Niki Joshi

My Career Story

I’ve always had a squiggly (but strategically designed) career, and I’m thankful for it. Every new role, has sharpened how I think and brought me closer to the kind of work I love most. Each opportunity has built on the last. In order to stay relevant in the constantly shifting marketplace, I made lateral moves to sharpen my skillset and made it transferable across industries.

I started in ad sales pricing and revenue planning at NBCUniversal and The Walt Disney Company, where I learned how to assess value, forecast performance, and understand the metrics that drive business growth. From there, I moved into subscription analysis, diving deeper into growth strategy across organic and paid media at The Wall Street Journal. Those early years deepened my analytical foundation and sharpened how I think about customer behavior, retention, and long-term value.

But the more I analyzed performance, the more I wanted to influence it. At every company, I found myself increasingly curious about the teams shaping customer experience. I’ve always had a strong instinct for human behavior, and over time, I found myself drawn to the creative side of the equation: campaign strategy, storytelling, and marketing that moves people. That shift brought me to Audible, where I’ve led high-impact initiatives that drive customer acquisition and engagement at scale. Looking back, it’s all connected. The numbers taught me how to think. Marketing gave me the tools to act. And now I bring both to the table - analytical depth and customer instinct - working together to build real, measurable growth.

My Consulting Services

I majored in finance and spent the early part of my career deep in spreadsheets, forecasting revenue, building models, and analyzing performance.

While I’ve since transitioned marketing, the Excel-loving part of me never left. I channel that passion into helping individuals with personal finances and small business with budget trackers and financial projections.

If you need help building spreadsheets in Excel or Google Sheets, I’ll do the modeling for you, so you can stop guessing and finally see where your money is going.

People matter to me, and that’s why I love doing this work.

Educational
background

B.S. in Finance at Pennsylvania State University

M.S. in Life Skills at YouTube University :)

Youtube is where I learned more than I ever could across a variety of subjects. I will always be an advocate of education and personal growth.