Jose Martinez
San Juan,PR
Summary
Deadline-oriented professional with strong work ethics and over eleven years of experience in retail and wholesale industry. Seeking a challenging analyst position or similar that’ll permit the use of skills and knowledge to maximize the company potential growth while developing additional knowledge and abilities.
Overview
14
14
years of professional experience
Work History
Business Analyst
Puerto Rico Supplies Group
01.2022 - Current
- Interact with internal customers to understand business needs and translate them into requirements and project scope.
- Developed intelligence-sharing dashboards, providing company-wide access to collected information.
- Analyze data to identify root causes of problems and recommend corrective actions.
- Optimized BI reporting capabilities for secure server environment.
- Liaised with DevOps team to integrate business intelligence assets into future development lifecycles.
- Generated standard and custom reports to provide insights into business performance.
National Account Sales & Market Analyst
Puerto Rico Supplies Group
05.2019 - 12.2021
- Automate data reporting using Power Bi and Excel.
- Gather, organize and analyze data to develop tools for sales team in order to achieve business partners KPIs.
- Review monthly operations/expenditures, assess compliance with budgets and determine necessary adjustments for future plans.
- Assist "National Account Manager" reviewing and assessing sales forecast and planning for KPIs and Scorecard development
- Track brand promotions, marketing strategies and sales vs forecast performances and asses discrepancies.
- Assist sales managers in decision making through the identification of trends and threats on the market with inside information as well third party data.
- Prepare analysis presentations of Global Accounts businesses for Business Reviews of key accounts, sales team meetings, and management meetings (Top to Top).
Supply Chain Analyst
C7 Global LLC (Distribution Center)
02.2018 - 03.2019
- Compile and analyze data, presenting updates on sales and supply chain requirements.
- Research issues and inefficiencies within the supply chain using Tableau in an effort to improve performance.
- Research the industry, analyzed competitors and market conditions to identify trends, opportunities and threats.
- Review weekly budget to maintain healthy cash flow and ensure proper merchandise release and clearance.
- Work hands on with Logistic and Sourcing department to ensure proper inventory flow.
- Collaborate with finance, procurement and operations leaders on global sourcing projects.
- Devise and execute purchasing plans taking in consideration, lead times, trends, sales department goals and historical data used for forecast.
- Assess effectiveness of sales representatives.
- Maintain and foster relationships with vendors.
Staff Accountant/Sales Manager Assistant
SMT (Puerto Rico) Inc. (Retail Sales)
10.2015 - 10.2017
- Source vendors, purchase perishable and non perishable goods. Manage well over 400 SKU.
- Manage POS system, ensure its integrity and create store promotions.
- Support Inventory department: cycle counts, adjustments, receiving and dispatching merchandise as necessary.
- Boosted revenue by bringing in and cementing relationships with new suppliers.
Staff Accountant
SMT (Puerto Rico) Inc (Retail Sales)
12.2009 - 09.2015
- Perform bank, sales, and inventory reconciliation and register respective entries.
- Support Payroll department. Run payroll when needed, schedule direct deposit and pay respective federal and state taxes.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Education
MBA - Computer System Information - Data Base
Polytechnic University of Puerto Rico
San Juan, PR06.2023
BBA - Accounting
University Of Puerto Rico, Bayamon Campus
Bayamon2008
BBA - Finance
University Of Puerto Rico, Bayamon Campus
Bayamon2006
Skills
- SQL (datediff,window function,cte,cast)
- Proficient in Microsoft Excel (index/match, arrays, search,ifs)
- Power BI / Dax
- Written and verbal communication, fully bilingual
- Reporting proficiency
- Detail-oriented
- Self-Starter
- Resourceful
- Data Analysis
- Forecasting
Timeline
Business Analyst
Puerto Rico Supplies Group
01.2022 - Current
National Account Sales & Market Analyst
Puerto Rico Supplies Group
05.2019 - 12.2021
Supply Chain Analyst
C7 Global LLC (Distribution Center)
02.2018 - 03.2019
Staff Accountant/Sales Manager Assistant
SMT (Puerto Rico) Inc. (Retail Sales)
10.2015 - 10.2017
Staff Accountant
SMT (Puerto Rico) Inc (Retail Sales)
12.2009 - 09.2015
MBA - Computer System Information - Data Base
Polytechnic University of Puerto Rico
BBA - Accounting
University Of Puerto Rico, Bayamon Campus
BBA - Finance
University Of Puerto Rico, Bayamon Campus
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