
Jose Arias Valdez
Shift Lead

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About me
US Public Market Lead @ IBM
Education

Malverne Senior High School
2016 - 2020High School DiplomaActiviteiten en verenigingen:Participated in extra curriculum activities such as the baseball team, football team and basketball team. I was the recipient of the Sportsmanship Award during my basketball season for showing excellence in leadership and hard work. Graduated amongst the top 30 in my class and finished high honor roll every quarter of my high school career.

Baruch College
2020 - 2024Bachelor's degree Accounting and Finance Upper SeniorActiviteiten en verenigingen:Baruch Real Estate and Finance Club I am currently attending the Zicklin School of Business at Baruch College pursuing a major in finance as well as a minor in psychology. I plan on graduating with not only my Bachelors in Finance, but with refined and enhanced finance skills, whether that means analyzing the market, assisting others with financial inquiries, you name it. I am currently in the Real Estate and Finance club at Baruch College, always looking for different ways to learn and expand myself.
Experience

Taco Bell
Jun 2019 - Apr 2021Shift Lead- Shined in both food prep and service work in areas such as preparing and making food, communicating with customers and team members, cleaning, computer work, opening and closing, money handling and drawer counting- Selected as honorary “Maker” for exhibiting excellent customer care, leadership, and team skills- Excelled in money handling, communicating with both team members and customers, and making sure store is operating in top fashion

King Kullen
Apr 2021 - Jan 2022Retail Associate- Excelled in stocking, ordering, receiving, and organizing goods varying from departments such as grocery, dairy, frozen, receiving (DSD) and scanning- In addition, had extensive training in register work, as well as money handling, bookkeeping, and budgeting as well as invoice keeping and spreadsheet work

Citizens
Jan 2022 - Dec 2022Bank Teller- Worked as a part time bank teller for Citizens Bank, using this as both a platform for me to grow and expand my knowledge on banking and finance as well as the first stepping stone in my upcoming career.- Assisted with financial statements, financial advisement, credit card acquisitions, loans and everyday banking/financial needs for each and every client.

RippleMatch
Aug 2022 - Dec 2022Marketing/Leadership Development Internship- Selected from a pool of thousands of candidates to work closely with leaders of RippleMatch’s Leadership Team-Leveraged various growth strategies and tools including social media, email marketing, presentations, and peer and faculty member networking to grow the user base and awareness on campus-Strategically assessed growth and performance metrics to improve, change and/or help design new growth strategies

IBM
Dec 2022 - Jan 2024Financial Analyst Co-op, IBM WW Cloud- Both pulling and interpreting various sets of data, analytics and revenues and thus displaying these findings in the forms of graphs, tables and charts for future financial forecasts.- Keeping track of all sales, revenues, expenses and allocations within the Cloud Department.- In charge of Headcount, Contractors data, Ecosystem Actuals and WWGID data with experience in working with ICA's, Journals, Kyndryl Reporting, WWCT Requests and Allocations for IBM Cloud.

IBM
Jan 2024 - Aug 2024Financial Analyst Intern, IaaS - IBM WW Cloud- More focused on the Infrastructure aspect of WW IBM Cloud, working with tools such as Jira.- Assisted in the maintenance, reporting and forecasting of IaaS Capital Budget as well as many other sectors within the IBM Cloud field using tools such as Jira & Monday.- Update all Hardware maintenance that comes through the IaaS divisions of IBM Cloud and keeping up with weekly Transaction Review Boards. (TRB)- Lead the WW Cloud Infrastructure Team in the 2024 WatsonX Challenge.

IBM
Jan 2025 - nowUS Public Market Lead• Manage financial reporting by consolidating data from multiple systems, delivering clear performance commentary, and accurately forecasting for upcoming quarters.• Prepare weekly financial charts for in-quarter execution calls with the sales team, evaluating performance and formulating strategies to meet targets.• Created a finance control book outlining brands, revenue streams, and client segmentation for the market, enabling comprehensive market evaluation and strategic planning.• Develop trend analysis charts to assess performance across quarters and years, using them to enhance sales leaders' understanding of market dynamics, identify opportunities, and support strategic decision-making with timely ad hoc analyses as needed.• Established 2025 revenue quotas for 35 accounts within the Public Market, ensuring alignment with market opportunities and organizational strategic priorities. This process entailed assessing historical performance metrics, market trends, and growth prospects to devise realistic yet ambitious targets. Minder weergeven
Licenses & Certifications
- View certificate

IBM zSystems Cybersecurity Insights
IBMJun 2024 - View certificate

Trusted Business Advisor I: SMART@Data
IBMDec 2025 - View certificate

IBM watsonx Essentials
IBMJun 2024 - View certificate

IBM Z Sales Foundation
IBMJun 2024 - View certificate

Finance & Accounting Essentials
IBMJun 2024
Honors & Awards
- Awarded to Jose Arias ValdezHonorary Maker Taco Bell Oceanside Jun 2020 Chosen as an honorary "Maker" for Taco Bell, as I exhibited good representation of both the store and brand, and was one of the leaders in both customer service/assistance as well as being one of the best multitaskers on the Island. Led with pride and example, I instilled a good culture and family that is still present to this day.
- Awarded to Jose Arias ValdezSportsmanship Award Malverne High School Jan 2018 Exhibited great sportsmanship, kindness, leadership and passion for both my team and teammates during our tough rigorous athletic season. Through instilling a great culture as well as a positive environment, i was able to get the absolute best out of everyone around me, and was thus acknowledged for my great leadership through the Sportsmanship Award.
Volunteer Experience
Intern Social Captain
Issued by IBM on Jun 2024
Associated with Jose Arias ValdezVolunteer Staff
Issued by Goodera on Jun 2024
Associated with Jose Arias Valdez
Languages
- enEnglish
- spSpanish
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