Joe Mikuls is the founder of Birdie Financial — and a finance leader who believes great strategy starts with clear numbers and honest conversations.

With more than 15 years of corporate finance and strategic planning experience, Joe has helped organizations of every size build financial systems that drive real decision-making — not just reporting.

Before launching Birdie Financial, Joe led finance and FP&A teams across multiple industries, building the frameworks that help executives move from reactive to proactive. His approach blends deep analytical expertise with a straightforward, people-first philosophy that clients find refreshingly human.

A Technical Mindset, Built for Real-World Results

Joe’s strength lies in connecting the dots between data and direction. He’s known for turning complex financial inputs into actionable insights — and for helping leadership teams make confident, informed decisions.

Core Expertise Includes:

• Financial modeling, forecasting, and scenario planning

• Building integrated reporting systems and dashboards

• Cash flow optimization and cost analysis

• Strategic decision support for pricing, hiring, and investments

• Compensation and profitability strategy

• Board-level reporting and narrative development

Experience You Can Trust

• 15+ years of corporate finance leadership - multiple industries (telecommunications, financial services, private equity)

• VP of Finance & FP&A for regional financial service organization

• Skilled in high-level financial modeling, dashboard design, and SaaS financial tools

• Background in strategic finance, operations, and growth planning

Joe holds a B.S. in Finance from Marquette University and an MBA with a concentration in Financial Management. He is currently completing his Series 65 to serve clients as a licensed fiduciary advisor.