Cathy Lloyd Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Responsible for coordinating the logistical details for Network Management and Community Operations staff meetings. Other duties include processing corporate credit card expenses in Concur, maintaining the departmental organizational chart in Visio and processing monthly invoices. I also work on projects:Created the Regional Health Improvement Plan project.

Charlotte, NC

• Developed and administered registration, cancellation and completion processes for SAP training program. Processes used to track training course completion status of more than 150 associates.
• Coordinated town hall logistical details for 3 organizations: Finance Systems Roadmap, Finance Change Management and Finance Technology divisions. Facilitated smooth production of 8 senior leadership town halls.
• Generated and analyzed town hall metrics and created executive summaries informing senior leadership of event participant satisfaction. The metrics covered topics such as caliber of the speakers, value of the time.
• Developed and restructured Organizational Readiness SharePoint site 2 times enabling team to more easily locate documents and links. This included adding web parts. This included adding Announcements, Links, Calendars.
• Managed Organizational Readiness SharePoint site for 100 people. Activities included creating document libraries, updating content and defining user privileges.
• Managed 3 key meeting routines including timely development and delivery of agendas and meeting minutes.

Charlotte, NC

• Developed and implemented on-boarding tracker in SharePoint. On-boarded more than 50 associates. New associates possessed all the necessary technology and supplies needed to be effective and productive as of day one of.
• Coordinated logistical details for off-site meetings.
• Produced and documented over 200 business support processes and 20 SharePoint processes. Process documents significantly improved team self service capabilities and facilitated knowledge transfer.
• Assisted in developing Finance Management Associate Program Flagscape web site. Created web pages, which included uploading content and images. Also created channels for this web site. This site was utilized by more.
• Coordinated logistical details for Finance Management Associate Program luncheons, graduation receptions and orientation sessions.
• Created and owned process for Chief Financial Officer Job Shadowing program. Analyzed data from the job shadowing survey that was sent to 40 people who participated in the program to determine its success.

Charlotte, North Carolina

• Reviewed and approved invoices; created vendor set ups.
• Developed reports for MarketScape and ensured that information in these documents reflected general ledger totals.
• Input market president budgets into MarketScape.
• Completed monthly reconciliation of State President Market President expenses from MarketScape to the general ledger.

Charlotte, North Carolina

• Prepared check request vouchers.
• Performed quarterly forecasts, budgeting and variance reporting in Excel.
• Performed quarterly analysis of top 25 banks and prepared weekly reports comparing stock prices of the top 10 banks.
• Assisted in preparation of Supplemental Package that accompanies quarterly earnings releases presented to Wall Street analysts.
• Generated and analyzed key financial ratios and other performance indicators for Key Corp and SunTrust.

Charlotte, North Carolina

• Coordinated continuing professional education programs for bank employees.
• Reviewed new courses to determine the number of continuing professional education credits to be awarded.
• Handled certification issues raised by in-house Certified Public Accountants.

Charlotte, North Carolina

• Utilized Microsoft Access to develop and maintain databases that tracked information about Management Associate Program candidates, interviewer schedules and other demographics.
• Prepared daily, weekly and quarterly financial reports.
• Prepared quarterly Board of Directors presentations.

Bachelor’S Degree, Business Management, French, Economics, Accounting

Activities and Societies: Participated in the Alexander International Dorm program. Member of the following societies: Gamma Beta Phi (an.

Project Management