Joe Jacquez

Background

About Joe Jacquez

Finance professional with 20+ years of experience in corporate finance, strategic planning, and team leadership across diverse industries. Skilled in delivering actionable analysis that drives strategic priorities and maximizes shareholder value. Specialties: Financial statements & reporting, relationship building, excellent communicator across all levels, advanced Excel modeling using complex formulas & database management, variance analysis, process improvement, business analysis, and team leadership & development. Designed an extensive monthly financial summary that combined national and state macroeconomic data points and how they affected the $1.2B credit union’s financials results and strategy. After distributing to key leaders, the team joined multiple department meetings training employees on how their roles impact the monthly results. This timely information helped adjust credit union interest rates and drive double digit quarter-over-quarter improvement in employee satisfaction surveys, reducing turnover in key areas. Improved the owner operator settlement process and increased its frequency from one monthly to weekly by collaborating with multiple departments to organize 25k – 30k transactions to understand the pitfalls and worked through solutions. This improved owner operator cash flow and satisfaction which reduced driver churn. The lower attrition grew revenue by over 10% due to customer satisfaction and the availability of our assets in the field. Enhanced financial reporting structure to include area level budgeting targets and actual results with the goal of increasing accountability at supervisor level. Business unit P & Ls illustrated where specific operational models were most effective. This detailed reporting increased the focus on controllable budget items, capital utilization and revenue targets. Margins improved more than 5% as the improved visibility drove decision making that best supported organizational goals and customer needs