Joseph Klein

Joseph Klein Email and Phone Number

Deputy Director of Finance and Operations @ Imagine Museum
Florida, United States
Joseph Klein's Location
Greater Tampa Bay Area, United States
Joseph Klein's Contact Details

Joseph Klein personal email

n/a

Joseph Klein phone numbers

About Joseph Klein

KNOWLEDGE AND EXPERIENCE SUMMARY• Financial Systems • Accounting Operations • Budget & Forecast• Information Technology • Business Process Re-engineering • Project Management• Implementations & Conversions • Enterprise Risk Management • Workflows & Controls• Business Intelligence • External Audit • Finance• Treasury & Banking • Internal Audit • Investments• Corporate Accounting • Inventory Management • Cost Accounting • Payroll & Payroll Taxes • Inventory Control • Project Accounting• Cash Management • Tax – Federal & State • Fund Accounting * Financial Statements • Regulatory & Compliance • Investment Accounting • Mergers • SEC & FINRA • Management Accounting• Acquisitions • IRS Audits & Exams • Corporate InsuranceThe challenges and accomplishments I have focused on during my career fall into the following categories; 1) startups, infrastructure builds, and stabilizing organizations, 2) workflows, controls, business process re-engineering, and structuring process efficiency gains, 3) system implementation and conversion, 4) managing diversified and rapid growth as well as organizational consolidation and contraction, and 5) leadership by example while maintaining a hands on approach.I also possess an extremely strong and extensive technological background and have been involved in numerous technology rich projects and initiatives. I utilize this technical knowledge base during operational, workflow, functional, and infrastructure projects in order to build the most efficient, effective and scalable solutions possible. In terms of software familiarity, I have worked with a myriad of packages both large and small, along with many data extraction, reporting & analysis tools. In addition, my proficiency levels in Excel, PowerPoint and Word are extremely high.

Joseph Klein's Current Company Details
Imagine Museum

Imagine Museum

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Deputy Director of Finance and Operations
Florida, United States
Website:
imaginemuseum.com
Employees:
23
Joseph Klein Work Experience Details
  • Imagine Museum
    Deputy Director Of Finance And Operations
    Imagine Museum
    Florida, United States
    View
  • Imagine Museum
    Deputy Director Of Finance & Operations
    Imagine Museum 2018 - Present
    Tampa/St. Petersburg, Florida Area
    NOTE: RELOCATED TO THE TAMPA/ST. PETERSBURG FLORIDA AREAManage and direct all Museum finance and administrative functions. Responsibilities include direction and monitoring of all financial activity of the Museum, strategic planning, manage museum cash flow, budget and forecasting, financial statement preparation, audit, internal workflow, compliance and regulatory, H.R. and Facilities.
    View
  • Vanguard Charitable
    Director Of Finance & Controller
    Vanguard Charitable 2002 - 2017
    Greater Philadelphia Area
    Excellence Team Member and Corporate Officer for the Vanguard Charitable Endowment Program, a nationally recognized and highly respected public charity Donor-advised fund, and sister organization to The Vanguard Group of Investment Companies. Responsibilities include Corporate Accounting, Fund Accounting, Investment Accounting, Finance, Budget and Forecasting, Enterprise Risk Management and Controls, Compliance and Regulatory Matters and Filings, Tax, Enterprise Reporting, Treasury and Investments. Handle Cash Management, Brokerage and Daily Trading, Strategic and Tactical Matters and Projects, Management of $5.5 Billion in Assets Under Management, as well as accountability for related Dashboard Metrics. Function as liaison for external business partners including accounting, tax, technology, legal and investment managers. * Navigated the organization through exponential growth since the start of my tenure; Assets Under Management from $380 million to $5.5 billion; inflows from $175 million to $1.2 billion annually, and outflows from $65 million to $700 million annually * Responsible for achieving an unmodified opinion with no management or control deficiencies or observations during our full-blown external audit each consecutive year of my tenure * Handle the preparation of Tax, IRS, SEC, ERISA as well as all regulatory and compliance filings by their initial due dates with pristine results during each consecutive year of my tenure * Responsible for developing the Accounting & Finance Services Department along with all processes and procedures, including a full-blown monthly, quarterly and annual closing along with all related reporting.
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  • Affiliated Distributors (Ad)
    Controller
    Affiliated Distributors (Ad) 1996 - 2002
    Greater Philadelphia Area
    Direct management related to this Distribution and Manufacturing supply chain organization, encompassing 7 Industry Verticals with 550 Distributors spanning 3.600 Locations operating in 3 Countries in an international multi-currency setting, included Financial Accounting, Operational Accounting, and Financial Systems in a time-sensitive and challenging environment, with remittance sales volume totaling $30 billion annually. Interface with Management and Board of Directors on a regular basis. Ongoing involvement in tactical as well as strategic initiatives and planning. * Established the Accounting Department consisting of the hiring and reporting relationships of personnel, and reengineering the business process including the conversion of all external systems and financial services to an in-house methodology * Function as Project Manager handling all design and implementation work related to a $5 Million software financial and operational systems project * Handled the business process and data assimilation of various acquired competitors representing an additional $5 Billion in volume * Deliver group presentations for audiences ranging from 5 to 500 attendees related to corporate performance, company initiatives, and training of new Distributors and Manufacturers on system functionality, operation, requirements, as well as ongoing and future technology initiatives.
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  • Drinker Biddle & Reath Llp
    Finance And Systems Manager
    Drinker Biddle & Reath Llp 1992 - 1996
    Greater Philadelphia Area
    700-attorney law firm with 12 offices currently; Responsibilities included responsibility for the firm’s accounting, financial and information technology efforts. Direct accountability for the operation and support of the firm-wide mission critical financial management and billing systems. Functioned in a consulting capacity between the financial group, information technology area, and external professionals. Billed to Firm clients for forensic audit engagements. * Handled analysis, evaluation, purchase, installation, and conversion of firm-wide financial management system * Coordinated the financial, process and data assimilation into DB&R related to the acquisitions of competitor firms * Member of Disaster Recovery Team with responsibility for hot site evaluation and selection, as well as scheduling and utilization of testing time and systems re-creation * Developed various attorney goal and production based benchmarking methods providing an ongoing performance monitoring system directly related to firm performance * Launched firm-wide decentralized time management and monitoring resulting in real-time billing capabilities and reducing costs * Installed various cost recovery systems throughout the firm resulting in increased revenue
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  • Cozen O'Connor
    Accounting Manager
    Cozen O'Connor 1987 - 1992
    Greater Philadelphia Area
    550-attorney law firm spanning 24 offices currently; Responsible for accounting operation, reporting, and information systems in response to the needs of the Firm. Managed departmental and data resources adapting to workflow and firm requirements in a demanding environment. * Handled conversion and implementation of firm-wide financial management and billing system * Devised and implemented a departmental reorganization plan resulting in the restructuring of the billing process flow facilitating the timely submission of billing data and ensuring an accelerated processing of the final product * Facilitated the production of scheduled and specialized on demand reporting, and served as liaison to firm management and attorneys
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Joseph Klein Skills

Non Profits Grants Endowments Philanthropy Public Speaking Planned Giving Marketing Communications Budgets Project Management Process Improvement Staff Development Strategic Communications Microsoft Office Strategic Planning Fundraising Customer Service Management Community Outreach Marketing Team Building Leadership Marketing Strategy Event Planning Nonprofits Program Development Leadership Development Program Management Public Relations Coaching Risk Management Data Analysis Project Planning Social Media Team Leadership Non Profit Administration Research Editing Crm Financial Modeling Budgeting Business Process Improvement Accounting Nonprofit Organizations Finance Forecasting Business Analysis Strategy Financial Services Financial Reporting Investments Internal Controls Financial Analysis Microsoft Excel Tax Auditing Alternative Investments Investment Management Fund Accounting Management Accounting Mutual Funds Securities

Joseph Klein Education Details

Frequently Asked Questions about Joseph Klein

What company does Joseph Klein work for?

Joseph Klein works for Imagine Museum

What is Joseph Klein's role at the current company?

Joseph Klein's current role is Deputy Director of Finance and Operations.

What is Joseph Klein's email address?

Joseph Klein's email address is jo****@****ard.com

What is Joseph Klein's direct phone number?

Joseph Klein's direct phone number is +161050*****

What schools did Joseph Klein attend?

Joseph Klein attended Caldwell University, Caldwell University, Caldwell University, Certified Quickbooks Proadvisor.

What skills is Joseph Klein known for?

Joseph Klein has skills like Non Profits, Grants, Endowments, Philanthropy, Public Speaking, Planned Giving, Marketing Communications, Budgets, Project Management, Process Improvement, Staff Development, Strategic Communications.

Who are Joseph Klein's colleagues?

Joseph Klein's colleagues are Francesca Brown, Beatriz Miranda, Hennessee Weller, Stephanie Grau, Maxine Teichman, Andre Trinh, Amy Jones.

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