Joe Martinez
Long Beach,CA
Summary
Dynamic finance professional with extensive experience in financial planning, modeling, and client advising, complemented by a strong background in relationship management and business analysis. Expertise in evaluating complex data sets, forecasting financial outcomes, and delivering strategic recommendations that drive business success. Proficient in utilizing advanced analytical tools to construct financial models that enhance decision-making processes. Seeking to transition into a Financial Analyst role to leverage analytical skills and communication strengths within corporate finance, FP&A, or investment analysis.
Overview
10
10
years of professional experience
Work History
Financial Services Professional
New York Life
08.2023 - 03.2025
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
Server
Eddie V's Prime Seafood
09.2022 - 12.2023
- Cultivated warm relationships with regular guests.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Consistently requested to serve private events and VIP guests.
- Displayed enthusiasm and promoted excellent service to guests, successfully increasing referrals and walk-in business.
Server Shift Leader, Banquet Server and Trainer
Chart House
07.2021 - 09.2022
- Assigned work tasks and coordinated activities of dining room personnel to provide prompt and successful service to patrons.
- Handled table service and other dining room tasks to address shortfalls due to unexpected absences or unusual service volumes.
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Trained new team members on restaurant procedures, menu items and performance strategies.
Server
Woodranch BBQ & Grill
07.2018 - 07.2021
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals.
- Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
Server and Bartender
Casa Moreno
04.2015 - 07.2018
- Worked with POS system to place orders, manage bills and handle complimentary items for dissatisfied customers.
- Kept register accurate through correct billing, payment processing and cash management practices.
- Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.
Education
Bachelor of Science - Communications
California State Polytechnic University, Pomona
05.2020
Associate of Arts - CommunicationStudies
Citrus College
12.2017
Skills
1 Financial Analysis & Forecasting: Variance analysis, trend analysis, cash flow projections
2 Tools & Software: GuideMe and CRM Tools
3 Data Analysis: Budgeting, expense tracking, revenue modeling
4 Business Acumen: Investment strategies, retirement planning, insurance & tax planning basics
5 Communication: Client presentations, stakeholder reporting, relationship management
Websites
Accomplishments
- Achieved Associate of the month by acquiring 10 or more clients in a month.
For B.N.I President for the South Bay Business Alliance chapter
Timeline
Financial Services Professional
New York Life
08.2023 - 03.2025
Server
Eddie V's Prime Seafood
09.2022 - 12.2023
Server Shift Leader, Banquet Server and Trainer
Chart House
07.2021 - 09.2022
Server
Woodranch BBQ & Grill
07.2018 - 07.2021
Server and Bartender
Casa Moreno
04.2015 - 07.2018
Associate of Arts - CommunicationStudies
Citrus College
Bachelor of Science - Communications
California State Polytechnic University, Pomona
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