Joe Martins

Senior Solutions Architect @Cfo Solutions

Appleton, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Senior Solutions Architect @Cfo Solutions

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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

2008 — 2013

University of Wisconsin–Oshkosh

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

SKILLS

WordProgram ManagementProcess SchedulerAccountingProblem SolvingBusiness StrategyMicrosoft ExcelPowerpointBusiness AnalysisStrategic PlanningAccessAttention to DetailExcelTeamworkOutlookMicrosoft OfficeFinancial AnalysisAnalysisData AnalysisPerformance ManagementBudgetsFinanceInventory ManagementLeadershipTeam BuildingProcess ImprovementInterpersonal Communication AbilitiesInsurancePhotoshopCustomer ServiceTime ManagementMicrosoft WordTeam LeadershipPublic Speaking

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.

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