Lee Thaxton

About Lee Thaxton

Top producing, results-oriented financial executive and strong operations manager with a respected history leading business development, sales, compliance, operations and strategic partnerships teams. With an exceptional eye for understanding global market trends, I am adept at leading change across teams by raising the performance of those around me. Recognized as a bridge builder and global team leader who excels at navigating cultural challenges to manage C-level relationships of customers, partners and employees, I have a successful history of consistently creating strong relationships, managing complex problems and thinking through difficult operational issues to positive conclusions. I have always held a strong belief in the need to grow and have constantly pushed myself and my staff to excel, never shying away from making tough decisions. Being an impassioned business leader who enjoys the challenges of cultivating partnerships wherever they may exist, I understand that success depends on many factors. These include attention to detail, supervision of technical teams, timely schedule delivery and strong knowledge of business development and the creation of strategic alliances. My extensive work experience has allowed me to ensure timely completion of large projects, with a track record of delivery, ownership, and execution of multiple projects across products and services. In addition, I possess a high level of energy and motivation, learn quickly and adapt well to new environments.My name is Lee and I welcome the opportunity to connect with you! Please private message me to start a dialogue about my career goals and your professional needs.

Experience

1. Treasury Finance Lead Cons Treasury Finance Manager

   Wells Fargo

   Jan 2018 — Present

   Promoted to lead, manage and coach a large diverse team of onshore and offshore managers and analysts, as well as created and manage a large offshore team in India to drive more process automation at a lower cost and implementing a 24-hour global workday. • Creation of new analytics for forecasting and reporting to enable more concise and faster simulations to be produced in a shorter amount for daily liquidity, SEC reporting, CCAR, ALCO packages and board of director’s reports.• Increase the satisfaction and rating of internal audit, enterprise risk management and various government regulatory agencies by increasing documentation and transparency, coaching these parties on the true risks of the organization.• Reduce market value and planning processing by optimal management of all processors around the seven-day, twenty four-hour cycle to provide results faster to exceed ALCO package deadlines and to provide more detailed analytics.• Creation of successful effective business partnerships within a matrix environment to define, test and implement large enterprise wide libor based product transition initiative to SOFR products. Researching and recommending alternative solutions for libor transition to SOFR. • Problem solving with technology partners to define, source and improve financial forecasting systems of QRM, CALM data and essbase systems to improve forecast accurately and reduce forecast cycle time.

Education

• East Carolina University - College of Business

  MBA, Business Administration

• Western Carolina University

  Master of Entrepreneurship, Entrepreneurship/Entrepreneurial Studies

• University of North Carolina at Pembroke

  BS, Business Administration, Concentration in Finance

• University of North Carolina at Charlotte

  MBA Plus Certificate, Business Finance

• Western Carolina University

  Master of Accountancy, Accounting