Reid Wilkinson

About Reid Wilkinson

Experienced financial sales representative, manager, financial analyst with chief of staff experience. Undergraduate degree from UNCW (double major in Finance & Accounting). Masters of Business Administration with a concentration in Finance from Wingate University. Currently, report to the Chief of Staff while working directly with (CIO) Chief of Technology at Barings in Charlotte, N••••••••@yahoo.com

Experience

1. Associate Director

   Barings

   Sep 2022 — Present · Charlotte, NC, US

   Report to Chief of Staff and work directly with the Chief Information Officer (CIO) within Global Technology & Data to streamline strategic initiatives, ensure budgets meet plan, oversee program management, communicate objectives to departments with special focus on executive-level advising and interdepartmental collaboration (HR, Audit, Finance, Comms)• Oversee strategic business initiatives, from development through successful execution, under the guidance of senior leadership• Assist and communicate with executives in decision-making, program management, and initiative implementation• Serve as liaison with staff, executives, senior leaders, and CIO regarding company climate, employee well-being, project updates, financials, proposals and planning• Review, design, and execute improvements to organizational structure; find knowledge and skills gaps to address to senior leadership and help execute• Lead monthly Operating Reviews presented to CIO & his directs on accomplishments, status of all initiatives and audits, financials, resources and KPI’s each month/quarter• Improve current processes and optimize organizational procedures for efficiency and productivity• Determining KPI’s (key performance indicators) and how to measure team performance• Provide CIO and other senior leaders with insight and analysis on the company financials and operations

Education

• University of North Carolina Wilmington

  Bachelor of Science, Finance & Accounting

  2001 — 2005

• Wingate University

  Master in Business Administration, Finance

  2011 — 2013

Skills

• Analysis
• Leadership
• Mortgage Lending
• Financial Accounting
• Credit
• Cost Accounting
• Notary Public
• Consumer Lending
• Financial Risk
• Underwriting
• Portfolio Management
• Loans
• Finance
• Financial Services
• Management Accounting
• Financial Analysis
• Sales Presentations
• Credit Analysis
• Management
• Small Business
• Investments
• Loan Origination
• Small Business Lending
• Asset Managment
• Insurance
• Sales
• Commercial Banking
• Cold Calling
• Banking