Dana M. Shankle
Savannah,TN
Summary
Finance leader with experience in financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs. Expertise in financial analysis, budgeting, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.
Overview
35
35
years of professional experience
1
1
Certification
Work History
CFO
Hope Presbyterian Church
09.2007 - Current
- Oversee the activities of finance team to ensure quality control, productivity, accuracy, efficiency and team cohesiveness.
- Collaborate on operational and strategic issues; provide strategic recommendations based on financial analysis and projections.
- Align resources with church goals and priorities through budget development and management.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures
- Spearheaded the implementation of a new financial system, resulting in more accurate and timely data for decision-making purposes.
- Manage relationships with external auditors, ensuring a smooth and efficient annual audit process.
- Manage Human Resources, Facilities Director, IT Director, and Stewardship Director.
Controller
CB Richard Ellis / Trammell Crow Company
04.1998 - 09.2007
- Managed teams for two of the Company's largest customer accounts
- Develop, mentor and train 17 direct reports
- Responsible for managing client's expectations and managing the team to ensure accurate budget/forecasting/reporting on over 100 properties (25 million square feet of real estate)
- Worked on various special projects - Responsible for guiding the development, testing and rollout of a new web based invoice routing and approval application
- Assisted in the closing of two office locations and the transition of work to Memphis
Supervising Senior
KPMG Peat Marwick
01.1997 - 04.1998
- Plan engagements and supervise staff on audit assignments
- Responsible for preparing financial statements and audit reports
- Performed internal audit functions for client's plant locations for a period of three months
- Mainly worked with manufacturing clients
Supervisor of Financial Reporting
Wright Medical Technology, Inc
01.1994 - 01.1997
- Responsible for preparation of financial statements and analysis for internal and external reporting, including reporting to the SEC for registered debt securities
- Responsible for maintaining stockholder ledger and reporting stock transactions
- Specific functions include supervising general ledger closing process each month, analysis of various G/L accounts, supporting journal reconciliations, currency translations and consolidations of financial information from foreign operations and review of completed financial statements and supporting schedules
Senior Accountant
BDO Seidman
09.1990 - 01.1994
- Senior accountant in charge of many of the firm's largest clients, including three SEC registrants as well as a few non-profit clients
- Specific responsibilities included: preparation of the financial statements, audit reports and tax accruals, preparation of monthly closing entries and year-end adjusting entries; preparation of analytical reviews of financial results for internal reports to management; and preparation and review of SEC filings, including 10-K, 10-Q and 8-K
- Prepared and/or reviewed various consolidated federal and state tax returns, including multi-state filings
- Gained extensive experience in many financial statement areas, including accounts receivable and payables, inventory and fixed assets, financing and debt obligations
Intern
BDO Seidman
09.1989 - 08.1990
- Worked on a part-time basis preparing financial statements and tax returns for clients
Education
BBA - Accounting
Memphis State University
01.1990
Skills
- Cash flow management
- Financial process improvement
- Financial strategy development
- Audit coordination
Certification
CPA-Inactive, Tennessee
Timeline
CFO
Hope Presbyterian Church
09.2007 - Current
Controller
CB Richard Ellis / Trammell Crow Company
04.1998 - 09.2007
Supervising Senior
KPMG Peat Marwick
01.1997 - 04.1998
Supervisor of Financial Reporting
Wright Medical Technology, Inc
01.1994 - 01.1997
Senior Accountant
BDO Seidman
09.1990 - 01.1994
Intern
BDO Seidman
09.1989 - 08.1990
CPA-Inactive, Tennessee
BBA - Accounting
Memphis State University
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