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Joe ThakkarJT
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Joe Thakkar

@joethakkar

Financial analyst and FP&A co-founder at Lumen, building budgets, forecasts, and KPI reporting for a dividend infrastructure venture.

United States
Message

At Lumen, Dividend Infrastructure, I build budgets, forecasts, and scenario models for an integrated platform for dividend distributions, automated tax document generation, and pro rata reconciliation. I also built a recurring KPI reporting layer that I use to prioritize partner relationships and reallocate effort based on measured return.

I translate financial models into clear implications, risks, and tradeoffs for investors and institutional partners, and lead a structured exit process with prospective acquirers. Across my university roles, I used participation and performance data to guide resource allocation and improve outcomes.

Experience

Work history, roles, and key accomplishments

Lumen logoLU
Current

Co-Founder and Chief Executive Officer

Lumen

Jan 2025 - Present (1 year 10 months)

Build and maintain budgets, forecasts, and scenario models for an integrated platform for dividend distributions, automated tax document generation, and pro rata reconciliation. Lead a structured exit process with prospective acquirers and serve as primary liaison to investors and partners.

CU
Current

Economics Mentor

Center for Economic Education, Murray State University

Sep 2024 - Present (2 years 2 months)

Analyze performance data to target interventions, raising average student exam performance 18% to 36% through customized instruction frameworks. Sustain a 5 out of 5 satisfaction rating across 50 plus mentees.

EU

Co-Vice President

Economics and Finance Society, Murray State University

Jan 2024 - Dec 2025 (1 year 11 months)

Co-owned the semester operating budget and event calendar, allocating fixed resources across programming based on measured attendance return. Grew membership 45 percent year over year by analyzing participation trends and rebuilding the value proposition.

MU

Secretary General, Chair, and Vice President

Model United Nations Club, Murray State University

Sep 2023 - Dec 2025 (2 years 3 months)

Scaled delegate participation 3x year over year through data-driven outreach and budget allocation. Secured sponsorships, directed logistics for a Model UN conference, and facilitated 21 multinational negotiation simulations.

Education

Degrees, certifications, and relevant coursework

Murray State University logoMU

Murray State University

Bachelor of Science, Economics

Grade: 4.00

Activities and societies: President's List; Phi Kappa Phi Honor Society (Student Vice President); Pi Sigma Alpha Honor Society; National Society of Leadership and Success; Who's Who, 30 recipients from the graduating class; Exemplary Academic Achievement

Bachelor of Science in Economics with a minor in Political Science, completed in 2.5 years with a 4.00 GPA.

Oregon State University logoOU

Oregon State University

2023 - 2023

Grade: 4.00

Additional coursework completed in Summer 2023 with a 4.00 GPA.

Tech stack

Software and tools used professionally

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