Travis Platt Email & Phone Number

Washington, Dc, Us

Arlington, Virginia, Us

Lanham, Maryland, Us

● Managed the State Agency’s Section 8 program of over $750 million annually, processing monthly housing payments for over 20,000 program recipients. Maintained departmental databases, registers and budget tracking systems. Prepared quarterly and annual financial status reports in compliance with federal guidelines for submission to the Department of Housing and Urban Development (HUD).● Oversaw the allocation, transfer, and programming of $1B in federal grant funding.Recommended changes in financial reporting that improved data efficiency. Developed tutorial guides to train senior finance staff on advanced Microsoft Excel processes. Documented agency processes for audit preparation, which led to improved training and operational procedures. ● Advised department offices in the execution of budgets, ensured fund availability, and enabled fund movement within the appropriation. Consulted with the Maryland Treasury Department to obtain loan information and supply tax information for the Department. Shared all financial activity with auditors as required by the Federal Government. T

Boca Raton, Fl, Us

● Formulated and executed budgetary policy for a $15 million university budget. Conducted thorough analysis and research to perform financial reporting and operations. Oversaw the transition of the Business Services department to cloud-based financial reporting & operations. Implemented training sessions with over 500 staff and faculty on utilizing software as a service (SaaS) for department budgeting, purchasing, invoicing and reconciliation.● Produced GAAP reports detailing cash flows, financial forecasts, balance sheets and reimbursables monthly. Oversaw the annual allocation of university funds to cover debt obligations. Presented monthly financial management reports to the Director of Budgeting and the Director Purchasing.● Persuaded the Board of Directors to reduce amounts appropriated for on-campus services in response to reduced demand due to remote learning, leading to enhanced budget flexibility amid the Covid-19 economic crisis.

Boca Raton, Fl, Us

- Trained over 1000 students on university fiscal management policies, procedures and requirements for spending activity and service fee funds. Reconciled monthly statements with receipts and conducted internal auditing procedures. Prepared invoices and expense reports, keeping financial records accurate and current. Presented monthly budget reports to faculty and staff on university expenses benefiting the student body. Managed budget for senior level executive ensuring we did not run out of funds before the end of the fiscal year. - Chaired University Budget Allocation Committee (UBAC), responsible for allocating $8 million annual budget, tracking expenses and ensuring each department possessed sufficient funds to conduct business services efficiently while not wasting university funds. Chaired Campus Budget Allocation Committee (CBAC) specific to central Boca Raton campus, developing automated financial forecasting systems based on expenses from previous years, resulting in 15% time efficiency increase in budget projection.

Milwaukee, Wi, Us

- Conducted statistical analysis reports on 100+ open client accounts, assisting senior managers with recommending profitable services and products that resulted in increased client satisfaction, measured by key indicators such as account return on investment. - Sourced, networked, and qualified new potential clients for the Wealth Management division. Proactively planned meetings, trainings, and team events while simultaneously monitoring certain fund and equity investments, including inflows and outflows. Drafted monthly reports on various internal expenses for auditing purposes.

Bachelor'S Degree, Economics

Master'S Degree, International Economics