Jeff Bate Email & Phone Number

Salt Lake City, Ut, Us

Provo, Utah Area

Overall responsibility for the financial integrity and operations of the University. Supervising the Accounting/Financial Aid/Operation Departments, in support of 250+ employees/faculty, and 2,500+ students. Performing and managing AR review, budgeting, forecasting, program (product line) analysis, audit, month-end close, variance analysis, IT, HR, facility, and Title IV management. Quarterly recommendations to the WEI governing body, and RMU Board of Trustees. Treasurer for the RMU Foundation. - Reorganized entire Accounting Department to fulfill University excellence. Improved performance, controls and result based success.- Implemented new budgeting review and analysis resulting in proactive decision ability at the program level improving program visibility by 100%.- Implemented policy and procedures to streamline department and reduce redundancy.- Enhanced reporting process to all governing boards.- Developed program and account line analysis and measurements.- Promoted budget review and approval to lower line management.- Implemented Title IV processing and creation of Financial Aid Department.- Managed financial accounting of University campus relocation.

Provo, Utah Area

-LLC NMS Member -Effectively created, and developed relationships with banking entities, property, insurance, auditors, bond holders and funding sources.Developed business process, including all policy and procedures-Actively participated and managed charting of institution's direction, and planned its growth and development from inception.-Developed medical school financial projections, proformas and budgets.-Hired finance, and operational teams for the initiation of the institution as a start up medical school.

Greater Salt Lake City Area

Overall authority for the financial operation of the Accounting Department of this Software Company. Supervised, led and supported staff of 5. Company's annual sales were $26M., with 120 employees. Performed budget/forecasting, audit functions, month end close, account reconciliations, variance analysis, and journal entry adjustments. Managed project accounting system ensuring revenue recognition related to software. Recommended improvements to Executive management, and reported all financials to Zions Bancorporation.-Instrumental integrating new enterprise accounting system, and project management system. -Increased productivity by 100%.-Implemented new revenue recognition schedules saving over 30% in productivity.-Accomplished merger process of three Zions subsidiaries. Included coordinating and performing personnel and accounting records merger from three completely separate operating systems. -Reduced costs by $250K annually.-Streamlined sales tax process resulting in a 50% time improvement.-Fixed Asset review reducing costs by 10%.-Implemented reporting structure saving the company time and effort for decision making results.-Coordinated financial systems and consolidation in acquisition of NetDeposit, LLC by the new company

Orem, Ut

Oversaw, and controlled all financial functions of this Electronics Contract Manufacturer. Starting at the ground floor utilized leadership and financial acumen to direct all accounting, financial management, risk management, legal, and insurance activities. Liaised with bankers, vendors and customers increasing annual revenues from $3M to over $12M. - Increased productivity by 30% through implementation of bonus programs. - Effectively manage 120% growth in personnel through development of operational procedures.- Used industry best practices to determine budgets and manage all fiscal departments. Reduced costs by 10%.- Established measurable benchmarks and analytic modeling to forecast and increase profit margins by 20%.- Maintained eligibility for government contract qualification and renewal, generating 10% of business.- Risk assessment and compliance management ensuring avoiding overexposure to high-risk markets, reducing cost significantly.- Saved $50K per year by incorporating improved auditing functions.- Served as interim CEO/President for a four month period while owner was out for medical reasons. Oversight of daily operations of Sales/Operations/IT /Finance encompassing 150 employees.

Greater Salt Lake City Area

In charge of the accounting department and related functions of capital leasing group owned by regional bank with 10,000+ employees. Managed Accounting Department with over $1B in commercial equipment.- Designed procedures to reduce reconciling issues between banks increasing productivity 20%.- Improved accounting procedure within leasing group by instituting auditing and compliance controls and procedures. Increased savings by 10%.

Greater Salt Lake City Area

Recruited to HQ to consolidate, implement and develop new accounting department and system for this grocery and drug corporation. Created department for the financial processing and reporting of over 1,500 properties owned and leased by American Stores in 26 states. Based on success of this department, was given additional management opportunities to direct project management and contract accounting. Supervise a staff of 15.- Created and developed Lease Accounting Group at company HQ and centralized functions for 6 subsidiaries. Realized over $1M in cost reductions on an annual basis.- Financial leasing expert for development of in-house lease accounting system. Accounting system was delivered on time, and within budget.- Prepared financial analysis, budgets and ad hoc reports reducing cost by 10%.- Responsible for accurate and timely processing of annual payments averaging approximately $200M, and the capital acquisition payments of over $1B.- Saved $300K in first year by implementing property management audit and compliance measures.

Mba, Corporate Finance

International Relations/Business