Summary
Overview
Work History
Education
Certification
Additional Information
Timeline
Generic

Bart Mercer

Norman,OK

Summary

Dedicated and results-oriented finance professional with over two decades of experience in budget management, financial analysis, and internal auditing. Proven track record of effectively managing multimillion-dollar budgets and collaborating with key stakeholders to achieve organizational goals. Strong analytical skills with a commitment to accuracy and compliance.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Budget Director

University Of Oklahoma, Health Sciences Center
2004.09 - Current

- Manage the OU HSC's over $800 million dollar budget.

- Analyze and approve budget revisions; work with the Oklahoma State Regents for Higher Education (OSRHE) to identify increased budget needs of the HSC.

- Complete all tasks of building the organization's budget including helping the different colleges and departments set up their budgets.

- Enter the HSC's Budget into the overall State of Oklahoma's Budget; enter the HSC's budget into the HSC's financial and HR systems.

- Report to the OU Board of Regents on various aspects of the HSC budget; during the fiscal year provide senior management reports regarding the HSC's budget.

- Complete special financial analysis on various components of the HSC's operations.

  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Partnered closely with senior leadership teams on strategic direction-setting exercises based on comprehensive analyses of financial capacity and resource constraints.
  • Developed insightful financial forecasts, guiding executive decision-making and resource allocation.
  • Reviewed operating budgets periodically to analyze trends affecting budget needs.
  • Analyzed revenues, expenditures, and cash management.
  • Collaborated with cross-functional teams to ensure alignment between budgetary goals and operational objectives.
  • Reduced operating costs through diligent monitoring of expenses and identification of cost-saving opportunities.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Organized and detail-oriented with a strong work ethic.
  • Cultivated interpersonal skills by building positive relationships with others.

Internal Audit Manager

University Of Oklahoma
1995.04 - 2004.09

- Conducted financial and operational audits at the University of Oklahoma, University of Oklahoma Health Sciences Center, Cameron University, and Rogers State University.

  • Strengthened the company''s overall control environment by identifying weaknesses and recommending corrective actions.
  • Developed comprehensive audit plans to address identified risks, ensuring timely and effective execution.
  • Identified opportunities for cost savings through careful analysis of financial data during audits, contributing to improved profitability.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Performed root cause analyses on identified issues, providing actionable recommendations for long-term improvements in business practices.
  • Oversaw timely completion of annual audit schedules, coordinating resources efficiently to meet deadlines without compromising quality.
  • Contributed to continuous improvement efforts within the department by sharing best practices and offering constructive feedback on existing processes.

Loan Officer

Citizens Bank
1994.05 - 1995.04
  • Advised clients on mortgage, education and personal loans.
  • Contributed to the growth of the organization by actively participating in various marketing initiatives aimed at promoting its loan products and services.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness before submission for underwriting approval.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.

Education

Bachelor of Science - Accounting

East Central University
Ada
05.1994

Certification

  • CPA - Certified Public Accountant
  • CIA - Certified Internal Auditor

Additional Information

- Current board member of Dexter G Johnson Educational Benevolent Trust (appointed by OU President).

- Past member of American Institute of Certified Public Accountants (AICPA), Oklahoma Society of Certified Public Accountants (OSCPA), Institute of Internal Auditors (IIA), and Rotary Club

Timeline

Budget Director

University Of Oklahoma, Health Sciences Center
2004.09 - Current

Internal Audit Manager

University Of Oklahoma
1995.04 - 2004.09

Loan Officer

Citizens Bank
1994.05 - 1995.04

Bachelor of Science - Accounting

East Central University
  • CPA - Certified Public Accountant
  • CIA - Certified Internal Auditor
Bart Mercer