Jotham (Joe) brings to Carlson and clients a strong track record of developing financial reporting and analytical tools with more than 20 years experience with industry-leading organizations. With a keen eye for detail, Joe leverages his finance and accounting knowledge to efficiently deliver successful Adaptive Insights implementations and optimizations. In his varied and progressive roles, Joe has been both a student and a teacher of the accounting profession, gaining intimate knowledge of the financial close process by taking complex data and presenting it into a reliable and meaningful dashboard of metrics utilized in making sound management decisions.
Expertise: Joe is a well-rounded finance and accounting executive with specializations in SEC reporting, margin analysis, cost control, fixed asset management, consolidations, and back office accounting for both small privately held companies and large multinational organizations. He has vertical market experience in healthcare, software, defense, higher education, and construction. He is an avid flyfisher and has broken more than one string on his guitar.
Prior Roles: Joe has had roles of increasing responsibility with the following organizations:
- Finance Manager at General Dynamics Armament and Technical Products
- SEC Reporting Manager at GE Healthcare IT
- SEC Reporting Manager at IDX Systems
- Accounting Supervisor at TD Banknorth
Significant Projects: Joe has worked on client engagements including Seventh Generation, HIMSS, Kamco, NEAPCO, Pratt Institute, EXO-S, Mothers Against Drunk Driving (MADD), Sandvine, Non-Profit Finance Fund, JCCA, Northwestern Counseling and Supportive Services, ECHO Lake Aquarium and Science Center, Howard Center, and Upland Software.
“Joe Lane provided extremely professional and reliable consulting services to our agency. His expertise and commitment to serving our needs helped us immensely with our implementation of Adaptive Insights. His strong interpersonal skills allowed us to quickly develop a rapport with him that gave us confidence in his abilities. Joe’s knowledge of the product and desire to understand the complexities of our business was instrumental in developing a more accurate and efficient budgeting process in our non-profit organization.”
—Claire Cilento, Budget Analyst, JCCA