Juan Jimenez Email & Phone Number

New York, Ny, Us

New York, Ny, United States

Greater New York City Area

• Run the annual Voice of the Client (VoC) program which gathers feedback from our top revenue-generating clients in order to drive client strategy and the prioritization of resources and human capital• Analyze large data sets including client feedback and revenue through the use of Excel, SQL and Python• Establish and present consistent client metrics, segmentation and insights across businesses• Deliver actionable recommendations to coverage and product management teams to improve the client experience in areas such as onboarding, account maintenance, and other major pain points• Generate scorecards and other performance measures used to evaluate and rank bankers across the firm• Coordinate with all product partners and decision makers to deliver effective follow-up on all issues brought up through the annual VoC survey• Responsible for the Latin American region and its day-to-day management of VoC initiatives, escalations, and improvement action plans• Manage Citi’s proprietary web platform used to develop, send, and monitor response rates as well as hold client contact information, survey results, and automated reports

Greater New York City Area

• Run the annual Voice of the Client (VoC) program which gathers feedback from our top revenue-generating clients in order to drive client strategy and the prioritization of resources and human capital• Analyze large data sets including client feedback and revenue through the use of Excel, SQL and Python• Establish and present consistent client metrics, segmentation and insights across businesses• Deliver actionable recommendations to coverage and product management teams to improve the client experience in areas such as onboarding, account maintenance, and other major pain points• Generate scorecards and other performance measures used to evaluate and rank bankers across the firm• Coordinate with all product partners and decision makers to deliver effective follow-up on all issues brought up through the annual VoC survey• Responsible for the Latin American region and its day-to-day management of VoC initiatives, escalations, and improvement action plans• Manage Citi’s proprietary web platform used to develop, send, and monitor response rates as well as hold client contact information, survey results, and automated reports

• Monitor and calculate the performance of numerous multi-million dollar balance sheets that consist of mortgage-backed securities, treasuries, derivatives, and illiquid long-term assets• Report inventory and P&L figures used in BASEL implementation, Dodd Frank oversight, and external quarterly earnings reports including the 10-K/10-Q• Built long-term relationships with traders and teams across the firm to foster a proactive work environment• Developed and maintained complex spreadsheets that aided in increasing efficiency, accuracy, and transparency of reporting

• Co- founded the student-run think tank devoted to publishing student’s research on development strategy on both a local and global stage with over 5 chapters worldwide

• Assist the finance department efficiently manage a budget of over $3,600,000 by meeting with clubs and evaluating their expenses to fairly distribute funds• Maintain accurate filing systems and records to assure timely accounting for over 50 daily purchase orders• Investigate fraudulent transactions in an effort to save SA and university students money

Getzville, Ny

• Interviewed Product Control management and compiled over 100 training courses on major financial products to develop a new hire and ongoing employee development website that is currently being used to train over 500 of Buffalo’s Analysts • Presented website along with a tutorial on how to use it to head management and hundreds of employees• Utilized essential controls to monitor and calculate the performance of thousands of US Government Bond Positions traded and held by Citi• Computed daily, month-to-date, and year-to-date profit and loss figures and reported them to management

Bachelor Of Science - Bs, Business Administration And Management

Activities and Societies: Delta Sigma Pi Professional Business Fraternity: Peer-elected Pledge Educator, Peer-elected Relations Chair; Tau.

Study Abroad Summer Program, Chinese Language And Culture