Travis Zander Email & Phone Number
Senior Director, Investment Services @ PTMA Financial Solutions
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Travis Zander Location
- Austin, TX, US
Travis Zander Work
- Senior Director, Investment Services @ (April 2024 - Present)
- Senior Advisor, Analytics Team Lead @ (May 2021 - April 2024)
- Senior Analytics Advisor @ (February 2019 - May 2021)
- Controller @ (October 2018 - February 2019)
- Director of Budget and Planning @ (August 2017 - October 2018)
- Executive Director of Finance @ (April 2014 - August 2017)
- Internal Auditor @ (July 2011 - April 2014)
- Senior Accountant @ Heinfeld, Meech & Co. P.C. (April 2007 - June 2011)
Travis Zander Education
- Texas McCombs School of Business
Post Graduate Program in Data Science and Business Analytics (Data Science and Business Analytics)
2022-2023 - Northern Arizona University
Accounting (Accounting)
2002-2007 - The London School of Economics and Political Science (LSE)
Certificate (Data Analysis Management for Management)
2020 - Berufsakademie Mosbach
Diplom-Betriebswirt and Bachelor (Hon) of Arts from Open University (International Business)
2007
Travis Zander Skills
- Account Reconciliation
- Accounting
- Analytical Skills
- Annual Budgeting
- Assurance
- Audit
- Auditing
- Budget Management
- Budgeting
- Business Case Preparation
- CPA
- Cash Flow Forecasting
- Compliance
- Data Privacy
- Education Funding
- Excel
- Financial Accounting
- Financial Analysis
- Financial Reporting
- Financial Statements
- Fiscal Management
- Forecasting
- GAAP
- General Ledger
- Internal Audit
- Internal Controls
- Leadership
- Local Government Finance
- Microsoft Applications
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Month-End Close Process
- Presentations
- Public Finance
- QuickBooks
- Reconciliation
- Series 50
- Series 63
- Series 7
- Strategic Planning
- US GAAP
- Variance Explanations
Travis Zander Summary
- Travis Zander, based in Austin, TX, US, is currently a Senior Director, Investment Services at PTMA Financial Solutions. Travis Zander brings experience from previous roles at Frontline Education, Forecast5 Analytics, Boy Scouts of America, Capitol Area Council and Austin Independent School District. Travis Zander holds a 2022 - 2023 Post Graduate Program in Data Science and Business Analytics in Data Science and Business Analytics @ Texas McCombs School of Business. With a robust skill set that includes Account Reconciliation, Accounting, Analytical Skills, Annual Budgeting, Assurance and more. Travis Zander has 1 mobile phone numbers on RocketReach.
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Top PTMA Financial Solutions Employees
Tom Tight
Managing Director
Orlando, FL, US
Steve Pumper
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Molly Wohl
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Walker Zulkoski
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Lincoln, NE, US
John Grady
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Denver, CO, US
Audra Braski
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Naperville, IL, US
Brian Sugrue
Chief Information Officer
Boston, MA, US
Kevin Kulling
VP-Deputy Chief Compliance Officer
Chicago, IL, US
Jason Hoffman
Vice President, Investment Services
Columbia, MO, US
Caleb Walter
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Milwaukee, WI, US
Jen Gosselin
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