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Bernard Valek profile image

Bernard Valek

President/Ceo/Managing Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Pilgrim Place</span>
Intro Book
Bernard Valek is a seasoned leader with 6+ years of experience in strategic planning, budgeting, and healthcare management, holding key roles in non-profit organizations and international CPA firms.
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Location
Yucaipa, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills
  • Leadership
  • Strategic Planning
  • Budgets
  • Healthcare Management
  • Nonprofits
  • Show all
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Bio

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Bernard Valek is a seasoned executive with a proven track record of driving strategic growth and financial excellence in the healthcare and nonprofit sectors. As President/CEO of international CPA and consulting organization BERNARD M VALEK, MBA, CPA/VALEK, ROBLES ASSOCIATES/XLCPA, LLP, he oversees a $25 million annual budget and leads a team of ten staff members. His leadership philosophy emphasizes long-range strategic planning, cutting-edge architectural design, and financially efficient operations. Valek's expertise extends to his tenure as Chief Financial Officer at Pilgrim Place, a nationally recognized non-profit organization, where he developed and implemented financial strategies that contributed to the organization's $25 million operating budget. He also served as Vice President/Chief Financial Officer from 1999 to 2017 and has been a Past Chair of the Board of Directors for the Workers Compensation Corporation. A holder of a Master of Business Administration from Northern Illinois University, Valek brings a strong foundation in accounting, finance, and strategic planning to his executive roles. He is a certified California CPA and is fluent in English and Spanish, with working proficiency in Spanish.

Credentials

  • California CPA
    State of California

Experience

  • Pilgrim Place
    • President/Ceo/Managing Partner
  • BERNARD M VALEK, MBA, CPA/VALEK, ROBLES ASSOCIA...
    • California, Latin America, and Asia
    • President/CEO/Managing Partner
      • Dec 2017 - Present
      • California, Latin America, and Asia

      President/CEO/Managing Partner of international CPA and consulting organization with $25 million annual budget. Supervise ten staff directly and had responsibility for strategic planning, business development, consulting services, publications, cash management, financial statements, and internal...

  • PILGRIM PLACE IN CLAREMONT
    • Vice President/Chief Financial Officer
      • Jul 1999 - Nov 2017

      Established in 1915, Pilgrim Place is a nationally known non-profit organization within the senior care and services sector. The expansive 32 acre campus has an operating budget of $25 million providing continuing care services to 450 residents. Facilities include 185 independent living units, ...

  • GUARDIANCOMP
    • Claremont, California
    • Former Board Chair of Workers Compensation Corporation
      • Jun 2011 - Nov 2016
      • Claremont, California

      Past Chair of Board of Directors

Education

  • Northern Illinois University
  • Northern Illinois University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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