Kendall Frederick, Mba, Ctp, Fpac Email & Phone Number

Lewisville, NC, US

Greensboro/Winston-Salem, North Carolina Area

• Led Training function. Head of team that developed and delivered custom corporate training. Served as the sole expert for the exam preparation materials for both the Certified Treasury Professional (CTP) and the.
• Led efforts to develop new training from ideation through final delivery to corporate clients
• Sole employee responsible for AFP’s certification study platform for both the CTP and FPAC certifications. The platforms served 4,000 students and represented over $3.0 million in revenue annually.

Greensboro/Winston-Salem, North Carolina Area

Sole proprietorship focusing on providing consulting services around Treasury, Defined Benefit and Defined Contribution Investments, Defined Benefit Plan design, Financial Planning & Analysis and Financial Education

Greensboro/Winston-Salem, North Carolina Area

• Led ERM function. Developed and implemented necessary ERM policies, practices, and tools for maintaining effective risk management program. Directed preparing quarterly and annual ERM communications to Steering.
• Identified trends, developed suggested risk mitigation steps, and presented recommendations to senior leadership by analyzing data related to key risk.
• Assessed adequacy of risk mitigation plan by performing top risk analysis and evaluating benchmarking data.
• Integrated acquisition-related activities and acquired entities into enterprise risk management analysis and risk mitigation plans.
• Reduced cost by 1.3 million dollars by eliminating redundant activities, improved risk profile of acquired company, gave visibility to key factors for success, called out stumbling blocks in order to mitigate them.

Greensboro/Winston-Salem, North Carolina Area

• Served as project lead for finance, payroll, and human resource (HR) functions. Coordinated integration of data, systems, and employees onto Hanes Platform.
• Delivered HR and payroll integration for Knights Apparel and Gear for Sports, transferring 1K employees to Hanes payroll and benefits on time and within budget.

Greensboro/Winston-Salem, North Carolina Area

• Oversaw defined benefit and contribution investment options for $1.4B in assets. Created treasury-led executive team analyses.
• Developed cutting-edge investment platform of custom white label funds for $650M corporate retirement saving plan, managing from inception through implementation.o Recognized during numerous conferences, including.
• Led request for proposal (RFP) project team, consolidating 4 vendors into 1 platform by establishing new recordkeeper processes for defined benefit (DB), defined contribution (DC), deferred compensation, incentive.
• Managed inquiries around due diligence and ongoing performance reviews, partnering with retained investment managers.
• Implemented new investment policy statements for US pension plan, US 401(k), and new investment philosophy for Canadian pension plan, curtailing risk while moving from 70% to 85% funded status.

Greensboro/Winston-Salem, North Carolina Area

• Served as dedicated finance lead. Oversaw high-profile projects and analysis as prioritized by Chief Financial Officer (CFO).
• Ensured all data was delivered ahead of schedule by implementing annual Hyperion Financial Management (HFM) balance sheet planning process from ground up, collaborating with numerous partners throughout organization.
• Delivered faster refresh of management reporting by facilitating process for pulling information directly from HFM, reengineering and implementing management reporting structure for monthly close week reporting.

Greensboro/Winston-Salem, North Carolina Area

• Served in corporate treasury department where duties included aspects of corporate finance, cash management, lease versus buy analysis, and corporate strategy.
• Administered short-term cash forecast for domestic cash and international pooling accounts, ensuring proper levels of daily liquidity by working with banking syndicate.o Reduced discretionary interest expense 15%.
• Reduced long-term debt $1B over 18 months by spearheading company-wide deleveraging strategy in 2011 and 2012, developing analysis and showcasing options for cash deployment to CEO and CFO.

Winston Salem, NC

• Charged with management of book of business within wealth management division representing $400M+ client assets. Allocated assets and executed trades in multiple asset classes, including domestic and international.
• Aligned portfolio to long-term targets by defining overall strategic allocation and determining investment actions needed, interfacing with high-net-worth clients and trust support staff.
• Supported training efforts for new trading platform rollout and eased transition by creating and initiating step-by-step trading program instruction guides, aiding multiple legacy offices across the country.

Roanoke, Virginia Area

• Served in the Commercial Loan Services division responsible for working with outside legal counsel, state government agencies, title companies and internal departments in verifying the integrity of liens and.
• Developed in-depth knowledge of documentation and arbitration regulations in 13 states; verified lien position integrity and claim validity for loans subsequently reclassified as non-performing
• Served as department’s only subject matter expert on interest rate derivative and euro dollar forward tied loan types; provided direction to team members on preparing sensitive loan-related documents

Mba

B.S., Economics & Business Administration