Joe Steinkirchner

About Joe Steinkirchner

Experienced Supervisor with a demonstrated history of working in the financial services industry. Skilled in Sales, Market Research, Critical Thinking, Presentations, and Financial Statement Analysis. Strong finance professional with a Bachelor of Science (BS) focused in Finance; Corporate Finance; Investment Analysis from Colorado State University.

Experience

1. Associate Director, Fund Controller

   MUFG Investor Services

   Feb 2023 — Present · Dallas, TX, US

   Responsible for the day-to-day client relationship with the ability to triage questions and requests as well as provide guidance on private equity accounting and reporting• Facilitate discussions between the client and internal groups, and manage all required documentation relative to the discussion• Review and analyze capital structures for investments to determine what the accounting and related data requirements should be between the investment and fund• Review capital calls, distributions, and valuation activity for investments of the client• Review client reports and financial statements for accuracy and completeness while meeting all internal and external reporting deadlines• Manage of technical research and application of US GAAP to accounting issues pertaining to investment companies and issues occurring in the investments.• Plan, direct and supervise the efforts of a team to understand client requirements and deliver quality services on time in an efficient manner• Automate and document processes as needed• Perform any additional responsibilities that may be required by management in support of the ongoing development of the client• Supervise employees to ensure quality and productivity• Work collaboratively with technology and support personnel and maintain thorough knowledge of system capabilities and best practices

Education

• Colorado State University

  Bachelor of Science (BS), Finance; Corporate Finance; Investment Analysis

  2009 — 2014

Skills

• Restaurants
• Corporate Finance
• Investments
• Market Research
• Microsoft Excel
• Powerpoint
• Food & Beverage
• Customer Service
• Statistics
• Inventory Management
• Financial Statement Analysis
• Microsoft Office
• Sales
• Mathematics
• Food Service
• Teamwork
• Time Management
• Cashiering
• Finance
• Critical Thinking
• Presentations
• Financial Analysis
• Hardwork
• Equity Valuation
• Income Statement
• Restaurant Management
• Analytics
• Bloomberg Terminal
• Facebook
• Data Entry
• Hospitality
• Communication
• Leadership
• Customer Satisfaction
• Dependable Team Player