Joshua Lee, Cfa
About Joshua Lee, Cfa
Joshua Lee, CFA, is the Senior Director of FP&A at Viking Cruises, with a diverse background in consulting, finance, and public sector experience.
Company
Joshua Lee is currently working at Viking Cruises. He holds the position of Senior Director of Financial Planning & Analysis (FP&A), leveraging his extensive experience in financial and strategic consulting to contribute to the company's financial strategies.
Title
Joshua Lee serves as the Senior Director of FP&A at Viking Cruises. His role involves overseeing the financial planning and analysis functions, ensuring accurate financial forecasting, budgeting, and strategic financial decision-making for the company.
Education and Expertise
Joshua Lee has a rich educational background. He holds a Master of Public Policy (MPP) in International Trade and Finance from Harvard Kennedy School, which he attended from 2006 to 2008. He also earned a Bachelor of Arts (BA) in Philosophy, Politics, and Economics (PPE) from Pomona College, where he studied from 1998 to 2002. Additionally, he has passed the CIRA 2 and 3 exams and has yet to take the CIRA 1 exam.
Professional Experience
Joshua Lee has amassed a diverse work experience in various prestigious organizations. Before his current role at Viking Cruises, he served as Senior Director at FTI Consulting from 2015 to 2019, located in Los Angeles. Prior to that, he was an S&O Senior Consultant at Deloitte Consulting, working there from 2010 to 2015. His earlier roles included a Consultant position at the World Bank Group / IFC (2009-2010) and an Assistant Analyst position at the Congressional Budget Office (2005-2006). He also held the role of Legislative Correspondent at the Office of Senator Biden from 2003 to 2005.
Industry Expertise
Joshua Lee's professional career spans several industries including TMT (Technology, Media, and Telecom), financial services, renewable energy, and software development. His broad industry exposure equips him with a deep understanding of market dynamics and strategic planning within these sectors. In addition, he has public sector experience on Capitol Hill and with the World Bank.