Beth Moritz Email & Phone Number

Fort Lauderdale, FL, US

Coral Springs, FL, US

• Streamlined a 10-year old process, implementing an automated formula driven system to get income down to zero through cash flow planning, determining total compensation including payroll tax and 401K match, resulting.
• Developed, implemented, and trained employees on electronic billing for firm clients, automating it for multiple different warehouses for accounts payable, increasing productivity by 20%
• Provided reporting and coordination with tax accountants to maximize tax benefits for law firm and real estate partnerships by collaborating with tax accountants, achieving $15-20K within the last 2-3 years

Kirkwood, MO, US

• Converted from Quicken to QuickBooks online to get adequate financial information and updated expenses, increasing transparency into the business and an 80% increase in efficiency
• Coordinated with outside accounting firm for preparation of Form 990

US

• Responsible for researching new accounting programs and managing the conversion from Quicken to Appfolio, including all the training involved which increased the ability of reporting, transparency and efficiency by 70%
• Implemented monthly account reconciliations and monthly reporting packets to property owners, increasing transparency into business information by 80%
• Coordinated with external accountants to run reports for 30-40 different companies

• Worked closely with the archdiocese to mend relationships and brought in a chef to increase client engagement, resulting in total number of company retreats increasing 600% from an average of 6 annually to 36 events on.
• Implemented a long-range organizational operating and capital budget of $1M, including developing a standard monthly financial reporting packet that increased transparency
• Achieved a long-term partnership with Ascension Health, offering presentations for growth opportunities and created networking opportunities through collaboration with the archdiocese
• Developed and implemented organizational human resource policies to ensure compliance with policies and procedures, while providing training to board members on retreat strategies to increase revenue
• Implemented an employee benefit program by partnering with Ameriprise, allowing employees to set up an account for a Roth IRA with payroll deductions, increasing employee engagement by 60%

• Performed a comprehensive review of the developmental department by developing and implementing necessary re-organization, standardizing job functions and aligning job responsibilities, increasing productivity and.
• Oversaw the annual fundraising gala, including managing 15 volunteers and showcasing the organization, raising $400K
• Increased awareness within the community for homeless teens by managing 3 events, bringing in $10K at each event
• Landed a tv segment on NBC St. Louis with interviews, increasing awareness on nonprofits within the community

Saint Louis, MO, US

• Responsible for building relationships with existing and new benefactors by soliciting philanthropic high net worth individuals and organizations, increasing donations by $300K
• Developed and implemented a communication plan for new donors, showcasing different centers and providing updates, resulting in increased donor engagement
• Developed program based on state tax credits and raised $100K to goal of $150K within 6 months, meeting the goal within 12 months
• Conducted the annual employee United Way Campaign and increased participation by 34.2%

• Prepared the 1st comprehensive strategic development plan to raise money for the Development Committee
• Participated in design and construction of a $2.5M scholarship campaign, designing different giving levels and benefits per level, resulting in increased donor engagement
• Responsible for completion of on-going capital campaign for a new facility, staying in touch with all donors to ultimately raise the full amount

Toronto, ON, CA

• Senior Audit Associate - clients included Emerson Electric, Pet Inc. Various financial institutions

Master Of Business Administration (Mba), Accounting And Finance

Master Of Arts (M.A.), Theology/Theological Studies