Summary
Work history
Education
Skills
Projects
References
Timeline
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Luis Dunn

Solihull,Warwickshire

Summary

Final-year BSc Financial Mathematics student at the University of Leeds. Gained exposure to post-acquisition integration, cashflow forecasting, and cross-border cash pooling during a corporate treasury internship, while developing accuracy and attention to detail through bookkeeping tasks such as reconciliations, transaction recording, and financial statement preparation. Strong technical skills in Excel and R programming, supported by strong performances in my Financial Mathematic Modules

Work history

Bookkeeping Assistant

Pareto Tax and Wealth
Manchester, Hampshire
07.2025 - 07.2025
  • Recorded transactions with accurate classifications to maintain data integrity.
  • Assisted in data entry and reconciliations using Excel, enhancing client record accuracy.
  • Shadowed accountants and financial advisers to learn preparation of financial statements and client reports.

Corporate Treasury Consultancy

Milton Advisory Limited
London
06.2025 - 06.2025
  • Assisted main advisor with Treasury requirements for Outsourcing Inc post-acquisition by Bain Capital.
  • Reviewed cashflow forecasts and approved funding and cash centralisation strategies.
  • Facilitated banking transition of Irish operations to Citibank.
  • Implemented cash pooling systems in Ireland, UK, and Germany.

Education

Bachelor of Science - Financial Mathematics

University of Leeds
Leeds
09/2023 -

A-Levels -

Arden Academy
Solihull
09/2021 - 06/2023

GCSEs -

Dubai English Speaking College
Dubai
09/2016 - 06/2021

Skills

    Technical Skills

  • Excel proficiency
  • R programming
  • LaTeX experience

  • Professional Skills

  • Analytical problem solving
  • Attention to detail
  • Effective communication
  • Collaborative teamwork

  • Soft Skills

  • Numerical reasoning
  • Critical thinking
  • Spanish fluency



Projects

  • Modelled Value at Risk and interest rate sensitivity for two companies using Excel, highlighting differences in financial risk exposure.
  • Applied Chebyshev’s bounds and Bayesian statistics in R to evaluate uncertainty and probability distributions, enhancing accuracy of statistical risk analysis.



References

References available upon request.

Timeline

Bookkeeping Assistant

Pareto Tax and Wealth
07.2025 - 07.2025

Corporate Treasury Consultancy

Milton Advisory Limited
06.2025 - 06.2025

Bachelor of Science - Financial Mathematics

University of Leeds
09/2023 -

A-Levels -

Arden Academy
09/2021 - 06/2023

GCSEs -

Dubai English Speaking College
09/2016 - 06/2021
Luis Dunn