Josh Gerber

SENIOR FP&A ANALYST
PROFILE
As a senior FP&A analyst, Josh enjoys the variety, complexity, and perpetual puzzle-solving of building and analyzing clients’ financial models to create forecasts, reporting, and recommendations that support effective business decisions. Since 2013, Josh has gained experience as an analyst and consultant across a range of sectors, with specialized experience in project/program management consulting, engineering, and architecture.
Clients and colleagues appreciate Josh’s responsiveness, diligence, detail-oriented approach, and ability to convey complex financial ideas in terms anyone can understand. His independent drive is balanced by his ready willingness to ask for help when needed. Josh is a highly adaptive leader who knows teams work best when their individual preferences and working styles (e.g., communication, collaboration) are understood and respected.
EDUCATION
Josh earned his MBA (concentration in Strategy and Leadership) and BS in Finance from Rutgers University.
PROFESSIONAL EXPERIENCE
While studying at Rutgers, Josh completed two year-long internships: one at an environmental engineering consulting firm, and another at a well-known global asset manager and technology provider. The experiences helped Josh hone in on the type of work he hoped to do — and also led to his first post-college job opportunity, a one-year contract assignment leading an internal audit at the consulting firm. He managed the audit review, led a team of three employees in organizing data and preparing invoices, and presented financial analyses directly to the CEO and CFO. When the contract ended, Josh accepted a position as a Project Controls Analyst at a top-ranked regional architecture and engineering firm, where he was in charge of managing the budgets and financials of 80+ individual projects with budgets totaling more than $50M. He prepared weekly and monthly financial forecast and accruals reports for department heads, developed and implemented a budget tracking methodology for project managers, and served as training supervisor for the firm’s summer internship program.
After the pandemic hit and the sector expected layoffs, however, Josh began proactively exploring other opportunities, accepting a new role at a nationally recognized program, project, and construction management consulting firm serving clients across a wider range of sectors. As a Financial Analyst Consultant, Josh spent the next three-and-a-half years leading finance and strategy teams in coordinating various stakeholders at a Fortune 500 client. This involved coordinating asset management, FP&A, business development, and project management teams; building robust financial models to support strategic goals and forecasting decisions; facilitating annual budgeting and regular budget updates (including variance analysis); conducting data analysis; and preparing and delivering monthly executive reporting. Josh also built and leveraged a template to value companies’ stock prices and determine investment strategies, and won an internal company contest to design a dashboard connecting consultants with open projects. The consulting firm, however, lacked a true career path in finance — critical for someone like Josh, who aspires one day to be a CFO. Seeking to expand his experience by working with clients at different growth stages in diverse industries, Josh joined Level10 CFO in 2024.
MORE INFORMATION
New Jersey native Josh was born in Hillsborough and now resides in Morristown. A huge sports fan, he spends much of his free time either playing or watching sports. Josh plays kickball, volleyball, football, softball, dodgeball, and pickleball in various adult leagues, and his favorite teams to watch include the New York Mets, New York Giants, and Rutgers’ Scarlet Knights football and basketball teams. He does weekly trivia with friends — and while he regularly demonstrates solid all-around knowledge, you won’t be surprised to hear that sports is his best topic. Josh is also an avid traveler who tries to take at least one big trip annually to someplace he’s never been.

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