SHAWNA STREETER

**** *. *****’s Chapel Road, Franklin, TN 37069

adx675@r.postjobfree.com 267-***-****

EDUCATION

CUMBERLAND UNIVERSITY Lebanon, TN

Bachelor of Business Administration with a Minor in Accounting

EXPERIENCE

October 2020- Current

WEX, INC (Director, Financial Planning and Analysis) Portland, ME (REMOTE)

Management: Manage up to 7 employees at one time. Led an annual audit that had been delinquent for the 5 years prior and the last 2 years we have filed on time.

Communication: Continuous communication with the head of FP&A as well as the SVP of the accounting department and the Controller. Lead monthly financial meetings with the leaders within the America’s division.

Cost Savings: Worked hand in hand in the procurement team to negotiate contracts that had not been negotiated in years. Saved the Company around 13% in one year.

Budget/Forecasting: Update monthly forecast and work with department leads on project budgets and forecasts. Developed new budgeting and forecasting files for my team and the 5 business lines that report to me to be much more efficient.

Policy Development: Implemented and developed policies and procedures to

satisfy a corporate compliance initiative for all subsidiaries. This process was to satisfy regulatory requirements for 49 state licenses.

February 2016- May 2020

GONOODLE (VP of Finance) Nashville, TN

Management: Manage up to 3 employees at one time and manage the relationship with the third-party accounting functions. Direct an annual audit and 409a valuation. Served on the executive leadership team.

Communication: Continuous communication with the CEO about strategic finance, monthly results, and managing cost.

Cost Savings: Played lead role in a cost savings effort in 2017 for the company and implemented a plan to carry out the savings of 25% in operating expenses.

Banking/Treasury: Led the annual LOC renewal with our current lender and started the process of working with 3 additional banks to secure a new LOC with more favorable terms.

Capital/Investments: Led the external discussions with external potential Private Equity investors and secured multiple rounds of internal funding. Completed all due diligence requests for these processes.

Budget/Forecasting: Update monthly forecast and work with department leads on project budgets and forecasts. During the COVID-19 pandemic, I led the company through a 50% overall cost cutting exercise which included headcount reduction, reduction of salary, and cutting vendor cost. Developed a new annual and 5 year budget model to assist with planning purposes.

PPP: Completed the PPP loan process to secure the SBA loan for the company and mapped out the forgiveness plan.

August 2006 – February 2016

NAVIENT – Formerly SallieMae (Director of Accounting) Reston, VA

Oversight/Management: Managed the controllers at our subsidiary locations on a daily basis and the liaison between corporate accounting functions and the subsidiary for all internal and external audits. Developed and implemented an internal reporting package to have more insight to the operations on a monthly and annual basis. Facilitated monthly results calls between upper management and the subsidiaries.

Technical Accounting: Addressed technical accounting issues and questions as they arose, including new accounting pronouncements and SEC guidance as the company was impact ed. Documented findings and conclusions in memorandums and developed presentations to illustrate the impacts to upper management. Interfaced with operational accounting subject matter experts or directly with the auditors to discuss the company's position on the issue.

Due Diligence Reviews: Worked with legal, business development and other areas of the business for certain due diligence associated with potential target companies or bids to divest in certain areas of the business.

Mergers & Acquisitions: Responsible for the purchase accounting, integration and identification of accounting policy and accounting implications associated with the acquisition. Assist the newly acquired company's transition to a 4 day close schedule.

Company Reorganization: Assisted in the company reorganization which resulted in a reverse spin off transaction. Helped prepared carve-out financial statements presented on a basis of accounting that reflects a change in accounting entity. During the transaction, walk across papers were prepared to help the auditors and regulators follow the transaction into the new respective entity.

Cost Savings: Played lead role in a cost savings effort performed on all subsidiaries and implemented a plan to carry out the savings including transitioning 3 of our subsidiary accounting functions to the corporate office to ensure efficiencies and reduced overhead.

Annual Goodwill and Impairment Testing: Managed the annual goodwill and intangible asset impairment testing with outside valuation firm as well as interim quarters as needed.

FASB and GAAP Reporting: Prepare footnotes and disclosures for the external SEC filings and review and comment on all internal and externally filed documents.

Project Management: Managed and directed projects ranging from $2SK to $3M and up to 120 contractors on 1 project.

Auditing: Audited internal controls to ensure that all Sarbanes-Oxley controls were in place. Worked closely with internal and external Auditors to provide various audit schedules and special reports. Responsible for all subsidiary audits to be completed accurately and timely.

Policies Development: Formulated and implemented Company-wide policies and procedures to

satisfy a corporate compliance initiative that helped satisfy regulatory requirements.

Treasury/Department of Ed Clearance: Went through a series of training sessions and investigative background checks to obtain security clearance to help evaluate secured loan information for the audits.

February 2002 – August 2006

COVANTA ENERGY (Accounting Manager) Chester, PA

Management: Supervised the accounting department consisting of 5 accountants.

Controls and Procedures: Implemented and enforced Company controls for Sarbanes-Oxley.

Auditing: Prepared work papers for the quarterly and annual audits and managed the relationships with internal and external auditors.

General Accounting: Oversee monthly close process and analyze general ledger to ensure accuracy and timeliness. Reconcile and maintain balance sheet and bank accounts and prepare month end close journal entries, as needed.

Financial Analysis: Reviewed the monthly and annual reports and provided upper management and Corporate with variance analysis and spearheaded monthly status meetings.

Project Management: Managed the conversion of a new revenue system that interacted with the general ledger and the accounts receivable system.

Strategic Planning Capital & Operating Budgets: Managed the annual budgeting and monthly forecasting processes and participated in cost reductions and strategic planning meetings. Identified capital spending costs, analyzed related general ledger accounts and maintained depreciation schedules.

August 1998 – February 2002

Amsurg (Senior Accountant) Nashville, TN

Management: Supervised three staff accountants.

Accounting, Forecasting, Budget & Finance Management: Managed, analyzed, and administered budget for operating expenditures and capital asset projects. Analyzed cash flow and budget variances and initiated appropriate guidelines to more aggressively control expenditures.

General Accounting: Maintained the accounting for six surgery centers and reconciled bank, A/ R, and balance sheet accounts on a monthly basis.

Due Diligence Reviews: Reviewed due diligence files for potential acquisitions.

Tax Returns: Assisted with partnership tax returns.

ADDITIONAL

Over 20 years of accounting experience including 9 years of technical accounting experience

Excels in challenging, fast-paced professional environments

People-oriented professional possessing strong communication, organization, and problem solving skills

Proficient in MS Word, Excel, Keynote, Powerpoint, PeopleSoft, Workday, Oracle, HFM, ADI, Paylocity and Hyperion

Outstanding track record in client services including development and maintenance of client relationship

Contact this candidate