Mission-Driven Nonprofit CFO & Investment Steward

ROBERT BEAMER, AFA, MBA, MA, MTh

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

CHIEF FINANCIAL OFFICER NONPROFIT FINANCIAL STRATEGY INVESTMENT OVERSIGHT

Mission-driven financial executive with 15+ years of leadership experience in nonprofit, higher education, and financial services. Proven success in overseeing multimillion-dollar budgets, stewarding donor-restricted funds, managing endowments exceeding $100M AUM, and building financial systems that drive transparency and sustainability. Collaborative leader with cross-functional expertise in FP&A, regulatory compliance, program alignment, and board engagement. Series 7 and 66 licensed investment advisor with deep knowledge of nonprofit finance and fund accounting.

CORE COMPETENCIES

Strategic Financial Planning & Forecasting

Nonprofit GAAP & Fund Accounting

Endowment & Investment Stewardship

Board & Donor Financial Reporting

Financial Dashboards & KPIs

Audit, Compliance & Risk Management

EXPERIENCE

Chief Financial Officer

Inflexion Athlete Services 2024 – Present

Direct financial operations and strategic planning for a growing nonprofit sports advisory firm.

Oversee budgets, financial controls, and donor engagement aligned with mission goals.

Lead endowment and investment portfolio strategy; ensure compliance with UPMIFA and grant requirements.

Chief Financial Officer

Women’s Athletic Performance Foundation / SBTC 2011 – 2015

Built financial systems for a performance-driven nonprofit supporting elite female athletes.

Managed multi-source budgets, nonprofit audits, and donor fund tracking.

Developed KPIs and financial models for programmatic impact assessment.

Director, Executive Programs (EMBA, Corporate Education)

Loyola Marymount University 2016 – 2023

Led finance and operations for executive education programs generating $20M+ in revenue.

Built strategic partnerships and implemented program budgeting tools.

Oversaw staffing, student financial strategy, and cross-unit collaborations.

Finance & Faculty Roles

University of California, Los Angeles (UCLA) 2015 – 2024

Contributed to budgeting, instructional design, and faculty coordination in applied finance programs.

Taught graduate-level courses in finance and strategy; supported MBA capstone projects.

Wealth Management Advisor

Thrivent Financial 2019 – 2023

Managed portfolios exceeding $100M AUM across 200+ clients.

Specialized in endowment planning, estate strategies, and donor-advised fund compliance.

Lecturer, Finance & Accounting

California State University Channel Islands 2024 – Present

Teach corporate finance, financial planning, and investment strategy in MBA and undergrad programs.

Assistant Rector & Budget Manager

University of Notre Dame – Fisher Hall 2009 – 2011

Managed hall operations and budgets; advised students and supported spiritual life initiatives.

EDUCATION

MBA, Finance – UCLA Anderson School of Management (2018)

MA – University of Notre Dame (2011)

Master of Theology – University of San Diego (2008)

BA – University of San Diego (2003)

CERTIFICATIONS & LICENSES

AFA – Accredited Financial Analyst

Series 7 & Series 66 – Investment Advisor Representative

Licensed – Life, Health, Variable Insurance

SAG-AFTRA Member Phi Alpha Theta Honor Society

BOARD & COMMITTEE EXPERIENCE

Finance Committee Liaison, Inflexion Athlete Services

Budget Oversight Committee, Loyola Marymount University

Investment Committee Contributor, Thrivent Financial

TECHNOLOGY & SYSTEMS

Excel (Advanced) QuickBooks Power BI Tableau ERP Systems Tessitura

AWARDS & RECOGNITION

Reverend Timothy Scully Award – Service Leadership, Notre Dame

Graduate Ministry Fellowship – University of San Diego

LA Marathon – 3x Age Group Medalist

Contact this candidate