Greg Trahan Email & Phone Number

Englewood, Colorado, United States

Lakewood, Colorado, United States

• Develop and maintain comprehensive financial models, enabling accurate forecasting of the bank’s income statements, balance sheets, and cash flow statements.• Collaborate with department heads to create, manage, and monitor annual budgets and strategic plans, ensuring alignment with the bank’s goals and objectives.• Lead in-depth data analysis, transforming large financial datasets into actionable insights, and create reports and dashboards to aid management decision-making.• Assess cost structures and implement cost-saving initiatives, resulting in improved operational efficiency and reduced expenses.• Prepare and distribute accurate and transparent financial reports to senior management and external regulators, ensuring compliance with all reporting requirements.• Maintain knowledge of financial regulations and ensured the bank’s compliance, assisting in regulatory reporting as required.• Continuously improve FP&A processes and tools, implementing best practices to increase efficiency and accuracy in financial analysis.• Collaborate with cross-functional teams, including Accounting, Treasury, Risk Management, and Business Development, to gather and analyze financial data.• Prepare and deliver clear and concise financial presentations to senior management, facilitating informed decision-making and goal setting.

Lakewood, Colorado

Supervise a team of 5 analysts who complete reporting and ad-how data retrieval for the Credit Region. - Created a system of accountability that improved accuracy on reporting- Created SLOs for the team that helped to track progress- Helped manage the team through two departmental transitions- Completed the Ascend Leadership course in March 2021

Lakewood, Colorado

- Work with SQL, Crystal Reports, VBA, MSP, and other systems to pull loan data. - Use Excel to analyze and organize the data into reports requested by Loan Operations staff. - Advanced Excel skills and experience writing macros with VBA, creating pivot tables and charts/graphs, and advanced knowledge of Excel formulas. - Accustomed to working on multiple projects at once and can prioritize efficiently.

Greenwood Village, Co

• Provide operational support to our 35 branches in Colorado and 7 branches in Arizona.• Perform branch audits.• Project management for Mountain West region Branch Banking Support department.• Review and edit Operations Manual and Branch Reference Manual.• Compliance testing.• Monitor all mortgage loans to prevent ECOA violations. • Operational training.• Created an MLO audit for Retail Lending compliance purposes.

Sandy, Ut

- Worked on a Utah Youth Soccer Promotion that sold over 4,900 tickets and brought in over $70,000 in revenue.- Up-sold 54% of UYSA Promo buyers - Made thousands if cold calls for Group Sales team- Game day responsibilities included helping Group Sales with on-field inventory and assisting Sponsorship team with sponsorship activation

Aurora, Co

Head Boys 9/10 Soccer Coach, Assistant Boys Varsity Coach

Other; Certificate In Financial Accounting, Complete

Financial Accounting is an 8-week, 60 hour online certificate program from Harvard Business School. This course teaches the fundamentals.

M.S., Sport Management

B.A., Geography