Matt Tracy
Specializing in Banking Transformation at Workiva | Reducing Risk, One Linked Data Point at a Time
- Role
- Sr Account Executive - Financial Services (Banking) at Workiva
- Location
- Durango, CO, US
- LinkedIn followers
- 500 followers
About Matt Tracy
Currently working as a Sr. Account Executive at Workiva focused on supporting the banking space. In the highly regulated world of banking,\"close enough\" isn\'t an option. I partner with financial institutions to replace manual, siloed workflows with the Workiva platform—the world\'s leading \"single source of truth\" for connected reporting.By uniting Finance, Risk, and Sustainability teams in one secure, audit-ready environment, I help banks automate their most complex cycles:Regulatory Compliance: Streamlining CCAR, CASS, and SEC filings with live-linking and iXBRL.Integrated Risk: Connecting GRC, SOX, and Internal Audit to drive real-time assurance.Sustainability: Evolving climate disclosures into a strategic advantage for stakeholders.My mission is to help banking leaders reduce operational risk, eliminate manual rework, and find the \"trust in the numbers\" required for the next era of banking.Outside of work - my time is dedicated to my wife, our wild 5-year-old son, and anything that has to do with the outdoors.Don\'t be shy, I am always looking to connect!
Experience
Sr Account Executive - Financial Services (Banking)
Jan 2026 — Present · Durango, CO, US
Banking teams today are buried under manual data extraction, version control chaos, and shifting regulatory demands. I help them dig out.At Workiva, I specialize in bringing \"Connected Reporting\" to the banking sector. Whether it’s accelerating CCAR stress testing, automating CASS resolution packs, or preparing for CSRD requirements, I provide a platform that links your source data directly to your final reports.The result?> Zero manual copy-pasting errors. Full audit trails for every change. Collaborative workspaces that satisfy both the CFO and the regulators.Let’s talk about how to make your reporting cycles more efficient and your data more defensible.I get the opportunity to partner with organizations that are looking for a way out and want an opportunity to give their organizations a chance to focus on higher value work/drive financial transformation.If interested in learning more - lets talk!2025 Performance - 123% of annual quota attainment 2024 Performance - 107% of annual quota attainment
Education
California State University, Northridge
Bachelor of Business Administration (B.B.A.), Business Law
2004 — 2008
Skills
- Sourcing
- Lead Generation
- Vendor Management
- Temporary Placement
- Sdlc
- Benefits Negotiation
- Talent Acquisition
- College Recruiting
- IT Recruitment
- Sales
- Technical Recruiting
- Consulting
- Staffing Services
- Build Strong Relationships
- Human Resources
- Information Technology
- Business Networking
- Salesforce.com
- Applicant Tracking Systems
- Training
- Sharepoint
- New Business Development
- Saas
- Internet Recruiting
- Building Relationships
- Search
- Crm
- Contract Recruitment
- Recruiting
- Account Management
- Staff Augmentation
- Business Development
- Leadership
- Screening
- Interviews
- Permanent Placement
- Customer Relationship Management (Crm)
- Networking
- Management
- Cold Calling
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