Juan C. Martinez Email and Phone Number
Juan C. Martinez work email
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Juan C. Martinez personal email
Juan is a well-rounded top performer in project and financial management. His experience includes building digital products, leading global teams, mentoring staff, implementing target operating models, project management initiatives, financial analysis, trade support, and risk management. He excels at building partnerships with critical stakeholders and overseeing multiple global projects to present recommendations to senior leadership. Open to new opportunities in the technology, financial, and entrepreneurial industries. Specialties: Project Management, Product Management, Program Management, Business Development, Strategy, Operations, Client Relationship, Presentations, Research Analysis, Financial Reporting,
The Carlyle Group
View- Website:
- carlyle.com
- Employees:
- 1944
-
Product ManagementThe Carlyle Group Apr 2018 - Present -
Vice President | Corporate Oversight & ControlJpmorgan Chase & Co. Jan 2017 - Dec 2017Greater 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 sprint cycles • 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 Control Self-Assessment (RCSA), SOX, internal loss event data} document user interface layouts & system requirements, and contribute to marketing materials • 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 development by 11 engineers (UI, UX, JAVA, DB, ETL, QA)• Implemented innovative solutions to improve the effectiveness of the firm’s internal risk management framework by working alongside our internal customers to obtain meaningful insights into their risk reporting requirements -
Associate | Corporate Oversight & ControlJpmorgan Chase & Co. Apr 2015 - Dec 2016Greater 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 cycle (SDLC)• 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 dashboards• 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 -
Trade Support Analyst | Commodities Middle OfficeDeutsche Bank Nov 2013 - Apr 2015Greater 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 PowerShell) to generate the daily P&L summaries• 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 reconciliations• 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 three core trading books (Correlation & Index, Oil & Ags and Precious Metals) -
Operations Analyst | Us Cash & Trade Operations – Ach OpsDeutsche Bank Jan 2013 - Nov 2013Jersey 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 transmissions • 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 decision making• 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 monitoring the distribution of files to the Electronic Payment Network for processing and ensuring full reconciliation proof for the files received• Performed payment exceptions that included reversals, deletions and returns for new and existing customers on the ACH (Pep+ ) system -
Research Analyst | Us Cash & Trade Operations - Check ResearchDeutsche Bank Apr 2012 - Jan 2013Jersey 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 the off shoring of monthly tasks• 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 $250MM monthly exception volumes• 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 -
Compliance Officer | Temp - Deutsche BankAdecco Dec 2011 - Apr 2012Jersey 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 failures• 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 departments• 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
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Intern- Carolinas Community Bank FinanceWells Fargo Jun 2011 - Sep 2011Charlotte, 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 district leaders)• 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 $6.5MM expenses• 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 review, and V) Account plan and performance comparison
Juan C. Martinez Skills
Juan C. Martinez Education Details
Frequently Asked Questions about Juan C. Martinez
What company does Juan C. Martinez work for?
Juan C. Martinez works for The Carlyle Group
What is Juan C. Martinez's role at the current company?
Juan C. Martinez's current role is Product Management at The Carlyle Group.
What is Juan C. Martinez's email address?
Juan C. Martinez's email address is jc****@****ncc.edu
What schools did Juan C. Martinez attend?
Juan C. Martinez attended University Of North Carolina At Charlotte - Belk College Of Business.
What are some of Juan C. Martinez's interests?
Juan C. Martinez has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Juan C. Martinez known for?
Juan C. Martinez has skills like Program Management, Business Development, Project Portfolio Management, Financial Analysis, Project Management, Product Development, Analysis, Microsoft Excel, Vba, Sas, Hyperion Essbase And Planning, Sql.
Who are Juan C. Martinez's colleagues?
Juan C. Martinez's colleagues are Kate Marsh, Neha Sharma, Darden Bell-Ramchandran, Smruti C., Fifi Hui, Massimiliano Ursig, Mrugaja Bijurkar.
Not the Juan C. Martinez you were looking for?
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Juan c Martinez
Sacramento, Ca -
4gmail.com, kaden-sa.com, adliven.com, craftsmanplus.com
1 +171486XXXXX
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Juan C Martinez
New York, Ny -
Juan C Martinez
Dedicated Professional With A Diverse Background In Banking, Insurance, Lending And Equity Markets. Skilled In Working Under Pressure, Adapting To New Situations And Challenges To Best Enhance Corporate Branding.Boca Raton, Fl
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