Bret Pennison Page 1
Bret M. Pennison
4160 West Louisiana State Dr., Kenner, LA. 70065 Cell (504) 214-8294 email@example.com
Loyola University New Orleans, LA, Financial Affairs (01/2015-08/2015)
Loyola University New Orleans, LA, Purchasing Department (11/2008-01/2015)
Director of Purchasing
Loyola University New Orleans, LA, Financial Affairs Office
Financial Generalist (04/2008-11/2008)
Accounts Payable Specialist (05/2007-04/2008)
Student Worker/Intern (06/2005-05/2007)
Education and Certifications:
Master of Business Administration University of New Orleans, New Orleans, LA 2013
Bachelor of Accountancy Loyola University, New Orleans, LA 2007
CPA Exam Eligible
CPSM Exam Eligible
Updated internal controls in Receiving.
Created form and process to streamline P.O. close process
Created and implemented Department protocols for Purchasing and Central Receiving.
Worked with Accounting/Grants and Risk Management to design and implement procedures for the execution
of the Professional Services Agreement.
Worked with the Conflict of Interest committee to update and implement University Conflict of Interest Policy
and reporting procedure.
Created University Sole Source Justification form.
Created credit card request process and form for Purchasing Department credit card and placed orders for
departments when a P.O. was not feasible. Was sole authorized user of that credit card.
Created an anonymous Customer Service Survey for campus customers regarding the Purchasing Department
and Central Receiving.
Created and maintained spreadsheet of Check Request/Reimbursement violations and notified departments of
violations for purchases in excess of $200.
Created supplier justification form for Federal Grants that is required for procurement actions exceeding $5,000.
Supervised 5 full time staff members and 4 student workers.
Managed Purchasing and Central Receiving.
Answered all department questions regarding requisitions, vendors, order procedure, and addressed any
complaints from departments with appropriate employee.
Identified problems in Purchasing and Receiving procedures and made adjustments to maximize customer
Ensured Purchasing Agent pays invoices within two day period for invoices which do not require departmental
approval or creation of a new Purchase Order.
Reviewed sole source justification requests for items or projects in excess of $25K and determined whether
request was approved or if bid process was necessary.
Reviewed Cost Price Analysis for Federal Grants in accordance with OMB A110. In most cases must be
reviewed by Director of Purchasing prior to Assistant Controller approving the requisition. Form is kept on file
with Director of Purchasing.
Enforced Purchasing Policy and Procedures.
Bret Pennison Page 2
Ensured proper sales tax is applied to each Purchase Order.
Provided State of Louisiana sales tax exclusion documentation to departments and/or vendors.
Processed and filed city and state sales tax for Accounts Payable purchases and departments.
Met with vendors and potential vendors regarding products and services.
Reviewed and updated Purchasing Policy and Procedure Manual.
Reviewed open Purchase Orders monthly.
Conducted formal bid process for purchases of single items in excess of $25K.
Approved requisitions in the purchasing system for specific sub-codes, pre-payments, and dollar amounts.
Reconciled credit card statement and created check request payment monthly.
Maintained electronic file of credit card statements and backup documents for research purposes.
Primary back-up for Purchasing Agent by processing invoices, Purchasing Coordinator for all duties, and
Central Receiving by receiving and processing all incoming packages.
Closed/cancelled Purchase Orders.
Reviewed all Professional Service Contracts for proper form and determined if certificate of insurance is
Created and maintained file of Certificates of Insurance for vendors.
Acted as liaison between Accounts Payable staff and senior accounting staff, recommending policy and
procedure changes as needed.
Analyzed payments on purchase orders and check requests for prepaid and payable classification.
Communicated these findings to the designated senior accounting staff member.
Assisted in 1099 issuance for to calendar year-end processing.
Assisted in fiscal year-end closing duties.
Reconciled all assigned general ledger accounts.
Assisted in monitoring budget accounts for proper recording of expenditures and revenues.
Performed processing of either check requests or accounts payable invoices daily in conjunction with and
support of the A/P Specialists.
Worked with Assistant Controller for Operations to become more familiar with the accounting for grant and
Performed daily disbursement reconciliations.
Issued stop payments, voided checks and reissued payments as necessary.
Assisted in transferring of funds between departments as requested by department heads, deans or vice
Answered Loyola community questions regarding Accounts Payable process.
Processed and filed city and state sales tax for Accounts Payable purchases and departments monthly.
Oversaw Accounts Payable process and responded to problems and questions in a timely manner.
Liaison between Accounts Payable staff and senior accounting staff.
Maintained inventory of Xerox paper and supplies for University fleet of copiers.
Received and coordinated with IT for recycling of damaged and obsolete computer and other electronic
Trained other department’s staff on purchasing policies and the proper use of purchasing system.
Cross trained other Accounts Payable Specialist and other full-time department staff on Accounts Payable processes.
Over ten years experience with Microsoft Excel, Word, Outlook and PowerPoint
Over ten years experience with accounting and purchasing computer systems.