Joseph V. Coniker

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Finance transformation executive with 28+ years architecting enterprise performance management solutions for Fortune 500 companies and private equity portfolios. Creator of distributed financial management methodology enabling decentralized operations with centralized control—with capability adopted industry-wide by leading consulting firms and software vendors.

Value: Built and scaled national practices generating $200M+ cumulative revenue | Delivered $1B+ working capital improvements.

• National Practice Building & P&L Leadership 
• C-Suite Advisory & Strategic Finance Transformation
• Private Equity Portfolio Optimization & Value Creation
• Global Delivery Operations (North America and India)
• Oracle EPM Cloud & OneStream Platform Leadership
• Thought Leadership & Competitive Differentiation Strategy

Academic degrees

• General Management Program, Harvard Business School, 2012
• Bachelor of Science Degree, magna cum laude, in Business Administration and Marketing from the NYU Stern School of Business, 1995

Professional certifications 

• Agentic AI & AI Agents, Vanderbilt University, 2025
• Architect implementation, OneStream Software, 2022
• Change management, Kellogg School of Management, 2021
• Big Data certification, UNC-Chapel Hill, 2019

• Lead and expand Enterprise Performance Management practices to drive sustainable growth via AI led implementations.
• Advise C-suite executives on program strategy and execution for finance transformation and business process AI adoption.

• Authoring new book, “Harmony Unleashed - Solving the Distributed Financial Management Paradigm”
• Focusing on AI Mastery
• Honoring non-compete restrictions

Former Partner

• Led the national Corporate and Enterprise Performance Management (C/EPM) practice for Oracle EPM and OneStream CPM.
• Developed and implemented a private equity financial management solution, securing referenceable clients and publishing thought leadership.
• Led the recovery and stabilization of an Oracle EPM cloud practice.
• Created the OneStream Software practice and delivered services to seven new clients within two years.
• Nominated to the Partnership Board by peers.

Partner & Co-Founder

• National Practice Lead for EPM & Business Analytics.
• Co-created process and delivery methodologies including end-to-end EPM capabilities and Enterprise Resource Planning (ERP) integration known as “Business Harmony.”
• Managed profit and loss, overseeing strategy, sales, and operations across the US and India.
• Designed and delivered Oracle solutions for 60 companies. 
• Authored 20+ white papers and presented at 100+ events, including national conferences and multiple universities.

Manager and architect

• Architected industry’s first-of-its-kind real-time financial reporting platform for Dow Jones 30 company, revolutionizing Fortune 100 earnings and forecasts delivery to Wall Street

Manager

• Developed ERP transactional system configuration skills.
• Developed coding / programming skills.

Claude Anthropic; ChatGPT OpenAI

• Challenge: 25+ disparate ERPs with 40+ different charts of accounts across 190+ legal entities, creating operational inefficiency and audit complexity
• Solution: Unified OneStream architecture with distributed financial management methodology providing ability to maintain corporate standards while enabling local operational autonomy
• Impact: Monthly close reduced from 15 days to 3 days 

• Nominated by peers as a candidate to the Partnership Board...

• Led governance initiative restructuring regulatory documents for 200+ real estate owners representing $70M+ cumulative investment, delivering transparent compliance operations for management to execute.