas Area
Business Consulting - Finance (Received the top rating as part of an accelerated early promotion to Manager)

Selected Engagements:
1. Product Owner for Fortune 5 Technology Company
- Managed the SAP-based solution for the Asset Lifecycle process by identifying scenario & features requirements, developing functional and technical specifications, and deploying the solution across the organization to improve efficiency of the cloud business 

2. Accounting and FP&A Process Assessment and Design for Fortune 10 Healthcare Company
- Led a 3-person team and managed project to analyze, design & implement improved month-end close processes across four business units

3. Future of Finance Team
- Developed go-to-market material on EY’s POV on innovative digital technologies (e.g. artificial intelligence, machine learning) in Finance; created Blockchain 101 training and trained 200 practitioners

### Senior Consultant @ EY
Jan 2017 – Jan 2019 | Houston, Texas Area
Business Consulting - Finance (Received the top rating as part of promotion to Senior Consultant)

Selected Engagements: 
1. Technology-Enabled Finance Transformation for Global Credentialing Nonprofit: 
- Identified opportunities to improve effectiveness of Finance organization, prioritized initiatives, developed roadmap, and presented findings to CFO
- Led cross-functional team to gather functional and technical requirements, design, build, test, and deploy improved processes around management reporting, month-end close and procurement
- Guided the technology selection process, including RFP development, requirements gathering, selection criteria identification, vendor demo coordination, and feedback solicitation. 
- Managed two consultants to develop and deliver training to 150+ employees as part of NetSuite cloud implementation

2. EY-Earthwatch Ambassador Program (Worldwide corporate responsibility program for the firm's highest performers with 7% acceptance rate): 
- Provided recommendations to Peruvian entrepreneurs on how to increase profitability of ecotourism company by 35%
- Performed scientific field research to understand effects of climate fluctuations on Amazon ecosystem

3. Southwest Region Practice Engagement and Onboarding Lead:
- Introduced engagement initiatives that gained nationwide recognition; managed team of five consultants developing onboarding content and helped new hires get acclimated

### Staff Consultant @ EY
Jan 2015 – Jan 2017 | Houston, Texas Area
Advisory Consultant Program (ACP) - Business Consulting (EY's Analyst Program)

Selected Engagements:
1. ERP System Implementation for Industrial Services Company: 
- Created project plan for $6M engagement with six workstreams; led system security workstream and managed relationship with VP-level client to ensure satisfaction

2. Journal Entry Process Assessment for $8B Healthcare Company
- Analyzed 1M+ lines of journal entry data using the Spotfire data visualization tool and provided recommendations to improve process efficiency and reduce month-end close time by 50%

3. NERC CIP Cybersecurity Program Implementation for Fortune 125 Electric Power Holding Company
- Documented processes and performed testing to help client comply with the North American Electric Reliability Corporation (NERC) Critical Infrastructure Protection (CIP) regulation and protect the electrical grid from cybersecurity attacks.

### Audit Intern @ Deloitte
Jan 2014 – Jan 2014 | Dallas, Texas
- Participated in an early talent identification program for exceptional freshmen and sophomores, Deloitte's Alternative Spring Break, where I performed community service and helped underprivileged students in the greater Atlanta area; participation resulted in an internship offer
- As part of my internship, I assessed and documented IT risks in the clients’ security, operations, and change management environments in various systems (SAP, PeopleSoft, Quantum, and ProMax) to support the external financial statement and SOX integrated audits
- Directed client meetings and led process walkthroughs with two Fortune 500 clients in the consumer products industry

### Controllership Development Program Intern @ GE Capital
Jan 2013 – Jan 2013 | Stamford, Connecticut
- Led a project to improve and simplify the derivative business reporting process
- Assisted in various GE Treasury projects such as the GE Capital General Ledger Migration, Debt and Derivative Reporting and Analytics Tool, and the Last Fiscal Sunday to Calendar Close Transformation
- Chaired the intern community service committee that organized two community service events during the summer

### Leadership Operations Intern @ Amazon
Jan 2012 – Jan 2012
- Managed the daily inbound operations of an Amazon fulfillment center and led a group of 12 Amazon associates
- Designed and introduced a dock scheduling board to associates that reduced service-level agreement misses by 20%
- Analyzed the freight information used to plan daily shifts and designed a plan to help managers effectively plan for expected daily automation
- Worked in the role of Inbound Receiving Clerk, where my main responsibilities involved strategically scheduling the daily incoming freight and serving as the liaison between freight carriers and the fulfillment center

### Accounting Intern @ FTK Construction Services
Jan 2011 – Jan 2011 | Richardson, Texas
- Performed monthly credit card and bank reconciliations of 500+ transactions and audited 8 project expense reports
- Recorded 40+ invoices daily and entered company expenses totaling $200,000+ into the accounting software QuickBooks
- Calculated material and labor costs for $10,000+ projects and generated project proposals for potential clients


## Education
### Master in Professional Accounting (MPA) in Generalist Track
The University of Texas at Austin

### Bachelor of Business Administration (BBA) in Business Honors Program (BHP) and Accounting
The University of Texas at Austin

### Bachelor of Business Administration (BBA) in Business Studies
The University of Edinburgh

### High School Diploma
Plano West Senior High School


## Contact & Social
- LinkedIn: https://linkedin.com/in/josh-hu-cpa-70310226

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Source: https://flows.cv/joshhucpa
JSON Resume: https://flows.cv/joshhucpa/resume.json
Last updated: 2026-04-07