Resume / Portfolio

Travis Trego

Tax Analytics AI-Enabled Systems Sustainable Finance

Accounting and tax professional combining Big Four asset-management experience, military technical leadership, graduate accounting study, and hands-on exploration of analytics, automation, AI systems, and sustainable finance.

Experience

Senior Tax Analyst / Senior Tax Associate

EY - Financial Services Organization, Asset Management

2026 - Present

Contributes senior-level technical judgment, workflow coordination, review, and team support across partnership-tax engagements.
Applies developing automation and data-analysis skills to recurring tax workflows while maintaining accuracy and professional standards.

Tax Associate

EY - Financial Services Organization, Asset Management

2024 - 2026

Supported federal and state compliance for asset-management clients, including private-equity and hedge-fund partnership structures.
Prepared workpapers, reconciled source data, researched technical questions, and collaborated through deadline-driven filing cycles.

Electronic Warfare / Technical Operations

United States Navy

Six years

Worked in technically demanding operational environments requiring disciplined analysis, systems awareness, information security, and precise execution.
Built leadership, training, and cross-functional coordination experience while supporting mission-focused teams.

Earlier Civilian Experience

Hexagon and U.S. Electrical Services, Inc. (USESI)

Prior experience

Technical and operations experience grounded in analytical problem-solving and disciplined execution.

Skills

Tax & Accounting

Partnership tax, asset management, workpapers, technical research, private-equity tax, international tax, ASC 740

Data & Technology

Power BI, data analytics, AI systems, workflow automation, Microsoft 365

Systems & Practice

Agentic and multi-agent systems, structured documentation, human-in-the-loop design, workflow design, information security

Sustainability

Sustainable finance, climate-related financial concepts, sustainability reporting, data quality, decision support

Selected Work

Walrus Productions

A portfolio of practical work connecting accounting, analytics, AI, automation, and sustainable business.

Sustainable Finance & Analytics

Applied exploration connecting climate and sustainability concepts with reporting, investment analysis, and decision support.

Education

Master of Science in Accounting

University of Rhode Island

2024

Beyond the resume

My Story

The path from military technical operations to accounting, analytics, and building better systems was not a collection of detours. It was a convergence.

Read my story