Joe Schueller Email & Phone Number
SVP, Principal Finance Officer and Principal Accounting Officer @ Oportun
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Joe Schueller Location
- Minneapolis, MN, US
Joe Schueller Work
- 2025 -now SVP, Principal Finance Officer and Principal Accounting Officer @
- 2022 -2025 Senior Vice President, Chief Financial Officer and Treasurer @
- 2021 -2022 Senior Vice President, Chief Financial Officer and Treasurer @
- 2019 -2021 Senior Director, Technical Accounting Consulting @ RSM US LLP
- 2018 -2019 Executive Vice President, Chief Financial Officer @
- 2017 -2018 Senior Vice President, Director of Finance, Technology and Real Estate Departments @
- 2016 -2018 Senior Vice President, Director of Accounting and Interim Corporate Controller @
- 2013 -2016 Senior Vice President, Director of Finance and Accounting @ Admirals Bank
- 2011 -2013 Vice President, Business Unit Chief Financial Officer @
- 2010 -2011 Vice President, Global Treasury Accounting, Investment Portfolio Controller @
- 1999 -2010 Senior Manager - Financial Services Audit Practice @
Joe Schueller Education
- University of Minnesota 1995-1999
Joe Schueller Skills
- Accounting
- Cash Management
- Finance
- Investments
- Financial Analysis
- Valuation
- Auditing
- Risk Management
- Financial Reporting
- Internal Controls
- Corporate Finance
- Derivatives
- Banking
- Analysis
- Insurance
- Financial Services
- Financial Risk
- Financial Modeling
- Due Diligence
- Budgets
- US GAAP
- CPA
- Leadership
- Securities
- Consolidation
- SEC filings
- Asset Management
- Business Strategy
- Technical Accounting
- Strategic Planning
- Forecasting
- Pricing
- Management
- Sarbanes-Oxley Act
- Strategy
- Financial Accounting
- Mergers & Acquisitions
- Hedge Accounting
- Capital Allocation
- Sarbanes Oxley Act
- Marketing
- Mergers and Acquisitions
- Customer Service
- Portfolio Management
- PowerPoint
- Microsoft Word
- Business Development
- Communication
- Engagement
- Sizes
- Regulatory Capital
- Debt
- Staff Management
- Shoring
- Organizational Structure
- Sales
- Related Topics
- Project Planning
- Mortgage Banking
- Limits
- Minneapolis
- System
- Loan Origination
- Solar Energy
- Baseball
- Revenue
- Boston
- Drafting
- Policy
- Strategies
- Evaluation
- Value Added
- Business Alignment
- Broker Dealer
- Tax
- Controller
- Pricing Strategy
- Projection
- Financial Instruments
- Consumer
- Coordination
- Legal
- Business Partnering
- Financial Goals
- Strategic Vision
- Financial Transactions
- Presentations
- Road
- Softball
- Pathfinder
- Public Relations
- Science
- Issue Resolution
- Guided Tours
- Investment Portfolio
- Data Conversion
- Board of Directors
- Community
- Commercial Lending
- Competitive Landscape
- Software Installation
- Cross Functional Team Leadership
- Hedging
- Financial Forecasting
- Gaps
- Project
- Rate
- Executive Management
- Negotiation
- Net
- Investment Valuation
- Investment Decisions
- Reporting
- Microsoft Office
- Market
- Internal Audit
- Executive Decision Making
- SEC
- Capital
- Credit
- GAAP
- Assessment
- Persuasiveness
- New Business Development
- SAP
- System Monitoring
- Vendors
- Letters
- Income
- Compliance
- Meetings
- Liquidity
- Impairment
- Savings
- Treasury
- ALM
- Operations
- Short
- CRM
- Business Transactions
- Cycles
- Risk
- Fee
- Yahoo
- Guidance
- Investment Management
- Business Partners
- Multiple Locations
- Regulations
- Google Groups
- Newsletters
- Big 4
- Profit
- FASB
- Loans
- Multi Location
- Life Insurance
- Oversight
- Home Improvement
- New York
- Financial Performance
- Conciseness
- Stress Testing
Joe Schueller Summary
- Joe Schueller, based in Minneapolis, MN, US, is currently a SVP, Principal Finance Officer and Principal Accounting Officer at Oportun. Joe Schueller brings experience from previous roles at North Shore Bank, A Co-operative Bank, Hills Bank and Trust Company, RSM US LLP and Cognition Financial. Joe Schueller holds a 1995 - 1999 University of Minnesota. With a robust skill set that includes Accounting, Cash Management, Finance, Investments, Financial Analysis and more. Joe Schueller has 2 emails and 1 mobile phone numbers on RocketReach.
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