Allison Parks Email & Phone Number

Minnesota, United States

Minneapolis, Minnesota, United States

United States

As an A/P Data Analyst, I assisted wholesale customers and sales reps via an average of 400 interactions per week. I focused on data entry, data accuracy, and order auditing. The primary programs used were Oracle and excel, where I entered averages of 25 purchase orders per week with an average 98% accuracy. I billed 45 trailing credits per month to existing accounts payable invoices by pulling Oracle reports and auditing the post-purchase credit data via Microsoft Excel. I collaborated on a team of 6 to innovate and improve efficiency

As a Senior Analyst, I built customized investment portfolios for higher profile clients, built and maintained complex financial plans, implemented systems and strategies to improve efficiency and utilize technology, executed trades in accounts, and maintained strategic investment plans. I assisted in actively managing over $14 Million in assets with a focus on tax-loss harvesting and risk management, managed payroll and team operations, utilized CRM to manage clients and client data, and built reports with Power BI to analyze client demographics and identify opportunities for portfolio enhancement.Position terminated due to COVID budget cuts

As a Financial Planner I contributed on a team of professionals providing planning services for over 60 Financial Advisors, built an average of 5 financial plans each day, prepared and processed paperwork to open and maintain over 100 new accounts, entered trades in actively managed investment accounts weekly, and educated junior advisors on investment recommendations and risk management products.As a Financial Analyst I utilized Microsoft Excel to input pricing data and analyze subscriber usage of the team’s services via pivot tables and what if analysis. I then presented data output to management to influence the new pricing structure and generated contracts for new subscribers based on my analysis efforts. I also utilized CRM to manage clients and client data and build reports to analyze advisor usage of services provided.

As a Financial Representative, I impacted a self-secured network of families and individuals through planning and secured their financial present and future by conducting over 100 initial meetings. I created detailed holistic plans specific to each individual’s wants and needs and their personal, professional, and financial goals. I utilized CRM to protect and manage relationships with each client as well as build financial plans and pull portfolio data for analysis.

Portfolio Analyst is a competitive entry position charged with a fiduciary duty to manage a portion of the NIU Foundation’s portfolio. As an analyst, my responsibilities included: Monitor equity holdings’ performance and risk factors; perform macroeconomic and industry analysis; utilize valuation techniques such as relative valuation, discounted cash flow, and technical analysis; consider ESG concerns; produce professional quarterly and annual reports; present periodically to the client and additional constituents.

1799 Kings Gate Lane Crystal Lake, Il

As office manager with Synaptx Ltd I was in charge of documenting procedures for HIPAA compliance, data entry, billing, payroll, and documentation. I compiled documentation of company decisions and actions, submitted medical billing to the state of Illinois, executed invoices and payroll in QuickBooks, managed 8 employees and their relationships to respective clients, and maintained office efficiency and compliance

Bachelor Of Science (B.S.), Finance, General

Activities and Societies: NIU Investment Association, NIU Honors Program, NIU Financial Management AssociationEnrolled August 2015.

Education record

Activities and Societies: Huntley Marching Red Raiders, Huntley Pep Band, McHenry County Honor Band, Scholastic Bowl Team, District 158.