Financial Analyst Fp A

ROBERT BEAMER, AFA, MBA, MA, MTh

Camarillo, CA 310-***-**** *******@******.**.*** LinkedIn

SUMMARY

Seasoned financial professional with 15+ years of experience across various non profits. Holds an MBA (Finance) from UCLA Anderson and Accredited Financial Analyst (AFA) certification. Managed portfolios exceeding $100M AUM, led multimillion-dollar executive education programs, and served in key academic finance roles. Strong background in FP&A, investment advisory, strategic budgeting, and organizational leadership.

EDUCATION

UCLA Anderson School of Management

MBA, Finance (2018)

University of Notre Dame

Master of Arts (2011)

University of San Diego

Master of Theology (2008)

Bachelor of Arts (2003)

CERTIFICATIONS / Memberships

AFA – Accredited Financial Analyst

Series 66 / Series 7 (FINRA) – Investment Advisor Representative/Broker Dealer

Insurance Licensed – Accident, Health, Life, Variable Life & Annuities

Phi Alpha Theta – Academic Honor Society

SAG-AFTRA Member

CORE COMPETENCIES

Financial Planning & Analysis (FP&A) • Budget Oversight • Strategic Finance • Wealth Management • Investment Advisory • Leadership Development • Higher Education Finance • Revenue Growth

PROFESSIONAL EXPERIENCE

Pepperdine University – College of Health Science

Assistant Director of Financial Assistance

March 2025 – Present Calabasas, CA

Lead all financial assistance operations for CHS; oversee budget allocations, aid disbursement, compliance, and advising.

Coordinate with central university finance and admissions to ensure seamless operations and student success.

California State University Channel Islands

Lecturer, Finance & Accounting

Jan 2024 – Present Camarillo, CA

Teach undergraduate and MBA courses in accounting, personal finance, corporate financial strategy and behavioral finance.

Integrate simulations and case studies into instruction for real-world application.

UCLA

Faculty & Finance Roles

Dec 2015 – Nov 2024 Los Angeles, CA

Finance Lecturer, GAP Finance Assistant, and Expert Panelist for capstone programs.

Created budget models and coordinated faculty support for applied finance programs.

Teaching Assistant for graduate-level finance, leadership, and entrepreneurship courses.

Thrivent Financial

Wealth Management Advisor

Apr 2019 – Nov 2023 Torrance, CA

Managed 200+ client portfolios totaling $100M+ AUM.

Delivered comprehensive financial planning, including investment, retirement, insurance, and estate strategies.

Consistently exceeded performance benchmarks and compliance requirements.

Loyola Marymount University – Executive MBA Programs

Director Executive Programs & Faculty, Resident Minister

Mar 2016 – Jul 2023 Los Angeles, CA

Directed finance, operations, and strategy for EMBA and Executive Education programs generating $20M+ in revenue.

Taught MBA finance and leadership courses.

Designed executive coaching/mentoring program and secured corporate partnerships with Boeing, Raytheon, and others.

UC Santa Barbara – Track and Field Team, Athletics Department

Director of External Media Relations / Asst Coach (Athletics/Track & Field)

Aug 2011 – June 2015

Led external communications, media strategy, and public relations for NCAA Division I Track & Field and other sports.

Produced digital and traditional media content to promote athletic programs and student-athlete achievements.

Served as primary liaison to media outlets, donors, alumni, and conference offices.

Division of Student Affairs – University of Notre Dame

Assistant Rector / Budget Manager, Fisher Undergrad Residence College

2009 – 2011

Managed residence life operations, budgets, and student programming for Fisher Hall.

Served as a live-in advisor and mentor, supporting undergraduate development and community engagement.

Coordinated with Student Affairs and Campus Ministry on initiatives to improve student wellness and spiritual life.

University of San Diego School of Law

Financial Aid & Admissions Counselor

Jun 2003 – Aug 2004 San Diego, CA

Guided prospective law students on financing options and scholarship planning.

Developed tools to improve admissions yield through financial aid strategy.

High School Educator & Department Chair (History/Social Sciences)

Various High Schools – Southern California

2003 – 2009

Full-time teacher of history, government, and economics across multiple high schools including:

oBishop Diego High School (Department Chair, 2005–2008)

oMater Dei High School

oFrancis Parker School

Led curriculum development, AP course instruction, and interdisciplinary projects.

Mentored students for college admissions and extracurricular activities.

HONORS & AWARDS

Reverend Timothy Scully Award for Service Leadership (University of Notre Dame, 2011)

Graduate Ministry Fellowship – Full Tuition (University of San Diego)

LA Marathon – 3x Second Place Age Group Finisher (2006-2008)

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