Charita Mcclellan, Mba,Shrm-Cp, Cdp® Email & Phone Number

Irvine, California, Us

Irvine, California, Us

In this role, I conceptualize and execute Diversity, Equity, and Inclusion (DEI) strategy and interfacing with key stakeholders. I promote DEI within the organization by coordinating staff efforts. I devise global programming across EMEA, AMER, and APAC regions. I roll-out leadership guide and metrics, formulate governance model, and manage Employee Resource Groups (ERGs) procedures. I guide leaders on inclusivity and incorporate DEI elements into fabric of training modules by establishing professional relations with Learning and Development (L&D). I provide trends, analysis, and recommendations quarterly by interfacing with c-suite leadership. I ensure organization follows equitable hiring practices and administer talent pool by interfacing with talent acquisition.A few of noteworthy contributions in this tenure include:• Oversaw strategic frameworks, goals, and vision for Diversity, Equity, Inclusion, and Belonging (DEIB).• Credited for publishing diversity workforce statistics externally and internally• Improved Glassdoor rating ranging from 3.1 in April 2021 to 4.2 in 2023• Planned and built executive diversity quarterly dashboards

Charlotte, Nc, Us

In this role, I attained desired outcomes by leading organization of 60+ associates including 21 direct reports. I planned, formulated, and rolled-out training process. I concurrently partnered with Leadership to advance DEI initiatives by facilitating workshops both internally and externally, developing a mentorship program for the Black Professionals Group, participating, and facilitating panel discussions regarding racial justice, and hosting manager office hours to discuss DEI related issues.A few of noteworthy contributions in this tenure include:• Enhanced employee engagement and developed sense of teamwork across team.• Maximized spend booked by 35% in 2019 versus 2018.• Improved enrollments by 61% in 2019 against 2018.

Charlotte, Nc, Us

Community Engagement Co-Chair of North Texas Pride LGBT+ Employee Resource Group• Facilitated a workshop with over 500 attendees at the Out & Equal Workplace Summit • Work with leadership to ensure an LGBTQ+ inclusive environment • Plan and coordinate both in person and virtual volunteer events• Provide education resources to associates in the North Texas region• Participate in local and enterprise panel discussions• Actively recruit visible allies Professional Development Chair of Black Professionals Group Employee Resource Group• Developed and launched the Mentor Program for the Black Professionals Group ERG• Created and presented Black History Month presentations for the North Texas, Jacksonville and Brea markets• Participated in local and enterprise level panel discussions related to racial injustice • Work with leadership to develop black talent in North TexasParent and Caregivers Network Employee Resource Group• Provide educational tools and resources regarding foster care and adoption in North TexasPartnered with CoreLogic on a panel to discuss the intersectionality of being Black and LGBTQ+ in the workplace.

Charlotte, Nc, Us

I served as a trusted partner to the business and conducted analysis to assist with advancement of strategic initiatives. I collaborated with executive leadership, recruiting and finance partners on headcount requirements. I conceptualized and executed site strategy for all US markets. I delivered executive level reporting and prepared monthly financial package with an aim to analyze and report KPIs.A few of noteworthy contributions in this tenure include:• Overcame all deficiencies by liaising with business control owners.• Developed weekly dashboard that provided insight into impediments on loans in foreclosure and bankruptcy processes.• Conceptualized and rolled-out site strategy procedures for ~4K employees across 15 core sites and several satellite locations.

• Performed accounting functions on a $30M Real Estate CMBS and CDO fund and REIT• Consolidation of four funds into the REIT• Prepared quarter end and yearend financial statements including footnotes• Prepared schedules for the 10Q and 10K• Performed monthly variance analysis and reconciliations• Prepared journal entries related to distributions, swap settlements, debt payments, intercompany transactions, investor distributions, mark to market and review of realized and unrealized gains/lossesKEY ACCOMPLISHMENT:• Streamlined the monthly close process from 9 days to 5

Us

• Performed accounting functions on a Real Estate Mezzanine fund• Prepared quarter end and yearend financial statements including footnotes• Prepared and maintain four credit facility files• Prepared management fee, distribution and capital call files• Tracked expenses related to a Mezzanine fund• Prepared reimbursement files, cash journals, and journal entries • Track and reconcile cash movement for partnerships• Reviewed the work of two other fund accountantsKEY ACCOMPLISHMENTS:• Automated monthly journal entries to expedite the close process.• Developed the monthly close calendar to ensure all accountants completed their assigned tasks on time

Irving, Tx, Us

• Tested and implemented internal controls• Tested procedures and policies• Prepared written reports of audit findings and developed recommendations• Prepared oral presentations of audit findings • Planned and conducted financial, operational and compliance audits • Conducted interviews with individuals to retrieve information relevant to the audit• Designed and implemented an audit tool to track the follow up of previous audits• Created and implemented the Internal Audit departments policies and proceduresKEY ACCOMPLISHMENT:• Lead the audit on employee credits and discovered outstanding payments due to the company

Bachelor Of Science, Accounting

Mba, Business Administration And Management, General

Diversity And Inclusion Certificate