Joe M.

About Joe M.

As VP, Finance & Treasurer at Discovery Education, I lead a high-performing global finance team dedicated to operational excellence and supporting strategic growth. With over a decade of experience in corporate finance and accounting, I specialize in building scalable financial infrastructures, driving ERP transformations, and fostering a culture of continuous improvement.I joined Discovery Education during a pivotal post-carve-out phase as the VP, Corporate Controller, tasked with establishing and scaling the accounting and financial reporting function from the ground up. My team successfully implemented Sage Intacct across revenue/contracts, fixed assets, AR/AP, cash, and inventory—streamlining operations and ensuring compliance across multiple international jurisdictions. These efforts have positioned the company for future scalable growth and streamlined acquisition integration.I’m passionate about developing people and processes in tandem. I believe that investing in team capability and culture yields the same transformative impact as upgrading systems. Whether leading cross-functional initiatives, navigating complex audits, or mentoring emerging leaders, I bring a hands-on, forward-thinking mindset to every challenge.Let’s connect if you’re interested in finance transformation, acquisition readiness, or building resilient teams in mission-driven organizations.

Experience

1. VP, Finance & Treasurer

   Discovery Education

   Jan 2026 — Present · Charlotte, NC, US

   Lead and manage the global FP & A team, overseeing budgeting, forecasting, financial modeling, and business analytics to drive strategic planning and performance management- Develop and implement robust financial strategies to support the company’s growth objectives including revenue growth and margin optimization - Provide strategic recommendations to the CFO and executive team based on financial analysis and projections - Partner with cross-functional teams (Product, GTM, Operations, Technology) to align financial planning with business objectives and drive operational improvements- Partner with GTM teams on pipeline health, bookings quality and revenue predictability - Ensure timely and accurate financial reporting to internal and external stakeholders - Identify and implement process improvements to enhance the efficiency and effectiveness of financial operations - Lead the annual budgeting and long-range planning cycles, providing clear guidance and support to business leaders- Lead all debt-related activities, including issuance, refinancing, amendments, covenant management, and repayment strategies - Oversee enterprise liquidity planning, cash forecasting, and short- and long-term cash needs - Oversee payroll operations including T&E expense management activities - Support M&A activities and integration processes as needed - Assist the Corporate Controller in developing and refining financial policies and procedures.

Education

• University of South Carolina

  Bachelor's degree, Accounting

  2003

• University of South Carolina

  Bachelor's degree, Finance, General

  2003

• University of South Carolina

  Masters of Accountancy, Accounting

  2006