Joe Martins

About Joe Martins

I am a Principal Consultant at CFO Solutions, LLC, a leading provider of enterprise performance management solutions, with over 10 years of experience in financial planning and analysis (FP & A), data analytics, and business intelligence. I hold a Planful Certification, which demonstrates my technical aptitude and creativity in designing and implementing dynamic and structured planning applications that align with the clients\' business needs and goals. I am passionate about optimizing financial processes, leveraging data-driven insights, and enhancing strategic decision-making for my clients and colleagues. I also enjoy learning and applying new skills, such as data science and programming, to deliver innovative and efficient solutions. As part of the CFO Solutions team, I collaborate with and empower diverse and talented professionals to achieve performance excellence and growth.

Experience

1. Senior Solutions Architect

   Cfo Solutions

   Oct 2025 — Present

   As the Senior Solution Architect at CFO Solutions, I drive the design and delivery of enterprise financial planning, reporting, and consolidation solutions. I connect strategy with execution—architecting scalable Planful systems that transform finance from performance management to strategic enablement.What drives me is helping finance professionals reclaim time, clarity, and impact—so FP & A and accounting teams can spend less energy wrestling with data and more energy driving strategy, insight, and business growth.With 10+ years in financial technology, I lead cross-functional teams through full-cycle solution delivery, aligning technical architecture with business outcomes. My focus is building systems that empower smarter decisions, stronger teams, and more confident organizations.Expertise: Planful Implementation | ERP Integration | Financial Model Design | Data-Driven Forecasting | Executive-Level Reporting | Process Optimization

Education

• University of Wisconsin–Oshkosh

  Bachelor of Business Administration, Finance w/ Emphasis in Cost Mgmt.

  2008 — 2013

Skills

• Word
• Program Management
• Process Scheduler
• Accounting
• Problem Solving
• Business Strategy
• Microsoft Excel
• Powerpoint
• Business Analysis
• Strategic Planning
• Access
• Attention to Detail
• Excel
• Teamwork
• Outlook
• Microsoft Office
• Financial Analysis
• Analysis
• Data Analysis
• Performance Management
• Budgets
• Finance
• Inventory Management
• Leadership
• Team Building
• Process Improvement
• Interpersonal Communication Abilities
• Insurance
• Photoshop
• Customer Service
• Time Management
• Microsoft Word
• Team Leadership
• Public Speaking