Joseph Klein

Experience

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  Cozen O'Connor

  Jan 1987 - Jan 1992

  Accounting Manager

  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 Show less

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  Drinker Biddle & Reath LLP

  Jan 1992 - Jan 1996

  Finance and Systems Manager

  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 Show less

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  Affiliated Distributors (AD)

  Jan 1996 - Jan 2002

  Controller

  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. Show less

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  Vanguard Charitable

  Jan 2002 - Jan 2017

  Director of Finance & Controller

  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. Show less

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  Imagine Museum

  Jan 2018 - now

  Deputy Director of Finance & Operations

  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.