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Accounting Management

Location:
Kingsport, Tennessee, 37664, United States
Posted:
May 26, 2010

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Sam Shafer, CPA

**** ******** ***** *********, ** 37664

(423) ***-**** abjul5@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Unum Group, Chattanooga, TN

Publicly traded on NYSE: UNM

Director, Financial Reporting, 2009 - Present

. Assist Controller with decision-making. Advise Controller on how best

to adopt new FASB pronouncements. Assist with complex journal entries.

. Prepare the internal reporting package. Prepare the monthly financial

reporting package for review & approval by executive management.

. Supervise the work of others. Review schedules, financial statements

and footnotes prepared by accounting staff. Provide performance review

feedback.

. Prepare the MD&A section of the Forms 10K and 10Q for the company's

SEC filings.

. Prepare documentation and maintain evidence for testing of internal

controls.

. Perform GAAP and SEC research and prepare memos concluding my

findings. Memo topics have included sale-leaseback transactions,

reserves, PPE classifications and treatments of various costs.

. Supervise preparation of company accounting policies. Assigned

policies to accounting staff to write and reviewed the policies. Wrote

the company's accounting policy for insurance reserves.

. Reviewed Pension Plan and VEBA Trust financial statements for filing

with the U.S. Department of Labor.

. Prepare incentive compensation forecast analysis for executive

management.

. Complete other assignments as directed by executive management.

Provide external auditors with documentation and information. Prepare

schedules and calculations for investor relations group. Assisted with

debt offering due diligence.

Penn Virginia Corporation, Kingsport, TN

Publicly traded on NYSE: PVA, PVR, PVG.

Manager, Financial Reporting, 2007 - 2009

. Managed the consolidation and preparation of financial statements.

Managed and directed the internal and external financial reporting for

three publicly-traded companies. Consolidated all 3 publicly traded

segments on a monthly basis. Prepare and analyzed statement of cash

flows.

. Prepared SEC filings and internal reporting package. Managed and

directed the preparation of Forms 10-K, 10-Q, and 11-K with the SEC.

Periodically prepared form 8-K. Prepared the monthly financial

reporting package for review & approval by executive management.

Prepared the Board Book financial package.

. Analyzed financial and production information. Gathered financial and

production information from our segment managers and analyze unusual

variances and fluctuations. Explained these relationships to executive

management in order to better understand the company's financial

results.

. Prepared documentation for testing of internal controls.

. Assisted Controller with decision-making. Advised Controller on how

best to adopt new FASB, SEC or AICPA pronouncements. Assisted with

complex journal entries. In addition, I advised the Controller and CFO

on XBRL implementation and adoption, as well as IFRS/GAAP convergence

issues.

. Performed GAAP and SEC research and prepare memos concluding my

findings. Memo topics included adoption of new accounting standards,

revenue recognition, business combinations, share repurchasing,

acquisitions and sales of assets and convertible debt accounting.

. Presented at quarterly disclosure committee meeting. Presented new

FASB, AICPA and SEC guidance to executive management and advise them

on how these new pronouncements affected the company.

. Prepared department-wide accounting policies. Examples of policies I

wrote included the capitalization of assets, accounting memorandum and

revenue recognition.

. Prepared the quarterly debt covenant package. Tasks included the

calculations of the relevant ratios to determine if company was in

compliance with debt covenants and the preparation of various

schedules for submission to our lenders.

. Completed other assignments as directed by executive management.

Provided external auditors with documentation and information.

Assisted with the implementation of SAP software. Assisted with both

debt and equity offerings.

Ernst & Young, LLP, Chattanooga, TN

Senior Financial Statement Auditor, 2004 - 2007

. Tested controls for various SEC clients in accordance with the

Sarbanes-Oxley Act. Areas tested include long-term debt, accounts

receivable, reinsurance, fixed assets and various entity-level

controls.

. Supervised staff on financial statement audits. Teams ranged from 2-5

people.

. Performed GAAP and SEC research and prepared memos concluding

findings. Research topics included long-term debt disclosures and

presentation, revenue recognition, various insurance industry specific

issues and capitalization of assets.

. Audited both SEC and non-SEC clients. These clients included

insurance, manufacturing and not-for profit companies.

. Performed other attestation functions. Tasks included comfort letter

fieldwork related to client's debt or equity offerings. Assisted with

client's initial public offering.

University of Tennessee at Chattanooga, Chattanooga, TN

Adjunct Professor of Accountancy, 2004

. While employed in public accounting, I taught Principles of Accounting

II.

Wilkins, Crews & Henderson, PC, Chattanooga, TN

Auditor, 2003 - 2004

. Performed audits, reviews and compilations for manufacturing, not-for-

profit companies, and other industries.

. Assisted clients with decision-making and provided analysis to help

them make better business decisions.

. Performed various bookkeeping duties for clients (i.e. bank

reconciliations, account analysis and verification, journal entries,

etc.)

. Recorded and analyzed fixed asset transactions and depreciation.

. Prepared corporate (Forms 1120, 1120S), partnership (Form 1065),

individual tax (Form 1040), personal property and payroll tax (Forms

941, 940) returns.

Lattimore, Black, Morgan & Cain, PC, Brentwood, TN

Imaging Specialist, 2002 - 2003

. Reconciled monthly bank statements for the firm's controller

. Recorded fixed asset acquisitions and dispositions for clients;

assisted with depreciation calculations.

SOFTWARE

SAP (including R/3, BW and BCS), Excalibur, MS Office and Hyperion. In 2007-

2008, I assisted with an SAP implementation project.

EDUCATION, CERTIFICATION and AFFILIATIONS

Certified Public Accountant (TN), 2003 - Present

License Number: 18185

Master of Science - Accounting & Information Systems, Accounting Emphasis,

2003

Middle Tennessee State University, Jennings A. Jones College of Business,

Murfreesboro, TN

Bachelor of Arts - Religious Education, 1999

Southern Adventist University, School of Education and Psychology,

Collegedale, TN

Minors: English, History

Professional: AICPA, TSCPA, Chattanooga Chapter of the Tennessee Society

of CPA's (Acted as liaison between members under age 35 and the Chapter;

Planned and organized quarterly activities).

Personal: Autumn Children's Festival Committee Member, 2005 - 2006, Ronald

McDonald House, Chattanooga. Co-chair, Chattanooga Young CPA Group, 2005 -

2006.



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