Vice President of Finance and Accounting @ (July 2020 - February 2021)
Vice President of Financial Planning Analysis @ Tortoise Capital Advisors (January 2020 - March 2020)
Financial Accounting Advisory Services, Manager and Senior Associate @ (March 2017 - January 2020)
Senior Consultant @ (January 2016 - March 2017)
Assurance, Senior Associate and Associate @ (August 2012 - December 2015)
Mutual Fund Representative @ (October 2010 - May 2012)
Financial Audit Intern @ (June 2011 - August 2011)
Matt Joseph Education
The University of Kansas School of Business
Master's Degree (Accounting)
The University of Kansas School of Business
Bachelor's Degree (Accounting and Finance)
Matt Joseph Skills
Cash Management
Journal Entries (Accounting)
Management
Financial Markets
Accounting
Financial Analysis
U.S. SEC Filings
Financial Reporting
Finance
U.S. Generally Accepted Accounting Principles (GAAP)
Mergers & Acquisitions (M&A)
Risk Management
Corporate Finance
Generally Accepted Accounting Principles (GAAP)
M&A Due Diligence
Financial Data Management (FDM)
Microsoft Excel
QuickBooks
Microsoft Office
Microsoft Word
SAP Products
SAP ERP
Tableau
SQL
Microsoft PowerPoint
Leadership
Supervisory Skills
Client Services
Cross-functional Team Leadership
Relationship Management
Effective Communication
Time Management
Performance Optimization
CPA
Cross-border M&A
M&A support
M&A Advisory Services
Excel Models
U.S. GAAP Reporting
Monthly Close Process
Accounting System
Consolidated Financial Statements
SEC Financial Reporting
Concept Implementation
Documentation & Reporting
ERP Implementations
Planning Budgeting & Forecasting
Public Equity Offerings
M&A analysis
Matt Joseph Summary
Matt Joseph, based in Leawood, KS, US, is currently a Senior Director Financial Reporting at SelectQuote Insurance Services. Matt Joseph brings experience from previous roles at EY, Palmer Square Capital Management LLC and Tortoise Capital Advisors. Matt Joseph holds a Master's Degree in Accounting @ The University of Kansas School of Business. With a robust skill set that includes Cash Management, Journal Entries (Accounting), Management, Financial Markets, Accounting and more. Matt Joseph has 4 emails and 1 mobile phone numbers on RocketReach.
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