Sheila Ledbetter Email & Phone Number

United States

Charlotte, North Carolina Area

Manage all elements of volunteering within the organization by assessing and meeting the organization's needs through volunteer recruitment and placement. Reporting to the Executive Director, management of volunteer program representing over 2,000 volunteers representing over 190 faith and community based organizations in the Charlotte-Mecklenburg area.Maintains MS Access volunteer management database, updated volunteer policy handbook, conducted volunteer orientations and trainings.Developed and implementing comprehensive volunteer recruitment plan to increase volunteer participation by at least 10%.Functions independently with minimal supervision to analyze and assess data necessary for change implementation

Charlotte, North Carolina, United States

Reviewed operating practices and procedures to determine whether improvements could be made in areas such as workflow, reporting procedures, or expenditures. Developed and implemented a more efficient workflow process, reporting procedures, and expenditure practices after reviewing existing processes.Conducted research, complied data to produce monthly, quarterly, and annual reports to be presented to the Senior, Executive Minister, COO and Board of Directors for an 8000+ member urban church congregation.Managed the departmental budget of $50,000 and processed department’s monthly financial reports and cost allocation schedule.Met with individuals, special interest groups and others on behalf of projects I managed or were involved in from inception to finish.

Charlotte, North Carolina Area

Beneficiary Administrator Trained a team of 10 representatives on beneficiary designations for retirement and non-retirement accounts.Designed policy and procedures on compliance with 26 states without an escheatment law and process. Coordinated work assignments to multi-site teams in Valley Forge, PA, Scottsdale, AZ and Charlotte, NC. Consulted clients and attorneys to mitigate complex and often unprecedented estate, trusts & probate issues. Retirement Specialist Counseled an average of 100+ clients a day on retirement plans, asset allocation and IRS rules and regulations.Provided subject matter expertise on IRAs, 401(k) & 403(b) along with corresponding administrative workflows.Determined eligibility and performed calculation for IRA distributions.Performed audits ensure compliance with state and federal regulations and statutes. Technical Resource Specialist Internal Compliance Trained over 150 exempt and non-exempt NASD representatives on SEC regulations and Vanguard’s policies and procedures.Assisted in refreshing training curriculums incorporating current, relevant scenarios. Conducted competitive analysis in order to remain cognizant or comparable products and services provided by other financial institutions. Client Advocate - fostered strong working relationships with clients both internally and externally. Proficient in administrative workflow, performing audits, documenting and plan analysis. Performed statistical analysis reports by gathering and interpreting data for management.

Bachelor Of Science (B.S.), Business Administration, International Business Relations

Pba Certification, Professional In Business Analyst Plus Certification

Master Of Public Administration - Mpa, Non-Profit/Public/Organizational Management