Accounting Management
Resume:
Jeffrey W. Merrett
Hope Hull, Alabama 36043
*********@*****.***
Experience
Chemical Addictions Program, Inc. Montgomery, AL,
February 20, 2014 – Present
CEO/Executive Director
August 9, 2014 – February 20, 2014
Interim CEO/Executive Director
Developed and implemented the company’s strategy in conjunction with the board of directors to address
the rapid changes due to health care reform. Streamlined and leaned out operations to improve
operational revenue flow and reduce costs while maintaining employee morale. Planned, developed, and
monitored short-term and long-term organizational goals. Worked with the executive team to establish
budgetary guidelines and control.
Championed the executive team development and implementation of new company policies and
procedures, program descriptions, and performance & improvement plan to comply with new
State of Alabama Department of Mental Health Substance Abuse Division standards.
Initiated the process of identifying an electronic health records system in order to meet the future
demands of the Affordable Health Care Act.
Replaced IT department and updated hardware configuration to streamline operations as well as
save the company $190,000 over the next five years.
Lobbied, liaised, acquired funding from government, private organizations, and individuals,
including State Department of Mental Health, City and County of Montgomery, and River
Regions United Way.
Cut organizational costs $130,000 over the past three fiscal years thru competitive bidding,
implementation of a new employee benefit package (cut $45,000 from 2013 to 2014), and
streamlining the processes within each department.
Worked closely with the clinical management team in order to streamline the assessment and
intake processes whereby new clients begin the first steps of treatment within twenty-four hours
of initial contact.
Chemical Addictions Program, Inc. Montgomery, AL
July 12, 2010 – August 9, 2013
Director of Operations/CFO
Planned, directed and coordinated the operations of the Accounting, IT, facilities management, and
security departments. Worked closely with the Executive Director and the Board to meet the financial
needs of the organization.
Created and monitored the organization’s annual budget.
Prepared and presented bi-monthly financial statements presented to the board of directors and
the Annual Cost Summary by Unit of Service Report included in the annual report.
Coordinated and led the annual audit process, acted as a liaison with the external auditors and the
finance committee of the board of directors.
Analyzed and presented annual financial reports in an accurate and timely manner to the board of
directors and effectively communicated and presented critical financial information to the finance
committee.
Responsible for the preparation and filing of the organizations external reporting requirements
(i.e. IRS, AL Dept. of Revenue, and the Department of Mental Health and other agencies).
Implemented the annual budgeting and planning process in conjunction with the Executive
Director; administered and reviewed all financial plans and budgets; monitored progress, and
implemented changes when needed.
Managed the organizations cash flow and forecasting and had oversight responsibility for capital
improvements and facilities management.
Updated and implemented all necessary business policies and accounting practices.
1
Jeffrey W. Merrett
233 Taylor Farm Road
Hope Hull, Alabama 36043
*********@*****.***
Served as a business partner to the Executive Director on the organization’s administrative
processes including HR, payroll, IT, and benefits functions.
BB&T Corporation Montgomery, AL
August 14, 2006 – June 30, 2010
Senior Accountant / The Colonial BancGroup
Prepared financial reports, assisted in the month end close procedures and provided analysis of the banks
financial condition to upper management.
Prepared, analyzed, and filed financial reports and statements (10Q, 10K, FR2900, CIMA,
FRY9C, Call Report) submitted to various U.S. and international regulatory bodies, SEC, Federal
Reserve, FDIC, Cayman Island Monetary Authority, U.S. Treasury International Capital.
Quality reviewed daily and monthly reports used by treasury and executive management for
strategic planning initiatives.
Developed spreadsheets for the preparation of various Federal Reserve reports, with the ability to
be uploaded to the IESUB website, including the FR2900, FR2644, FFEIC Form 030 (Call
Report) and the FR Y-9C.
Involved in the month end closing process, including journal entries, transaction analysis,
preparation, and review of management reports.
Carr, Riggs & Ingram, LLC, Montgomery, AL
2004 – 2006
Staff Accountant
Responsible for preparing and reviewing financial statements, performing compilations and audits in
compliance with firm wide policies as well as professional standards set forth by standard setting bodies
(FASB, SEC., PCAOB, AICPA) within the profession.
Compiled financial statements for self-insurance funds, workers’ compensation funds and for-
profit entities (Partnerships, LLC, S-Corps, and C-Corps).
Created excel templates to maximize efficiency on audits of financial institutions, Workers
Comp. funds, SIF funds, and small business engagements.
Prepared individual and corporate tax returns for the firm’s clients.
Middleton Oil Company, Inc. Greenville, AL
2002 – 2004
Accounting / Office Manager
Managed the accounting department and prepared and reviewed monthly financial statements and
management reports.
Managed accounting functions, preparation of reports and statistics detailing financial results.
Prepared and filed monthly Federal and State tax returns.
Supervised and supported the accounting staff with day to day accounting activities.
Prepared monthly financial statements and analyzed/interpreted the financial data for
management.
Assisted in the creation, implementation and monitoring of internal control policies and
procedures.
Analyzed and interpreted complex accounting transactions for management.
Worked closely with external auditors with the compilation of the company’s financial
statements.
2
Jeffrey W. Merrett
233 Taylor Farm Road
Hope Hull, Alabama 36043
*********@*****.***
Education
Troy University, Troy, Alabama
Bachelor of Science in Business Administration
Major: Accounting G.P.A. 3.4
Master of Business Administration, Accounting Option in process
G.P.A. 3.6
Computer Skills
Databases: Microsoft Access
Operating Systems: Mac OS 9, Microsoft ME, 2000, XP Professional, Windows 7
Software: Microsoft Office Professional Suite, Pro Systems FX Engagement, Tax and Fixed Assets;
Peachtree, Quicken, QuickBooks; DocuAnalyzer; Mobius; PClink32, TM1; MAS90/200; Preview
Payroll; ClaimTrak EMR systems.
Languages: Visual Basic (limited)
3
Contact this candidate