Summary
Overview
Work History
Education
Timeline
Generic

Josiah Baird

Lee's Summit

Summary

Finance graduate with hands-on experience in operations leadership, financial analysis, and team management. I thrive in fast-paced, detail-driven environments where accuracy and problem-solving are critical. From managing complex warehouse workflows to leading a student-managed investment fund, I’ve developed a strong work ethic and the ability to adapt quickly under pressure. I’m eager to bring my skills, discipline, and passion for finance to H&R Block’s Rotational Financial Analyst Program.

Overview

6
6
years of professional experience

Work History

WAREHOUSE TEAM LEAD

McLane Foodservice
11.2023 - Current
  • Promoted to Team Lead in under a year, surpassing 10+ longer-tenured employees through exceptional work ethic, hands-on performance, and reliability under pressure.
  • Led floor operations for 60+ warehouse employees during active shifts, constantly troubleshooting problems in real time to keep product moving and schedules on track.
  • Solely responsible for flexing 20–30+ trucks per day, using JDE to build accurate pallet layouts under strict 3-hour deadlines.

ORDER SELECTOR

McLane Foodservice
10.2023 - 11.2023
  • Selected and prepared high-volume customer orders with top-tier accuracy and speed in a fast-paced distribution environment.
  • Earned “Unsung Hero” (Employee of the Month) award twice in recognition of reliability, teamwork, and consistently exceeding expectations.
  • Awarded “Most Accurate Selector – 2025” for outstanding attention to detail and near-perfect order accuracy.

Recorder

Student Managed Investment Fund
01.2020 - 12.2020
  • Utilized Bloomberg Terminal for market research, portfolio tracking, and real-time financial data analysis.
  • Selected to participate in a competitive, student-led investment fund managing a live endowment portfolio exceeding $850,000.
  • Delivered stock pitches and asset allocation strategies to faculty advisors and peers, strengthening presentation and decision-making skills.

PRESIDENT

Alpha Kappa Lambda – Sigma Chapter
01.2020 - 12.2020
  • Created and implemented a new internal auditing system to prevent misuse of funds after uncovering prior financial misconduct.
  • Successfully led the chapter through COVID-19, increasing recruitment numbers and maintaining strong member engagement during a difficult year.
  • Rebuilt chapter finances from debt to a $20,000 surplus by year-end through strategic budgeting, fundraising, and expense control.

Education

BACHELOR OF BUSINESS ADMINISTRATION - FINANCE

University of Central Missouri
Warrensburg, MO
05.2021

Timeline

WAREHOUSE TEAM LEAD

McLane Foodservice
11.2023 - Current

ORDER SELECTOR

McLane Foodservice
10.2023 - 11.2023

Recorder

Student Managed Investment Fund
01.2020 - 12.2020

PRESIDENT

Alpha Kappa Lambda – Sigma Chapter
01.2020 - 12.2020

BACHELOR OF BUSINESS ADMINISTRATION - FINANCE

University of Central Missouri
Josiah Baird