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Accounting Project

Location:
Charlotte, NC
Posted:
September 16, 2018

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Resume:

Curtis D. McCullough

**** ******** ***** *********, ** 28269

SUMMARY

•Successful financial services professional with more than 36 years of diverse business experience in corporate risk management, institutional retirement, trust custody and pension services.

•Over 10 years of experience in project management, business process analysis, and leading large trust system merger and integrations. Experienced in leading cross-functional virtual business teams.

•Experienced in corporate diversity and inclusion leadership and development.

•Board membership on university business school advisory council and on 501C3 non-profit organization.

SKILLS

•Advanced experience with Microsoft Office products (Word, Excel, Access, Visio)

•Change Management

•Process design and improvement

•Executive level presentation

•Power Point, SharePoint, Pivot tables

•Financial statement & ad hoc reporting

•Risk Assessment

PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Wells Fargo Bank N.A., Charlotte, NC

Operational Risk Consultant 2014 – 2018

•Participate in the development of the Corporate Operational Risk Management/WIM BPRM Program Management.

•Responsible for the risk governance and compliance as it relates to ERISA, BASEL, Dodd-Frank, DOL, OCC, CCAR, SSAE-16 and other Federal regulatory reporting for Corporate Operational Risk Management/WIM BPRM Program Management.

•Experienced with risk governance tools: BIKE, BPRM, CAP, CRAS+, LDR, ORX, RCSA, SHRP (Archer) enterprise risk management reporting application.

Business Process Analyst/Consultant 2010 – 2014

•Coordinate technical and business requirements (BRD) for project team.

•Manage diverse cross functional and distributed project teams.

•Manage team of Business Analysts in successfully managing project implementations.

•Act as liaison between client and project team.

•Develop databases for capturing key business milestones and processes.

•Provide management reporting for project status.

•Manage the new account setup process for the retirement services plans.

•Serve as the subject matter expert (SME) and a member of the business solution project team

Diversity Practitioner, Institutional Retirement & Trust 2000 – 2007

•Represent business unit on division diversity council.

•Serve on the communications team of the business unit diversity council.

•Participate in developing diverse interviewing guidelines.

•Prepare senior leaders talking points.

•Coordinate teammate newsletters.

•Participate in diversity luncheon learning meetings, and member of employee resource network (ERN).

•Served on two corporate diversity and inclusion councils, chaired the diversity and inclusion communication team that created senior leader talking points for teammate meetings, and implemented the diverse candidate interview pool policy.

Project Manager, Institutional Retirement & Trust, 2000 - 2010

•Manage business and technical projects.

•Manage the trust account setup as part of merger and acquisition.

•Subject matter expert for trust/brokerage account conversion for institutional retirement service project team.

•Train team members on self-managed brokerage product.

•Managed the data mapping for the Wachovia/ Wells Fargo trust systems conversion

•Successfully transitioned over 50,000 trust accounts to the SEI Trust 3000 trust accounting system platform.

•Successfully mapped over 10,000 accounts to the Wells Fargo Securities Beta brokerage system.

•Project leader for the Prudential Bank/Wachovia joint venture.

•Developed project plans for tracking key business milestones and deliverables.

•Created business models for automating the new account setup process.

Employee Benefits Accounting Supervisor, Institutional Retirement & Trust, 1995 -2000

•Supervise a team of retirement services trust accountants.

•Manage the system integration for the retirement services trust accounting merger and acquisition team.

•Manage the production scheduling of trust accounting statements, and the statement rendering process.

•Challenge, train, and motivate staff to exceed customer expectations, and created shareholder value.

Accounting System Coordinator & Employee Benefits Support Supervisor, 1993 – 1995

•Ensure timely production, and delivery of trust accounting statements to clients.

•Research and resolve trust accounting system problems.

•Coordinate system testing with other business units and ensure successful implementation of new enhancements and projects.

•Design management reports of potential areas of risk and opportunities for improving trust accounting statements. Coordinate the valuation of trust assets.

•Supervise the trust accounting support staff.

•Coordinate the valuation of trust assets.

•Manage the balance score card process.

• Design management reports of potential areas of risk and opportunities for improving trust accounting statements.

Senior Employee Benefits Accountant/Analyst, Institutional Retirement & Trust, 1983 - 1993

•Perform audits of trust accounting statements for assigned book of business.

•Set-up new trust accounts on the trust accounting system.

•Prepare form 5500, and other ERISA-related government reports.

•Manage the production of retirement benefit checks, and ACH invoices.

•Ensure timely production, and delivery of trust accounting statements to clients.

•Research and resolve trust accounting system problems.

•Participate in the development of trust accounting system enhancements.

•Coordinate system testing with other business units and ensure successful implementation of new enhancements and projects.

AFFILIATIONS

Golden Generations, Inc. 501C3 Non-Profit Organization, Advisor, Nu Gamma Alpha Fraternity Inc., Big Brothers & Big Sisters Program, Jazz Charlotte, Winston-Salem State University, Business & Economics Alumni Advisory Council

Winner of the 2003 Alumni Achiever for the School of Business & Economics at Winston-Salem State University.

Member of board charged with preparing the university’s business and economic school for division one status.

EDUCATION

• Doctor of Business Administration (DBA) Candidate, Finance, Walden University 2019

• Master of Business Administration (MBA), Capella University, 2013

• Bachelors of Arts (BA), Business Administration & Economics, Winston-Salem State University, 1979



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