Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jose Diaz

Havelock,NC

Summary

Data-driven storyteller with a sharp eye for patterns and a passion for transforming raw numbers into game-changing insights. I build dashboards and visualizations that illuminate opportunities, sharpen decisions, and streamline processes—always with an eye on measurable impact. A natural collaborator, I thrive in fast-moving teams, adapting quickly and delivering rock-solid results.

As a financial analyst, I dive deep into the data—tracking performance, stress-testing scenarios, and surfacing strategies that strengthen the bottom line. My toolkit spans qualitative and quantitative analysis, contract management, forecasting, and a full suite of spreadsheet, accounting, and financial-management platforms. In short: I turn complex information into clear action plans that drive growth.

Overview

13
13
years of professional experience

Work History

Enlisted Marine

USMC
11.2018 - Current
  • Analyzed data trends to enhance operational efficiency and reduce turnaround times.
  • Prepared comprehensive reports detailing financial performance, facilitating transparency and accountability across departments.
  • Conducted variance analysis to evaluate performance against budgets, providing actionable insights for senior management.
  • Compiled and coordinated financial data for analysis and reconciliation.
  • Enhanced overall business performance by providing timely and accurate financial insights to inform strategic decision making.
  • Developed monthly variance reports to track actual performance against projected budgets, facilitating corrective action when necessary.
  • Mentored junior specialists in industry best practices and regulatory requirements.
  • Implemented strategic initiatives that increased overall operational effectiveness and service quality.
  • Contributed to team objectives through active participation in physical fitness programs.
  • Developed discipline and adaptability through rigorous training environments.
  • Engaged in problem-solving scenarios to improve situational awareness and decision-making skills.
  • Participated in simulations that reinforced strategic thinking under pressure.
  • Maintained high standards of personal conduct and professionalism in diverse situations.
  • Fostered strong relationships with partner nations through participation in joint military exercises and cultural exchanges.
  • Ensured continuity of operations by meticulously maintaining records, reports, and documentation related to all aspects of the unit's activities.
  • Responsible for over 50 subordinates providing timely and effective feedback.

Department Manager

H-E-B
06.2012 - 11.2018
  • Led team of over 15 employees in daily operations, ensuring efficient workflow and high service standards.
  • Trained and mentored staff, enhancing their skills and promoting a collaborative work environment.
  • Developed scheduling strategies to maximize labor efficiency while meeting customer demands.
  • Monitored performance metrics, identifying areas for process improvement and cost reduction.
  • Resolved customer issues promptly, maintaining satisfaction levels through effective communication strategies.
  • Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
  • Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
  • Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
  • Established clear performance expectations for staff members which led to increased accountability.
  • Enhanced department efficiency by streamlining processes and implementing time-saving strategies.

Education

MBA - Business Analytics

University of Iowa
Iowa City, IA
05-2026

BBA - Data Analytics

American Public University
Charleston, WV
06-2024

Skills

  • Financial and operational reporting
  • Financial management
  • Discipline and focus
  • Operational planning
  • Teamwork and collaboration
  • Problem-solving
  • Time management
  • Attention to detail
  • Adaptability and flexibility
  • Data analysis
  • Data visualization and presentations
  • Python programming
  • Excel functions
  • Business management

Languages

Spanish
Native or Bilingual

Timeline

Enlisted Marine

USMC
11.2018 - Current

Department Manager

H-E-B
06.2012 - 11.2018

MBA - Business Analytics

University of Iowa

BBA - Data Analytics

American Public University

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Jose Diaz