Joel Pallikal, CPA

Harbor View Consulting

Partner

Feb 2026 - Present

• Leads client accounting services and fractional CFO engagements for middle-market and growing organizations
• Provides M&A due diligence, financial modeling, and transaction advisory services
• Delivers strategic planning, budgeting, and fund administration solutions
• Supports accounting system implementations and process improvement initiatives

Accounting & Finance Advisory Firm

Founder and Managing Partner

Mar 2025 - Feb 2026

• Provided fractional CFO support and strategic financial guidance to growing organizations
• Conducted M&A due diligence and developed comprehensive financial models for investment decisions
• Delivered budgeting, strategic planning, and client accounting services
• Supported accounting system implementations and fund administration for diverse clients

Environmental Impact Investment Firm

Director of Accounting and Financial Reporting

Jan 2025 - Mar 2025

• Led full cycle accounting, financial reporting, and compliance for environmental impact investment firm
• Provided fund administration support for large-scale ecological restoration and conservation projects across the U.S.
• Ensured regulatory compliance and accurate financial reporting for stakeholders

Environmental Impact Investment Firm

Controller

Feb 2021 - Jan 2025

• Led accounting operations for a private equity-backed environmental impact investment firm for 4 years
• Managed financial reporting, compliance, and fund administration
• Implemented robust accounting processes and controls to support firm growth
• Partnered with investment teams on financial analysis and reporting

Management Services Firm

Management Company Controller

Sep 2020 - Feb 2021

• Provided full cycle accounting, financial reporting, and fund administration support for dedicated client
• Ensured seamless financial operations during transition period

Investment Advisory Firm

Accounting Manager

May 2017 - Sep 2020

• Served as corporate accountant with focus on board reporting, financial reporting, and audits
• Led financial planning and analysis initiatives
• Managed accounting operations for international entities in England, Ireland, and Singapore
• Coordinated with global teams to ensure consistent financial reporting standards

Big Four Accounting Firm

Federal Advisory Senior Associate - Financial Management

Jul 2012 - Apr 2017

• Provided financial management services to Federal Agency for nearly 5 years
• Focused on financial reporting, auditing, and Oracle system conversion projects
• Ensured compliance with federal financial management standards and regulations
• Collaborated with agency stakeholders on complex financial initiatives

The Walters Art Museum

Board Member

Jul 2021 - Present

Serves on multiple committees including Audit Committee (Chair), Building and Grounds Committee, Investment Committee, and Collections Committee. The Walters Art Museum is internationally renowned for its collection presenting a panorama of art from the third millennium B.C. to the early 20th century.

Court Appointed Special Advocates (CASA) for Children of Baltimore

Treasurer, Board of Directors

Jul 2024 - Present

Executive Team member and Treasurer for the Board of Directors, providing financial oversight and governance for the organization.

Baltimore Public Markets Corporation

Member, Board of Trustees

Jul 2025 - Present

Trustee for Public Markets in Baltimore, including Avenue, Broadway, Hollins, Lexington, and Northeast Markets.