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

Ian Faler

Alliance of M&A Advisors

Executive Board Member

eAcquisition.com

We are a leading acquisition service working with our exclusive partners to build
out a portfolio of successful businesses.
Spearheaded strategic partnerships to identify and acquire high-potential businesses, resulting in a 20% portfolio growth within the first year.
Led the development and implementation of a comprehensive due diligence process that reduced acquisition risks by 30%.
Initiated and nurtured relationships with key industry leaders, enhancing our market presence and facilitating smoother acquisition negotiations.
Oversaw the integration of acquired companies, ensuring a seamless transition, and maintaining a 95% retention rate of key personnel.
Developed a proprietary evaluation model to assess potential acquisition targets, improving investment efficiency by 25%.

Founder

Baker Group Merger and Acquisition Consultants, Inc. 

Drove the strategic direction of mergers and acquisitions, leading to significant growth in market presence and profitability through effective management of multiple locations and business units.
Championed business development efforts, enhancing P&L outcomes by empowering teams, fostering a culture of individual accountability, and aligning with overarching company objectives.
Specialized in mid-market focused private equity consulting, mastering target identification through rigorous diagnostics and benchmarks to prioritize acquisition opportunities effectively.
Crafted and executed M&A strategies tailored to each client's mission and objectives, significantly enhancing client satisfaction and deal success rates. Developed compelling equity stories and exit strategies,

Senior Vice President

Mergers and Acquisitions. Private equity consultant mid market focused

Mergers and Acquisitions Consultant

Red Dot Equity

**Absorbed by eAcquisition**
Mergers and Acquisitions.  Capital, Investor,  Private Equity Consultant
Faler Consultants, US Commodity

Managing Partner

E & R Industrial

• Metalworking Specialist with emphasis on cutting tools using Computer Numerical Control machinery
• Extensive knowledge of machine functions, metal properties, and mathematics to support metalworking projects
• Position solutions as a strategic advantage for key executives
• Articulate business drivers, balance sheets, and total cost of ownership concepts with executives and decision makers
• Establish and expand relationships with key executives and decision makers within each customer organization in the territory
• Strong process discipline, align planning objectives with a pipeline development process to grow and develop territory revenue
• Develop strategic plans and accurate forecasts for territory and accounts

Metalworking Consultant

Thomson Reuters

•Business and software consultant for CPA Firms
•Consults CPA firms on their business and how to find lack of productivity, more efficiency, profits and higher quality clients
•Applies knowledge of business and its constituent workflows to conceive and position value-added solutions to promote sales and revenue growth. 
•Strategically develops and executes a growth-centric account plan and own overall strategy for growth and revenue as appropriate. 
•Responsible for forecasting, keeps management in touch with accounts in a timely fashion, gathers intelligence on competitor activity, and gives feedback to other internal stakeholders. 
•Establishes strong, long-term customer relationships and cultivate new business opportunities. 
•Tracks customer activity in internal systems in order to execute on account strategy and identify additional opportunities. 
•Advances the sale, application and evolution of products within accounts.

CPA Consultant

Blue Star Alloys

•International trader of tool steel and tungsten carbide
•Develop sales and purchase negotiation strategies.
•Skillfully uses leveraged sourcing concept to generate new sourcing opportunities.
•Identifies and works with diverse suppliers
•Evaluates current and potential suppliers
•Negotiates with suppliers to meet quality, delivery, and cost objectives.

National Sales and Purchasing Manager (Consultant/Trader)

MSC Industrial Supply

Increased portfolio from $1,200,000 to over $4,000,000 while increasing margin over 4% in under 3 years with MSC Industrial Supply

•Grew sales to achieve department and corporate sales goals by developing existing accounts and penetration of newly assigned customers
•Identifies opportunities and makes product recommendations for customer-specific operational and technical needs

Territory Sales Representative

Highland Banc

*Start Up Company

•Performed internal office management functions with emphasis on computer systems management
•Developed strategic plans for growth and increased customer satisfaction

Operations

With over 16 years of experience in mergers and acquisitions and management, I am the Founder of eAcquisition.com, a leading acquisition service that works with our exclusive partners to build out a portfolio of successful businesses. I am also an Executive Board Member at Alliance of M&A Advisors, a global network of professionals dedicated to advancing the M&A industry.

As a M&A expert, I apply my skills and knowledge to identify, evaluate, and negotiate potential deals for our clients and partners. I leverage my network and relationships to generate new business opportunities and provide strategic guidance and support throughout the acquisition process. I have a proven track record of increasing attractiveness for investors and valuation by communicating compelling equity stories and exit values. My mission is to create value and growth for our clients and partners by finding and acquiring the best-fit businesses in the mid-market segment.

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Ian Faler

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