Donald Beebe

About Donald Beebe

As a high impact Certified Public Accountant (CPA) and Project Management Professional (PMP) with an MBA and a 20-year track record in the Banking & Financial Services Industry, I specialize in leading robust compliance programs and driving financial governance initiatives. My expertise lies in developing agile compliance frameworks responsive to evolving risk landscapes and influencing policy and decision-making processes at the highest levels.As a strategic and action-oriented leader, I have built and managed high-performing teams across global locations, consistently meeting rigorous compliance standards through innovative problem-solving and resourcefulness. My commitment to business continuity planning ensures sustainable human capital, robust cybersecurity measures, and comprehensive risk control.Key career highlights include: Spearheading a near-decade long compliance program, showcasing a hands-on approach to facilitating effective management responses and driving process improvements. Implementing Six Sigma methodologies to lead audit, compliance, and project management initiatives, documenting control effectiveness and achieving risk objectives across multiple compliance programs. Designing and maintaining both preventative and detective controls, ensuring adaptability to dynamic risk environments and maintaining operational integrity. Conduct governance meetings and business process mapping, aligning management and teams with policy expectations and executing development plans with precision and timeliness. Pioneering cross-functional team collaborations for strategic risk management, from identification and remediation to completion and reporting, enhancing stakeholder communication and transparency. Introducing automation to elevate visibility of data across the organization, creating tools and dashboard reports that track participation and performance, thereby promoting informed decision-making. Managing on-going offshore staffing allocation project, communication, resource alignment and evaluating effectiveness for offshore team of 15 Chennai FTEs and onshore team of 30. Directing a Chennai team of 3 to maintain End User Computing Tools (EUCTs) and led annual documentation, compliance, and attestation reviews, resulting in a 60% reduction due to process improvement (automation). Orchestrating the reduction of Process Tools by 23% through process retirement and automation, offset by COSO de-scoping of controls, and facilitated the reduction of COSO Controls by 72% primarily due to the descoping of \"Key\" controls.

Experience

1. Senior Assistant VP, Senior Financial Accountant Consumer Home Mortgage Accounting Abus

   Wells Fargo

   Jan 2015 — Present · Charlotte, NC, US

   Orchestrate cross-border collaboration with offshore teams to successfully deliver critical projects. Uphold quality standards, prioritizing quality assurance to ensure excellence in product delivery. Spearhead rigorous preparatory activities for regulatory engagements.• Direct a comprehensive compliance regimen for a $270 billion mortgage portfolio, encompassing audits, risk-control synchronization, and meticulous business process documentation.• Serve as the principal compliance liaison for a robust team, managing audit preparations and devising an extensive risk-control matrix. • Develop business process narratives, ensuring that control descriptions and control documentation met and exceed policy standards.• Successfully lead the management team to adopt the archive as the Business Continuity Plan (BCP) strategy in the event of cyber-attack, data loss, or technological failure, ensuring the organization\'s preparedness for potential risks and disruptions.• Construct a Supplier, Input, Process, Output, Customer (SIPOC) framework, a Six Sigma methodology, to analyze the change/control environment, identifying redundancies and streamlining controls, reducing formal testing, mitigation of risks for RCSA mapping, and creating a clearer and more efficient control structure.• Act as a pivotal contact for Business Continuity Planning, leading critical assessments and simulations to conduct comprehensive risk analyses and emergency response exercises.Completed Achievements:• Manage high-profile projects involving COSO frameworks, Risk and Control Self-Assessment (RCSA), risk measurements and the articulation of business processes.• Spearheaded development of a comprehensive data classification and access control memo to ensure proper handling and protection of sensitive information across different classification levels.• Designed and implemented a record retention map and a secure platform for data loading, safeguarding critical files from cyber threats.

Education

• Portland State University

  Bachelor of Arts

• University of Portland

  MBA

• Yale University

  Ph.D.

Skills

• Strategic Planning
• Microsoft Excel
• Auditing
• Financial Reporting
• Project Management
• Strategic Thinking
• Business Planning
• Business Strategy
• Management
• Gaap
• Process Improvement
• People Management
• Budgets
• Finance
• Financial Reporting and Analysis
• Customer Service
• Analysis
• Insurance
• Access
• Forecasting
• Internal Audit
• Business Analysis
• Leadership
• Cash Flow
• Performance Management
• Crm
• Financial Statements
• Accounts Receivable
• Sarbanes-Oxley Act
• Financial Analysis
• Risk Management
• Financial Modeling
• Accounts Payable
• Cash Management
• Effective Communication
• Budgeting
• Public Speaking
• Strategy
• Us Gaap
• Accounting