William Balthazar

Aspiring Data & Financial Analyst

Caldwell University graduate with a Bachelor of Science in Business Administration and a Minor in Accounting. Analyzing data and building dashboards using Excel and other tools to uncover business insights.

Professional headshot of William Balthazar

About Me

I'm an aspiring data and financial analyst with a background in Business Administration and a minor in Accounting from Caldwell University. I am passionate about using data to analyze performance, uncover trends, and support informed business decisions.

Through both academic and indpendent projects, I have developed hands-on experience with data analysis and financial modeling using Excel to analyze data and build dashboards. My work includes a bike sales dashboard where I explored customer demographics, location, and sales performance to identify key trends and actionable insights.

Additionally, my coursework in Business Spreadsheet Applications provided experience in creating dynamic spreadsheets and data visualizations while working with a variety of datasets. I analyzed college tuition data, evaluted a diversified portfolio of stocks and bonds, examined medical center data, and assessed the performance of different PepsiCo divisions. These projects enhanced my skills in data analysis, financial interpretation, and building structured reports using Excel tools such as pivot tables, charts, and slicers.

Alongside my technical skills, I bring strong communication and organizational skills developed through my experience managing events like game nights at the West Orange Public Library, supporting students at the career planning office at Caldwell University, and working as a substitute paraprofessional in West Orange Public Schools. These roles have strengthened my ability to work in structured environments, collaborate with others, manage multiple tasks efficiently, and present information clearly.

I am currently continuing to build my technical skill set in Excel and expanding into SQL and data visualization tools. I am seeking opportunities where I can combine my business knowledge, analytical skills, and attention to detail to support data-driven decision making.

Portfolio

Bike Sales Dashboard (Excel)

Built an interactive dashboard in Excel to visualize and analyze bike sales data using pivot tables, charts, and slicers. Tracked key metrics including customer age groups and regional performance.

Download Excel File

Experience

Game Night Manager

West Orange Public Library

Managed and coordinated weekly game nights, developing strong event planning and organizational skills. Led groups of diverse participants while maintaining attention to detail and demonstrating leadership capabilities.

  • Event Planning & Coordination
  • Leadership & Team Management
  • Attention to Detail
  • Community Engagement

Career Planning Intern

Caldwell University Career Planning Office

Gained valuable insights into career development processes and student support services. Assisted with career guidance programs and developed understanding of professional development strategies.

  • Career Development
  • Student Support Services
  • Professional Communication
  • Program Assistance

Professional Certifications

Bloomberg Professional Certificates

Completed comprehensive Bloomberg certification program, demonstrating proficiency in financial markets, ESG principles, and fundamental finance concepts essential for modern business operations.

  • Bloomberg Environmental Social Governance (Dec 2024)
  • Bloomberg Finance Fundamentals (Nov 2024)
  • Bloomberg Market Concepts (Oct 2024)

Technical Proficiencies

Software & Digital Tools

Proficient in essential business software and digital platforms, enabling effective communication, data analysis, presentation creation, and professional networking across various business environments.

  • MS Office Suite
  • Excel
  • PowerPoint
  • Google Applications
  • Instagram
  • Canva
  • Handshake
  • Zoom

Education

Bachelor of Science in Business Administration

Caldwell University

Minor in Accounting • Magna Cum Laude

Comprehensive business education with specialized focus on accounting principles, financial analysis, and business leadership. Developed strong analytical and problem-solving skills through rigorous coursework and practical applications.

Achievements

Awards & Honors

  • Delta Mu Delta Student Board Secretary 2024-2025 • Caldwell University
  • Delta Mu Delta Honor Society 2024 • Caldwell University
  • Delta Epsilon Sigma Honor Society 2024 • Caldwell University
  • Delta Alpha Pi Honor Society 2023 • Caldwell University
  • Honor Society 2022 • Caldwell University

Get In Touch

I'm actively seeking opportunities in accounting, finance, and business administration. Let's connect to discuss how my skills and experience can contribute to your organization.

Contact Me