DUANE ANTHONY DUFRENE, CPA
** ******** *****, *********, ** 70047, 504-***-****
*/** ** ******* **********, LLC
Present CPA Services
Our company provides numerous tax and accounting services to the small business. We specialize in small businesses with sales under $2.5 million and 10 or fewer employees. The services we will offer are Accounting Services, Financial Statement Preparations, IRS and State/Local Representation, Management Advisory Services, Audit and Tax Protection Services for IRS & State, Tax Preparation, Retirement Planning, Cash Flow & Budgeting Analysis, Payroll Services, Sales Tax Services, Investment Review, Quickbooks and Peachtree Training and Support, Accounting Software Selection, Financial Planning, and Tax Planning.
03/03 to Louisiana Health Care Consultants, LLC
10/06 Operations Manager
Responsible for the financial operations of nine (9) nursing homes covering Southeastern Louisiana. Responsible of all accounting and finance duties, human resource management and the overall financial performance of the nursing home group. Project monthly cash flow for the nursing home group. Provide guidance to nursing home administrators on revenue generation, expenditure controls, payroll management, and human resource issues. Developed policy and procedures for Case Mix Index to maximize Medicaid reimbursement. Coordinated hurricane evacuation of 400 residents during Hurricane Ivan in 2004 and 600 residents for Hurricanes Katrina and Rita.
10/01 to Trico Marine Operators, Inc. (Company filed for bankruptcy)
03/03 Asst. Controller Norway/Nigeria
Responsible for the preparation, analysis and dissemination of financial information regarding Trico’s monthly Management Reporting Package for use by Executive Management of the Norwegian and Nigerian operations. Direct and coordinate the financial operations of the Nigerian affiliate. Project capital expenditures and cash requirements for the Nigerian affiliate. Provide guidance and reconciliation for hedging activities. Perform adhoc analysis. Research technical literature proposed or issued by AICPA, FASB, SEC, EITF, NAIC and other accounting policy setting bodies. Perform research to determine if corporate financial statements appropriately apply current GAAP, SEC pronouncements and statutory regulations; and document research conclusions for use by senior executive management and operating companies.
Duane Anthony Dufrene, CPA Page 2
Entergy Corporation
09/99 to Lead Accountant
10/01 Responsible for the preparation, analysis and dissemination of financial information regarding Entergy’s monthly Management Reporting Package for use by Executive Management of each reporting utility company. Prepare on a monthly basis parent company and domestic utility financial statements including statement of income, retained earnings and balance sheet. Prepare on a quarterly basis financial information relating to Entergy’s 10-Q, PUCT, and Rule 58 Companies (U-9C-3). Prepare on an annual basis financial information relating to Entergy’s 10-K, Annual Report, and FERC. Perform adhoc analysis. Research technical literature proposed or issued by AICPA, FASB, SEC, EITF, NAIC and other accounting policy setting bodies. Perform research to determine if corporate financial statements appropriately apply current GAAP, SEC pronouncements and statutory regulations; and document research conclusions for use by senior executive management and operating companies.
First National Bank of Commerce (Company Purchased by Bank One)
09/97 to Assistant Vice President of Risk Management
09/99 Responsible for the preparation, analysis and dissemination of information
regarding FCC’s Consumer Loan Portfolios, for use by Executive Management,
Lending Personnel, Boards of Directors, and External Auditors and Regulators.
Prepare and help present quarterly Directors Loan Committee reports regarding
Consumer Loan Asset Quality at each of FCC’s banks. Proactively provide
recommendations to improve and refine the implications of this information.
Provide reports to regulatory agencies and internal and external auditors
regarding the Retail Lending portfolios; provide support and assistance for
all audits and examinations.
Orion South, Inc., Gretna, LA
10/92 to Credit Manager
09/97 Preparation of monthly and yearly financial statements, payroll reports, sales tax
reports and consolidated returns. Maintained general ledger, fixed assets, and
inventory records. Accounts Receivable and Accounts Payable experience.
Approve or disapprove all accounts applying for open credit status. Handle
collection of accounts; suit requirements and litigation procedures. Review
contracts and negotiate with vendors extent of exposure on liability issues.
Duane Anthony Dufrene, CPA Page 3
EDUCATION
Loyola University, New Orleans, LA Bachelor of Science in Accounting
August 1990 to May 1994, Major: Accounting, GPA: 3.88
Graduated Magna Cum Laude, nominated outstanding evening student in Junior and Senior years, elected to Who’s Who Among Students in American Colleges, received full scholarship to the Becker CPA review.
COMPUTER SKILLS
IBM Main-frame, PeopleSoft, AS-400, WordPerfect, Lotus, Microsoft Word/Excel, Microsoft Access, Quicken, Peachtree, Quickbooks.
REFERENCES
Available upon request.