Disclaimer: This information was obtained from publicly available sources online and is believed to be accurate at the time of publication. Valimates collects this information with proprietary technology and cannot guarantee the accuracy or completeness of the data. The purpose of the data is to inform the reader about the expertise of the individual and should not be used for any other purpose. Valimates does not have any affiliation with the individual.
Joe Cpa is a highly experienced and accomplished financial executive with a proven track record of success. With over 2,000 LinkedIn connections, Joe is well-connected and respected within the industry. As the Chief Financial Officer at Marine Credit Union, Joe is responsible for overseeing the financial operations of a $1 billion financial institution.
Throughout their career, Joe has consistently demonstrated a strategic and visionary approach to achieving organizational goals. They have a relentless dedication to quality and a passion for developing professionals to achieve exceptional results. Joe's calm confidence allows them to identify and transform opportunities into highly profitable relationships. They are a trusted resource to fellow executives and key stakeholders, recognized for their strategic approach to achieving organizational goals through refined processes and best practices.
Prior to their role at Marine Credit Union, Joe held various positions within the organization, including Interim Controller and Senior Vice President of Accounting and Finance. In these roles, Joe played a key role in the strategic team responsible for setting the organizational vision in areas of loan growth, capital expense endeavors, borrowing capabilities, and member success.
Before joining Marine Credit Union, Joe gained valuable experience at Kohl's Department Stores, where they served as Vice President of Store Finance, Staffing, and Operations. Joe oversaw all store operational expenses, including payroll allocation and processing, other SG&A expenses, and capital expenses. They recommended business plans to enhance organizational effectiveness and improve efficiencies, resulting in significant cost savings.
Joe holds a B.B.A. in Accounting from the University of Wisconsin-Milwaukee and has honed their skills in budgeting and data analysis. They are a graduate of the University of Wisconsin-Madison and have a strong educational foundation in finance and accounting.
Overall, Joe Cpa is a respected financial executive with a strong track record of achieving exceptional results and making a significant impact on organizations they have served.
More about this expert
- Full name
- Joe Liethen Cpa
- Location
- Sussex, Wisconsin, United States
- Title
- Chief Financial Officer
- Company
- Marine Credit Union (since 2021)
- LinkedIn profile
- https://www.linkedin.com/in/joe-liethen-cpa-1218047/
- LinkedIn Connections
- 2033
- Summary
- Strategic, visionary financial executive with a relentless dedication to quality and a passion for developing professionals to achieve results. Leverages a calm confidence to identify and transform opportunities into highly profitable relationships. Trusted resource to fellow executives and key stakeholders recognized for a strategic approach to achieving organizational goals through refined processes and best practices.
- Skills
- Budgeting Data Analysis
Education
- University of Wisconsin-Madison
- University of Wisconsin-Milwaukee
-
B.B.A
Field of study: Accounting
Positions
-
Marine Credit Union
La Crosse, Wisconsin, United States
-
Chief Financial Officer
Nov 2021 - Present
Promoted to from Interim Controller and Senior Vice President of Accounting and Finance to the executive leadership team responsible for growing this $1B financial institution. Key member of the strategic team responsible for setting the organizational vision in areas of loan growth, capital expense endeavors, borrowing capabilities, and member success.
-
Marine Credit Union
La Crosse, Wisconsin, United States
-
SVP Accounting and Finance
Mar 2021 - Nov 2021
-
Marine Credit Union
La Crosse, Wisconsin, United States
-
Vice President & Controller
Jul 2020 - Mar 2021
-
JRL Consulting LLC
La Crosse, Wisconsin, United States
-
Consultant - Interim Controller
Mar 2020 - Jul 2020
-
Kohl's Department Stores
Oct 2016 - Mar 2020 · 3 yrs 6 mos
-
Vice President of Store Finance, Staffing and Operations
Oct 2016 - Mar 2020
Oversees all store operational expenses, including $1.5B of payroll allocation and processing, $80M other SG&A, $40M capital expenses, process engineering standards, customer experience, total field reporting, and system administration. Recommended business plans to enhance organizational effectiveness and improve efficiencies.
• Developed a three-year expense challenge that examined the core funding methodology and the impact on associates and customers. Changes were difficult and culture-shifting but created increased efficiency without negatively impacting customer-associate interactions.
• Implemented payroll allocation strategies that made an immediate impact to SG&A and company profitability. In the long term, the strategies provided the baseline for future investments and a continued reshape of the makeup of store employees.
• Offered business plan recommendations that promoted efficiencies and created $150M in cost savings, while maintaining the customer experience and positive comp sales.
• Leveraged internal and external relationships in collaboration with Finance, Human Resources, Technology, Logistics and Digital teams to transform stores’ staffing structure, improving staff consistency, customer service, and the company’s financial position.
• Leading team of 30 people – all executive level, CPAs, engineers, finance professionals, IT programmer, and former store managers – who are highly engaged and contributing to larger initiatives. Team members have been promoted to Director (3), Senior Manager (1), and Manager (4) positions in the past two years.
-
Kohl's Department Stores
Oct 2016 - Mar 2020 · 3 yrs 6 mos
-
Director - LP Operations
Apr 2010 - Oct 2016
Directed all financial operations for Loss Prevention division, including $80M SG&A expenses, $20M capital expenses, and $5M revenue expenses annually. Implemented targeted solutions by market and demographic through analyzation of regionalized data.
• Devised industry-leading security source tag program that reduced payroll and inventory shortage, while creating a new stream of commerce for other companies to recycle security products.
• Initiated operational changes to merchandise disposals, improving annual profits by $15M.
• Exceeded expectations to manage expenses and grow gross margin using creative problem solving, team building and collaboration.
• Oversaw team of 57, responsible for shortage control, financial analysis, operational processes, systems and database administration, employee safety and physical security, and profitability for reverse logistics.
• Negotiated long-term system monitoring agreement valued at $9M over five years ($6.5M in capital savings, $2.5M in SG&A savings).
-
Kohl's Department Stores
2006 - 2010 · 4 yrs
-
Sr Manager of LP Finance and Analytics
2006 - 2010
-
Kohl's Department Stores
2006 - 2010 · 4 yrs
-
Manager - Cash and Sales Audit
2002 - 2006
- M&I Bank
-
Senior Audit Analyst
2000 - 2002