Tom Davis

About Tom Davis

Dynamic and energetic executive with extensive experience in accounting, finance, technology, payments and strategic planning. Keen ability to formulate a vision and develop strategies from a financial, technology and product perspective. Proven, energetic and passionate leader with demonstrated ability to build strong teams that work together to overcome obstacles and achieve challenging goals. Creative visionary who thinks outside of the box when necessary to conceptualize and implement the right solution to meet business goals. Payment Strategy and Solutions Contract Negotiations Financial Planning and Analysis Industry Speaker Process Design and System Expert Thought Leadership Technology Leader Team Builder Financial Modeling and Forecasting

Experience

1. President & CEO

   Trellance Cooperative Holdings, Inc.

   Apr 2004 — Present · Tampa, FL, US

   Trellance is the leading provider of business analytics and talent services for credit unions. Our solutions and services work together to provide credit unions with actionable insights, improved member experience, and portfolio growth.As President & CEO I provide leadership in all aspects of Trellance\'s operations with an emphasis on long-term goals, growth, and development of company culture & overall vision. Responsibilities include- Overseeing the ongoing operations of all divisions within Trellance- Managing and directing the company toward its primary goals and objectives- Leading a team of executives to consider major decisions regarding company growth and direction- Promoting communication and cooperation among divisions to create a spirit of unity in the organization- Working with our board of directors and other executives to establish short-term objectives and long- range goals, and related plans and policies- Reviewing the financial results of all operations, comparing them with our objectives and taking appropriate measures to correct unsatisfactory performance and results- Ensuring Trellance\'s compliance with all applicable laws, rules, regulations, and standards- Serving as Trellance\'s representative to the board of directors, shareholders, employees, customers, the government, and the public.

Education

• Missouri State University

  Bachelors, Accouting and Finance

  1986 — 1990

• University of South Florida

  Master of Business Administration (M.B.A.), IT and Finance

  1997 — 1999

Skills

• Sdlc
• Vendor Management
• Business Analysis
• Business Intelligence
• Strategic Planning
• Banking
• Process Improvement
• Payments
• Risk Management
• Strategy
• Financial Analysis
• Management
• Credit Cards
• Credit