Matthew J. Schutz, MS, CPA
Controller & Finance Director at Luther Seminary- Claim this Profile
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Bio
Credentials
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Certified Public Accountant (CPA)
State of Minnesota -
Certified Public Accountant (CPA)
State of Wisconsin
Experience
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Luther Seminary
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United States
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Higher Education
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100 - 200 Employee
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Controller & Finance Director
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Dec 2022 - Present
As the Controller and Finance Director, my role encompasses comprehensive oversight of accounting and financial operations, ensuring compliance with regulations and financial sustainability. I collaborate closely with the Chief Financial Officer to drive the institution forward. Key Contributions: ⬥ Created monthly executive financial presentations for the Seminary finance committee and board of directors, communicating vital financial information with impactful data visualizations… Show more As the Controller and Finance Director, my role encompasses comprehensive oversight of accounting and financial operations, ensuring compliance with regulations and financial sustainability. I collaborate closely with the Chief Financial Officer to drive the institution forward. Key Contributions: ⬥ Created monthly executive financial presentations for the Seminary finance committee and board of directors, communicating vital financial information with impactful data visualizations, empowering strategic decisions for the organization's future. ⬥ Developed a central financial data query tool, enhancing accounting team efficiency and effectiveness in data analysis and reporting, leveraging Jenzabar, SQL Server Management Studio, and Microsoft Excel with VBA. ⬥ Implemented standardized procedures, streamlining month-end close and workpaper documentation, reducing close time by 4 business days for balance sheet reconciliations, optimizing operational efficiency and timely financial reporting. ⬥ Orchestrated the annual operating and capital budget processes, overseeing a combined budget of $20 million, and meticulously preparing finalized budgets for submission to the Board of Directors. ⬥ Managed audit-ready financial records and documentation for all grants, facilitating smooth external audits, and promoting effective collaboration between finance, program management, and compliance teams to streamline grant accounting processes. Show less As the Controller and Finance Director, my role encompasses comprehensive oversight of accounting and financial operations, ensuring compliance with regulations and financial sustainability. I collaborate closely with the Chief Financial Officer to drive the institution forward. Key Contributions: ⬥ Created monthly executive financial presentations for the Seminary finance committee and board of directors, communicating vital financial information with impactful data visualizations… Show more As the Controller and Finance Director, my role encompasses comprehensive oversight of accounting and financial operations, ensuring compliance with regulations and financial sustainability. I collaborate closely with the Chief Financial Officer to drive the institution forward. Key Contributions: ⬥ Created monthly executive financial presentations for the Seminary finance committee and board of directors, communicating vital financial information with impactful data visualizations, empowering strategic decisions for the organization's future. ⬥ Developed a central financial data query tool, enhancing accounting team efficiency and effectiveness in data analysis and reporting, leveraging Jenzabar, SQL Server Management Studio, and Microsoft Excel with VBA. ⬥ Implemented standardized procedures, streamlining month-end close and workpaper documentation, reducing close time by 4 business days for balance sheet reconciliations, optimizing operational efficiency and timely financial reporting. ⬥ Orchestrated the annual operating and capital budget processes, overseeing a combined budget of $20 million, and meticulously preparing finalized budgets for submission to the Board of Directors. ⬥ Managed audit-ready financial records and documentation for all grants, facilitating smooth external audits, and promoting effective collaboration between finance, program management, and compliance teams to streamline grant accounting processes. Show less
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University of Minnesota Physicians
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United States
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Hospitals and Health Care
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700 & Above Employee
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Sr. Finance Manager
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Oct 2017 - Dec 2022
As the Sr. Finance Manager at M Physicians, I play a pivotal role in orchestrating our esteemed organization's financial aspects. My strategic oversight spans financial planning, analysis, executive reporting, productivity analysis, and business modeling. With precision and diligence, I expertly craft budgets and forecasts for over 500 cost centers, totaling an impressive $800M in annual operating revenue. These meticulous reports empower our senior executive leadership in making informed… Show more As the Sr. Finance Manager at M Physicians, I play a pivotal role in orchestrating our esteemed organization's financial aspects. My strategic oversight spans financial planning, analysis, executive reporting, productivity analysis, and business modeling. With precision and diligence, I expertly craft budgets and forecasts for over 500 cost centers, totaling an impressive $800M in annual operating revenue. These meticulous reports empower our senior executive leadership in making informed decisions. Key Contributions: ⬥ I spearheaded the standardization of the company's financial data model and cost center structure, harmonizing the GL chart of accounts, plan structures, and internal financial reports. This transformative initiative resulted in significantly improved efficiency and timeliness in reporting, streamlining decision-making processes throughout the organization. ⬥ Through close collaboration with company integration architects and business intelligence managers, I played a key role in automating critical business processes. This concerted effort led to a substantial reduction in both monthly and annual close processing time, as well as a significant decrease in errors, thereby enhancing overall operational efficiency. ⬥ One of my most notable contributions involves my ability to craft compelling financial presentations. I consistently prepared quarterly and annual executive financial presentations for the company's esteemed finance committee and board of directors. With a keen eye for detail, I author executive summaries and develop key performance indicators, incorporating impactful data visualizations. These presentations have not only empowered our senior leadership in making effective and strategic decisions but also continue to steer the organization toward a successful future. Show less As the Sr. Finance Manager at M Physicians, I play a pivotal role in orchestrating our esteemed organization's financial aspects. My strategic oversight spans financial planning, analysis, executive reporting, productivity analysis, and business modeling. With precision and diligence, I expertly craft budgets and forecasts for over 500 cost centers, totaling an impressive $800M in annual operating revenue. These meticulous reports empower our senior executive leadership in making informed… Show more As the Sr. Finance Manager at M Physicians, I play a pivotal role in orchestrating our esteemed organization's financial aspects. My strategic oversight spans financial planning, analysis, executive reporting, productivity analysis, and business modeling. With precision and diligence, I expertly craft budgets and forecasts for over 500 cost centers, totaling an impressive $800M in annual operating revenue. These meticulous reports empower our senior executive leadership in making informed decisions. Key Contributions: ⬥ I spearheaded the standardization of the company's financial data model and cost center structure, harmonizing the GL chart of accounts, plan structures, and internal financial reports. This transformative initiative resulted in significantly improved efficiency and timeliness in reporting, streamlining decision-making processes throughout the organization. ⬥ Through close collaboration with company integration architects and business intelligence managers, I played a key role in automating critical business processes. This concerted effort led to a substantial reduction in both monthly and annual close processing time, as well as a significant decrease in errors, thereby enhancing overall operational efficiency. ⬥ One of my most notable contributions involves my ability to craft compelling financial presentations. I consistently prepared quarterly and annual executive financial presentations for the company's esteemed finance committee and board of directors. With a keen eye for detail, I author executive summaries and develop key performance indicators, incorporating impactful data visualizations. These presentations have not only empowered our senior leadership in making effective and strategic decisions but also continue to steer the organization toward a successful future. Show less
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Baker Tilly US
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United States
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Accounting
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700 & Above Employee
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CPA | Nonprofit Assurance
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Jan 2016 - Oct 2017
At Baker Tilly US, a leading accounting and advisory firm, I oversaw complex financial audits for healthcare, not-for-profit, and higher-education clients. My role involved designing audit engagements, planning fieldwork, supervising staff, and preparing final client board packages. Key Contributions: ⬥ Managed 20+ financial audit clients in healthcare, higher education, and nonprofit sectors, with revenues ranging from $100M to over $2B annually. ⬥ Conducted comprehensive analysis… Show more At Baker Tilly US, a leading accounting and advisory firm, I oversaw complex financial audits for healthcare, not-for-profit, and higher-education clients. My role involved designing audit engagements, planning fieldwork, supervising staff, and preparing final client board packages. Key Contributions: ⬥ Managed 20+ financial audit clients in healthcare, higher education, and nonprofit sectors, with revenues ranging from $100M to over $2B annually. ⬥ Conducted comprehensive analysis of internal controls, providing data-driven recommendations for improvement. ⬥ Efficiently managed single audits for grants received from esteemed entities like the Department of Education and the National Institutes of Health. Show less At Baker Tilly US, a leading accounting and advisory firm, I oversaw complex financial audits for healthcare, not-for-profit, and higher-education clients. My role involved designing audit engagements, planning fieldwork, supervising staff, and preparing final client board packages. Key Contributions: ⬥ Managed 20+ financial audit clients in healthcare, higher education, and nonprofit sectors, with revenues ranging from $100M to over $2B annually. ⬥ Conducted comprehensive analysis… Show more At Baker Tilly US, a leading accounting and advisory firm, I oversaw complex financial audits for healthcare, not-for-profit, and higher-education clients. My role involved designing audit engagements, planning fieldwork, supervising staff, and preparing final client board packages. Key Contributions: ⬥ Managed 20+ financial audit clients in healthcare, higher education, and nonprofit sectors, with revenues ranging from $100M to over $2B annually. ⬥ Conducted comprehensive analysis of internal controls, providing data-driven recommendations for improvement. ⬥ Efficiently managed single audits for grants received from esteemed entities like the Department of Education and the National Institutes of Health. Show less
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University of Wisconsin-Milwaukee
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United States
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Higher Education
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700 & Above Employee
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Unit Business Representative
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Jan 2009 - Jan 2016
As the Unit Business Representative for Student Affairs at the University of Wisconsin-Milwaukee, a prominent public tier-1 (R1) research university and the 2nd largest in the UW System, I showcased exemplary financial and organizational leadership. My responsibilities included providing policy direction and overseeing all business and administrative functions. Key Contributions: ⬥ Managed budgeting and administration for 24 departments, with a total operating revenue of $90 million… Show more As the Unit Business Representative for Student Affairs at the University of Wisconsin-Milwaukee, a prominent public tier-1 (R1) research university and the 2nd largest in the UW System, I showcased exemplary financial and organizational leadership. My responsibilities included providing policy direction and overseeing all business and administrative functions. Key Contributions: ⬥ Managed budgeting and administration for 24 departments, with a total operating revenue of $90 million. Conducted comprehensive budget analysis and implemented streamlined accounting procedures for enhanced efficiency. ⬥ Successfully led the university's transition to a shared services business model, overseeing the end-to-end project with exceptional acumen. ⬥ Appointed as the Chancellor's representative, ensuring adherence to state regulations and overseeing student fee processes with meticulous attention to detail. Show less As the Unit Business Representative for Student Affairs at the University of Wisconsin-Milwaukee, a prominent public tier-1 (R1) research university and the 2nd largest in the UW System, I showcased exemplary financial and organizational leadership. My responsibilities included providing policy direction and overseeing all business and administrative functions. Key Contributions: ⬥ Managed budgeting and administration for 24 departments, with a total operating revenue of $90 million… Show more As the Unit Business Representative for Student Affairs at the University of Wisconsin-Milwaukee, a prominent public tier-1 (R1) research university and the 2nd largest in the UW System, I showcased exemplary financial and organizational leadership. My responsibilities included providing policy direction and overseeing all business and administrative functions. Key Contributions: ⬥ Managed budgeting and administration for 24 departments, with a total operating revenue of $90 million. Conducted comprehensive budget analysis and implemented streamlined accounting procedures for enhanced efficiency. ⬥ Successfully led the university's transition to a shared services business model, overseeing the end-to-end project with exceptional acumen. ⬥ Appointed as the Chancellor's representative, ensuring adherence to state regulations and overseeing student fee processes with meticulous attention to detail. Show less
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Education
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2008 - 2009
Lubar College of Business
Master of Science - MS, Accounting
Community
