TJ Oliver

Experience

• 

  University of Washington Investment Group

  Oct 2020 - now

  - Gained admission to UWIG to help manage a $50,000 portfolio, completed a quarter of Junior Analyst Training- Valued and presented energy storage company: STEM for D.A. Davidson competition, earned UWIG’s only “buy”- Pitched Ford and received 11/11 buy votes from investment committee (only pitch with 100% acceptance rate)

  • Analyst: The Investment Group

    Jan 2022 - now

  • Member

    Oct 2020 - now
• 

  Lavin Entrepreneurship Program

  Nov 2020 - now

  Member

  - Inducted into the highly selective Lavin 2020 cohort, consisting of 30 UW student entrepreneurs- Collaborated with undergraduate students across all disciplines to learn principles of entrepreneurship- Recruited professional speakers as part of the Lavin Outreach Committee

• 

  Business Impact Group UW

  Mar 2021 - Jun 2021

  Student Consultant

  - Devised a strategy to reorganize the finances of a nationally distributed sauce company, working on a team of 6 students and 3 professional consultants to update an outdated accounting system- Built 2 Excel tools to efficiently implement profitability, liquidity, and leverage ratios into monthly budgeting

• 

  Net Impact UW Undergraduate

  May 2021 - now

  - Helped lead team of 7 executives towards creating a more just and sustainable world through advocating for Foster CSR curriculum, spreading awareness with partner nonprofits (Save Soil & 2050 Project), and staffing volunteers- Hosted ESG specialist speakers from Microsoft and Nasdaq to encourage careers in sustainability - Controlled all club finances, including yearly budgeting, managing the bank account, and dues- Planned RSO meetings, events, and fundraisers on an executive team of seven

  • President

    May 2022 - now

  • Director of Finance

    May 2021 - May 2022
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  1st Security Bank of Washington

  Jun 2021 - Sept 2022

  Profitability Intern

  - Overhauled bank’s P&L generation process, creating 2 dynamic Excel models to efficiently export data from DNA (bank database), sort expenses/revenues by GL code and formulate custom reports in minutes - Headed a project to determine the cost of deposit generating functions, creating 66 P&Ls for 21 retail branches, completing a breakeven analysis and analyzing a deposit mix of $2B- Conducted a research study creating and comparing cash and allocated P&Ls for $20M in Manufactured Home Loans, successfully advocated for adjusting official margins and expanding the product in pitch to CFO and CLO- Developed automatic Interest Rate Risk model to project financial statements based on 7 levels of risk Show less

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  University of Washington Consulting Association

  Oct 2021 - now

  - Researched nearshoring locations for Nautilus Inc. with a team of 5, using 3 pillars: cost, service, and cash flow to identify high-value manufacturing cities in North America, aiming to create a more resilient supply chain- Collaborated with Nautilus supply chain specialists to map potential freight routes using multimodal transportation, project shipping costs, and estimate lead time to uncover the 4 most cost-effective cities- Presented findings to chief supply chain officer for 10 weeks, pitched a final nearshoring strategy that would increase inventory at Nautilus distribution centers by $800k, and decrease average lead time by 25% Show less

  • Analyst

    Apr 2022 - now

  • Member

    Oct 2021 - now
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  Deloitte Consulting

  Jun 2023 - Aug 2023

  Strategy Summer Scholar