Staffmark Group

• Led preparations for unclaimed property audit, saving the company over $100,000.
• Journalized and booked over 500 Million in cash transactions per month.
• Reconciled key accounts to ensure accuracy and compliance.

Senior Accountant

I love playing with data!

Google Certified Data Analyst

Order Up Profits

Founder

Pinnacle Biologics, Inc.

Specialist

You want to get your groove back, right?   That feeling that you really enjoy walking in the door of your restaurant, that you want to rush through your opening activities so that you can start welcoming guests for lunch ASAP?  I'm here to help you get that back.

Why?  It all comes down to a dollar.   

When I was 12 years old my parents sold their restaurant for a dollar.  Why, because it was pushing them into bankruptcy and it was the only way they could get out from under it all.  

Fast forward 25 years and I realized why.  I was sitting in an accounting class and realized that my parents didn't get the business side of running a restaurant.  They didn't know all the stuff I was learning in business school.

Today I focus on ensuring that my clients are on sound financial footing (and do not have to sell their restaurant for $1!) by providing accounting services strictly to restaurants.  That includes bookkeeping, financial statement preparation and review, and payroll services.  For our just the right client (you, perhaps?) we even throw in cost and profit center analysis.   

Just imagine the stress of having to get payroll done, A/P out the door, and knowing there is enough money to pay for those things, and yourself!  That is the service I offer my clients. 

Shoot me a DM.  

I’ll send you a free report on how to close the three biggest holes I find on most P&Ls.  

Then you can get that feeling back that has been slowly slipping away.

Tim O'Rourke 🧮

Newell Brands

• Manage global FX risk, leading the development of hedging strategies to mitigate currency exposure while optimizing costs and hedge effectiveness.
• Successfully kept FX gains and losses under budget in 2024, demonstrating effective risk mitigation and cost control through strategic hedging.
• Develop reports for senior leadership on global debt financing, cash flow forecasting, and balance sheet optimization.
• Analyze macroeconomic trends, FX volatility, and interest rate impacts to enhance capital allocation strategies.
• Collaborated with a top bank to develop an execution strategy for hedging Argentina FX exposure.

Treasury Manager Debt Capital Markets & FX

New York Power Authority

• Developed portfolio analytics for fixed income securities, analyzing duration, debt service coverage, and interest coverage ratios to optimize net investment income strategies.
• Conducted due diligence on third-party asset managers, evaluating fund performance, risk-adjusted returns and portfolio diversification strategies.
• Assisted in refining asset allocation models, incorporating macroeconomic indicators and credit risk assessments to support strategic investment decisions.
• Produced investment portfolio reporting packages for senior management providing insights to guide capital allocation.
• Supported financial planning efforts by analyzing market trends, interest rate movements, and portfolio sensitivity to economic shifts.

Financial Analyst Treasury

PepsiCo

• Executed FX hedging strategies across multiple currencies, improving hedge effectiveness and reducing risk exposure.
• Collaborated with finance and accounting teams on liquidity forecasting and working capital management.
• Supported month-end close by reconciling FX trades and analyzing derivative performance.

Senior Treasury Analyst

Star Gas Partners, L.P.

• Executed heating oil & RBOB futures, swaps, and options to hedge commodity risk and optimize portfolio performance.
• Analyzed market trends to inform commodity price risk strategies, improving hedge efficiency and cost reduction.
• Worked with banking partners to confirm and execute trades, resolving discrepancies in reporting.

Supply and Derivative Analyst

Barrington Media Group

• Managed radio and TV campaigns, generating over $250,000 in revenue.
• Maintained client relationships, exceeding expectations and increasing orders.
• Conducted daily financial analysis using advanced Excel and marketing technologies.

Financial Analyst

CapitalHQ

• Implemented impactful PR campaigns across various media platforms for CapitalHQ in New York, NY.
• Conducted thorough online research and transformed complex data into user-friendly documents.
• Successfully sourced ideal media and event spaces, ensuring seamless execution of events and meetings.

Public Relations Intern

Finance professional with 8+ years of experience in treasury, FX, capital markets, and investment strategy. Skilled in risk management, asset allocation, hedging, and portfolio analytics.

At Newell Brands, I manage global FX exposure, hedge execution, and liquidity forecasting, ensuring efficient capital allocation. I also collaborate with senior leadership on debt financing, risk-adjusted return strategies, and macroeconomic analysis.

Previously at PepsiCo & Star Group, I executed derivatives hedging, analyzed global market trends, and worked on capital markets initiatives.

Looking to apply my expertise in financial markets, capital allocation, and risk optimization to an investment-focused role.

Tristan Kelley, CFA

As part of a recent restructuring at Newell Brands, my role was eliminated. I’m grateful for the impact I made over the last two years; from managing FX exposure and cash flow strategy to supporting capital markets initiatives and improving treasury operations.
I’m now open to new roles in Treasury, Capital Markets, FX Risk Management, ALM, or broader finance roles where I can bring my experience in financial modeling, liquidity strategy, and cross-functional leadership.
If you know of opportunities or teams hiring, I’d truly appreciate any leads or connections. Happy to connect with anyone working in these areas or share more about my background.

Thanks to everyone who has reached out already I'm excited for what’s next.

I’m open to roles in the DC area, NYC, or remote.

FX & Capital Markets Manager | I Help Investment Teams Quantify Currency Risk & Improve Forecast Precision by 25%

Looking for Investment Analyst, Portfolio Analyst, Investment Associate, Treasury Manager and Associate roles

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The Battle

Tim O'Rourke 🧮

Tristan Kelley, CFA

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The Battle

Tim O'Rourke 🧮

Tristan Kelley, CFA

Followers

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tristan Kelley, CFA's LinkedIn Performance

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