Manager Accounting

T RUDY G . W ADE

817-***-**** http://www.linkedin.com/in/trudygwade *****.****@*******.***

CFO / C O N T R O L L E R / F I N A N C I A L E X E C U T I V E

CPA, CIA, MBA with superior interpersonal skills, capable of resolving complex issues and motivating staff to

peak performance.

Cross industry experience creating and increasing productivity and efficiency. Blend motivation, leadership,

creative, and analytical capabilities to develop and execute novel ideas that produce bottom-line results .

Skills Summary

Forecasting & budgeting Staff Recruitment & Development Develop & Deliver Training

Database Management Technology Implementation Performance Improvement

Tax Compliance Contracts & Legal Relations Internal Controls

Six Sigma Greenbelt Banking & Insurance Management Policy Development

Costing & Analysis Financial & Management Reporting Process Improvements

Team Leadership Accounting & Finance Operations Inventory Management

Professional Experience

baylor health care system foundation Dallas, TX (Temporary Position)

Four non-profit organizations providing research, education and free patient care to the Dallas-Fort Worth area.

Accounting Manager 10/2010 to Present

Engaged to manage daily transactions, as well as implement Financial Edge system for the main

foundation.

Starkey hearing foundation Grapevine, TX

Non-profit organization conducting hearing missions around the world with $10M in annual donations.

Controller 10/2008 to 8/2010

Recruited to help take the organization to the next level, guiding them to improved controls, external audit results,

and tax compliance. Worked with management to create policies and procedures; implement appropriate

accounting system and donor database; and train accounting personnel.

Key Results:

Managed accounting group of 2 responsible for general accounting, accounts payable, accounts receivable,

fixed assets, banking, cash flow, budgeting, tax compliance, investments, internal and external reporting.

Instituted monthly reconciliations.

Determined control weaknesses and implemented mitigating controls such as separation of duties, physical

control, as well as policies and procedures to minimize organizational risks.

Successfully implemented new Sage MIP accounting and Fundraising 50 systems in order to improve

reporting & controls in two months (23,000 constituents).

Worked with IT and web designer to create online registration database and process for management of $5M

annual gala event (including payments, multiple events, and guest lists).

Reduced deposit lags from one week to one day by employing direct deposit system through Wells Fargo

bank with check scanning devices.

Accountable for creation and management of internal and external reporting, as well as external auditor

coordination. Reduced audit timeline from eight to two months.

Reason for Leaving: Administrative office moved to Minnesota.

Professional Experience (continued)

STA Travel, Inc. Lewisville, TX

US Headquarters finance organization for a college travel company with $300M in annual sales.

Assistant Controller 5/2007 to 10/2008

Hired to provide professional leadership to the general ledger group, strengthen controls, reduce audit

adjustments, and become an advocate with the headquarters organization.

Key Results:

Directed general ledger group of 5 responsible for general accounting, inventory, fixed assets, banking, cash

flow, tax compliance, and external reporting. Reduced close from 5 to 3 days.

TRUDY G. WADE Phone: 817-***-**** Page 2

Created an Access database connected to online reporting in order to record and manage inventory in a

timely manner and reduce inventory losses by 50%.

Supported external audit and reporting with international headquarters in London. Audit for 2007 contained

the least number of exceptions that the company had ever gotten (6 vs. 15).

Implemented local controls and procedures; managed control environment. Documented all procedures for

publication on the company intranet.

Reason for Leaving: More extensive responsibility level.

Susan g. komen foundation Dallas, TX

Affiliate finance division ($60M) of a non-profit organization that focuses on breast cancer research and

prevention ($180M).

Affiliate Finance Manager 8/2006 to 4/2007

Directly responsible for training, oversight, auditing, and tax reporting for all small and medium-sized affiliates.

Key Results:

Learned about board of director issues in order to develop and deliver financial training classes to boards

throughout the United States.

Researched federal, state, and local tax and GAAP issues to ensure compliance and effectiveness of affiliate

finance organization.

Reason for Leaving: Job mismatch; more of a training rather than financial position.

JA Majors company Lewisville, TX

Medical book distribution center ($85M) for a media distribution company worth $450 million in sales.

Divisional Finance Manager 10/2005 to 7/2006

Retained to oversee transfer of accounting to headquarters and provide local financial support.

Key Results:

Assisted operations productivity management by creating an access database to analyze payroll and other

warehouse measurements.

Prepared monthly financial statements, metrics, analysis, and reporting to aid management with decision

making.

Represented company in IRS audit; saved $100K.

Reason for Leaving: Top positions eliminated.

Cardinal health Fort Worth, TX

Pharmaceutical plant ($40M) for a medical distribution company worth $65 billion in sales.

Assistant Controller 11/2004 to 10/2005

Challenged to implement new JD Edwards system, design and execute Sarbanes Oxley testing, and manage

accounting function of the organization.

TRUDY G. WADE Phone: 817-***-**** Page 3

Professional Experience (continued)

Key Results:

Managed all accounting including standard costing, fixed assets, payables, work order completions, billing,

cash receipts, general ledger, month end close, account analysis, and reconciliations (3 employees).

Improved reporting accuracy to headquarters.

Implemented JD Edwards system for procure to pay, fixed asset, inventory management, plan to produce,

and order to cash processes in six month time period. Supported positive Sarbanes Oxley review.

Reason for Leaving: Quality issues; lack of accountability.

Jostens, Inc. Clarksville, TN

Printing plant ($60M) for scholastic manufacturing company worth $700 million in sales.

Plant Controller 3/2002 to 8/2004

Empoyed to direct all accounting and administration, provide financial and metrics reporting, as well as coordinate

efficiency planning and tracking.

Key Results:

Performed all accounting including reporting, forecasting, budgeting, standard costing, general ledger, month

end close, account analysis, variance analysis, metrics, and reconciliations.

Managed 12 employees performing IT, administration, accounting, and data entry functions.

Improved financial reporting and reconciliation timeliness and accuracy by connecting an access database to

Oracle information. Reduced close process from 10 days to 5 days.

Improved internal controls, implemented new procedures, audited assets, and reduced inventory by 10%.

Implemented real-time bar coding system to improve production data timeliness and accuracy.

Utilized lean manufacturing projects to focus production on customer satisfaction and save $1M annually.

Reason for Leaving: Moved back to Texas.

Prior Professional Experience

Began professional career as internal auditor for oil & gas exploration and production company

conducting contract, system, and compliance audits.

Performed compilation, audit work paper preparation, and tax services for regional accounting

firms for two years while attending school (full time).

Software

CODA, PeopleSoft, Oracle, McCormick & Dodge, JD Edwards, Great Plains, Sage MIP, Sage

Fundraising 50, Solomon, Lawson, and Quick Books.

Cognos, Visio, Acrobat Professional, MS Excel, Word, Outlook, PowerPoint, Access, and Project.

Education

Regis University Masters in Business Administration (MBA), 2000.

University of Texas Bachelor of Science in Accounting (BBA), 1994.

Affiliations

Financial Executives International – member since 2004.

American Institute of CPA’s – member since 1996.

Texas Society of CPA’s – Industry Issues Committee last two years; member since 1996.

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