Post Job Free

Resume

Sign in

Financial Analyst Change Management

Location:
San Antonio, TX
Salary:
95-150
Posted:
December 25, 2023

Contact this candidate

Resume:

Victor G. Martinez

Helotes, Texas *****

214-***-****

ad17zf@r.postjobfree.com

EDUCATION:

Educational Testing Service Constructed Response Rater Certification (English & Spanish)

J.P. Morgan Chase Fraud Analysis Certificate of Completion

Harvard Manage Mentor Time Management Course

Samsung Change Management Program, Richardson, Texas, Certificate of Training

Bachelor of Business Administration Degree-Finance Major, The University of Texas at Brownsville

Head-Start Orientation Program, United States Army Education Center, Illesheim, Germany, Certificate of Training

Courses Studied:

Business and Economic Statistics, Portfolio Management, Financial Institutions and Markets, Commercial Banking, Managerial Finance, Business Law, Macroeconomics, Investment Principles, International Business, Production Management, Organizational Communication, Computer Literacy, Business Information Systems, Managerial Accounting, Change Management, Time Management

EXPERIENCE:

Lead Financial Analyst

New Meridian Corporation, San Antonio, Texas, October 2020 to Present

Built model to produce 23 project level P&Ls containing task drilldown capability

Reduced month-end budget to actual reporting, by over 100%

Efficiently consolidated forecast and initiative expenses from multiple departments

Performed variance analysis for drivers of changes to sales, profit and cashflow

Achieved 100% employee participation as it pertains to resource utilization reporting

Authored cost models to compile data, calculate price and efficiently respond to RFPs

Senior Financial Analyst

Education Testing Service, San Antonio, Texas, August 2014 to October 2020

Landed the 2nd most lucrative contract in the assessment market, unseating a 16yr. incumbent

Collaborated with cross-functional teams to accurately report 100% of all program variances

Developed and implemented of margin enhancements increasing margins by 21%

Formulated financial models to expedite cash flow by 30%

Built profit analysis reports and provided recommendations to gauge program sustainability

Participated in subcontractor negotiations to decrease program costs by over 50%

Provide guidance and mentorship to less experienced contract management staff

Created Access and Excel database solutions to resolve data management challenges

Assist with strategic thinking around new product offerings and legislative proposals

Operational Risk Specialist

J.P. Morgan Chase & Co., San Antonio, Texas, February 2014 to August 2014

Performed account and transaction reviews to identify fraudulent transactions

Consistently earned top 5% ranking for the ability to speak and write persuasively

Identified high-risk instruments for branch managers, customers, and corporate security

Provide bankers with expertise and support to remediate risk

Treasury & Credit Manager

Speed Commerce, Inc., Richardson, Texas, July 2013 to February 2014

Managed forecast model to monitor and manage the company’s cash flow

Performed 100% financial analyses for customers and vendors to assess risk

Responded to audit requests and data mining from our system within 24 hours

Ensured rigorous adherence to Sarbanes-Oxley (SOX) compliance standards

Adjusted architectural ERP(SAP) capabilities to improve procedural performance

Senior Financial Analyst

Samsung Telecommunications America LLC, Richardson, Texas, August 2008 to July 2013

Provided strategic financial support which resulted in 80% growth in revenue

Maintained a 0% write-off portfolio that included wireless, STB, and telephony businesses

Collaborated with insurance broker, carrier and responded to 100% of all trade requests

Performed customer financial analyses to evaluate liquidity, efficiency, and profitability

Requested coverage and negotiated terms with all insurance carriers and banks(options)

Loaded, reviewed, and shepherded contracts from inception to execution

Facilitated order fulfillment by evaluating and managing account risk levels daily

Led webinars to Advance subsidiary staff SAP North American knowledge

Created presentations for customers and peers to share best practice procedures

Credit and Collections Manager

Liquid Environmental Solutions, Dallas, Texas, February 2005 to August 2008

Outperformed the industry by maintain the lowest DSO (26) in the space

Streamlined the receivable analysis process, thereby improving resource utilization by 30%

Crafted procedural changes to improve cash flow by 50%

Revitalized communication with 3rd party and counsel to maximize cashflow

Spearheaded the use of web-based systems including EDI and XIGN to secure settlements

Risk Management Lead

Verizon Information Services, Irving, Texas, May 2004 to February 2005

Consistently won the Top Producer award after launching efficiency system

Trained 20% of incoming personnel on the use of the VZ information systems

Successfully negotiated payment arrangements with small to mid level businesses

Improved the data mining efficiency of fractured systems by 100% utilizing a SQL database

Resolved escalated disputes assigned by senior management

Senior Financial Analyst-Contractor

IBM, Plano, Texas, March 2002 to April 2004

Performed financial analyses to quantify and remediate risk

Corrected 100% of EDI data streams to secure payments from our supplier

Created Access database to track 100% of the IBM print business inventory

Successfully processed and approved 99% of all sales orders within 12 hours of inception

Coordinated with freight forwarding companies to expedite international purchase orders

BACKGROUND:

SAP-Power User; Oracle, Solomon, Business Works, PeopleSoft and Cognos TM1 experience

Microsoft Office – Expert, MSBI – Advanced

National Association of Credit Management - Board of Advisors

National Defense, Overseas and Army Service Ribbons



Contact this candidate