Juan C. Martinez Email & Phone Number

Greater New York City Area

• Ideated, implemented, and shipped a diverse product lineup by generating buy in from clients, managing product backlogs & sprint planning, running SCRUM agile teams, and delivering the end product to market in 3-4 week.
• Managed, defined and executed the roadmap on +20 strategic products & features; utilized by 10K global users which provide +1500 metrics to identify, assess, control and mitigate risk impacts to the firm
• Analyzed multiple sources of data to understand customer needs, created release plans, decomposed epics, prioritized features, ensured smooth post release reviews, and identified/measured success metrics
• Led and trained a team of Product Owners/Business Analysts to run SCRUM teams, develop technical/non-technical business requirements documents (BRD) /user stories, create wire-frames, conduct product demos {Risk.
• Delivered executive global product presentations while monitoring the impact of new features to end users and serving as a key subject matter expert to IT support teams
• Owned the strategic vision and product roadmap as the Product Owner of a new web application component, successfully delivering +70 detailed functional user stories spanning over three MVP epics and +12 months of.

Greater New York City Area

• Delivered and translated complex technical concepts to executive team on user behavior trends, product schedules, and functionality enhancement to contribute to, short & long-term strategic resource allocation planning
• Leveraged data to quickly navigate ambiguity and facilitate decision making around prioritization of requirements while managing competing priorities
• Steered a cross functional +8 resource team to validate and deliver on-time the Systems Integration Testing (SIT) and User Acceptance Testing (UAT) of new products and features as part of the system development life.
• Elicited requirements from stakeholders by conducting detailed interviews on +550 reporting products to decommission, redesign and drive rapid adoption for new operational risk Key Performance Indicator (KPI) QlikView.
• Decreased defect review times by 75%. Led cross functional teams of engineers to resolve urgent bugs, while ensuring quality, security, functionality, usability, and SLAs/performance requirements were met
• Defined governance standards around the reporting on firm-wide cross line of business operational risk losses data, SOX/CCAR, new business initiatives and risk & control self-assessment framework

Greater New York City Area

• Implemented strategic team led projects to automate end of day futures & treasury closing prices; by executing tactical project level activities and tasks resulting in an increase of trade entry performance by 50%
• Synthesized complex derivative data and delivered insightful analysis of trading positions, interest rates metrics, and mark to market valuation models utilizing technology database queries (SQL, VBA, Windows.
• Fortified team building and collaboration capabilities by traveling internationally to enhance the support model from the London office to rectify P&L issues related to trade settlement, client statements and fee.
• Captured derivative trade products including but not limited to Index Swaps, Futures, Forwards, Variance Swaps, Puts and Calls in proprietary “Risk Management System” to ensure accurate risk reporting and controls in.

Jersey City, NJ

• Collaborated with the leadership team across payment processing SWIFT, OFAC, AML, Credit Risk Management and Customer Service Officers to mitigate customer risk and account funding limits for daily ACH payment file.
• Redefined and forecasted the team’s staffing allocation capacity model to gain key insights into productivity; providing senior management with an improved statistical overview of the operating area to drive better.
• Attained proficiency in processing an est. daily $300-$500MM client file collection monitoring, while ensuring balancing and reconciliation with the files saved on the ACH system/general ledger. Alternatively.
• Performed payment exceptions that included reversals, deletions and returns for new and existing customers on the ACH (Pep+ ) system

Jersey City, NJ

• Achieved the finalization of the “AIM" digital information management project. Incorporating extensive VBA code, and statistical analysis into the monthly case volume tracking tools; increasing productivity by 75% and.
• Collaborated with multi-silo VP’s and area managers to construct multiple statistical volume databases for tracking of ACH investigation $1.5MM fraud items, LockBox Services $400MM processing volume, and Check Research.
• Executed daily $450MM credit and debit Federal Reserve Settlement reconciliation procedures; validating credit for Checks, Bonds, Treasury Items and Image Cash Letter files
• Actualized the clearing of exception/rejected Check Drafts, Treasury Items, Federal Reserve reclamations and Preferred Collection Services items

Jersey City, NJ

• Partnered with lead business continuity project manager & technology systems engineers to perform Disaster Recovery tests; moving digital services to back-up systems during critical building, data center and server.
• Bolstered the design and execution of the global business resiliency/disaster recovery “Knowledge Transfer Training” program, which assessed and trained +40 employees throughout multiple Payment & Clearing Services.
• Delineated a practical and direct resolution of management concerns identified during continuity exercises, by creating an automated standardized matrix of multiple business lines, products and applications
• Enhanced and refurbished critical business line specific Electronic Business Continuity Management documents to manage risk, regulatory, and corporate business security standards

Charlotte, North Carolina Area

• Increased monthly sales performance and expense data retrieval time within regional financial models by utilizing VBA to facilitate the process
• Contributed to primary fundamental research and analysis on 2011- 2012 sales planning to measure effects of Pre/Post conversion of all financial products (Presented completed research studies to senior management and.
• Developed and refined total Carolinas 2011- 2012 ROA forecast model with incremental research findings in production, staffing, and accounting balances
• Gained an understanding of accounting principals from monthly regional Income Statement & Balance sheet development along the creation of Total Community Banking P&L statement, while assisting with the allocation of.
• Participated in a wide variety of ad hoc projects; which included, I) Assist with monthly reporting documents, II) Revenue generation and expense reduction, III) Donation allocation, IV) Auto and travel district.