I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

PepsiCo

Treasury Senior Analyst - Risk Management

Treasury Analyst - Risk Management

Lockwood

Act as a direct contact in Finance to ensure that strategic accounts are accurately billed and that invoices are raised and sent to clients in a timely manner.

Responsible for accurate and timely invoicing for two of the largest client accounts.

Built and currently manage financial forecasting and planning models prepared for each subdivision within the client accounts for the year 2021.

Took charge in implementation of new client supplier portal for invoicing and Purchase Order management, transitioning from SAP Ariba to Coupa.

Prepare and review estimates for new projects and perform variance analysis and job reconciliations for closing projects.

Lead review of Purchase Orders, Statements of Work, and budgets to ensure accurate project initiation.

Monitor coordination and supervision of sub-departments within Finance to perform ad hoc tasks, such as making bi-weekly updates to the financial models with current data for real-time reporting.

Accountant

Ensured that the strategic accounts are accurately billed and that invoices are raised and sent to clients in a timely manner.

Prepared estimates for new projects and job reconciliations for closing projects.

Responsible for accurate and timely invoicing for assigned client accounts

Proactively worked with the teams on billing deadlines to ensure understanding when expected details arrive to complete billing

Reviewed, analyzed and addressed budget variances

Assisted with internal inquiries and provided ad hoc financial analysis and reporting as requested

Associate Accounting Analyst

Assisted in client invoice preparation and reviewed, analyzed and addressed budget variances.

Assisted in preparing supporting schedules and analysis each month including P&L variance analysis and balance sheet reconciliations.

Established and maintained accounts payable practices to ensure accurate and reliable data that is necessary for business operations.

Reconciled vendor accounts and reviewed vendor expenses to ensure expenditures have been properly allocated.

Reviewed travel and entertainment expense reports to ensure expenses adhere to Lockwood’s travel and entertainment policy.

Continually educated departments regarding the purchasing/payables/cash disbursement policies and procedures.

Assisted with external audits.

Provided ad hoc financial analysis and reporting as requested.

Senior Finance Coordinator

Reviewed and processed accounts payable inquiries to ensure invoices and vendor expenditures have been properly allocated.

Monitored and reconciled the company credit card account to ensure all transactions have been allocated on a monthly basis

Reviewed travel and entertainment expense reports to ensure expenses adhere to Lockwood’s travel and entertainment policy.

Educated employees as needed regarding the purchasing/payables/cash disbursement policies and procedures.

Provided ad hoc finance-related assistance as requested.

Finance Coordinator

Provided day-to-day project management support on the Zimmer Biomet, Genomic Health, and Valeritas account teams

Managed the audience generation process for client-driven advisory boards and speaker training meetings 

Processed, delivered, and tracked honoraria and reimbursements for advisors

Pulled time entry reports and update account financial trackers accordingly on a monthly basis

Developed status reports and contact reports for weekly internal and client meetings

Project Coordinator

Opus Private Client Group, LLC

Associate

Fifth Ave Gold & Silver Buyers

Examined, selected, and purchased merchandise consistent with quality, quantity, specification requirements

Set or recommended mark-up rates, markdown rates, and selling prices for merchandise.

Monitored conditions of equipment, keeping them up-to-date and adequate for constant activity.

Negotiated prices & discount terms for merchandise.

Monitored and analyzed records, trends, or economic conditions to anticipate consumer-selling patterns.

Created and maintained all social media advertisements and websites, kept them current and up to date.

Monitored competitors' activities by following their advertisements in newspapers or other media.

Assistant Manager

Iona College Office of Residential Life

Offered paraprofessional advising to undergraduate students that are provided with college housing at the Residence Inn by Marriott enforcing college standards and policy.

Developed and conducted programs on diversity, alcohol & other drug abuse, personal development, security, and academic performance.

Managed administrative tasks including room condition reports, maintenance requests, incident reports, and the room change process.

Developed and maintained relationships amongst residents, establishing a close sense of community.

Resident Assistant

Mount Vernon Gold Buyers

Examined, selected, and purchased at the most favorable price merchandise consistent with quality, quantity, specification requirements and other factors.

Set or recommended mark-up rates and mark-down rates for merchandise.

Negotiated prices for merchandise.

Associate Buyer

Yorktown Justice Court

• Attended court hearings, motions and trials to record information in shorthand or speedwriting.

• Organized and maintained court files including entering and file-stamping documents

• Answered telephone calls, screened callers, and recorded messages

• Provided general information to the public, while making appropriate referrals to other offices.

Administrative Intern

Senior Treasury Analyst at PepsiCo with 9+ years of finance/accounting experience. MBA candidate at NYU Stern with focus in Finance.

taplio

The Battle

Tristan Kelley

Michael Brescia

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?