Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ronald A. Bertoia, CPA

Schertz,TX

Summary

CPA offering 40+ years of experience working with private and public customers. Expertly manages accounting needs following optimal practices and current regulations. Brings wide-ranging knowledge of business, personal and non-profit finances.

Overview

50
50
years of professional experience
1
1
Certification

Work History

CPA

Intuit
San Diego, CA
12.2020 - 04.2024
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.

Director of Purchasing

Judson Isd
Selma, TX
03.1991 - 12.2010
  • Negotiated contracts with outside providers to minimize costs to the school district for the best value, and customers.
  • Negotiated construction contracts for schools totaling over $550 million.
  • Led commercial and legal functions encompassing contract administration, requests for quotations, requests for quotes and proposals.
  • Streamlined procurement processes by initiating district-wide continuous improvement program, resulting in cost optimization and supplier consolidation.
  • Tracked and approved procurement plans and inventory levels.
  • Sourced new vendors for purchasing needs.
  • Obtained quotes from various suppliers to determine most cost-effective purchasing options.
  • Selected and negotiated contracts with supply vendors to obtain top-notch pricing on materials and items.

Chief Financial Officer

Dallas Ballet, Inc
Dallas, TX
12.1988 - 03.1991
  • Managed the preparation of monthly, quarterly, and annual financial reports.
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Sourced, installed and implemented new accounting systems that improved operational efficiency.

Director of Finance and Administration

World Championship Tennis, Inc.
Dallas, TX
08.1974 - 12.1988
  • Responsible for all accounting and administrative functions.

Corporate Office Dallas

Marketing Office, New York City.

London Office European Operations

Amsterdam Office Television production

Managed player contracts for Milan Office Player Management

Education

BBA - Accounting

University of Texas At Austin
Austin, TX
05-1974

Skills

  • Price Negotiation
  • Bid process management
  • Supplier Relations
  • Bidding processes

Certification

  • Certified Public Accountant

Timeline

CPA

Intuit
12.2020 - 04.2024

Director of Purchasing

Judson Isd
03.1991 - 12.2010

Chief Financial Officer

Dallas Ballet, Inc
12.1988 - 03.1991

Director of Finance and Administration

World Championship Tennis, Inc.
08.1974 - 12.1988

BBA - Accounting

University of Texas At Austin
Ronald A. Bertoia, CPA