Shane Trefftzs
Director - Business Intelligence @ Frontwave Credit Union
About
Data and analytics leader in financial services and real assets with nearly two decades of experience. I lead cross functional teams across analytics, data engineering, and data science, from 5 to 30 people, partnering with C-suite leaders and stakeholders across investment, asset management, and operations. My teams deliver decision ready data products, executive reporting, operational intelligence, and automated decision support. My background includes almost 9 years at CBRE and experience at a Blackstone portfolio company prior to my current role. I specialize in the application of AI and machine learning in real business environments, leading data scientists and taking solutions from concept to production with the governance, reliability, and change management needed for adoption. I build modern data platforms and scalable analytics products that organizations can trust. Current stack is Databricks and Tableau, and I am tool agnostic across the broader ecosystem. Marine Corps veteran.
United States
Carlsbad
Banking
Packet Tracer, Network Modeling, Network Topology, Veteran, Military Operations, Data Analytics, Digital Strategy, Project Management, Data Modeling, Predictive Analytics, Machine Learning, Artificial Intelligence (AI), Business Analytics, Statistical Data Analysis, Statistical Modeling, Mathematics, Statistical Software, Statistics, Data Analysis, Tableau
Experience

Director - Business Intelligence
San Diego Metropolitan Area
• Own the modern analytics platform (Databricks + Tableau), delivering trusted reporting, forecasting, and decision support across the enterprise • Designed and deployed production ML models for risk detection, demand forecasting, and marketing optimization • Built automated pipelines and ML-powered workflows that eliminated manual reporting and enabled near real-time insights • Modernized legacy BI into a governed, scalable metrics layer adopted by executive leadership, operations, and growth teams • Partner with Finance, Risk, and Marketing executives to deliver analytics that improve lending decisions, portfolio performance, and customer acquisition • Lead and mentor a team of five data professionals; set technical standards, ownership models, and delivery processes

Director of FP&A
Home Partners of America® (A Blackstone Company)
San Diego, California, United States
• Recruited to design and implement enterprise reporting (Power BI) and FP&A (Anaplan) platforms to modernize decision-making and financial planning. • Redirected focus following the company’s closure announcement, leading a smooth and strategic wind-down process: managed financial reporting, coordinated data transfers, and engaged stakeholders to mitigate risk and maximize value recovery. • Developed and documented data governance practices that strengthened transparency, compliance, and cross-departmental efficiency during the dissolution period

Director - Business Analytics
San Diego County, California, United States
• Spearheaded delivery of CBRE’s flagship Business Analytics solution providing clients with advanced benchmarking, research data, and automated reporting capabilities. • Establish divisional performance and revenue KPIs, increasing growth by 30% year-on-year. • Provided mentorship and guidance to an internationally distributed team of over 20 Data Science and Business Analytics professionals. • Ensured seamless product implementation and adoption, providing advisory on best-in-class data integration and Tableau-based visualization. • Advocated for a high-touch model of client engagement, maintaining an industry-defining 99% account retention rate and a 4.9/5.0 satisfaction rating across 275+ accounts. • Structured and direct the company’s Portfolio Underwriting program to ensure optimal new client activations and successful renewals. • Designed, tested, and produced over 150 financial models annually. • Innovated CBRE’s primary Data Science library, setting standards on Data Governance, Machine Learning-based opportunity spotting models, and classification

Business Analytics Manager - Advisory & Transaction Services
Greater San Diego Area
• Designed and tested data solutions impacting the firm’s Advisory and Transaction Services sales activities. • Prepared and released updated predictive modeling, data processing, and client dashboard standards, serving as an internal process adopt ion SME. • Created solutions focused client engagement initiatives that generated an annual 84% increase in client-side projects. • Uncovered and actioned opportunities for expanded growth and service delivery across existing and new client value chains.

Senior Business Analyst - Industrial & Logistics
Greater Los Angeles Area
• Partnered with major Biotech, Retail and Healthcare clients to engineer and validate upstream and downstream Supply Chain optimization models. • Created renewed business intelligence workflows to energize client delivery targets.

Sergeant, Field Artillery (Military Occupational Specialty: 0844)
Camp Pendleton, CA
• Demonstrating and modelling leadership to 30 junior Marines, helping maintain unit cohesiveness and order, and team morale. • Structuring inventory activities, scheduling resources and logistical requirements. • Maintaining and updating training and personnel records. • Working with senior officers to complete team performance and evaluation reports as part of ongoing capacity building and career planning activities. • Serving as advice and counsel to senior leadership teams on performance and quality standards. • Acting as a key advisor on personnel, operations and deployment issues.
Shane Trefftzs's Contact Information
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