Christie Lloyd

CEO

Washington, DC, United States25 yrs 5 mos experience

Highly Stable

Key Highlights

20 years guiding Fortune 100 companies through change.
CFO for organizations with $140B in assets.
Expert in US GAAP, SEC compliance, and M&A.

Stackforce AI infers this person is a strategic finance leader in the Fintech and Insurance sectors.

Contact

christie.s.lloyd@gmail.com LinkedIn

Skills

Core Skills

CfoFinancial ServicesStrategic Problem SolvingValue CaptureCustomer Service ManagementFinancial StrategyAccounting PolicyM&a SupportLeadershipFinancial ReportingAuditM&a TransactionsAssurance

Other Skills

Performance ManagementDecision SupportDeveloping High-Performing TeamsFinancial Planning and Analysis (FP&A)Certified Public AccountingLeading Through ChangeInsuranceCFOsTitle Insurance Escrow ManagementEthical LeadershipInvestor PresentationsInfluencing OutcomesDecision-MakingChange ManagementTalent Development

About

A Transformative Finance Leader, Pragmatic Problem Solver and CPA with a proven 20-year track record of successfully guiding Fortune 100 companies through periods of change, complex M&A, and economic cycles. I have been CFO for organizations with up to $140B in assets and $16B in expenses, acting as a trusted advisor to Business Presidents, Executive Committees and Boards. I specialize in elevating Finance from a reporting function to a strategic partner. My experience is built on deep expertise across US GAAP, SEC & SOX compliance, Investor Relations, and regulatory relations (SEC, Fed, OCC, FDIC, NAIC). I'm a developer of high-performing teams and a servant-leader.

Experience

25 yrs 5 mos

Total Experience

4 yrs 4 mos

Average Tenure

1 mo

Current Experience

Wells fargo

CFO Credit Card and Personal Lending

May 2026 – Present · 1 mo · Washington DC-Baltimore Area

Chief Financial Officer for Credit Card and Personal Lending at Wells Fargo, leading financial strategy, performance management, and decision support for this large-scale consumer lending business. Partnering closely with executive leadership to drive profitable growth, optimize returns, and advance strategic priorities across the credit card and personal lending portfolios.

Financial StrategyPerformance ManagementDecision SupportCFOFinancial Services

Capital one

6 roles

Finance Head of Value Capture - Discover Acquisition

Jan 2024 – May 2026 · 2 yrs 4 mos · Washington DC-Baltimore Area

Built and lead best-in-class synergy program for a $50B acquisition, including synergies of $2.5B, ensuring comprehensive value capture and integration cost management.

Strategic Problem SolvingDeveloping High-Performing TeamsFinancial Planning and Analysis (FP&A)Value Capture

CFO Credit Card Operations

Jan 2022 – Jan 2024 · 2 yrs · Washington DC-Baltimore Area

Enabled exceptional customer service for customers across the credit spectrum through strategic cost-management of Global Credit Card business expense budget, inclusive of Customer Servicing and Strategy, Platforms & Tech, Data & Modeling teams.

Strategic Problem SolvingDeveloping High-Performing TeamsFinancial Planning and Analysis (FP&A)Customer Service Management

Deputy CFO Credit Card

Promoted

Jan 2020 – Jan 2022 · 2 yrs · Washington DC-Baltimore Area

Led teams responsible for Central FP&A of Global Credit Card, with approximately $140B in assets and $7B pre-tax income, enhancing financial strategy and analytical capabilities.

Strategic Problem SolvingDeveloping High-Performing TeamsFinancial Planning and Analysis (FP&A)Financial Strategy

Senior Director of Accounting Policy

Jan 2017 – Jan 2019 · 2 yrs · Washington DC-Baltimore Area

Certified Public AccountingStrategic Problem SolvingDeveloping High-Performing TeamsAccounting PolicyLeadership

Assistant Controller

Jan 2015 – Jan 2020 · 5 yrs · Washington DC-Baltimore Area

Accountable for Accounting Policy, M&A and Transaction support across enterprise including Capital Markets & Funding, Credit Card, Tax Credit Investments, Commercial Lending, Retail Bank and Deposits, Auto Lending, Residential Mortgage as well as several other Corporate Accounting functions. Also accountable for several Corporate Accounting functions including Annual Goodwill Impairment Testing, Hedge Accounting Designation, Consolidation Accounting, Corporate Valuations and Fair Value Committee Chair, Controllers’ Learning and Development efforts

Certified Public AccountingStrategic Problem SolvingDeveloping High-Performing TeamsAccounting PolicyM&A Support

Director of Accounting Policy

Jan 2015 – Jan 2017 · 2 yrs · Washington DC-Baltimore Area

Certified Public AccountingStrategic Problem SolvingDeveloping High-Performing TeamsAccounting PolicyLeadership

Aicpa

Depository Institution Expert Panel

Jan 2020 – Jan 2021 · 1 yr

The Depository and Lending Institutions Expert Panel serves the needs of AICPA members on financial and business reporting and audit and attest matters. The expert panel protects the public interest by bringing together knowledgeable parties in the depository and lending institutions industry to deliberate and come to agreement on key depository and lending institution issues.

Strategic Problem SolvingLeading Through ChangeFinancial ReportingAudit

Fidelity national financial (nyse:fnf)

3 roles

Corporate Controller

Promoted

Jan 2011 – Jan 2015 · 4 yrs · Jacksonville, Florida, United States

Strategic finance & accounting leader of Fortune 500 Title Insurance & Escrow Company. Partner with C-suite, external consultants and finance professionals. Responsibilities for SEC Compliance and Financial Reporting, M&A and Financing Transactions, Claims Reserve Accounting, Stock Compensation Accounting and SOX program. Reported to the CFO. (Progressive roles from Director of SEC & Financial Reporting to Corporate Controller)
Example Transactions completed: LPS acquisition for $3.4B and subsequent IPO of BKFS (Black Knight Financial Services), Tracking Stock formation, Common Stock Offering of $500M, multiple debt offerings including convertible debt offering of $300M, acquisition of strategic investments including Remy ($1B total assets), a NASDAQ listed company, and O’Charley’s ($700M total assets), an NYSE listed company

Certified Public AccountingInsuranceStrategic Problem SolvingFinancial ReportingM&A Transactions