William Batson
Baton Rouge,Louisiana
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Successful Financial Planner with over [Number] years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed profit objectives and grow businesses.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Manager
Ingle Eats
09.2018 - Current
- Carried out administrative tasks such as overseeing daily operations and participating in regular team meetings
- Prepared and filled 300+ customer orders weekly and developed detailed routes for deliveries
- Acted as a team lead for junior staff members, and assisted with recruitment and training processes for new-hires.
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Cross-trained existing employees to maximize team agility and performance.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Financial Planning & Analysis Intern
Lamar Advertising
05.2023 - 08.2023
- Developed and analyzed financial forecasting models existing and potential acquisitions
- Researched and valued potential target companies
- Gained first hand experience in budgeting for annual operations
- Aided in the due diligence process for ongoing acquisitions.
- Conducted research for various projects, leading to well-informed decisions and successful outcomes.
- Prepared comprehensive reports summarizing data analysis findings, informing key decision-makers of important trends and patterns.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
Waiter & Bartender
City Pork
05.2019 - 08.2019
- Provided high-quality service and hospitality while interacting with guests, co-workers, and managers
- Participated in monthly inventory checks, helping management maintain adequate stock levels and reduce waste costs.
- Developed skills in dispute resolution, multitasking, and interpersonal communication.
- Enhanced customer satisfaction by providing attentive service and anticipating guest needs.
Education
Bachelor of Science - Finance
Louisiana State University (LSU)
Baton Rouge, Louisiana05.2024
Skills
- Business Development
- Strategic Planning
- Staff Development
- Operations Management
- Staff Management
Accomplishments
- Supervised team of [Number] staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
Digital Marketing Certification, HubSpot Academy, 11/2021
Skills Honors Activities
Microsoft Excel, Bloomberg, R programming, PowerPoint, Taylor Opportunity Program for Students (TOPS), Academic Scholar Resident Award, LA Tiger Legacy Excellence Award, Academic Honor Roll, National Outdoor Leadership School (NOLS) graduate, Balanced Man Scholarship Finalist, Juvenile Diabetes Research Foundation (JDRF) representative, Baton Rouge Epicurean Society Volunteer, Student Real Estate Association, BUDS at LSU, Sigma Nu Fraternity
Affiliations
- Juvenile Diabetes Research Foundation
- Student Real Estate Association
- BUDS at LSU
- Epicurean Society
- Sigma Nu Fraternity
Timeline
Financial Planning & Analysis Intern
Lamar Advertising
05.2023 - 08.2023
Waiter & Bartender
City Pork
05.2019 - 08.2019
Manager
Ingle Eats
09.2018 - Current
Bachelor of Science - Finance
Louisiana State University (LSU)
Digital Marketing Certification, HubSpot Academy, 11/2021
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