Summary
Overview
Work History
Education
Skills
Timeline
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Austin Willis

Denver,CO

Summary

Results-driven professional with a strong foundation in finance and a proven track record in sales, currently transitioning back into the finance sector. Experienced in data manipulation, forecasting, and qualitative analysis, and financial modeling; supplemented by Wall Street Prep's Financial Planning & Analysis Certification. Seeking financial analysis opportunities in Denver.

Overview

3
3
years of professional experience

Work History

Musician

Self-Employed
01.2021 - Current
  • Performed live guitar and produced/compoased for local bands in the New Orleans/Baton Rouge area.
  • Collaboration with a wide variety of music professionals within the historic New Orleans music scene.

Sales Development Representative

HAVEN Lifestyles
12.2022 - 09.2023
  • Managed six diverse markets on an ongoing 6-week sales cycle, initiating and concluding a cycle each week, with client counts ranging from 40 to 70 per market
  • Conducted comprehensive real estate market research tailored to client locations and specific needs
  • Executed over 4,000 outbound emails and a minimum of 70 cold calls weekly, with a strong focus on client follow-up
  • Generated over $325,000 in revenue within a 6-month timeframe.

Marketing Representative

State Farm - Mitch Mula Agency
08.2021 - 10.2022
  • Conducted over 9000+ cold calls to prospective clients to promote insurance products and services with a 50.8% conversion rate on warm leads, driving new business opportunities.
  • Utilized Salesforce CRM to manage and track the prospective client list, ensuring efficient follow-up and accurate record-keeping.
  • Developed and maintained a robust pipeline of potential clients, leveraging CRM data to prioritize outreach efforts.
  • Achieved monthly sales targets by effectively identifying client needs and presenting tailored insurance solutions.

Food Service Worker/Manager

Frankie's Dawg House
02.2021 - 07.2021
  • Managed daily operations of a small restaurant with a staff of 2-3, ensuring smooth and efficient service.
  • Oversaw food preparation and presentation, maintaining high standards of quality and consistency.
  • Handled inventory management, including ordering supplies, tracking stock levels, and minimizing waste.
  • Trained and supervised staff, fostering a collaborative and productive work environment.
  • Implemented and enforced health and safety regulations, ensuring compliance with local food safety standards.

Education

Bachelor of Science - Finance

Louisiana State University
Baton Rouge, LA
08.2022

Skills

  • Microsoft Office Suite
  • Financial Analysis
  • Financial Modeling
  • Forecasting
  • Variance Analysis
  • Data Analytics
  • CRM (Salesforce)
  • Experience with SQL & Python
  • Sales Communications
  • Financial statement analysis

Timeline

Sales Development Representative

HAVEN Lifestyles
12.2022 - 09.2023

Marketing Representative

State Farm - Mitch Mula Agency
08.2021 - 10.2022

Food Service Worker/Manager

Frankie's Dawg House
02.2021 - 07.2021

Musician

Self-Employed
01.2021 - Current

Bachelor of Science - Finance

Louisiana State University
Austin Willis