Roberta Renton
Financial Controller/Deputy Director at Forward Institute- Claim this Profile
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Bio
John Figiel, MSHR
As the Treasurer and member of the Board of Trustees for the Chicago Waldorf School Roberta plays a critical role as the financial leader of the organization. Since she joined the board, Roberta has brought her deep experience and professional approach to improve the operations and results of the accounting team. Her attention to detail, thorough analysis, keen insight and expert counsel have enabled me and other members of the board to gain a firm grasp of the school’s financial health. As a Vice President of the board I have responsibility for the long term financial success of the school. To meet this responsibility I rely on Roberta to provide accurate and actionable financial information and reports. Roberta has the ability to analyze the data, synthesize it and then present a clear picture of this data so that I and my colleagues on the board have the information we need to make confident and effective decisions. Roberta has a high level of integrity and is able to constructively bring up and address difficult and challenging issues. She is very collaborative and works effectively with a wide range of personalities and styles. Her skill set is very broad and covers all areas of accounting and finance including budgeting, cash management, financial controls and accounting process and policy. It is my pleasure to provide Roberta this recommendation. She would be an asset to any leadership team that she joins.
Bob Wild
I’ve worked extensively with Roberta on the Board of Trustees of the Chicago Waldorf School and specifically the Audit Committee. In her role as Treasurer and Chair of the School’s Finance Committee, I have found Roberta’s presentations in the School's board meetings on the monthly financial statements and the operating budget to be very well analyzed and easy to understand. Roberta demonstrates a comprehensive knowledge of accounting and financial reporting and through her rigorous review of the School’s accounting records and financial controls, she identified several areas for improvements that are being implemented by the School’s Finance Director and Administrative Director. Roberta has a strong attention to detail while not losing sight of the bigger picture. She has shown a significant commitment to her role as an officer and Board member of the School and works collaboratively with the School’s leadership team and Board.
John Figiel, MSHR
As the Treasurer and member of the Board of Trustees for the Chicago Waldorf School Roberta plays a critical role as the financial leader of the organization. Since she joined the board, Roberta has brought her deep experience and professional approach to improve the operations and results of the accounting team. Her attention to detail, thorough analysis, keen insight and expert counsel have enabled me and other members of the board to gain a firm grasp of the school’s financial health. As a Vice President of the board I have responsibility for the long term financial success of the school. To meet this responsibility I rely on Roberta to provide accurate and actionable financial information and reports. Roberta has the ability to analyze the data, synthesize it and then present a clear picture of this data so that I and my colleagues on the board have the information we need to make confident and effective decisions. Roberta has a high level of integrity and is able to constructively bring up and address difficult and challenging issues. She is very collaborative and works effectively with a wide range of personalities and styles. Her skill set is very broad and covers all areas of accounting and finance including budgeting, cash management, financial controls and accounting process and policy. It is my pleasure to provide Roberta this recommendation. She would be an asset to any leadership team that she joins.
Bob Wild
I’ve worked extensively with Roberta on the Board of Trustees of the Chicago Waldorf School and specifically the Audit Committee. In her role as Treasurer and Chair of the School’s Finance Committee, I have found Roberta’s presentations in the School's board meetings on the monthly financial statements and the operating budget to be very well analyzed and easy to understand. Roberta demonstrates a comprehensive knowledge of accounting and financial reporting and through her rigorous review of the School’s accounting records and financial controls, she identified several areas for improvements that are being implemented by the School’s Finance Director and Administrative Director. Roberta has a strong attention to detail while not losing sight of the bigger picture. She has shown a significant commitment to her role as an officer and Board member of the School and works collaboratively with the School’s leadership team and Board.
John Figiel, MSHR
As the Treasurer and member of the Board of Trustees for the Chicago Waldorf School Roberta plays a critical role as the financial leader of the organization. Since she joined the board, Roberta has brought her deep experience and professional approach to improve the operations and results of the accounting team. Her attention to detail, thorough analysis, keen insight and expert counsel have enabled me and other members of the board to gain a firm grasp of the school’s financial health. As a Vice President of the board I have responsibility for the long term financial success of the school. To meet this responsibility I rely on Roberta to provide accurate and actionable financial information and reports. Roberta has the ability to analyze the data, synthesize it and then present a clear picture of this data so that I and my colleagues on the board have the information we need to make confident and effective decisions. Roberta has a high level of integrity and is able to constructively bring up and address difficult and challenging issues. She is very collaborative and works effectively with a wide range of personalities and styles. Her skill set is very broad and covers all areas of accounting and finance including budgeting, cash management, financial controls and accounting process and policy. It is my pleasure to provide Roberta this recommendation. She would be an asset to any leadership team that she joins.
Bob Wild
I’ve worked extensively with Roberta on the Board of Trustees of the Chicago Waldorf School and specifically the Audit Committee. In her role as Treasurer and Chair of the School’s Finance Committee, I have found Roberta’s presentations in the School's board meetings on the monthly financial statements and the operating budget to be very well analyzed and easy to understand. Roberta demonstrates a comprehensive knowledge of accounting and financial reporting and through her rigorous review of the School’s accounting records and financial controls, she identified several areas for improvements that are being implemented by the School’s Finance Director and Administrative Director. Roberta has a strong attention to detail while not losing sight of the bigger picture. She has shown a significant commitment to her role as an officer and Board member of the School and works collaboratively with the School’s leadership team and Board.
John Figiel, MSHR
As the Treasurer and member of the Board of Trustees for the Chicago Waldorf School Roberta plays a critical role as the financial leader of the organization. Since she joined the board, Roberta has brought her deep experience and professional approach to improve the operations and results of the accounting team. Her attention to detail, thorough analysis, keen insight and expert counsel have enabled me and other members of the board to gain a firm grasp of the school’s financial health. As a Vice President of the board I have responsibility for the long term financial success of the school. To meet this responsibility I rely on Roberta to provide accurate and actionable financial information and reports. Roberta has the ability to analyze the data, synthesize it and then present a clear picture of this data so that I and my colleagues on the board have the information we need to make confident and effective decisions. Roberta has a high level of integrity and is able to constructively bring up and address difficult and challenging issues. She is very collaborative and works effectively with a wide range of personalities and styles. Her skill set is very broad and covers all areas of accounting and finance including budgeting, cash management, financial controls and accounting process and policy. It is my pleasure to provide Roberta this recommendation. She would be an asset to any leadership team that she joins.
Bob Wild
I’ve worked extensively with Roberta on the Board of Trustees of the Chicago Waldorf School and specifically the Audit Committee. In her role as Treasurer and Chair of the School’s Finance Committee, I have found Roberta’s presentations in the School's board meetings on the monthly financial statements and the operating budget to be very well analyzed and easy to understand. Roberta demonstrates a comprehensive knowledge of accounting and financial reporting and through her rigorous review of the School’s accounting records and financial controls, she identified several areas for improvements that are being implemented by the School’s Finance Director and Administrative Director. Roberta has a strong attention to detail while not losing sight of the bigger picture. She has shown a significant commitment to her role as an officer and Board member of the School and works collaboratively with the School’s leadership team and Board.
Experience
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Forward Institute
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United Kingdom
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Non-profit Organizations
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1 - 100 Employee
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Financial Controller/Deputy Director
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Jul 2022 - Present
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Seattle Girls' School
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United States
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Education Administration Programs
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1 - 100 Employee
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Director of Business Operations
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Jun 2016 - Jun 2022
Today, Seattle Girls' School is a thriving, dynamic place that is financially secure and financially aware. But despite a progressive curriculum and inspiring teachers, it wasn't always like this. When I joined, the school was struggling to stay afloat financially, and the Board of Trustees were just starting to understand the peril the school was in. This has been turned around. As part of a team of great school leaders, I led the financial charge by: • Taking a forensic… Show more Today, Seattle Girls' School is a thriving, dynamic place that is financially secure and financially aware. But despite a progressive curriculum and inspiring teachers, it wasn't always like this. When I joined, the school was struggling to stay afloat financially, and the Board of Trustees were just starting to understand the peril the school was in. This has been turned around. As part of a team of great school leaders, I led the financial charge by: • Taking a forensic approach to date-driven financial analysis • Focusing on emergency financial planning: cash is key for small organisations • Working strategically in partnership with the Head of School • Creating smart financial forecasting • Rethinking financial communication to all stakeholders Show less Today, Seattle Girls' School is a thriving, dynamic place that is financially secure and financially aware. But despite a progressive curriculum and inspiring teachers, it wasn't always like this. When I joined, the school was struggling to stay afloat financially, and the Board of Trustees were just starting to understand the peril the school was in. This has been turned around. As part of a team of great school leaders, I led the financial charge by: • Taking a forensic… Show more Today, Seattle Girls' School is a thriving, dynamic place that is financially secure and financially aware. But despite a progressive curriculum and inspiring teachers, it wasn't always like this. When I joined, the school was struggling to stay afloat financially, and the Board of Trustees were just starting to understand the peril the school was in. This has been turned around. As part of a team of great school leaders, I led the financial charge by: • Taking a forensic approach to date-driven financial analysis • Focusing on emergency financial planning: cash is key for small organisations • Working strategically in partnership with the Head of School • Creating smart financial forecasting • Rethinking financial communication to all stakeholders Show less
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Chicago Waldorf School
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United States
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Education Administration Programs
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1 - 100 Employee
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Treasurer, Board of Trustees and Member, Audit Committee
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Oct 2013 - Jun 2016
As the Treasurer and Chair of the Waldorf School Finance Committee, I provided financial stewardship and offered support for strategic decision making. I have the ability to go from micro to macro, digging into the detail while shaping the bigger picture. • Leading a committee of eight members, building consensus and inviting input and open discussion around a wide range of financial issues • Identified critical gaps in financial controls and practices • Conducted a thorough review… Show more As the Treasurer and Chair of the Waldorf School Finance Committee, I provided financial stewardship and offered support for strategic decision making. I have the ability to go from micro to macro, digging into the detail while shaping the bigger picture. • Leading a committee of eight members, building consensus and inviting input and open discussion around a wide range of financial issues • Identified critical gaps in financial controls and practices • Conducted a thorough review of endowment management, investment and documentation • Reconfigured reporting to the Board of Trustees, to ensure that the financial data was concise and meaningful and clearly highlights critical financial issues • Spearheaded the development of a 5-year financial model, which underpinned the decision to proceed with a bid for a new school building Show less As the Treasurer and Chair of the Waldorf School Finance Committee, I provided financial stewardship and offered support for strategic decision making. I have the ability to go from micro to macro, digging into the detail while shaping the bigger picture. • Leading a committee of eight members, building consensus and inviting input and open discussion around a wide range of financial issues • Identified critical gaps in financial controls and practices • Conducted a thorough review… Show more As the Treasurer and Chair of the Waldorf School Finance Committee, I provided financial stewardship and offered support for strategic decision making. I have the ability to go from micro to macro, digging into the detail while shaping the bigger picture. • Leading a committee of eight members, building consensus and inviting input and open discussion around a wide range of financial issues • Identified critical gaps in financial controls and practices • Conducted a thorough review of endowment management, investment and documentation • Reconfigured reporting to the Board of Trustees, to ensure that the financial data was concise and meaningful and clearly highlights critical financial issues • Spearheaded the development of a 5-year financial model, which underpinned the decision to proceed with a bid for a new school building Show less
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Financial Advisor
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Apr 2000 - Apr 2001
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Mercer
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United States
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Professional Services
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700 & Above Employee
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Financial Consultant
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May 1997 - Mar 2000
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Financial Planner
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Jul 1995 - May 1997
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Management Accountant
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Jan 1990 - Jun 1995
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Education
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The London School of Economics and Political Science (LSE)
MSc, Accounting & Finance -
Binghamton University
BA, Economics -
2011 - 2012
Bellevue College
Certificate, Business Intelligence Analysis
Community
