Dylan Kelly, CFA, CAIA

Experience

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  Toyota Financial Savings Bank

  Sept 2007 - Dec 2009

  Accounting Specialist

  Lead staff accountant responsible for accounting system flow: from journal entry to general ledger to trial balance. Coordinator of month end close procedures: responsible for supporting amortization and accrual schedules, affiliate company transactions, trial balance review and adjustments, and subsequent general ledger reconciliations.

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  Restaurants Unlimited Inc. (RUI)

  Oct 2012 - Nov 2013

  Work with finance and accounting team to drive executive reporting and analysis-- Primary on producing monthly executive reporting decks which incorporate financial reporting, P&L forecasting, cash flow projections, equity investment performance analysis, and enterprise value-drivers-- Build and maintain trend-based P&L models-- Prepare quarterly valuation analysis-- Develop annual budget at operations and corporate overhead levels of the business-- Extensive use of Excel and SQL Server to gather, analyze, and present financial information to drive business decisions Show less

  • Senior Financial Analyst

    Apr 2013 - Nov 2013

  • Financial Analyst

    Oct 2012 - Apr 2013
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  Wireless Advocates

  Nov 2013 - Nov 2016

  Enterprise Level Position for Car Toys, Inc. & Wireless Advocates, LLC with oversight over forecasting, financial reporting, and budgeting-- Support rolling 90 day forecast cycles and drive visibility into business performance and resource planning decisions-- Define and implement metrics and reporting tools to provide insight into operational performance across companies and channels-- Improve analytical processes and help maintain tools/databases as necessary to enable a strong data-driven decision making culture-- Provide financial analysis, business modeling and decision support to senior executives, with recommendations and solutions to business issues-- Ensure business investments are aligned to key priorities and optimal use of resources Show less Enterprise Level Position for Car Toys, Inc. & Wireless Advocates, LLC-- Analyze historical data for the creation of predictive models and understanding of key business drivers and trends-- Analyze large, multi-dimensional datasets, identifying actionable insights and recommendations-- Develop intelligent analyses backed by quantitative data that guide strategic business decisions-- Perform time series analyses and forecast based on seasonality, trend, and cyclicality-- Provide support to executive leadership in analyzing and reporting monthly financial results Show less

  • Finance Manager

    Jun 2015 - Nov 2016

  • Senior Financial Analyst

    Nov 2013 - Jun 2015
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  Russell Investments

  Nov 2016 - now

  Portfolio manager on the Overlay Services team for Russell Investments. Primary responsibilities are to design, implement, and manage portfolios for large institutional investors. Strategies include cash equitization, synthetic rebalancing, liquidity management, liability-driven investing, portable alpha, downside protection, and client-directed hedges. Through these assignments, Overlay Services strives to improve the implementation of existing investment strategies by reducing slippage inherent in most portfolios. Show less Portfolio Analyst on the Overlay Services team, part of the Russell Investments Implementation Services group.-- Involved in the daily process of determining client exposures (i.e., asset allocation) and the trades necessary to bring the client’s portfolio closer to target-- Work closely with the Portfolio Management team responsible for delivering risk reducing solutions to pension clients around the world-- Utilize a variety of instruments (primarily derivatives such as futures, forwards, swaps, and options) to equitize cash, hedge unwanted risks, or attain desired exposures Show less

  • Portfolio Manager

    Mar 2022 - now

  • Associate Portfolio Manager

    May 2019 - Feb 2022

  • Portfolio Analyst

    Nov 2016 - May 2019