Trevor Davis
Assistant Vice President at Citi
- Role
- Balance Sheet Management Assistant Vice President at Citi
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Trevor Davis
I am currently a Financial Analyst at Citibank as part of their Financial Analyst Program. My first rotation was on a Treasury- Global Liquidity Management team and I am now working on a Treasury Controllers team.
Experience
Balance Sheet Management Assistant Vice President
Jul 2025 — Present
Streamline Legal Entity Capital Request (LECR) checklist creation by analyzing requests uploaded to Appian, ensuring comprehensive information and accurate identification of all necessary approvers for efficient processing- Develop and manage bi-weekly LECR Pipeline reports, tracking the status of finished, current, and upcoming requests to provide critical transparency for US Holding Company Treasury operation- Contribute to the maintenance and integrity of the CGITS system, verifying the proper upload and documentation of all signed Guarantees and Comfort Letters- Produce weekly Guarantee and Comfort Letter reviews, meticulously reconciling data between DocuSign and CGITS to ensure accuracy and compliance across all financial instruments.
Education
University of Vermont Grossman School of Business
Bachelor of Business Administration - BBA, Finance concentration and Global theme
2019 — 2023
University of Vermont Grossman School of Business
Bachelor of Science, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
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