Joshua M.
About Joshua M.
Joshua M. is a finance professional currently serving as Manager of Financial Planning and Analysis (FP&A) at Forge. He holds an MBA from Northwestern University's Kellogg School of Management and has extensive experience in financial analysis and strategy across various companies.
Work at Forge
Joshua M. has been serving as the Manager of Financial Planning and Analysis (FP&A) at Forge since 2023. In this role, he is responsible for overseeing financial planning processes, analyzing financial data, and providing insights to support strategic decision-making. His expertise in revenue modeling and recognition contributes to the financial health of the organization.
Education and Expertise
Joshua M. holds a Master of Business Administration (MBA) from the Kellogg School of Management at Northwestern University, where he studied from 2020 to 2021. He also earned a degree in Managerial Economics from the University of California, Davis. His educational background equips him with a strong foundation in finance and strategy, enabling him to empower leaders with decision-making tools.
Background in Financial Analysis
Joshua M. has extensive experience in financial analysis and management. He worked as a Financial Analyst at Ekso Bionics from 2012 to 2013 and later at Geary LSF from 2013 to 2014. He continued to build his career at Trulia as a Financial Analyst from 2014 to 2015, and then at Glu Mobile as a Senior Financial Analyst from 2015 to 2019. His roles have involved providing analytics and strategic planning to support fundraising efforts for startups.
Previous Roles and Internships
Prior to his current position at Forge, Joshua M. held various managerial roles. He served as Finance Manager at Instawork from 2019 to 2020 and as GTM Finance & Strategy Senior Manager at Front from 2021 to 2023. He also completed internships at Second Century Ventures and Shasta Ventures in 2020, gaining valuable experience in financial strategy and analysis.
Achievements in Financial Strategy
Joshua M. has led cross-functional automation projects aimed at increasing efficiency within accounting teams. His focus on empowering teams involves helping them understand potential outcomes and ensuring they receive company-wide support. His expertise in revenue modeling and recognition has been instrumental in driving financial success in his previous roles.