Summary
Joseph Bourque is a finance leader with 11 years of experience shaping strategic finance and transaction readiness across PE-backed, high-growth companies. A Tuck MBA and CFA charterholder, he combines M&A advisory roots with hands-on FP&A, valuation, and forecasting expertise to improve forecasting accuracy and translate complex data into investor-grade narratives. He has driven financial strategy across healthcare, tech, real estate, natural resources, and financial services at firms from GE Capital to Harris Williams and now serves as Director of Finance at Lucra. Known for bridging executive and investor conversations, he leverages due diligence and KPI analysis to de-risk transactions and sharpen go-forward plans. Comfortable in both buy- and sell-side contexts, he brings a rare mix of transaction experience and operational finance discipline.
11 years of coding experience
4 years of employment as a software developer
Bachelor’s Degree, Finance, Hispanic Studies (Magna Cum Laude), Bachelor’s Degree, Finance, Hispanic Studies (Magna Cum Laude) at Boston College
Master of Business Administration - MBA, Master of Business Administration - MBA at The Tuck School of Business at Dartmouth