Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Austin Jones

Richmond

Summary

Results-driven financial professional skilled in effective communication and team collaboration. Proven ability to enhance risk management strategies and deliver insightful financial reports, contributing to informed decision-making and improved operational efficiency.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Treasury Analyst

Markel
Richmond
02.2024 - Current
  • Conducted risk assessments related to foreign exchange and interest rate exposure.
  • Created and distributed 'Cash at Work' reports on a monthly basis to illustrate our performance in investing excess cash on the books.
  • Managed the company's trade settlement process, which required becoming an expert in DTC, FED, ECL, and CDS trade execution.
  • Strategically purchased 30-90 day U.S. Treasuries to capitalize on the rich interest rate environment while maintaining liquidity, and built relationships with brokers in the process.
  • Reconciled over 20 years of historical internal investment data using Alteryx, a data analytics software, and maintained a monthly reconciliation of ongoing investments to provide to leadership.
  • Maintained collateral requirements for more than 60 trust accounts (reinsurance and life).

Financial Services Consultant

Ernst & Young
Pittsburgh
08.2022 - 08.2023
  • Delivered impactful presentation materials for EY's Financial Services Risk Management team, implementing best practices in risk management, focusing on RCSA and control testing.
  • Spearheaded Agile processes, ensuring effective daily stand-ups and appropriate task delegation. Played a pivotal role in transforming banks' risk management strategies through collaborative efforts.
  • Enhanced data analysis skills, mastering Microsoft Office applications, and honed professional communication abilities
  • Researched potential banking clients by evaluating financials, press releases, and M&A.

Education

Bachelor of Science - Finance

University of Pittsburgh
Pittsburgh, PA
05-2022

Skills

  • Financial analysis
  • Effective communication
  • Team collaboration
  • Risk assessment
  • Microsoft Excel proficiency
  • Trade settlement
  • Process Optimization

Certification

  • CFA Level I - Enrolled in CFA level II Exam for May 2026
  • Alteryx Core Certified

Timeline

Treasury Analyst

Markel
02.2024 - Current

Financial Services Consultant

Ernst & Young
08.2022 - 08.2023

Bachelor of Science - Finance

University of Pittsburgh

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Austin Jones