Jeffery Martin

Experience

• 

  California State Treasurer's Office

  Nov 2019 - now

  Lead Financial Analyst

  • Manage a $190 million annual operating budget, including building all financial models and conducting variance analysis for a program that finances educational facilities throughout California.• Build and automate reporting capabilities for key deliverables including forecasts, annual planning, and cross-functional reporting. Use SQL and Power BI to increase efficiency by 60% and data accuracy by 25%.• Develop forecasting models and present them to the California Department of Finance for drafting the Governor’s State Budget, leading to a $50 million (35%) increase in annual program budget since 2020.• Create dashboards in Power BI and Tableau to simplify complex topics and present data-driven insights to key stakeholders, including the California State Treasurer and other elected officials.• Perform data cleansing and transformation for analysis utilizing complex SQL queries, Tableau, and Power BI (DAX and M language). Show less