JOSEPH R.

KLEIN
jorklein@indiana.edu

Current Address:
1111 N Dearborn St.
Chicago, IL 60610

(301) 395-4587

Permanent Address:
10801 Alloway Dr.
Potomac, MD 20854

EDUCATION

Indiana University, Kelley School of Business, Bloomington, IN

May 2014
Bachelor of Science in Business
Major GPA: 3.51/4.00
Majors: Accounting and Finance
GPA: 3.25/4.00
Minors: Economics and Psychology
Honors: Deans List, Sigma Alpha Lambda (National Leadership and Honors Organization), Sigma Alpha Pi (The National Society of
Leadership and Success)
London School of Economics and Political Science, London, UK
Summer 2012
Indiana University Study Abroad
One of 24 students selected to participate in six week study abroad program to study Public Finance and The Political Economy of Public
Policy in order to better understand the European public sector

PROFESSIONAL EXPERIENCE

Deloitte LLP, Chicago, IL

Current
Staff Consultant Partnership Solutions Group
Deloitte LLPs Partnership Solutions Group is focused on providing complex analysis and reporting solutions for issues related to
publicly traded partnerships
Run transaction-related calculations regarding partnership transactions, initial public offerings, and supercharged IPO tax
receivable agreements
Build and design models used to analyze and compute consequences for certain partnership related events, such as the admission of
a new partner or transactions between the partnership and a single partner
Leverage proprietary software used to calculate income allocations, redemptions, sales of interest, debt allocations, and track partner
by partner capital accounts
Create marketing decks for management used to promote pass-through structure advantages such as master limited partnerships
Target Corporation, Minneapolis, MN
May 2013 August 2013
Finance & Accounting Development Program Intern Healthcare Finance
Worked with the Healthcare Finance team on a project aimed at identifying what drives large gross margin variances between
pharmacies at the store level
Presented to both finance and healthcare executives six key drivers and $22 million of opportunity based on my analysis
Built a flexible and sustainable dashboard that is applied daily by the field to quickly analyze areas of potential savings and
improvement
Collaborated with project stakeholders on multiple teams in order to better understand both the retail and healthcare industries
BDO International, Dublin, Ireland
May 2012 July 2012
Corporate Finance and Recovery Intern
Worked alongside trainees and other interns to conduct corporate VAT returns, build models, and evaluate debt to better maximize
the value of companies held in receiverships or under liquidation
Became fluent using Insolv, a database created to work with insolvent companies
Worked with partners, directors, and managers within my division to ease workload and help manage company cases

LEADERSHIP & PHILANTHROPY

X201: Optimizations and Decision Technologies, Bloomington, IN

August 2012 December 2012
Peer Tutor
Faculty selected to aid a class of 30 students in completing assignments and coursework in Microsoft Excel covering pivot tables,
look-ups, @Risk software, database functions, arrays, and optimization
K201: Spreadsheet Modeling & Data Analysis, Bloomington, IN
January 2012 May 2012
Peer Tutor
Faculty selected to aid 35 students in developing sophisticated data analysis in Microsoft Excel and database creation in Microsoft
Access
National Oceanic and Atmospheric Administration, Rehoboth Beach, DE
April 2011 August 2011
Volunteer
Identified and tagged four species of sharks for research pertaining to the Apex Predators Program
Researched shark species to better identify them and taught fellow fisherman how to safely identify and tag sharks
Acacia Fraternity, Bloomington, IN
February 2011 September 2011
Risk Chairman | Philanthropy Committee
Oversaw security operations of 100 man fraternity house to ensure a safe environment for residents and visitors
Coordinated with fellow Risk members in over 30 events, resulting in zero risk infractions in 2011
Pledge Class President
September 2010 January 2011
Peer elected to manage 28 members of my class while pledging Acacias largest national chapter
Maintained relationships with brothers and represented my class to alumni, university administration, and 46 active Greek houses

SKILLS & INTERESTS

Fishing

World Travel

Nationals Baseball

Tennis

Snow Skiing

Hoosier Basketball