Joe Cpa
Chief Financial Officer at Marine Credit Union | Sussex, Wisconsin, United States
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As the Chief Financial Officer at Marine Credit Union, Joe CPA plays a pivotal role in steering the financial strategy of this $1 billion institution. His journey from Interim Controller and Senior Vice President of Accounting and Finance to a key member of the executive leadership team underscores his deep expertise in financial management and strategic planning. Joe's strategic vision is instrumental in driving loan growth and enhancing capital expense initiatives, ensuring that the credit union not only meets but exceeds its financial objectives.
In his current role, Joe is focused on optimizing borrowing capabilities and fostering member success, leveraging his extensive skills in budgeting, cash management, and financial analysis. His calm confidence and strategic approach have made him a trusted resource among fellow executives and stakeholders, allowing him to effectively identify and transform opportunities into profitable relationships. Joe's commitment to quality and professional development is evident as he mentors his team, empowering them to achieve exceptional results.
Key projects under Joe's leadership include the implementation of advanced financial modeling techniques and robust auditing processes that enhance asset protection and ensure compliance with industry regulations. His ability to create flow charts and detailed budgets has streamlined operations, enabling the organization to allocate resources more efficiently. As Marine Credit Union continues to grow, Joe CPA remains at the forefront, driving innovation and strategic initiatives that position the institution for long-term success in a competitive financial landscape.
Chief Financial Officer at Marine Credit Union in November 2021 to Present
SVP Accounting and Finance at Marine Credit Union in March 2021 to November 2021
Vice President & Controller at Marine Credit Union in July 2020 to March 2021
Consultant - Interim Controller at JRL Consulting LLC in March 2020 to July 2020
Vice President of Store Finance, Staffing and Operations at Kohl's Department Stores in October 2016 to March 2020
Director - LP Operations at Kohl's Department Stores in April 2010 to October 2016
Sr Manager of LP Finance and Analytics at Kohl's Department Stores in January 2006 to January 2010
Manager - Cash and Sales Audit at Kohl's Department Stores in January 2002 to January 2006
Senior Audit Analyst at M&I Bank in January 2000 to January 2002
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Budgeting
Data Analysis
Cash Management
Flow Charts
Bookkeeping
Account Reconciliation
Auditing
Analytics
Access
Budgets
Accounting
Asset Protection
Analysis
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Discover more about Marine Credit UnionWhat is Joe Cpa email address?
Email Joe Cpa at [email protected] and [email protected]. This email is the most updated Joe Cpa email found in 2026.
What is Joe Cpa phone number?
Joe Cpa phone number is +14143132105 and +12623891758.
How to contact Joe Cpa?
To contact Joe Cpa send an email to [email protected] or [email protected]. If you want to call Joe Cpa try calling on +14143132105 and +12623891758. (updated on November 04, 2024)
What is Joe Cpa net worth?
Joe Cpa has an estimated net worth of $750,000 to $999,999
What company does Joe Cpa work for?
Joe Cpa works for Marine Credit Union
What is Joe Cpa's role at Marine Credit Union?
Joe Cpa is Chief Financial Officer
What industry does Joe Cpa work in?
Joe Cpa works in the Financial Services industry.
Joe Cpa Email Addresses
Joe Cpa Phone Numbers
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