Financial Analyst Experience Necessary

ANDREW M. BERKO

Certified Public Accountant

********@*****.***, 516-***-**** (mobile)

EXPERIENCE

ALZHEIMER’S FOUNDATION OF AMERICA, New York City 12/21 – 5/23

Director of Finance

Provided direction and leadership on all activities related to financial management and budgeting, risk management, general accounting, IT, and management of the team’s daily financial and accounting operations, working closely with all departments on finance and accounting issues. Major responsibilities included preparing annual operating and capital budgets, with detailed variance analyses, for the CEO and the Board of Trustees. Managed a diversified investment portfolio valued at over $25 million while overseeing the daily, weekly, and monthly activities of three full-time accountants. Improved internal controls and documented a procedure for simplifying a complex procurement process from purchase order creation through accounts payable. Exceptional analytical, people, and communication skills needed to satisfy a broad range of constituents.

SAINT THOMAS CHURCH AND CHOIR SCHOOL, New York City 1/18 – 12/21

Director of Finance and Administration

Managed all financial and administrative operations of a large episcopal church and affiliated boys’ school in mid-town Manhattan, operating on a $12 million annual budget. Responsibilities included supervising the Controller, HR, and Facilities directors, with direct oversight of 50 FTEs, including 20 teachers. Tasked the first year to reduce expenses and raise revenues by 10% to achieve the long-term financial objectives determined during a strategic planning process that lasted a full year (May 2018 – June 2019). Responsible for daily operations, oversight of multiple departments, budget(s) preparation, audits, city/state filings, and administration of a $135 million investment portfolio. Directed capital improvement projects exceeding $15 million. Prepared and presented detailed monthly operating and capital budgets with variance analyses for the Vestry. Served as officer with direct reporting responsibilities to the oversight committees (i.e., Standing, Building, Investment, Audit, Development, Teachers, and Grants committees). Received positive annual performance reviews from the CEO and Vestry. Despite the pandemic and downsized staff, maintained all vital financial and operating activities and simultaneously established “good practices” that were non-existent in prior decades. Position required acute attention to detail with a “big picture” understanding of the operations of a large church and organization with a diverse range of constituents.

MILL NECK MANOR SCHOOL, Long Island 10/13 – 1/18

Chief Financial Officer

Oversaw the financial operations of four corporations with consolidated revenues of over $25 million. Corporations included Mill Neck Manor School for the Deaf, the Mill Neck Foundation, Mill Neck Services, and Friends of the Deaf. Served as primary negotiating liaison between management and Mill Neck teachers represented by the NYS Teachers Union. Major responsibilities included the annual renegotiation of teachers’ contracts, supervision of four annual audits, and preparing and filing the New York State Consolidated Fiscal Report (“CFR”). Upgraded the accounting system via migration from Peachtree/Sage 50 to Abila-MIP.

CHURCH OF SAINT RAYMOND, Bronx 9/12 – 10/13

Chief Financial Officer

Directed all financial operations of a successful large parish within the Archdiocese of New York City. Operations included two high schools, an elementary school, a community outreach center, and the largest cemetery in the county. Responsibilities included annual audits, operating and capital budgets, payroll, employee benefits, and oversight of more than 50 full-time staff. Provided detailed reporting of consolidated revenues, which exceeded $20 million annually. Managed daily operations and administered a complex and diversified investment portfolio valued at over $200 million. Assisted in creating and implementing the first fully documented Investment Policy Statement.

WEBB INSTITUTE, Long Island 12/01 – 8/12

Director of Financial Affairs

Directed the financial and HR operations of a prestigious and historic private college operating on a $7 million annual budget and administered a diversified endowment portfolio valued at more than $50 million. Responsibilities encompassed all college financial and accounting requirements, including annual audits, multiple-year budgets, cash management, payroll, grants, restricted revenues, spend rate control, and state and federal filings. Performed all HR functions and administrative responsibilities, including selecting and overseeing multiple healthcare and employee benefit plans. Negotiated major contracts annually for food services, repairs and maintenance, and IT support. Directed accounting staff on proper integration of General Ledger activities and served as direct financial liaison between operating departments and senior management on all financial issues and operational matters. Documented and implemented a new system of internal controls, with proper segregation of duties, to safeguard assets. Served as officer to the Audit, Finance, and Investment committees. Major accomplishments included strengthening internal controls, preparing timely/detailed multi-year operating and capital budgets (“the 5 Year Plan”), converting to a new accounting and information system (Great Plains), and detecting the embezzlement activities perpetrated by a former senior employee, which culminated in the successful prosecution of key parties and the replacement of auditing firm.

AHRC– SUFFOLK CHAPTER, Long Island 8/97 – 12/01

Assistant Controller

Supervised and ran the accounting department for a $50 million non-profit agency focused on helping children and adults with disabilities via OPWDD funding. Reported directly to the Controller and CEO and liaised between managing directors, translating board resolutions into established policies and accounting “actions.”

CITIBANK, New York 11/92 – 8/97

Manager, Citicorp International Communications Financial Control Division

Performed the monthly internal reporting and financial statement processes of a $65 million telecommunications division. Interfaced with systems personnel and senior leadership to forecast critical financial data and human resource figures. Developed a process later adopted and implemented throughout the division to reconcile “legal” with “management” books. Tracked budgets and cost details on the National Service Request and Major Expenditure Proposal systems to obtain detailed financial data, ultimately detecting fraudulent activities perpetrated by a Senior Vice President. Position required acute attention to both process and costing details.

Assistant Manager, Citibank North America General Ledger Conversion Division

Assisted the Senior Vice President in the two-year conversion of the General Ledger to the Millennium System for the Equipment Finance Lease division. Managed all aspects of systems conversion, including Chart of Accounts remapping, liaising between systems and financial controllers, parallel testing, and resolving issues after the conversion went “live.” Received special citation for work excellence and subsequently promoted to Manager.

FLEETWAY SYSTEMS, Philadelphia, Pennsylvania 8/90 – 11/92

Senior Accountant, Certified Public Accountant

Directed all facets of General Ledger accounting requirements and the production of monthly and year-end financial statements. Managed the General Ledger of three companies and prepared quarterly variance reports for the President and senior leadership. Assisted in successfully completing the annual financial audits and coordinated the installation and operation of a new information system (Peachtree) that greatly improved financial reporting.

DELOITTE & TOUCHE, CERTIFIED PUBLIC ACCOUNTANTS, Washington, D.C. 8/88 – 8/90

Staff Accountant, Audit Services

Performed auditing and tax services for a “Big 6” accounting firm with clients that included Howard Hughes Medical Institute, National Public Radio, Communications Satellite Corporation, United Press International, Stihl Parts Incorporated, The Ironworkers Union, The American Institute of Architects, and The National Learning Center.

EDUCATION

Certified Public Accountant, May 21, 1991, Commonwealth of Pennsylvania

Villanova University, Villanova School of Business, Bachelor of Science in Accountancy, May 1988

United States Navy Reserve Officers’ Training Corps Scholarship

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