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Carlos J. — Senior Business Intelligence Lead from United States

Carlos J.

Senior Business Intelligence Lead

United States 6+ years
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Languages
EnglishSpanish
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About

Carlos J. is a Senior Business Intelligence & Data Analytics Leader with over a decade of experience in the pharmaceutical, retail, and technology industries. He holds a Business Administration Degree from Universidad Anáhuac Sur, a Business Analytics Diploma from IEBS, and additional certifications from TEC Monterrey. Carlos has excelled as a Data Strategist, particularly in driving digital transformation by partnering with executive stakeholders to develop AI-enabled analytics solutions. At TATA, he led BI strategies, defined KPIs, and enhanced data reliability with tools such as Power BI, SSIS, and Power Automate. He has engineered scalable pipelines that improved operational efficiency and won awards for rapid implementations. His role at TREND involved designing predictive frameworks that informed merchandising strategies, and during his tenure at ALFAWASSERMANN, he delivered insights from large datasets, enhancing commercial optimization through advanced VBA automation. His expertise in data modeling and automating reporting processes effectively translates complex data into strategic business decisions.

Experience

  • BI Lead

    TATA · 2020 — Present
    Developed the comprehensive BI strategy for key functional areas, collaborating closely with cross-functional leaders to establish KPIs and create user-friendly dashboards that facilitate executive decision-making. Constructed scalable data pipelines and automated workflows with Power Automate, SSIS, and DAX. Promoted the adoption of self-service BI tools and instantiated best practices in data governance and visualization, aligning with global business goals. Enhanced Power BI data models and query performance to manage complex datasets, enabling quicker insights and adaptive responses to market shifts.
  • Business Analyst

    TREND · 2014 — 2020
    Developed and executed a predictive trend-forecasting framework to recognize emerging product trends, aiding leadership in adjusting merchandising strategies and inventory management. Engaged with senior functional leaders to pinpoint valuable analytics use cases, offering strategic recommendations that enhanced operational consistency and commercial performance. Improved data flows and quality controls to ensure reliable business insights for long-term strategic planning.
  • Sales & Marketing Coordinator

    ALFAWASSERMANN · 2012 — 2014
    Conducted thorough analysis of large datasets from Nielsen, Knoblock, Close-Up, and IQVIA, providing actionable insights that influenced strategic decision-making. Managed market research focusing on prescription trends and Sales Force Effectiveness (SFE) to enhance commercial operations. Created multiple Excel dashboards featuring advanced VBA automation for efficient quota management, KPI tracking, and incentive calculations. Reconstructed the medical database to refine targeting, coverage, and frequency strategies, optimizing field-force deployment. Assisted cross-functional teams by converting complex data into straightforward recommendations for expedited, data-informed decisions.

Skills & Expertise

Education

  • Business Administration Degree
    Universidad Anáhuac Sur · 2004 — 2008