Heath Roberie, Mba, Cpa Email & Phone Number

Austin, Tx, Us

Austin, Texas, Us

Georgetown, Tx, Us

Austin, Texas, Us

Georgetown, Tx, Us

Georgetown, Tx, Us

• Develop, implement, and maintain recurring operating budget of approximately $60M and capital budget of approximately $4M for a small, liberal arts university• Prepare and present operating budget recommendation to university's Board of Trustees on a semiannual basis• Maintain and update university's ten-year financial model, which includes staying current on several underlying revenue and cost drivers• Designed executive level performance dashboards using cloud-based reporting tools; distributed and discussed results with executive leadership on a monthly basis to ensure that financial impacts of executive decisions are fully understood• Launched and co-chaired a committee to define and implement a campus-wide data governance initiative• Manage day-to-day operational budget needs, including budget transfers and commitments• Perform ad hoc analysis and reporting on various operational aspects of the university

Austin, Tx, Us

Develop and implement plans for financial budgeting and reporting for medical/academic departments of the Dell Medical School. Manage departmental financial processes including transition to the new ERP (Workday). Review departmental funding and budgets with department chairs and assist with future budgets/forecasts. Make recommendations to the Department Chairs, and managers regarding budget actions, as well as initiatives for cost efficiency and continuous improvement. Develop and present performance analytics for the department and clinical faculty. Partner with hospital affiliate to collect and present hospital performance metrics. Ensure proper and efficient application of grant funding by department and account.

Austin, Tx, Us

Manage the day-to-day financial activities for the Central Business Office’s (CBO) customers, including ITS, OTS, Marketing and Creative Services, and the Dell Medical School; these activities consist of accounts receivables, collections, management reporting, budgeting, forecasting, as well as serving as the point of contact for finance-related issues for CBO customers. Direct a diverse portfolio of teams, including Payments, Procurement, Reporting, and Inventory, ensuring that the teams were working towards common strategic goals, as well as providing exemplary customer service. Helped develop Service Level Agreements (SLA’s) with CBO customers, setting expectations of services and customer support. Assisted with the beginning phases of the UT Shared Services initiative, including data gathering, communication to staff, and round-table discussions with campus constituents; met with the Accenture Shared Services team to discuss the strategic fit and direction of the CBO with relation to Shared Services.

Austin, Tx, Us

Oversaw the financial operations of the International Office, including preparing and monitoring budgets; reviewing monthly account reconciliations; assisting the Director of Finance and Administration in writing funding proposals; maintaining payables and receivables; supervising and approving travel for faculty and staff; budgeting and approving financial aid and scholarships; producing financial reports; overseeing the financial activities for government contracts and other special programs; and forecasting for start-up programs. Supervised a staff of two accountants, two administrative assistants, and several student workers, ensuring that the staff was properly trained and motivated.

Austin, Tx, Us

Collect data and audit physical assets of the company.

Austin, Tx, Us

Acquired and managed multi-customer accounts for Azuma Leasing.

Austin, Tx, Us

Took incoming phone calls and prepared our residential accounts.

Mba, Finance

Cpa Program, Accounting

Ba, History

Education record