Joseph Longo

Joseph Longo is a seasoned professional with a deep background in financial services and technology, boasting a wealth of experience across various functional disciplines within finance.

With a talent for agile leadership and a knack for incorporating kaizen improvements, Joseph has successfully navigated layered finance functions in large organizations, as well as built processes from the ground up in startup environments.

Possessing a business-centric approach, Joseph effectively blends tactical actions with strategic visions to foster collaboration and accountability among peers, demonstrating an accessible leadership style focused on coaching and driving transformational change for a motivated workforce.

His expertise spans financial services, brokerage, technology, software, SaaS, and business process management, coupled with skills in FP&A, pricing, billing, client/product analytics, controllership, financial statements, legal & contracts.

Joseph Longo holds an MBA in Finance from Bentley University - McCallum Graduate School of Business and a BS in Finance and History from Boston College. Throughout his career, he has held key leadership roles including Chief Financial Officer at Congruity360 and various finance positions at Fidelity Investments, Aspen Technology, GTE Corporation, and Electronic Data Systems.