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I'M
Alex Heller.

Stock Exchange

01 PROFESSIONAL

MY SKILLS IN THE WORKPLACE

EXCEL

95%

ZOOM

80%

MICROSOFT OFFICE

90%

GOOGLE SUITE

85%

TABLEAU

75%

QUALTRICS

80%

MORNINGSTAR

85%

PROFESSIONAL 

A

Recent graduate with a Finance/Marketing degree, exceptional analytical skills, and the desire to join an organization in a finance, data, or business analyst capacity. Recognized throughout career for an extremely accountable, coachable work style—in addition to a high degree of resourcefulness and the ability to work independently on projects to ensure completion by key deadlines. Strong proficiency in MS Excel, combined with extensive study of modern financial modeling, forecasting, and statistical analysis techniques. Additional strengths in sales, marketing, and customer service—including completion of an internship focused on helping a company research potential new markets, expansion opportunities, and customer profitability rates.

Resume
Bitcoin

02 PORTFOLIO

MY LATEST WORK. SEE MORE >

03 Experience

2021-Present

Ballast Point Brewing Company

Tasting Room Associate

  • Demonstrate products and ensure a highly positive guest experience for this award-winning craft brewery

  • Anticipate guest needs, answer questions, coordinate food/drink orders, and process customer payments

  • Assist in opening/closing the facility and preparing the tasting area for operation the next day

2018-2020

BH Gold Insurance Agency, Inc.

Summer Finance Internship

  • Gained experience with a variety of financial analysis, business strategy, and decision-making scenarios

  • Developed cost/benefit analyses to help management assess potential expansion into 43 individual states

  • Calculated both initial and recurring costs of expansion, including licensing costs and tax implications

  • Built a new financial modeling approach to assess the profitability of each client in the firm’s portfolio

  • Eliminated over $1.2M in annual losses by identifying/recommending removal of unprofitable accounts

  • Ran ad hoc reports and created graphical representations of all nationwide policies/accounts via zip code

  • Led implementation of a special “Was the Grass Greener” program to win-back desirable prior clients

  • Developed cross-selling prospect lists for insurance agents via AMS exports and Query+ software usage

  • Worked on data verification project to ensure accuracy of GeoVera & Coastal Select dwelling coverage

  • Additionally created/distributed social media posts to publicize corporate, community and charity events

2013-2017

California State Referee Committee

Soccer Referee

  • Coordinated planning, logistics, and event management functions for groups of up to 500 guests

  • Worked under extremely fast-paced timelines, ensuring strict adherence to food safety regulations

  • Provided superior customer service and resolved any complaints or disputes in diplomatic fashion

2016-2017

Picnic People Event Planning Company

Event Team Member and Master Griller

  • Gained confidence, teamwork, decision-making, and leadership skills through years of soccer officiating

  • Effectively managed game situations and defused potential conflicts with players, coaches, and parents

  • Reported game scores, tracked player infractions, ensured field safety, and addressed medical incidents

CONTACT

Feel free to send me a message if you have any questions or comments. I look forward to hearing from you.

I will get back to you shortly!

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CONTACT
PORTFOLIO
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