Ed Martinez is an Industry Practice Lead in the Financial Institutions practice of Kaufman Hall, responsible for overseeing the consulting team that implements the firm’s Axiom Software Budgeting and Forecasting solutions for banks, credit unions, and other financial institutions nationwide.
Mr. Martinez has more than 15 years of experience in banking, finance, and business analytics. Prior to joining Kaufman Hall, he served in various leadership positions with banks ranging in size from $13-$26 billion in assets. Mr. Martinez’s most recent position was Vice President, Finance Manager with BankUnited in Miami. His experience includes leading budgeting and forecasting processes, and assisting on Dodd-Frank Act Stress Test submissions. He has successfully designed, developed, and implemented various budgeting and forecasting software platforms, including Axiom EPM.
Mr. Martinez holds an M.B.A. from the University of Southern Mississippi and a B.B.A. in Finance from Florida International University.