Allie Balzer

Allie Balzer

Financial Market Analyst

Followers of Allie Balzer184 followers
location of Allie BalzerPortland, Oregon, United States

Connect with Allie Balzer to Send Message

Connect

Connect with Allie Balzer to Send Message

Connect
  • Timeline

  • About me

    B.S. Finance 22' | Focus in data analytics

  • Education

    • Boise State University

      2018 - 2019
      Bachelor of Business Administration - BBA Finance, General Freshman
    • Oregon State University

      2019 - 2022
      Bachelor of Science - BS Finance, General

      Activities and Societies: Kappa Alpha Theta, Order of Omega, Oregon State Investment Group, Women in Business, and Greeks Go Green

  • Experience

    • KETURI LLC

      Sept 2019 - Dec 2021
      Financial Market Analyst

      ○ Analyzed over 60 companies to determine financial status and report to the owner, 31 of these companies had a market cap larger than $10 billion ○ Narrowed down focus to 14 companies, and prepared 10-year profitability forecast to use in client portfolio management○ Audited dozens of reports prepared by other analysts○ Made weekly recommendations for management to act on

    • The Old Spaghetti Factory

      Jun 2021 - May 2022
      Financial Coordinator and Server

      ○ Worked daily with RSI, a SAP ERP application, entering reporting data and troubleshooting problems as they arose○ Catered at five large events including Oregon State football games ○ Calculated weekly deposits up to $10,000○ Took on additional responsibilities such as trainings and meetings with management

    • Nike

      Jan 2023 - now
      Data and Reporting Analyst

      -Compiled and validated the Nike Q3 and Q4 Earnings Release and provided actionable insights-Attended Super User training for Group Reporting-Assisted in the creation of a reporting tool created to replace dozens of other reports previously used in the old system BPC-Performed month-end close operations such as refreshing, validating, and posting reports to external stakeholders-Trained colleagues in the nuances of AFO, a new system for the company

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Allie Balzer
      President's Award The President of the United States Jun 2018 This award is given to students that have been nominated for academic excellence.
  • Volunteer Experience

    • Blood Buddy

      Issued by American Red Cross on Sept 2016
      American Red CrossAssociated with Allie Balzer
    • Kids Making Miracles Fundraiser Volunteer

      Issued by Doernbecher Children's Hospital on Oct 2015
      Doernbecher Children's HospitalAssociated with Allie Balzer
    • City Volunteer

      Issued by T.E.A.M. Tualatin on Jun 2012
      T.E.A.M. TualatinAssociated with Allie Balzer
    • Director Of Fundraising

      Issued by Tualatin Food Pantry on Apr 2015
      Tualatin Food PantryAssociated with Allie Balzer