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Bernardo Martinez
Financial Planning and Analysis Manager @APM
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WORK HISTORY
Financial Planning and Analysis Manager @APM
Houston, TX, US
As Financial Planning & Analysis (FP & A) Manager at APM, I build and update budget and forecasting templates for the organization\'s business units, work with the business units to develop their annual budgets, provide business partner insights into their financial performance, and help them remain compliant with funder contract terms and federal regulations.
EDUCATION
New York University School of Law
J.D., Law
The Wharton School
B.S., Finance
SKILLS
ABOUT BERNARDO MARTINEZ
Finance Executive | Strategic FP & A Leader | Legal and Nonprofit Sector ExpertiseWith a dual foundation in finance and law, I bring over 15 years of experience leading financial operations across nonprofit, legal, education, and corporate sectors. Currently serving as Finance Manager in Budget Development and Planning at WestEd, I lead cross-functional teams, manage complex budgeting and forecasting initiatives, and advise senior leadership on financial strategy and operational efficiency.I specialize in building scalable financial models, developing custom reporting tools, and improving forecasting accuracy using platforms such as Workday Adaptive Planning, IBM Cognos, Oracle PeopleSoft, Salesforce, Excel, and Smartsheet. My legal background enhances my ability to interpret contracts, drive compliance, and support risk-informed decision-making.I am committed to aligning financial planning with organizational goals, mentoring high-performing teams, and simplifying financial data to support executive-level decision-making.Core Competencies:• Financial Planning and Analysis (FP & A)• Budget Development and Forecasting• Cross-Functional Team Leadership• Nonprofit and Grant Compliance• Executive Reporting and Financial Modeling• Legal and Contract Review• Adaptive Planning, IBM Cognos, Salesforce, Smartsheet• Scenario Planning and Strategic Decision Support• Process Improvement and Operational Efficiency
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