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Joseph V. Coniker

Executive Summary

Strategic Finance Executive | Transformation Specialist | Advisor

Visionary leader driving transformative financial solutions

Committed to unlocking value and driving strategic success through innovative financial managementstrategies using modern and prov technologies


  • 28+ years of experience 
  • Former partner and national practice leader, spearheading client success
  • Implemented over $1 billion in working capital improvements
  • Specialized with  private equity-type organizations with many Chart of Accounts and / or ERP transactional systems
  • Leverages intelligent financial solutions to optimize performance and drive growth

Education

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
  • Associate’s Degree from Franciscan University, 1992 


Professional certifications 


  • Architect implementation training by OneStream
  • Change management training from Northwestern University's Kellogg School of Management, 2021
  • "Big Data" training from  UNC-Chapel Hill's Kenan-Flagler Business School, 2017


Objective

Champion finance transformation and financial management excellence

Apply my expertise to:

  1. Lead or expand a practice driving sustainable growth. 
  2. Advise the C-Suite with program strategy and execution.


Committed to fostering innovation, driving operational excellence, and creating lasting value through tailored financial solutions and expert advisory services for organizations of all sizes.

Key focus areas:

  • Define and execute comprehensive finance transformation strategies
  • Design and implement cutting-edge financial processes and technologies
  • Provide expert program management for complex, multi-faceted projects
  • Deliver sustainable solutions that optimize financial operations and drive innovation
  • Offer strategic guidance to C-suite executives on finance modernization initiatives
  • Create scalable EPM solutions as alternatives to or in tandem with ERP implementations
  • Optimize existing ERP investments through


Professional Experience

Sabbatical

Nov 2023 - present

  • Authoring new book, “Harmony Unleashed - A CFO's guide to Distributed Financial Management”
  • Review of Harvard Business School cases
  • Honoring non-compete restrictions

Grant Thornton, LLP - Tampa, Florida

Sep 2013 - Oct 2023

  • Former Principal / Partner
  • Led the national practice for corporate and enterprise performance management (C/EPM) for Oracle EPM and OneStream CPM.
  • Developed and implemented a Private Equity financial management solution with referenceable clients and published thought leadership.
  • Led the recovery of an Oracle EPM practice.
  • Founded the OneStream practice.  Identified & delivered OneStream services for 7 new clients in two years.
  • Nominated to the partnership board by my peers.

MarketSphere Consulting - Pittsburgh, PA

Nov 2003 - Aug 2013

  • Partner & Co-Founder
  • National Practice Lead for Business Analytics 
  • Managed profit and loss for Business Intelligence practice, overseeing strategy, sales, and operations in the US and India.
  • Designed and delivered Oracle solutions for CIT, Quest Diagnostics and over 60 additional leading U.S. based organization. Solutions delivered remain in use today.
  • Authored 20+ white papers and presented at 100+ events, including Oracle conferences and Harvard University
  • Leader of Oracle Customer Advisory Panels

KPMG Consulting / Bearingpoint - Pittsburgh, PA

Jul 2002 - Oct 2003

  • Manager and architect
  • Designed and developed a first of its kind, global data management solution for Alcoa using Hyperion applications

Arthur Andersen - Pittsburgh, PA

1997 - 2002

  • Manager

Andersen Consulting - Pittsburgh, PA

1995 - 1997

  • Sr. Consultant


Technology expertise

OneStream Software; Oracle Cloud EPM; AI - Artificial Intelligence technologies


Financial process expertise

Financial consolidation and close; Forecasting and budgeting; Account reconciliation and transaction matching; Profitability and cost management; Tax provisioning; Data governance; Analytics and reporting;


Board experience

Proficient with all legal aspects relating to governing documents, statutes and agreements

Ocean Club board member

2021

  • Led governance initiatives and updated regulatory documents for 200 owners, each with over a $350,000 investment


References and non-compete restrictions

References and testimonials are available upon request. Phone calls to recent clients, peers, supervisors or team members can be arranged after October 2025, in compliance with applicable non-compete restrictions enforce.


Interests

Enjoys boating on the inter-coastal waterways, and kiteboarding on riviera’s around the world.

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