Bob Perdue Email & Phone Number

Dallas/Fort Worth Area

Responsible for overseeing the Loan Accounting function and managing the day to day operations of the Loan Accounting department.

Dallas/Fort Worth Area

Work directly with clients to ensure all goals have been obtained. Analyze data for revenue recognition, cost cutting, auditing and accounting and business projects.

Dallas/Fort Worth Area

Responsible for managing the operations of the accounting department required in the daily operations of the company, including all AP/AR functions as well as HR and Payroll. Provide support to management and seven field offices for budgeting and forecasts. Work directly with vendors and clients to ensure retention and client satisfaction. Work with company personnel to process expenditures. Perform audits on sensitive areas and report findings to management.

Dallas/Fort Worth Area

Responsible for daily and monthly financial accrual activity for the accounting department of the Property Tax division of CBIZ, Inc. Coordinate the recording, reporting and analysis of transactions in the general ledger and support systems. Oversee all daily AP/AR functions for the accounting department. Generate and analyze appropriate data from the general ledger and supportive systems in order to assist units and management with performance measurement and quality decisions. Prepare monthly forecast variance analysis. Maintain and balanced division bank accounts. Work across other divisions to ensure cross charging to other cost centers was properly detailed and explained. Submitted payroll.

Dallas/Fort Worth Area

Work directly with clients to ensure all goals have been obtained. Analyze data for revenue recognition, cost cutting, auditing and accounting projects.

Dallas/Fort Worth Area

Responsible for supervision and support of all Accounting and Human Resource functions required in the day to day operation of the company. Responsible to CEO/President for all financial reporting to internal management as well as banking institutions and outside Auditors. Worked directly with vendors to establish credit terms to obtain products as well as collections. Managed credit process for International accounts, including Letters of Credit and necessary regulatory export agencies.

San Antonio, Texas Area

Managed the standards and implementation process for new accounts/tellers for all Wells Fargo locations in Texas and New Mexico. Coordinated bank conversions for both states, converting branches from standalone acquisitions to final Wells Fargo branches. interpreted and validated policies, procedures and standards to ensure changes were consistent with long and short term business strategies. Analyzed data to identify problems, income opportunities, expense controls and alternatives. Provided solutions and executed final development plan. Supervised a staff of eighteen, located in Texas and New Mexico. In addition, audited all areas of the bank. Responsible for writing audit reports and evaluating staff performance.

San Antonio, Texas Area

Audited all areas of the bank. Responsible to management and the audit committee for identifying, reviewing and testing the bank's operating procedures and account balances. Served as project manager over several major bank initiatives. This included converting four major Frost holding company banks into branches.

Bachelor'S Degree, Accounting And Finance

Education record