Emily Burk
Summary
Finance professional with a strong focus on financial analysis and regulatory compliance. Successfully leads a team in fund compliance, financial statement preparation, and project coordination, enhancing operational efficiency through innovative solutions.
Overview
5
5
years of professional experience
Work History
Assistant Vice President
U.S. Bank
Milwaukee
03.2026 - Current
- Reviews financial statements, manages expense budgeting, and coordinates dividend distributions and key materials for board of trustee meetings and other requests for mutual fund complexes.
- Leads and manages a team responsible for fund quarterly compliance, regulatory filings, and financial statement preparation.
- Serves as primary liaison for clients and internal/external parties including auditors, tax teams, fund accounting, and legal counsel, ensuring clear communication and compliance.
- Coordinates ad-hoc projects, including fund launches, mergers, and liquidations, facilitating smooth transitions and compliance with regulatory requirements.
Mutual Fund Administrator 3
U.S. Bank
Milwaukee
02.2025 - 03.2026
Mutual Fund Administrator 2
U.S. Bank
Milwaukee
02.2024 - 02.2025
Mutual Fund Administrator
U.S. Bank
Milwaukee
01.2023 - 02.2024
Fund Administration Intern
U.S. Bank
06.2021 - 01.2023
Education
MBA - Finance
University of Wisconsin, Whitewater
Whitewater, WI06-2026
BBA - Finance - Emphasis in Financial Planning
University of Wisconsin-Whitewater
Whitewater12-2022
BBA - Accounting
University of Wisconsin, Whitewater
Whitewater, WI12-2022
Skills
- Financial Analysis
- Budget Management
- Financial Statements
- Accounting
- Microsoft Office Suite
- Client Communication
- Staff Training
- Time Management
Organizations Involvement
- Financial Management Association, 09/20 - 12/22, President, 05/22 - 12/22, Treasurer & Events Coordinator, 09/21 - 05/22
- Excelerators Organization, 09/20 - 12/22, Vice President, 09/22 - 12/22, Treasurer, 09/21 - 05/22
- Segregated University Fee Allocation Committee (SUFAC), 09/21 - 05/22, Appointed by the Dean of the College of Business and Economics
Skills Awards
- College of Business and Economics Outstanding Junior Scholarship and Recognition Award
Timeline
Assistant Vice President
U.S. Bank
03.2026 - Current
Mutual Fund Administrator 3
U.S. Bank
02.2025 - 03.2026
Mutual Fund Administrator 2
U.S. Bank
02.2024 - 02.2025
Mutual Fund Administrator
U.S. Bank
01.2023 - 02.2024
Fund Administration Intern
U.S. Bank
06.2021 - 01.2023
MBA - Finance
University of Wisconsin, Whitewater
BBA - Finance - Emphasis in Financial Planning
University of Wisconsin-Whitewater
BBA - Accounting
University of Wisconsin, Whitewater