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Brian Tran

Director, FP&A and Strategic Finance at Treez

Brian Tran is currently the Director of FP&A and Strategic Finance at Treez. Prior to that, they worked as a Senior Analyst at PFM from July 2015 to March 2018. In their role at PFM, Brian provided technical and quantitative support to public utility, transportation, and education clients across the western United States. Brian's responsibilities included cash flow modeling, bond sizing, structuring and pricing, debt capacity assessment, transaction management, and credit analysis.

Brian is a highly skilled financial analyst with experience in a wide range of financial modeling and analysis. Brian is a strategic thinker who is able to see the big picture and develop creative solutions to complex problems. Brian is a strong communicator who is able to effectively communicate their ideas to both financial and non-financial audiences.

Brian Tran has a Bachelor of Arts from University of California, Los Angeles in Business Economics and is certified from the Financial Industry Regulatory Authority (FINRA) in Series 50.

Some of their coworkers include Sidny Henges - Administrative Assistant, Tina Griffiths - Corporate Controller, and Jeannette Opalski - VP, Human Resources. Some individuals on their team include Sher Mayne Lee - Financial Data Analyst, Steven Amano - FP&A Manager. Brian Tran reports to David Yan, CFO.

Timeline

  • Director, FP&A and Strategic Finance

    Current role

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