Joel Campbell Email and Phone Number
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Award-winning Finance Executive with Private Equity and Public Company expertise at complex brands including TreviPay, H&R Block, Western Union, Ameriprise Financial, and Travelers. Exceptional track record of achievement and results through a broad range of experience and technical skills:Private Equity CFO leading TreviPay to exceptional revenue and EBITDA growth as a Corsair Capital portfolio company. Extensive CFO “plus” responsibilities including ownership of pricing, planning, financing, reporting, treasury, tax, accounting, and facilities, along with substantive influence over business strategy, M&A, workforce planning, Board management, and growth-focused investment opportunitiesBoard experience as a Director and Finance Committee member for The Association of Finance Professionals (AFP), and as former Chairman, Board Member, and Founding Angel Investor for the Beyond Angel NetworkCapital structure strategy expertise through execution of leveraged recaps and long-term strategies to fund business investments, M&A, and return of capital to shareholders while maintaining Investment Grade credit ratingsDeep capital markets experience leading debt issuance of $7.0B, syndicated credit facilities of $8.0B, and multiple CP programs; Equity issuance including common stock of $1.0B, a modified “Dutch auction” tender offer of $1.5B, and billions in open market and accelerated share repurchases; Strong debt investor and Rating Agency relationshipsRe-engineered Enterprise Risk Management (ERM) to a COSO-based methodology, including risk tiers, metrics, & owners, organizational accountability, and quarterly reporting to the Audit Committee and Board of DirectorsFinancial systems management expertise, including Workday, Peoplesoft, Planful, GTreasury, and FIS Quantum, Integrity & TRAX, eBanking platforms, RMIS systems, SaaS & cloud servicesCorporate insurance management including renewal strategies, risk financing, loss portfolio transfer, and captive management; focus on Exec D&O, Prof. Liability, Cyber, and Property & Casualty in the U.S., Bermuda, and London insurance marketsM&A including strategic deal rationale, financing & structuring, due diligence, integration, and synergiesFinancial risk expertise in liquidity & investment management, FX, interest rates, hedging, interco-lending, and broader data security, crisis management, business continuity, and corporate security risk managementPassionate leader with exceptional communication & people management skills, technical knowledge, deep relationships, and solid Wall Street credibility
Trevipay
View- Website:
- multiservice.com
- Employees:
- 825
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Senior Vice President And Chief Financial OfficerTrevipayOverland Park, Ks, Us
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Investment Committee MemberRonald Mcdonald House Charities Of Kansas City May 2024 - PresentKansas City, Mo, Us -
Director & Audit Committee Chair, Board Of DirectorsAssociation For Financial Professionals Oct 2022 - PresentBethesda, Md, Us -
Chief Financial OfficerTrevipay Oct 2020 - PresentOverland Park, Kansas, UsPrivate Equity CFO leading TreviPay to exceptional Revenue and EBITDA growth as a Corsair Capital portfolio company. Refinanced the company via a $450M global AR Securitization to generate excess working capital and establish a “fortress” Balance Sheet in support of rapid growth. Extensive CFO “plus” responsibilities including ownership of pricing, planning, financing, management reporting, treasury, tax, accounting, and facilities, along with substantive influence over business strategy, M&A, workforce planning, Board management, and growth-focused investment opportunities
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Vice President, Treasurer & Chief Risk OfficerH&R Block Jun 2016 - Oct 2020Kansas City, Mo, UsCorporate Treasurer for H&R Block, along with full responsibility for Enterprise Risk Management as Chief Risk Officer bringing a financial lens to enterprise risks, data security, crisis management, business continuity, and corporate security -
Vice President & TreasurerH&R Block Oct 2013 - May 2016Kansas City, Mo, UsCorporate Treasurer for H&R Block, leading all treasury-related functions including Debt & Capital Management, Cash Management and Banking, Insurance & Risk Management, and Franchise Lending operations
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Vice President & Assistant TreasurerWestern Union Aug 2010 - Sep 2013Denver, Co, UsLed Western Union’s Capital Management, Banking, Insurance & Risk Management, and Pension Investment functions, including management of capital structure strategy, strategic liquidity management, debt and equity issuance, share repurchase, credit facility and financing arrangements, permissible and benefit plan investments, and global banking, rating agency, and investment community relationships. Provided leadership to international subsidiaries on banking issues in support of global business objectives; member of the Western Union Investment Committee -
Vice President - Corporate TreasuryAmeriprise Financial 2006 - Aug 2010Minneapolis, Mn, UsCreated public company treasury function for America’s leader in financial planning upon spin-off from American Express. Provide strategic direction to treasury activities across the enterprise including tactical operations, cash optimization, bank relationship management, and capital management, debt and equity issuance, credit facilities, financing arrangements, share repurchase, and strategic liquidity management -
2Vp & Assistant TreasurerTravelers 2004 - 2006New York, Ny, UsPromoted to Assistant Treasurer upon the merger of The St. Paul Companies and Travelers Property & Casualty. Led domestic and international cash management, custody of invested assets, bank relationship management, cash reconciliation, and FX exposure management along with capital management, credit facilities, internal financing arrangements, and activities related to M&A, divestitures and the IPO spin-off of Nuveen Investments
Joel Campbell Skills
Joel Campbell Education Details
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University Of Minnesota - Carlson School Of Management2003 -
Certified Public Accountant1993
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Cedarville UniversitySumma Cum Laude
Frequently Asked Questions about Joel Campbell
What company does Joel Campbell work for?
Joel Campbell works for Trevipay
What is Joel Campbell's role at the current company?
Joel Campbell's current role is Senior Vice President and Chief Financial Officer.
What is Joel Campbell's email address?
Joel Campbell's email address is jc****@****pay.com
What is Joel Campbell's direct phone number?
Joel Campbell's direct phone number is +181685*****
What schools did Joel Campbell attend?
Joel Campbell attended University Of Minnesota - Carlson School Of Management, Certified Public Accountant, Cedarville University.
What are some of Joel Campbell's interests?
Joel Campbell has interest in Golf, Family Activities, Reading.
What skills is Joel Campbell known for?
Joel Campbell has skills like Cash Management, Treasury Management, Capital Markets, Corporate Finance, Financial Services, Liquidity Management, Cash Flow Forecasting, Banking, Sarbanes Oxley Act, Strategic Financial Planning, Debt Management, Banking Relationships.
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