Joe is a consulting CFO who applies his extensive experience in financial planning, analysis, and modeling in partnering with the leaders of small to mid-sized businesses to help them improve their companies’ financial performance. Joe co-leads the firm’s Financial Modeling and Analysis practice group and leads the Branded Consumer Products practice group. A versatile financial professional, Joe has broad experience in financial planning & analysis, investor relations, financial operations management, and process improvements that drive increased efficiency and cost savings. He is well-regarded for his communication skills within organizations and with external audiences including banking partners and investors.
Before joining CFOs2GO, Joe served as Vice President of Corporate Financial Planning and Analysis at Logitech, Inc., where he held a series of increasingly responsible roles during his tenure since 1997. His experience at Logitech deepened his competencies in financial planning and analysis, investor relations, corporate treasury, and global finance. Joe built the company’s corporate financial planning and analysis function from a single person to a global team that successfully scaled to support sales that grew from $300M to $2.4B during a ten-year period. Before working at Logitech, Joe served as Director of Financial Planning and Analysis at Esprit, a privately held apparel company and as Financial Operations Manager at Digital Equipment Corporation.
Joe employs his unique skills in every project he undertakes, including his analytical and open-minded approach to problem-solving, the ability to speak candidly to CEO’s and senior management and to do it credibly and respectfully, adaptability, being a good listener, and using his low-key sense of humor to enhance communications and relationships.
Joe earned an MBA in Business Administration and Bachelor of Science at Santa Clara University, where he appreciated the Jesuit emphasis on the importance of thinking for oneself rather than simply accepting what one is told.
Joe is grateful to be a native Bay area resident. Joe and his wife enjoy living on the coast with the ocean views, and life with their dogs keep them both entertained. It also helps Joe maintain perspective about what is important in life.
Joe is very analytical and thoughtful in his approach. His attention to detail always gives me good confidence that his work will stand the test of time. He is proactive, thorough, reliable and always willing to help in any way to support the overall business needs.
– Mark Hawkins, CFO, Salesforce
Joe has a good analytical mindset. He is a quick "study" on issues which allows him to easily and quickly focus on the critical point. This attribute combined with his intuitive understanding of the business is a great asset. Joe is a very good advisor to myself and the CEO. He's honest and direct and he always provides an outside-in perspective that is helpful in numerous ways.
– Erik Bardman, CFO, Globality
Joe thoroughly analyzes a problem and addresses all pertinent issues. It’s rare I have to ask Joe to go back a second time and add more meat to his analyses.
– Kristin Onken
Joe is very good at distilling an issue down to its essence. I appreciate his balanced point of view and I find him to be highly trustworthy in all circumstances.
– Mark Hawkins, CFO, Salesforce
Joe does a very good job of using analytics and other data points to look at issues holistically and he thinks about all of the ramifications. It's this approach that makes his views and insights very valuable to the company. He is a "challenger" in an appropriate and constructive way. He asks excellent questions that push the thinking of myself and the CEO.
– Erik Bardman, CFO,Globality
- A Match Made in Heaven – FP&A and RPA January 16, 2019
- I Already Have an Accounting Team. Why Do I Need Financial Planning & Analysis (FP&A)? August 15, 2018
- Is the Annual Budget a Colossal Waste of Time? June 18, 2018
- Telling a Compelling Financial Story April 18, 2018