Manager Accounting

Anthony B. Beata

**** ******* ******, *** *****, Florida 34142

239-***-**** ****.*****@*****.***

~ Seeking Position as Accounting Manager/Assistant Controller ~

A highly qualified professional with over 30 years of success as Accountant, Controller, Business Operations Manager,

Business Owner, and Financial Manager in University, Private, and Public Practice

SUMMARY

Versatile, experienced accounting manager and CPA, and current University Controller for the last 8 years, Director of

Administrative Services for 3 years, and 15 years as manager and Partner in an Accounting firm. Proactive analytical problem

solver with prioritizing abilities that result in efficient, effective delivery of services. Expertise in finance, compliance,

controllership, and retention of client loyalty. Significant experience and knowledge of non-profit accounting including grant

accounting compliance, Title IV funds, and reporting. Dynamic individual who is conditioned to ongoing education and change in

job requirements. Facility to translate organizational and operational issues into understandable solutions. Computer proficiency.

A proven and highly respected consummate professional with impeccable, ethical judgment and proven leadership performance.

CORE COMPETENCIES

Accounting & Finance Business Operations

Finance, Accounting, Capital Budgeting Innovative Process Operations

Forecasting and Financial Analysis Training, Supervision, Development

Cost Control Principles Strategic Planning, Implementation

Audit Reviews, Financial Statements Scheduling, Logistics, Coordinating Programs

General Ledger Accounting Coordination Work Flow and Analytical Project Prioritization

Institutional Advancement, Funding, Grants Government Agencies, Service Providers

Drafting SACS Narratives, Schedules, Exhibits Multi-level, Cross-functional Communications

PROFESSIONAL EXPERIENCE

Ave Maria University, Naples, FL

CONTROLLER June 2005 – Present

Under general supervision of VP of Finance and Administration, manage general ledger accounting, student accounts receivable,

accounts payable/disbursements, grant accounting, annual budget preparation, management reports, external reporting, cost

benefit analysis, bond issuance and covenant compliance, and construction-related accounting.

● Work with senior staff in coordinating cross-departmental operating activities and providing business process

and regulatory advice.

● Oversee preparation and communication of periodic and annual internal/external financial reports, ensuring

timeliness, accuracy, and usefulness of financial and management reporting for the CEO, senior management

team, and Board of Trustees. Attend and present financial reports and analysis to Finance and Audit

Committee at quarterly Board of Trustee meetings.

● Collaborate with senior leadership to produce the University annual operating plan and budget.

● Supervise cash, investment, and asset management including external financial services relationships and cash

flow to ensure cash availability to meet payroll, operating expenses, and bond covenant compliance.

● Recommend and coordinate new or revised systems, methods, programs, and procedures to improve efficiency

and effectiveness of the University’s financial and administrative activities.

● Direct contracted services for the bookstore and dining services, and manage accounting activities for $47M

of building construction, including Direct Purchase Order system.

● Ensure legal, regulatory, and GAAP compliance regarding all financial transactions and functions.

● Hold responsibility for financial and A-133 audits and outside filing requirements, including IPEDS, annual SACS

and AALE reporting, bond covenant and metric reporting, IRS form 990, Florida Department of Education,

Title V, and ASHA and private grants.

ANTHONY B. BEATA, CPA 239-***-**** Page 2

St. Eugene Congregation, Fox Point, WI

DIRECTOR OF ADMINISTRATIVE SERVICES & STEWARDSHIP November 2001 – June 2005

Assumed parish administrative and business responsibilities and coordinated all parish stewardship activities with assistance of

the stewardship committee. Succeeded in bringing parish’s questionable financial controls and management into compliance with

the archdiocesan best practice manual that included consolidation of affiliate organization bank accounts, installation of a new

general ledger accounting system, and conversion from the cash to the accrual basis of accounting.

● Prepared and administered the annual parish budget in collaboration with the Finance Committee.

● Acted as liaison between parish and archdiocese in financial matters.

● Produced monthly financial statements for presentation to various committees.

● Held direct supervision of parish secretary, maintenance staff, and bookkeeping/administrative assistant.

Beata & Beata, LLP, Hinsdale, IL

PUBLIC ACCOUNTANT, PARTNER, & CONSULTANT January 1987 – November 2001

As manager and partner, provided ADP type payroll services, tax compliance services, financial accounting services, and

management consulting to wide array of enterprises. Supervised accounting staff members and office manager.

● Provided audit, review, compilation, and general ledger accounting services to for-profit and not-for-profit

clients.

● Performed needs assessments and installation of various manual and computerized internal accounting and

control systems, including employee training and drafting of procedure manuals.

● Represented corporate clients during IRS and state of Illinois income, sales, and payroll tax audits.

● Created static and incremental budgets, projected cash flow and income statements for sales and expense

assumptions. Prepared SBA loan schedules and applications.

● Provided detailed analysis and recommendations for cost-trimming strategies, property lease terms, equipment

purchase decisions, and vehicle lease vs. buy decisions.

● Performed personnel search services for clients seeking financial related employees, prepared annual census

reports for pension plan administrators, and federal/state partnership and corporate income tax returns for 80

clients annually.

● Assisted clients and their legal counsel with expert witness preparation and technical advice prior to and during

courtroom proceedings.

Dresher, Inc., Bedford Park, IL

MASTER SCHEDULER, MRPII COORDINATOR August 1979 – December 1986

As a member of a production control administrative team, successfully integrated computerized MRPII inventory and production

control systems into ongoing operations of $35M manufacture of upholstered and polished brass bedroom furniture.

Your Blessed Event, Inc., Lansing, IL

CO-OWNER April 1999 – August 2001

Provided technical advice and consulting to family-owned religious gift, book, and apparel store, including negotiating retail

leases, setting up internal cash, sales, and inventory controls. Acted as purchasing agent.

Jackson Hewitt Tax Service, Melrose Park, IL

CO-OWNER January 1992 – April 1995

Managed franchised income tax service. Supervised and trained income tax preparers.

EDUCATION

University of Illinois at Chicago, Chicago, IL

Bachelor of Science Degree in Accountancy, 1989

Illinois CPA License, 1994

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