Travis Peterson

Experience

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  Fidelity Investments

  Apr 2012 - Apr 2014

  -Improved process efficiency and accuracy by reducing manual work-Trained and transitioned new hires-Increased accountability of various groups via logs to track compliance of SLA's-Developed guidelines with implementations team for fund events such as in-kind transitions and terminations-Analyzed and processed various corporate actions-Reconciled market value positions between Fidelity and various custodians -Managed ad-hoc requests for business partners and management resulting in multiple awards from management-Detected and elevated potential risks while testing new collateral management software for futures-Improved existing tasks by updating macros and formulas

  • Senior Fund Accounting Analyst

    Jun 2013 - Apr 2014

  • Fund Accounting Analyst

    Apr 2012 - Jun 2013
• 

  Emily Griffith Technical College

  Jul 2014 - Apr 2021

  - Maintain student financial records for the college including various reporting- Develop new internal processes and communicate policy changes- Assist large variety of stakeholders in various ad-hoc projects - Developed collaborative reporting dashboards for budget managers- Created new data sharing norms using advanced formulas- Built data validation into existing processes to ensure clean data output -Managed Federal, State and Local grants and associated payroll duties-Budgeted and forecast for multiple programs/business units-Communicated with external business partners to meet deadlines and reporting requirements

  • Senior Treasury Analyst

    Feb 2020 - Apr 2021

  • Senior Financial Analyst

    Apr 2018 - Feb 2020

  • Financial Analyst

    Jul 2014 - Mar 2018
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  Community Foundation Boulder County

  Apr 2021 - Feb 2023

  Grants Administrator
• 

  University of Colorado Boulder

  Feb 2023 - Jul 2023

  Financial Analyst