Joseph Coupal

About Joseph Coupal

Highly-motivated, versatile and results-driven finance and consulting professional with experience spanning multiple industries including pharmaceuticals/life sciences, technology/media/entertainment, industrials, and retail/gaming. Proven record of leading teams to drive dissection of complex problems and delivery of value-add services/business initiatives to bolster organizational outcomes. Currently a Manager in PwC\'s Delivering Deal Value and Finance Consulting practices.Graduated from Bentley University top of my class (Summa Cum Laude) with a Bachelor of Science in Corporate Finance and Accounting and a minor in Computer Information Systems. I have since spent my full-time career to-date at PwC, beginning with 3+ years of experience in Public Accounting followed by 4+ years of experience in Finance Management Consulting (office of CFO). I have also had wide-ranging M&A experience integrated throughout my 7+ years of experience, including specific recent focus on M&A value consulting. During my time serving clients, I have established growing expertise and an agile skillset across consulting, finance and accounting, digital capabilities, and overall business acumen. I am a CPA (and Elijah Watt Sells Award Winner), Anaplan Certified Solution Architect, and CFA Level II Candidate. Throughout my career, I have consistently been recognized as a top performer in a wide variety of roles. I look to continue taking on increasing responsibilities and navigating complex challenges for clients while seeking out opportunities for growth in consulting and finance.Outside of day-to-day work, I enjoy applying my skills to support local philanthropic organizations in achieving their missions. I am involved in several pro bono consulting and/or strategic advisory roles for non-profits in the greater Boston area.

Experience

1. Manager, m & a Advisory - Delivering Deal Value

   PwC

   Jul 2024 — Present · Boston, MA, US

   Delivering Deal Value: Help clients achieve maximum value on deal transactions by solving transformational and other complex challenges. Focus on all operational aspects of a transaction both pre and post completion. Conduct pre deal and confirmatory due diligence, execute large-scale enterprise wide integrations, and support complex divestitures and separations on a wide range of functional and cross-functional areas.Industries: Pharmaceuticals/Life Sciences, Industrials, Private EquitySample roles/projects:• Finance Integration (FIMO) leading integration execution across FP & A and Controllership to maximize synergy capture while managing parallel functional transformation initiatives• Separation Management Office (SMO) driving separation planning and execution across ~12 functional workstreams (process mapping, entanglement and Day One operating model dispositioning, workplan development, cross-functional dependency management, One-Time Cost (OTC) and Standalone Cost estimation, Transition Service Agreement (TSA) and Commercial Agreement identification and development)

Education

• Bentley University

  Bachelor of Science (B.S.), Corporate Finance & Accounting, Minor in Computer Information Systems, Summa Cum Laude

  2014 — 2018