Accounting Manager

Duane K. Jones, LL.M., J.D., M.S.A.

**** ** ***** ****** *****: *********@*****.***

Edmond, Oklahoma 73013 Cellular: 806-***-****

Excellent communicator with strong research and analytical skills eager to work in a team oriented atmosphere. Strong desire to continue to improve my leadership abilities, skill sets, knowledge and expertise in the management and accounting fields.

Professional Experience:

Wayland Baptist University, Lubbock Campus March 2016-August 2017

Adjunct Professor

Taught BUAD 5315 Legal Environment

Taught ACCT 2305 Principles of Accounting I

Taught ACCT 2306 Principles of Accounting II

Texas Tech University, Lubbock, Texas February 2016-May 2017

Adjunct Professor

Taught BLAW 5392 Advanced Business Law

Heritage USA Federal Credit Union, Midland, Texas January 2015-November 2015

President/Chief Executive Officer

$56 Million Credit Union serving over 7,500 members in Midland and Ector Counties

Hired as Chief Executive Officer on January 28, 2015.

Financial Management

oBrought Heritage to positive year to date net income within five (5) months of being hired, this was the first time since June 2014

oWorked with NCUA to obtain an Earnings Transfer Waiver

oCut employee related expenses by five percent (5%)

IT Restructuring and Management

oBegan the process of bringing IT Department into compliance with NCUA Rules and Regulations

oReceived favorable NCUA IT Exam Report

oBegan the process of outsourcing core processing to Data Center hosting with core processor provider

oBegan the process of outsourcing balance of IT Department to a hosted environment with third party provider

Loan Portfolio Management

oIncreased loan portfolio by eighteen percent (18%) from February 1, 2015 through October 31, 2015

Alliance Federal Credit Union, Lubbock, Texas November 2012- 2014

President/Chief Executive Officer (2013-2014)

$220 Million Credit Union serving over 19,000 members in Lubbock and Hockley Counties, as well as over 250 business members.

Installed as Interim CEO in November 2012 and was asked to take the President/CEO position permanently in January 2013. Worked with the Board of Directors to address the organization’s operational and personnel deficiencies as well as working to restore organizational and financial disciplines. Positioned Alliance to be the dominant credit union in the market and positioned Alliance as the financial institution that the under banked and unbanked Hispanic population could trust.

Financial Management

oBrought the Alliance back into compliance with NCUA

oIncreased CAMEL score in the course of six (6) months

oReturned $1.3M to the membership in the form of interest rebates and bonus dividends

oEstablished an ALCO Committee

oLowered Net Operating Expense Ratio to 1.56% at year-end 2013

Organizational Restructuring

oAnalyzed operations and developed a restructuring plan that included recruitment of a new senior management team

oRestructured the IT department and implemented a data security platform since none was in place

oRecruited a Training Coordinator to implement training programs for employees and Board of Directors

Cost Containment

oDecreased IT expenditures by outsourcing and reducing necessary workforce due to updating technological efficiencies

oNegotiated long-term contracts with service providers in place of previous month to month arrangements

oConsolidated multiple single employee positions into an efficient cross trained department

Innovation

oInitiated and executed complete rebranding from “brandstorming” to final roll out of new logo, tagline, and targeted advertising campaign using radio, television and newspaper

oCreated a Hispanic Outreach Committee that obtained the “Juntos Avanzamos” accreditation in five (5) months

oWorked with creative web designer to update and redesign current website to a more user friendly and intuitive member website as well as bringing the website into compliance with NCUA requirements

Alliance Federal Credit Union, Lubbock, Texas March 2006-November 2012

In-House Counsel (2006-2012)

Interim Accounting Manager due to Accounting Manager’s ongoing health issues

Served as part of the Senior Management Team

Oversight of collections officers in all facets of the collections process

Responsible for handling member complaints regarding collection officers or collection process

Responsible for all court proceedings from Justice of the Peace Courts through District Courts

Responsible for compliance with all state and federal laws

Reviewed documents to insure compliance with applicable laws

Wayland Baptist University, Lubbock Campus 2006-2008

Adjunct Professor

Taught graduate Business Ethics

Taught graduate Business Law

Taught Principles of Accounting I

McWhorter, Cobb & Johnson, L.L.P., Lubbock, Texas 2001-2006

Associate Attorney (2001–2006)

Worked with onsite Texas Department of Banking regulators in the representation of two troubled financial institutions

Represented Alliance Federal Credit Union from 2002 through 2006

Assisted with representation of large local financial institution

Other areas of practice: Estate Planning, Probate Law, Guardianship Law and Tax Law

Law Offices of Michael H. Carper, Lubbock, Texas 2001-2001

Associate Attorney (2001-2001)

Law Clerk (1998-2000)

Transitioned office accounting to a computer based system

Operated as office accountant while also performing law clerk duties

Other areas of practice: General Litigation, Family Law, Estate Planning and Probate

Children’s Enterprises, Lubbock, Texas 1994-1995

Chief Financial Officer (1994-1995)

Direct report to Board of Directors

Oversight of non-profit organization’s accounting department

Liaison between the grant auditors and the organizations providing grants to our organization

Worked closely with grant writing personnel regarding budgetary portions of grants

Oversight of payroll

Fleming Foods, Lubbock, Texas 1992-1994

Retail Accounting Manager (1992-1994)

Oversight of client grocery store accounting processes

Responsible for over 1,200 store employees payroll

Primary marketing individual to offer services to prospective grocery store clients

Coopers & Lybrand, L.L.P., Lubbock, Texas 1992-1992

Auditor (1992-1992)

Board of Director’s Examinations for financial institutions

Compliance Audits for Lubbock County Hospital District

Medicare Audits for Lubbock County Hospital District

Resolution Trust Corporation securitization projects including the grading of F.S.L.I.C. loan portfolios for distribution into security pools

Hub Federal Credit Union, Lubbock, Texas 1991-1991

Accountant (1991-1991)

Education:

UNIVERSITY OF MIAMI SCHOOL OF LAW, Coral Gables, Florida

Master of Laws (LL.M.) in Estate Planning, May 2001

TEXAS TECH UNIVERSITY SCHOOL OF LAW, Lubbock, Texas

Doctor of Jurisprudence, May 2000

TEXAS TECH UNIVERSITY GRADUATE SCHOOL, Lubbock, Texas

Master of Science in Accounting (Taxation), May 2000

Honors: Beta Gamma Sigma Business Honor Fraternity

TEXAS TECH UNIVERSITY, Lubbock, Texas

Bachelor of Business Administration in Accounting, December 1991

Honors: Beta Alpha Psi Accounting Honor Fraternity

TEXAS TECH UNIVERSITY SCHOOL OF BANKING (2015), Lubbock, Texas

Interests:

PADI Scuba Instructor Life Time Learner

USAT Certified Triathlon Coach Ironman Finisher

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