As Portfolio Finance Manager at Energize, Josh drives continuous improvement of portfolio reporting to promote transparency and enable data-driven decision making. He also supports finance and operations activities across the platform.
Prior to joining Energize, Josh worked on the private equity portfolio resources team at Dunes Point Capital supporting financial data analytics and reporting solutions for family, founder, and employee-owned companies in the business services and industrials sectors.
He started his career as a management consultant at PwC where he partnered with finance and accounting leaders to navigate strategic, operational, and regulatory transformation and leverage data to drive analytical insight. Josh supported several of today's leading utilities and industrial products and services companies.
Josh holds a B.A. in Economics and a B.A. in Environmental Analysis and Policy from Boston University.