Management Financial

Jose V. Martinez

Ph: 718-***-****

Email:************@*****.***, https://www.linkedin.com/in/josemartinezny

Summary:

Goal oriented financial professional with proven expertise in optimizing operations and detailing project information to determine effective processes. Diverse background includes Project Management experience, in governance and system configuration: combining a high-level understanding of accounting principles with operational analytics and deep knowledge of database architecture and administration.

Skills Profile:

•18 + years of experience in Global Capital Markets and Consumer Banking, Financial Services, and Technology

•Extensive exposure to multiple Business Intelligence & Data Analytics technologies Using Query Reporting Analysis and Data Visualization tools.

•Partner with the Project Management Office to juxtapose technology project pipeline / roadmap, resource and asset allocation, tracking of project costs, and business case analysis.(MS Excel, PowerBI, MS Visio)

•Providing reports and analysis of financial and operating metrics that drive decision making on technology investment, resource and asset allocation

•Extensive familiarity with Informatica PowerCenter 10/9, Tableau Suit Desktop/Server/online10.x/9.x/8.x/7.x/6.x. SAP Business Objects 3.x/4. x.

•Worked on the Extraction, Transformation and Loading of Data from various Legacy sources as well as DB2, Oracle and SQL

•Financial Systems /Data Visualization Consultant well versed in Data Analysis, Reports Development & Data warehousing.

•Liaised between technical and functional staff in major SDLC phases and Agile Methodology for end to end BI Application development involving Requirements Gathering, Design, Development, User Acceptance Testing, and Production Deployment.

•Proven ability to stay current with industry trends, best practices, technologies, and tools, implementing sustainable identity/access tracking and authentication protocols to mitigate operational vulnerabilities.

•Excellent analytical skills in data and impact analysis, data cleansing and data transformations.

•Experience in working with Oracle Hyperion Essbase Analytics/11g/9i/8i, MS SQL Server 7.x/2000/2008/2012 running on Windows Server NT/2000/2003/2008, creating Business Requirements Documents, aligning Functional and Technical specifications for BI Applications.

•Able to communicate effectively at all levels, possessing excellent presentation, communication and interpersonal skills leading onshore and offshore Technology Solutions Teams and Project Management Organization, through the budgeting and forecasting process providing financial and analytical support with governance in complex multi-discipline / multi-site / global finance and technology business environments,

Core Competences:

•SQA Testing &Methodologies

•Requirements Analysis

•Test Plans, Cases & Processes

•Functional Requirements

•3rd Party Application Integration

•ERP SME-Mentor

•Financial Analysis/ Controls

•Cash Conversion Cycle

•Budget Management

•Governance

•PL/SQL scripting

•Business Analytics

•Process Re-engineering

•Lean Process Design

•Change Management

•Data Visualization

•Statistical Analytics

•Predictive Modeling

Technical Competences

•Powerplan,

•ADP

•ETL/OLAP/LDAP/Active Directory

•Hyperion, FRx

•Business Objects/ Crystal Reports

•Epicor/ SAP FICO, BI/DW

•MS Office Technologies

•Tableau/XML/Python/.R

•Oracle/ SQL Server/

Professional Experience:

Auralogics Incorporated- New York, NY June 2010 – Present

Since 2007, AI’s commitment has been to satisfy enterprise financial systems/ business intelligence needs for innovative business. Translating business requirements into actionable models from which analytical applications and solutions are designed and developed. AI navigates bourgeoning technologies and explores how to resolve weaknesses with fully integrated data management and control methodologies.

Business Systems Architect

Formulating strategic goals performing interim CFO/CIO duties and managing key outsource procurement.

Perform financial forecasting including preparation of ROI models, return of capital employed, capital budget, pro forma financial statements, external financing requirements and financial condition utilizing BI visualization tools to justify case solvency as part of phase funding initiative.

Represented the firm externally to analyst and investor communities and played a leading role in capital formation resulting in restoration of credit lines and secured working capital accessibility in 2010. (Tableau)

Instituted enterprise wide reorganization which resulted in 800% increase in top line revenue for 2014.Integral to development and implementation of bid strategy and formal response formation for new government services business unit.

Designed successful architecture for screening methodology to identify win-win venture channel strategic and resource partnerships opportunities and alliances as part of overall profitability campaign.

Chief architect of proprietary process evaluation protocol utilized in integration engineering and non-technical business unit efficiencies (MS Excel, PowerBI, MS Visio)

Environment: MS Visio, Windows10, SQL Server 2008, Python, C++, Tableau Desktop/Online 9.x/10.x, Power BI

Jose V. Martinez

Ph: 718-***-****

Page 2 Email:************@*****.***, https://www.linkedin.com/in/josemartinezny

Auralogics Incorporated- New York, NY June 2007 – June 2010

Financial Systems Analyst

Intimately involved with driving solutions for complex business problems and allowing key stakeholders to become better providers to their clients.

Leverage expert knowledge of financial management tools and best practices in financial operations to pilot solution design, build, and testing for middle to large scale projects.

Partnered with industry thought leaders to facilitate implementation strategies of packaged solutions and customization efforts in digital asset management and high-performance computing, helping companies make better, faster, more informed decisions by analyzing their data and constructing custom, insightful, easy-to-understand, and highly visual analytic displays and dashboards.

Specialist in post-acquisition business integration and knowledgebase creation allowing more efficient PSO expense management via web access for remote field engineers and executive staff.

Presented cutting-edge, visual analyses to reveal important trends in a new, highly comprehensive yet simple way to re-align operating procedures for optimization and compliance,

Proved instrumental in realizing firms’ record earnings in 2008, marking revenue growth by 200%.

Environment: MS Visio, Windows10, SQL Server 2003/2008, Epicor, SAP Business One, IBM Cognos 8 BI

Independent Consultant- – San Jose, CA / New York, NY Feb 2003 – May 2007

Finance operations analyst and principal architect providing planning and analytics support for quantitative and financial system implementation and integration. Subject matter expert providing planning, and analytical support for quantitative and financial systems. Further, implementing a structured ETL and ad-hoc reporting environment.

Financial Technology Associate

Served as liaison and control between IT and System administrators, and end users.

Initiating training for functional staff, and applied data integration protocols for use in BI visualization, financial reporting and review of SEC, IAS and GAAP compliance and documentation.

Project lead in application integration and conversion methodologies using data mining techniques and statistical mapping for predictive exploration of revenue capture, marketing, engineering and IT service level and continuity procedures.

Performed financial process flows and metrics analysis; improving transparency recognition utilizing reporting tools with a focus on business drivers to establish enterprise-wide service delivery standards.

Environment: DB2 OLAP Server, Hyperion Essbase Analytics, Crystal Reports v10, Oracle 9i/8i, Windows XP, MS Visio, MS Excel

Key Achievements:

•Cultivated a solid reputation for high-quality, cost-efficient solutions and tools piloting business and process design approaches to establish change methodologies and normalize internal controls,

•Defined framework for business processes that advanced integrated SaaS/IaaS solutions for global financial institutions and high tech startups.

•Created variance dashboards and visual reports; identifying business needs and improvements for re-engineering initiatives to optimize performance metrics.

Contracts including but not limited to:

Bank of America Securities, CA Business Analyst

Brought in as project lead; in automation of core financial processes. Working with MIS team and senior operations management to establish technical specifications and quality enhancements in trade surveillance, reporting correlation, variance volatility, and cash flow mapping. Supporting marked to market analysis and intercompany eliminations; rule-based journal entries and foreign currency translations in ADR/ORD conversion.

Project highlights:

•Demonstrated technical leadership and oversight of implementation and deployment planning, system integration, quality assurance, delivery, operations, and sustainability of technical solutions. Providing process improvement recommendations based on best practices.

•Acted as a sponsor for projects and communicate status of personnel, products, and projects, with clear, concise reports and metrics to all stakeholders, established and ensured adherence to a department budget, providing project-level budget.

•Delivered technical concepts clearly and confidently to non-technical people. Analyzing trends in a new, highly visual yet simple way made them focus on a micro-segment of the business resolving inconsistencies in trade settlement process.

•Instrumental in corporate action with international securities team providing mark to market valuation of trade reconciliation and open positions during conversion mapping process. Conducting ‘gap’ analysis for foreign trading and domestic accounting solutions.

Environment: Windows XP, Gloss, Fidessa, MS Visio, MS Excel

Additional contracts include:

Asahi Bank, NY Treasury Management

MTB Banking Corp, NY Financial Reporting & Controls

Barclay Global Investors, CA (currently Blackrock) ETF Compliance Analyst

Kleinwort Benson, NY (currently Kleinwort Hambros) Research Analyst

Jose V. Martinez

Ph: 718-***-****

Page 3 Email:************@*****.***, https://www.linkedin.com/in/josemartinezny

Blue Pumpkin Software July 2000- November 2003

Project lead for financial system implementation and enhancement of business data framework, reporting direct to Chief Financial Officer and Director of Information Technology. Performed as Liaison to all level of F, P & A, and non-technical staff to evaluate and document systems and financial control procedures.

Financial Systems Analyst

Evaluating business system functionality and documentation of governance and decision support analysis.

Managed vendor relationships to achieve proof of concept for production. Monitoring predefined metrics. Initiating DSO reporting and revenue recognition segment of existing ERP improving turn around by 75%. Introducing a deferred revenue component identified and automated the processing of $500,000 in unrecognized topline profits. As part of a phase 4 funding /IPO initiative resulting in $19 million in new venture capital.

Conducted operation and system reviews defining logical architecture and workflow revisions. Initiating CRM/ERP integration schedule allowing better transparency in order to cash valuation process. As a result, decreasing capital expenditures by 60%.

Technical lead in post-acquisition business integration, allowing more efficient PSO expense management for remote users by means of third party vender relationships and proprietary solutions.

Authored ICT policy including Governance, Risk, and Compliance, Establishing processes and controls in relation to industry standards for IT implementations, Project and change management, availability management disaster recovery, business continuity, information security and operation level agreements and acceptable use BYOD, telecommuting, access control, mobility tech and device management clearly differentiating between issue specific, operational policies and standards and procedures

Practiced disciplined execution focused on formulating solid vision, strategy, goals, and requirements collaboratively with customers and partners to ensure a well-defined opportunity with the right approach to execution.

Assisted with prioritization of incoming demand and strategic performance, as well as building compelling business cases for future efforts.

Created an environment that is proactive, agile, economical, collaborative and accountable, ensuring the implementation of plans and schedule feasibility studies and surveys, including economic justifications (ROI), of proposed versus existing equipment and procedures.

Worked with business and technology stakeholders, identifying and building a prioritization framework to evaluate competing priorities and facilitate prioritization conversations.

Collaborated on business readiness activities including product testing, end user education, rollout, iteration and support across CIO channels to identify delivery efficiencies, leveraging teammates to ensure all teams were successful

Environment: Windows XP/2001, PL/SQL DB2 OLAP Server, Epicor, Sage, MAS 2000, FRx, Crystal Reports v10, Oracle 9i/8i, Powerplan, MS Excel

Additional positions held:

Robert Half Finance and Accounting, New York, NY/ Trade Operations/ Financial Controls

Prudential Securities, New York, NY/ Global Market Research Analyst

Coopers & Lybrand (now PwC), New York, NY/ Operations Reporting Analyst

Education:

Lean Six Sigma/DFSS Certification

RAD Consulting 2018

Graduate Certificate in Applied Project Management

Villanova University 2004

Applied Mathematics-CIS/MIS

Syracuse University

Awards & Recognitions:

Gerson Lehrman Group, Inc : Council Member 2004 - Present

Blue Pumpkin Software: Awarded Performance Recognition 2000 – 2001

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