Business Analyst

Jose Luis Penaloza

Riverview, FL 813-***-**** ad0dvl@r.postjobfree.com linkedin.com/in/jose-penaloza-348aba50 Business Manager Business Analyst

Professional Specializing in Business Analysis/Development, Modernization, & Process Improvements SKILLS

Creative thinking Analytical thinking Technological literacy

Digital Creator Resilience, flexibility, and agility Systems thinking

AI and big data Motivation and self-awareness Talent management

Customer service orientation

Microsoft 365 (Excel, Power Point)

Collaboration

Agile/Jira

Entrepreneurial mindset

Lean Six Sigma / Process

Improvements

RECENT EXPERIENCE

DIESEL INYECCION VENEZOLANA C.A. - (VZLA/USA) (Remote/Hybrid) Business Manager (January 2019 – July 2023)

Business Analyst (January 2015 – January 2019)

•Liaise with executive leadership to drive the organization in employing data-driven decision-making.

• Analyze findings and offer action-driven recommendations and insights to executive leaders and managers based on results.

•Access, retrieve, and move applications attachments and SAP information and create an electronic and hard copy folder.

•Prepare contract using Adobe Acrobat.

•Project information entered into Excel tracking spreadsheets and databases.

•Generate Microsoft Excel/Power Query/Power Pivot/ Data Model.

•Customer service management and retail merchandising/management.

•Process improvements, developments, and selling services programs for B-Businesses marketing and sales strategies.

•Analysis, audit product tracking, and report sales metrics for the convenience stores (franchises and business owners). ACOSTA SALES & MARKETING – KRAFT & HEINZ (FL, USA) Territory Retail Sales Lead (May 2021 – December 2021)

•Sales and marketing activities for the clients Kraft & Heinz at Publix’s stores covered the Tampa Bay territory.

•Customer service management and retail merchandising management.

•Creating development plans and forecasting sales targets and growth projections.

•Identifying market opportunities through meetings, networking, and other channels.

•Meeting existing and potential clients and building positive relationships.

•Liaising with colleagues to develop sales and marketing strategies. ACOSTA SALES & MARKETING – PROCTER & GAMBLE HOSTESS COCA-COLA (FL, USA) Territory Retail Sales Lead (July 2018 – July 2020)

•Establish client/vendor relationship oriented for sales and marketing activities representing the brands and educating Product Knowledge (PK) training the business owners and franchises (Publix’s, Target’s, Winn-Dixie’s, and Convenience stores)

•Trainer’s role and shadow new territory reps for business sales routes and client meetings.

•Report metrics and sales orders under Microsoft Office (Excel, PowerPoint, and Outlook)

•Retail merchandising activities and attending sales meetings.

•Attending events such as exhibitions and conferences. CORE-MARK FLORIDA (FL, USA)

Territory Retail Sales Rep (November 2015 – September 2017)

•Responsible for developing new businesses and increasing their sales market share at Tampa Bay.

•Territory assigned to cover Ninety (90) convenience stores, including independent owners’ franchises (Circle K, Shell, & Marathon)

•Actively improved operations, sales, and brand performance through process improvements, on boarding owners with newly integrated technologies to drive adoption and implementation success. JOSE LUIS PENALOZA Page 2 ad0dvl@r.postjobfree.com 813-***-**** EARLIER EXPERIENCE

CITIBANK – (FL, USA)

Business Analyst (August 2013 – August 2014)

•Business and data analysis, reporting metrics, and control procedures.

•Process Improvements and development businesses coordinator under Lean Six Sigma (Kaizen and FMEA).

•Coordinator for the Lean Management Program (CITI LEAN) and provide training sessions to the SMEs from different departments.

•Customer service management support for North America (NAM), Latin America (LATAM), and Asia promoting the CITI-LEAN initiative.

•Excel macros/ Access VBA developer for MIS strategy team.

•Analyze and interpret monthly variances and trends between budgets, actual and prior results in developing projections and forecasts, financial modeling, and project evaluation (NPV and ROI). HOME DEPOT – (FL, USA)

Team Lead – MET (Jun 2010 – Aug 2013)

•Provide Product Knowledge (PK) Certification training to the new merchandisers covering all store departments and services.

•Customer service management and retail integrity/merchandising services at the stores located in West Florida.

•Provide 5-star Customer Service at the Home Depot stores, exceeding the customer’s experiences and sales metrics. CITIBANK - (FL, USA)

Business Compliance Analyst (September 2006 - March 2008)

•Responsible for analyzing, modifying, and improving data/metrics of the Main Macro (Access/Excel). Financial & Accounting Reports to Global Transactions Services. Report analysis of data/metrics under Microsoft Office (Excel, Word, Access, and PowerPoint)

•Review accounting procedures and banking transactions for the branches in North America and Latin America (LATAM). Perform daily P&L analysis and identify areas that could cause potential risk.

•Excel macros/Access VBA developer for MIS strategy team. The Excel reports included building macro routines/scripts and creating efficient pivot tables, v-lookups, and charts.

•Analyze and interpret monthly variances and trends between budgets, actual and prior results in developing projections and forecasts, financial modeling, and project evaluation (NPV and ROI)

•Provide financial support and analysis to operations and marketing areas for strategic business decisions, performance analytics, investments management, and cost savings initiatives. EDUCATION & PROFESSIONAL DEVELOPMENT

•Bachelor of General Studies - Business Management University of South Florida Tampa, FL December 2019 - (Graduated)

•Associate of Arts - Business Management Hillsborough Community College Tampa, FL May 2012 - (Graduated)

•Business Management & Administration Universidad Nueva Esparta Caracas, Venezuela 1991 – 1997 - (6 years completed) LANGUAGES

•English (Fluent)

•Spanish (Native-Academic)

AWARDS AND HONORS

• SiFu/Founder of the martial arts style “American Mantis Kung Fu & Self Defense”

• 8th Degree Black Belt - Website – https://www.americanmantiskungfu.com

• National and international Athlete/Competitor/Coach / Latin America Hall of Fame/ Fitness

• 40 years on training Kung Fu Tae Kwon Do Full-Contact / Kickboxing Survival Self Defense

• Digital Creator (YouTube Face book Link din) – Website - American Mantis Kung Fu - Protect Myself Program - YouTube

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