Financial Analysis Manager in Nashville TN Resume David Shockley

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Financial Analysis Manager in Nashville TN Resume David Shockley Powered By Docstoc
					                                       DAVID SHOCKLEY
                                        CPA, CMA, CFM

                                     financialmojo@gmail.com
                                  www.linkedin.com/in/davidshockley


                                  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.


                                  PROFESSIONAL EXPERIENCE

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
  use.

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)

CONSULTANT
 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-
  Oxley initiative.

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
    personnel.

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.


                                            EDUCATION

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

                                 PROFESSIONAL AFFILIATIONS

   Tennessee Society of CPAs
   Institute of Management Accountants
   Healthcare Financial Management Association

                                       COMPUTER SKILLS

   Proficient in Microsoft Office products (Excel, Access, Word, PowerPoint) and Hyperion Essbase.
   Experience with various accounting and ERP systems (Oracle, Microsoft Dynamics AX,
    Quickbooks).

				
DOCUMENT INFO
Description: David Shockley is an accomplished accounting/financial professional with experience in positions of increasing scope and responsibility. He is a Certified Public Accountant (TN), Certified Management Accountant, Certified Financial Manager. David possesses Spanish speaking ability. He has 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.