Katherine Coffield

About Katherine Coffield

Professional BrandI am knowledgeable of banking processes, various business acumen and risk management in conjunction with the Truist organization which enables me to effectively and efficiently support internal partners in responding to the needs of our banking clients and collaborating to solve complex issues with agility, dependability and organized thoroughness.Career ProfileEnhanced the BIR workflow process by incorporating the ServiceNow platform. Developed and tested the new ServiceNow workflow for BIR. Assisted in developing the Business Information Request (BIR) Team which responds to client third-party questionnaires and requests on behalf of the subject matter experts for the corporation and it\'s subsidiaries. Enterprise Vendor Management Operations quality assurance expert for the vendor management solution (Coupa).Financial Accounting Manager with over thirty years of banking experience, over eleven years experience leading the financial functions of the General Ledger Special Operations Team, and over twenty-two years of managerial experience. Recognized for the ability to identify improvement opportunities to enhance the quality and efficiency of the department and the bank. Supervised up to four direct reports with responsibilities in financial reporting, off-ledger subsidiary reporting, and general ledger reporting. Excellent communicator; collaborate effectively with business managers to resolve variances; superior analytical and problem solving skills; detail-oriented, efficient and organized professional with extensive experience in accounting systems.Management PhilosophyTo be accurate, timely, and efficient while having a positive, committed, and confident attitude while providing the best client experience in order to exceed the goal of being the best financial management leader.Special ProjectAssisted in the reporting and financial transformation for BB & T to SAP from Legacy system transformation to developing, design, and testing ECC, BPC, and BW. Ensured that risk was minimized during the consolidation process while transitioning to SAP before, during and after conversion.Strategic Topic Project Advisor for Graduate School of Banking at Colorado 20••••13. This involves reviewing and advising third year students on their Strategic Topic Project and grading the final paper.

Experience

1. Source-to-manage Practice Adherence Officer 2

   Truist

   Sep 2023 — Present · Winston-Salem, NC, US

   BIR Program Manager. Managing Third Party Risk. Truist offers a full complement of products and services designed to assist our clients in meeting their financial goals. There are times where Truist may be considered a vendor to those business clients who subscribe to these products and services such as payment processing, trust services, and employee benefits. Our clients want to ensure that the sensitive information entrusted to Truist is handled and protected in a secure manner. I am responsible for managing Business Information Requests (BIR) on behalf of Truist Financial Corporation and will coordinate the appropriate response that is determined by several factors to include the type of current product subscription as well as the client relationship.Responsible for the design development, implementation, maintenance, and on-going enhancement of the complex Business Information Request process, system, tools and documentation that support Truist Financial Corporation.Coordinate the client third-party questionnaire responses and requests for the Corporation and its subsidiaries. Such requests may include the SIG, SOC Reports, COI, Privacy and Cyber Security questionnaires. SIG Assessment Project Coordinator for the Corporation.

Education

• Virginia Commonwealth University

  Bachelor of Applied Science (B.A.Sc.), Accounting

  1981 — 1996

• Hopewell High School

  Graduated High School 1981

  1977 — 1981

• Graduate School of Banking at Colorado

  Graduate July 2012, Banking and Financial Support Services

  2010 — 2012

• The BB&T Banking School at Wake Forest University

  Graduated July 2008, BB&T Corporation

  2006 — 2008

Skills

• Cash Management
• Credit Analysis
• Accounting
• Small Business Lending
• Financial Analysis
• Financial Risk
• Commercial Banking
• Managerial Finance
• Portfolio Management
• Loans
• Commercial Lending
• Credit
• Financial Reporting
• Credit Risk
• Banking
• Risk Management