- Enjoy participating in weight training for overall physical and mental well-being
- Adventure Travel, learning about and observing other cultures
- Blockchain Technology and Cryptocurrency; I enjoy leaning about the current state of crypto and upcoming changes to our financial system
Trevor Balman
Lithia
Summary
Accomplished Finance and Accounting Specialist with over18 years of experience in accounting, IT support, sales, teaching, and customer service. Expertise in data analysis, financial mathematics, and troubleshooting. Proficient in Excel, customer-facing IT support (via phone and screen share), and business software integration. Demonstrated ability to manage cross-functional projects and provide exceptional service to clients and customers to ensure long-term satisfaction and retention.
Overview
2025
2025
years of professional experience
Work History
Accounting Specialist & IT Support
Oakland Corporation
11.2015 - 04.2024
- Provided phone and screen-share support for accounting software used by Grain COOPs
- Supported interface software for LP truck meters integrated with laptop-based ticketing systems
- Configured and deployed laptops for specialized purposes, ensuring seamless system functionality
- Traveled to customer locations for on-site setup and configuration of truck interface systems
- Analyzed financial and operational data using Excel to produce actionable reports for management and clients
Accounting Specialist
GE Capital Auto Finance
- Authorized daily wire transfers and ACH transactions, ensuring accuracy and timely execution
- Maintained an up-to-date database of bank account information for wire and ACH processing
- Reconciled30+ bank accounts monthly, ensuring accuracy in financial records
- Worked with management to transition monthly wire transfers to an ACH system, driving cost savings and implementing Six Sigma methodologies for process improvement
- 2 Years
Remarketing Manager
Relational Funding Corporation
- Managed the sale of off-lease computers and business equipment, optimizing company profits through strategic remarketing initiatives
- Collaborated with the collections team to ensure timely collection of lease payments, ensuring a healthy cash flow
- 3 Years
Licensed Series7 Securities Trader & Certified Financial Planner
ProEquities
- Provided comprehensive financial planning services to clients, including advice on stocks, bonds, mutual funds, options, insurance, and other investment vehicles
- Managed investment portfolios, focusing on aligning financial strategies with client goals and market conditions
- 4 Years
Junior High & High School Math Teacher
North Polk High School
08.2010 - 05.2012
- Taught middle and high school mathematics, including Every Day Math, Pre-Algebra, and Algebra
- Fostered a supportive and engaging learning environment to help students excel academically
Sales Associate
Combined Systems Technologies
- Sold printers, terminals, and maintenance contracts to auto dealerships through proactive cold calling and maintaining relationships with existing clients
- 1 Year
Machine Operator & Forklift Operator
3M
05.2012 - 11.2015
- Operated manufacturing equipment and followed established processes to produce high-quality sandpaper and specialty tapes
- Successfully completed forklift operator certification and adhered to safety and operational standards
Education
Bachelor of Science - Finance, Minor in Computer Science
North Central College
Naperville, ILMaster of Arts - Mathematics
Iowa State University
Ames, IASkills
- Financial Analysis & Reporting: Proficient in data analysis using MS Excel and financial reporting
- Accounting & Banking: Experience with ACH and wire transfers, account reconciliations, and financial data management
- IT Support & Troubleshooting: Expertise in software support, hardware configuration, and resolving technical issues via phone and screen sharing
- Customer Service: Strong ability to deliver exceptional customer service, fostering client relationships and resolving issues quickly and efficiently
- Project Management: Proven track record of managing projects from start to finish, ensuring timely and successful completion
- Technical Skills:
- Microsoft Excel & Word
- Unix Command Line
- Slack
- Windows PC Setup & Installation
- Finance
- File and database management
Interests
Timeline
Accounting Specialist & IT Support
Oakland Corporation
11.2015 - 04.2024
Machine Operator & Forklift Operator
3M
05.2012 - 11.2015
Junior High & High School Math Teacher
North Polk High School
08.2010 - 05.2012
Remarketing Manager
Relational Funding Corporation
Licensed Series7 Securities Trader & Certified Financial Planner
ProEquities
Accounting Specialist
GE Capital Auto Finance
Sales Associate
Combined Systems Technologies
Bachelor of Science - Finance, Minor in Computer Science
North Central College
Master of Arts - Mathematics
Iowa State University
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