Joseph Naya Cfa Email Address

Busniness Analyst

Kaplan Test Prep is an education management institution that specializes in global educational services provider.

Joseph A. Naya, CFA is a senior finance executive with 15+ years of experience across education, consumer goods, manufacturing, and e-commerce. He currently serves as the Vice President of Finance and Strategy at Kaplan Test Prep. His responsibilities include developing executive level reports, monitoring KPIs and evaluating growth opportunities. In his 5 years with Kaplan, Joseph has driven a restructuring of the finance department, reducing costs by 40%, while improving service levels and driving more accurate budgets and forecasts. Prior to joining Kaplan, he spent eight years on Wall Street, as an Equity Analyst. He held various positions at UBS on an Institutional Investor Global #1 Research Team. As a lead analyst, he regularly met with senior executives, evaluated strategic initiatives, analyzed financial statements, and issued investment advice. He was recognized for being among the most accurate analysts in stock picking and earnings estimates. In addition to his duties as a publishing analyst, he was also responsible for managing special situations research projects, participating on multiple due diligence teams, analyzing the market implications of IPOs and other capital raising transactions. Prior to that, he held finance and operational leadership positions at Unilever, where he managed a portfolio of brands generating over $1 billion in annual revenue, increasing sales by 30%; Weyerhaeuser, where he worked for the CFO evaluating major strategic investments and M&A opportunities; and Louisiana-Pacific, where he developed management plans and coordinated field operations across more than 100,000 acres of company owned land. Joseph holds an MBA in finance and strategy from Yale University, a BS from the University of California, Berkeley, and a CFA designation. In his free time, he enjoys coaching youth basketball and soccer, spending time with his family, and traveling. He currently serves on the Edgemont Board of Education Nominating Committee.