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Paula Bata, Cpa (Inactive) is listed as Vice President Finance at LFE Capital, a with 7 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at meristemfw.com and a matched LinkedIn profile for Paula Bata, Cpa (Inactive).
Paula Bata, Cpa (Inactive) previously worked as Managing Director - Controller | Cresset Capital at Meristem L Cresset and Financial Controller | Meristem Family Wealth and Meristem Trust Company at Meristem Family Wealth. Paula Bata, Cpa (Inactive) holds Bachelor Of Arts, Accounting from University Of Northern Iowa.
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I am an enthusiastic, self-motivated and results-driven finance/accounting professional with a positive attitude and exceptional work ethic. I leverage my customer focused mindset and diverse experience across both profit-oriented businesses and non-profit organizations to deliver effective, efficient and high quality services. I am known for my high integrity, attention to details and excellent organizational and problem solving skills. Strong communication and interpersonal abilities allow me to develop trusting and collaborative relationships. CPA - Inactive
Listed skills include Quickbooks, Accounting, Small Business, Budgets, and 8 others.
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Manage the financial, accounting and fund administration functions of the firm and support the financial administrative needs of LFE Capital's Partners, its investment team and limited partners.
Minnetonka, Mn
Cresset refers to Cresset Manager, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.Independent financial advisory firm and multi-family office providing wealth management advice including investment, tax, estate and charitable planning.
Minnetonka, Mn
Responsible for the firm's financial reporting, budgeting, billing, banking, payroll/benefits, and tax compliance. Managed accounting, financial reporting and tax compliance for several private investment fund partnerships.
Greater Minneapolis-St. Paul Area
Providing accounting, bookkeeping, and other business services to small companies and individual clients.
Minnetonka, Mn
Responsible for all accounting, compliance and administrative activities of the management company; prepared budgets and financial statements; coordination of annual audit and tax return work; performed research and analytical work for stock decisions and provided collaborative decision support. Provided family office services for managing partner.
St. Louis Park, Mn
Provided various financial services to clients including full charge accounting / bookkeeping, general ledge balancing and reconciliation, financial statement preparation, set-up or upgrade of accounting system in QuickBooks, workflow analysis and improvement, payroll and decision support to management.
Performed all accounting functions for Deluxe Corporation's two foundations.
Planned and conducted operational audit engagements and presented results to management. Identified operational and control weaknesses and provided recommendations for improvement.
Planned and conducted audit engagements for diverse client base particularly in retail, agricultural, service and transportation industries.
Other employees you can reach at lfecapital.com. View company contacts for 7 employees →
Activities and Societies: Accounting & Finance Club
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Paula Bata, Cpa (Inactive) works for LFE Capital.
Paula Bata, Cpa (Inactive) is listed as Vice President Finance at LFE Capital.
AeroLeads has found 1 work email signal at @meristemfw.com for Paula Bata, Cpa (Inactive) at LFE Capital.
Paula Bata, Cpa (Inactive) is based in Minneapolis, Minnesota, United States while working with LFE Capital.
Paula Bata, Cpa (Inactive) has worked for Lfe Capital, Meristem L Cresset, Meristem Family Wealth, Paula Bata Consulting, and Kidron Capital, Llc.
Paula Bata, Cpa (Inactive)'s colleagues at LFE Capital include Sharon Johnson, Eric Nesi, and Deb Langer.
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Paula Bata, Cpa (Inactive) holds Bachelor Of Arts, Accounting from University Of Northern Iowa.
Paula Bata, Cpa (Inactive) is listed with skills including Quickbooks, Accounting, Small Business, Budgets, Financial Reporting, Financial Analysis, Auditing, and Forecasting.
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