José A. Olivari Marrero
San Juan
Summary
Dynamic professional with extensive experience at BPPR, excelling in data analysis and employee supervision. Proven track record in developing innovative Portfolio management tools and establishing effective compensation plans. Proficient in MS Excel and Power Bi, driving strategic insights to enhance business performance and client satisfaction.
Overview
13
13
years of professional experience
Work History
Senior Supervisor
BPPR- Retail Segments & Business Strategy
03.2025 - Current
Supervised a team that:
- Calculated, analyzed and presented results for BPPR's most affluent client segment.
- Established goals and compensation plans for business and sales teams.
- Developed unique portfolio management tools for Private Bankers and other personnel.
- Conducted ad-hoc client analyses to support business strategies and special projects.
Senior Business Analyst/Business Analyst
BPPR- Analytics & Customer Insights
06.2019 - 03.2025
- Calculated, analyzed and presented results for BPPR's most affluent client segment.
- Established goals and compensation plans for business and sales teams.
- Developed unique portfolio management tools for Private Bankers and other personnel.
- Conducted ad-hoc client analyses to support business strategies and special projects.
- Prepared budgets and forecasts to support financial planning objectives. Monitored general ledger accounts to ensure accuracy and compliance.
Financial Analyst
Popular Inc
01.2012 - 06.2019
- Preparation of 10Q and 10K Notes for the SEC Reporting team.
- One of two Analysts responsible for XBRL tagging.
- Preparation of Call Report & Y9C schedules for the Regulatory Reporting team.
Education
Bachelor of Science - Business Administration- Major in Accounting
Polytechnic University of Puerto Rico
San Juan, Puerto Rico05-2011
Bachelor of Science - Biology
University of Puerto Rico- Mayagüez Campus
Mayagüez, Puerto Rico05-2002
Skills
- Innovation skills
- Data analysis
- Employee supervision
- Staff oversight
- Documentation and reporting
- MS Excel, Word & Power Point
- Power Query & Power Bi
- Cognos
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Timeline
Senior Supervisor
BPPR- Retail Segments & Business Strategy
03.2025 - Current
Senior Business Analyst/Business Analyst
BPPR- Analytics & Customer Insights
06.2019 - 03.2025
Financial Analyst
Popular Inc
01.2012 - 06.2019
Bachelor of Science - Business Administration- Major in Accounting
Polytechnic University of Puerto Rico
Bachelor of Science - Biology
University of Puerto Rico- Mayagüez Campus
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