Controller
Resume:
Tammy Searcy Dupree
Bailey, CO 80421
ad4u34@r.postjobfree.com
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Objective: To obtain a full-time position in management with a company that will enable me to utilize and expand upon my present capabilities in accounting and administration. Employment History
September 2005 – Present Edge, Inc.
September 1999 - April 2003 Houston, TX
Melissa Sealy, Chief Operating Officer
Controller –
Responsibilities:
• Manage the collection and payout of $70 million in annual procurement funds for the Group.
• Prepare and maintain all general ledger, cash flow, bank reconciliations, budgeting, and financial statement reporting.
• Researched, set up, and implemented an EDI platform and coordinated the onboarding of our group’s manufacturers and distributors for the exchange of the four primary business critical documents in purchasing. Provide ongoing support, maintenance and education as needed for new participants.
• Administer the activity of a short-term lending entity for members up to $1,500,000 annually.
• Direct the staff and activities of the Finance department. Mentor, direct and provide personal growth opportunities to four direct reports.
• Conduct all internal audits and account reconciliation.
• Filing of all sales tax returns by state and preparation of all federal income tax data for CPA.
• Compile, reconcile and distribute quarterly and annual rebates to the membership.
• Create and maintain all personnel and payroll-related files- including human resources, payroll processing, tax reporting, employee benefits and potential candidate screenings.
• Calculate and distribute all investment earnings on member security deposits quarterly.
• Work directly with bank officers and CPA firm on all related matters.
• Migrate data from one accounting system to the EDI platform to ensure a complete and accurate information feed to Power BI sales reporting to determine business trends, and distributor performance.
• Participate in annual strategic planning sessions.
• Presentations at annual Edge conference to 200 attendee group as well as Board meeting presentations on financial position and EDI education and status.
Accomplishments:
• In the first six months, created an accounting procedural guide documenting every daily, monthly, quarterly and annual task by staff member with detailed step-by-step instructions for training purposes and contingencies.
• Earned the respect of my team by learning every aspect of the existing department functions through assuming each of their responsibilities for a short period. This also aided me in determining weak areas with respect to workflow, checks and balances and efficiencies.
• Set up, marketed and implemented the EDI platform for the group within schedule.
• Successfully negotiated a restructuring of investment vehicles for company funds and member funds that resulted in a 180% increase in yield.
Tammy Searcy Dupree
P.O. Box 411 – 990 CR 837
Bailey, CO 80421
ad4u34@r.postjobfree.com
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May 2003 – August 2005 Medical Center Brace & Limb, Inc. April 1998 – May 1999 Houston, TX
John W. Fain, II CEO
Director of Finance – January 99 to May 99
Director of Operations and Finance – April 98 – January 99 Responsibilities:
• Directed the staff and activities of the Finance department. Two direct reports.
• Prepared and maintained all cash flow, budgeting and financial statement reporting for all locations.
• Conducted all internal audits of incoming cash and account reconciliation.
• Reviewed general ledger monthly for accuracy and prepared Base Borrowing Reports.
• Prepared all bank account reconciliations.
• Worked directly with the bank officers, CPA firm and legal counsel on all related matters. Accomplishments:
• In the first six months, created accounting procedures and policies, audited the general ledger and reconciled three years of bank statements to the ledger. During this period trained two staff members on new procedures. Established new controls for cash management.
• Terminated lock box procedures at Company bank and brought function back in-house for a $10,000 annual savings.
May 1993 – April 1998 Professional Benefits Insurance Co. Houston, TX
Jerry Ray, President
Asst. Vice President -June 96 to April 98
Director – December 94 to June 96
Asst. Director – May 9 to December 94
Responsibilities:
• Directed the staff and activities of the Marketing, Billing and Administrative Services departments. Seven direct reports.
• Maintained Human Resources, COBRA compliance, employee benefits and payroll processes.
• Handled all stockholder correspondence, Annual Report preparation, proxy materials and reporting.
• Reviewed and negotiated all office equipment contracts.
• Attended all Board meetings and made departmental presentations. Accomplishments:
• Researched, analyzed and recommended to Company Board of Directors the purchase of a new insurance specific software package and a PC Network with AS-400 additional server to improve staff productivity and efficiencies.
• Upon approval of recommendation, directed the installation, data conversion, system set-up, and training process of entire staff. Successfully completed the project in eighteen months. Tammy Searcy Dupree
P.O. Box 411 – 990 CR 837
Bailey, CO 80421
ad4u34@r.postjobfree.com
3
• Analyzed and researched annual bank charges for corporate accounts. Negotiated with bank officers to adjust fees and alter services to provide a $23,000 annual savings in fees.
• Voted 1994 Employee of the Year by my peers.
Additional employment history available upon request Education:
University of Houston – 63 hours credit
Intended Major: Accountancy and Taxation
San Jacinto College- 1982 Dean’s List
Dobie High School- Honors graduate
Business References:
Melissa Sealy – Chief Operating Officer and Owner
Edge, Inc.
Nick Scarane – President
Edge, Inc.
Ron Meyers- Chairman and Owner
Edge, Inc.
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