Trevor Sterner Email & Phone Number

Calgary, Ab, Ca

Calgary, Canada Area

Calgary, Alberta, Canada

Calgary, Canada Area

o Leading a small team in the production of timely, relevant and accurate reporting of financial performance results, focusing on insight into emerging trends and areas of improvement.o Generation and review of monthly journal entries which impact the financial results.o Profitability analysis of products and services, as well as business areas. Exploring the underlying causes of trends and communicating findings and recommendations.o Key stakeholder and subject matter expert for the development and implementation of new products and services.o Interfacing with Treasury, Risk and Governance, Operations, Enterprise Finance and Solutions in order to improve overall performance, and collaborating with other areas of expertise to share expertise and insights.o Development of annual targets and budgets as well as the ongoing review of budgets. Updating and improving forecasts on an ongoing basis.o Development of complex models to automate tasks and allow for increased focus on value added insights.

Calgary, Canada Area

o Adjudication of applications for credit for the corporate finance division, including exploration and production, real estate and diversified borrowerso Complete financial analysis and scenario testing of borrowers to ensure financial risks have been appropriately controlledo Review asset profiles and security coverage to ensure suitable coverageo Negotiate necessary changes to credit applications with lending teamso Act as trainer / mentor to associates to help improve credit applicationso Presentation of adjudication summaries

o Preparation of pitch material and other mandate information for client and counterparty presentationso Preparation of information packages and CIMs, including market research, market and client analysis and ensuring that transaction marketing materials are produced at above industry standard qualityo Complete financial modeling and risk analysiso Liaison with relationship team’s and clientso Gather and maintain market intelligence of syndicated transactionso Perform covenant and financial performance monitoringo Preparation of quarterly syndications publicationo Providing background information on companies, prospects, and investorso Manage syndicated credit documentation and confidentiality agreementso Assist in the achievement of profitable growth while ensuring optimal customer servicePerformed the role specific tasks above as well as lead a team in the Data Remediation project, where I created tools to track and report progress, suggested plans of action to deal with the most critical steps in a timely manner, ensured effective communication with decision makers to enable effective planning, managed team mates activities keeping focus on customer facing problems and time/benefit focus, created a follow up plan of action to ensure the team continued to function and grow after my departure.

Lead a team of volunteer partners in the operation, organization, implementation and record keeping of the MBA Societyo Budget development, event planning and execution and periodic financial review/reprioritizationo Co-ordination and delegation of projects and events including inaugural Haskayne MBA Society “Making the Connection” golf tournamento Sponsorship and funding planning and execution including package design, co-ordination between projects and presentation

Saskatchewan, Canada

Sunnyvale, California

Cma

Master Of Business Administration (Mba), Finance, General

Activities and Societies: MBA Society (President)

Bachelor Of Science (Bs), Electrical And Electronics Engineering