Joseph Lewis, CPA

Critic
DISC Type : C

Principal at KKR

Philadelphia, Pennsylvania, United States

Overview

Joseph is a Principal at KKR within the Accounting Strategy & Policy function, specializing in insurance matters. A seasoned finance professional, he previously spent 11 years at PwC advising global financial services firms on complex technical accounting, reinsurance, and statutory issues, rising to Deals Director.

His background suggests a strong interest in international and Latin American affairs, holding a BA in Latin American & Iberian Studies, studying abroad in Argentina, and completing a work secondment in Mexico City. He is also certified in Human-Centered Design, indicating an appreciation for innovative problem-solving.

Unique fact: Joseph obtained dual bachelors degrees from the University of Richmond in both Accounting and Latin American & Iberian Studies.

Personality Overview

Precise

Objective Thinker

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Insurance Accounting
His role at KKR has a particular focus on insurance, building on his prior expertise in reinsurance and other complex insurance transactions from his time at PwC.
Complex Transactions
He spent over a decade in PwC's Deals practice, advising clients on the accounting implications of major financial transactions.
Latin American Business
His education in Latin American studies, semester in Argentina, and professional secondment in Mexico City signal a deep, long-standing interest in the region.

Media Appearances

Joseph has no verified media appearances

Work History

1-2026
Principal at KKR
10-2023 - 12-2025
Vice President at KKR
7-2023 - 10-2023
Deals Director at PwC
7-2021 - 6-2023
Deals Senior Manager at PwC
8-2019 - 6-2021
Deals Manager at PwC

Education

2008 - 2012
BSBA - Accounting; BA - Latin American & Iberian Studies; Cum Laude from University of Richmond
2010 - 2010
Semester Abroad from Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'​

More Information

Social Presence :

Prographics :

Exp : 13 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : Principal at KKR
URL has been copied!

Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Joseph

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Joseph take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Joseph

Personality Compatibility


Other KKR Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.