CPA, CMA, CFM
SUMMARY OF COMPETENCIES
Accomplished accounting/financial professional with experience in positions of increasing scope
and responsibility. Certified Public Accountant (TN), Certified Management Accountant, Certified
Financial Manager. Spanish speaking ability. Hands on experience directing and coordinating efforts in
the following areas: operational and capital budgeting, financial forecasting, project evaluation, project
management, capital asset reporting, internal controls, financial and managerial accounting, and inventory
control and analysis.
SELF-EMPLOYED CONSULTANT - NASHVILLE, TN, 2010 - present
(PROVIDING ACCOUNTING/TAX/FINANCIAL SERVICES TO NASHVILLE AREA CLIENTS )
Volunteer Financial Secretary for local non-profit organization.
Volunteer reading/English tutor for local non-profit organization.
ASURION INSURANCE SERVICES - NASHVILLE, TN, 2004 - 2010
(A GLOBAL PROVIDER OF TECHNOLOGY PROTECTION SERVICES)
MANAGER - FINANCIAL PLANNING & ANALYSIS, 2008- 2010
Responsible for all budgeting, forecasting, managerial reporting, and financial modeling for 25
departments with combined budgets of over $55M.
Extensive responsibilities in month-end close process and providing financial presentations to various
levels of management.
Led conversion of headcount reporting to internally developed system and trained employees on its
promoted from REVENUE ANALYST, 2006 - 2008
Supervised billing function with responsibility for over $140M of client invoicing per month.
Researched and resolved billing issues with clients.
Coordinated daily cash management activities with Treasury Department.
Extensive interaction with internal and external auditors.
promoted from FIXED ASSETS ACCOUNTANT, 2004 - 2006
Identified and resolved $1M variance with insurance underwriter by locating old records, analyzing
accounts, and auditing the work of others.
Led the conversion of fixed asset records to new accounting system and performed extensive clean-up
work of previous records.
Established internal controls to protect assets.
DAVID SHOCKLEY PAGE TWO
AJILON FINANCE - NASHVILLE, TN, 2002 - 2004
(A NORTH AMERICAN RECRUITING AND CONSULTING FIRM)
Completed fifteen-month project at Nortel Networks accounting for capital expenditures and serving
as project lead for documenting and analyzing internal controls as part of corporate wide Sarbanes-
ARVINMERITOR INC. – NASHVILLE, TN, 2000 - 2002
(A GLOBAL MANUFACTURER OF AUTOMOTIVE SYSTEMS AND COMPONENTS)
SR. COST ACCOUNTANT
Maintained financial integrity of $300M accounting ledger in a multiple general ledger environment.
Performed SEC reporting and analysis.
Identified $100K cost savings opportunity by researching contracts and interviewing various
HARTMANN LUGGAGE CO. – LEBANON, TN, 1997 - 2000
(A MANUFACTURER OF HIGH-END LUGGAGE AND LEATHER GOODS)
MANUFACTURING VARIANCE ANALYST
Responsible for formulating and maintaining standard costs, manufacturing variance analysis, new
product costing, make vs. buy analysis, and project evaluation.
Led planning, conducting, and reconciling activities for physical inventories.
UNIVERSITY OF VIRGINIA – CHARLOTTESVILLE, VA
BACHELOR OF SCIENCE IN COMMERCE, CONCENTRATION IN ACCOUNTING
ACADEMIA LATINOAMERICANA DE ESPANOL – CUSCO, PERU
SPANISH LANGUAGE STUDY
HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION
ADVANCED TECHNICAL STUDY CERTIFICATE - HEALTHCARE FINANCE CORE CURRICULUM
Tennessee Society of CPAs
Institute of Management Accountants
Healthcare Financial Management Association
Proficient in Microsoft Office products (Excel, Access, Word, PowerPoint) and Hyperion Essbase.
Experience with various accounting and ERP systems (Oracle, Microsoft Dynamics AX,