A total of 10 years of working experience in the BI field:

Experienced in

  • Analysis techniques and Statistical Packages.
  • Reports, Scorecards & Dashboards creation.
  • Data flow – Manipulation and impacts.
  • Detailed Presentations for significant audiences (size & hierarchies).
  • Mapping and Data Managing – multiple processes.
  • Working with Global teams in different Time Zones.
  • Working Independently and Collaboratively.
  • Being accountable for projects and decision making.
  • Technology Platforms / Software and High-tech Industries.

Technical Skills

Certifications and Special programs

2019 SQL

Instituto de Capacitación y Asesoría en Informática (ICAI – UNA)

2014 ITIL Foundations v3 Certified

IT Academy – Bank of America

2014 Cobit 4.0 Fundamentals

Certified – ISACA Group

2014 Six Sigma Green Belt

Training Curricula Completed – Bank of America

2014 MS SharePoint Designer (HTML Fund.)

Training completed by IT Academy – Bank of America

2003 – 2005 Programa Razonamiento Lógico Matemático

Universidad de Costa Rica. 2003 -2005

Formal Studies

Jan 2012 – Dec 2014

Licentiate – BA Emphasis in Marketing

Universidad Latina – Heredia, Costa Rica

Jan 2009 – Dec 2012

Bachelor – Business Administration

Universidad Latina – Heredia, Costa Rica


Spanish (native)

English (proficient)

Italian (60% in progress)

Professional Experience

Jan 2020 – Present

CEO & Founder tr.Optima Analytics

Organize, Analyze and Optimize our clients’ businesses, based on the DATA DRIVEN principle and thus interpret the data in a fast, visual, understandable and personalized way, enabling accurate and profitable decision making.

Jan 2020 – Present

Professor of the certification of «BUSINESS ANALYTICS & BIG DATA» Universidad Creativa

Covers the different areas of knowledge and skills for the profile of a data analyst, with the ability to understand the information needs of a business, apply techniques and good practices to transform data in information with business intelligence and analytics, data mining and an introduction to Big Data.

Oct 2018 – 2019

SR. Sales Insight Analyst (Business Intelligence Analyst 3) National Instruments (Software Plat. and Hardware Devices)

Design, develop, execute, and manage analytical and insight projects in support of NI’s domain experts and decision makers. Responsible for the consolidation, organization and validation of all business-related data, also for data analytics in the region by collaborating with global BI teams and leveraging enterprise platforms (e.g. Tableau, Oracle Business Intelligence OBIEE) as well as supplemental regional solutions leveraging alternative platforms when required (e.g. MS Excel, MS Power BI). Core Responsibilities: – Work with BI internal team members and business stakeholders to identify business insight needs, document requirements, design and develop analytical models/reports – Partner with business leaders to establish or improve necessary Key Performance measures and develop optimized solutions for delivery of all measures – Extract, transform and compile a variety of data (e.g. customer, product, sales, financial, web data) for use in various analytical and reporting models and dashboards – Maintain analytical and reporting models used to support recurring report and analysis needs across multiple stakeholder groups – Ensure timely and accurate generation of regular and ad hoc insights, ensuring consistency, accuracy, and standardization among various types of reports and reporting tools – Development of optimized insight solutions to increase the overall impact and promotion of accessibility of insight throughout the organization – Perform ad hoc analyses that lead to problem solving and business improving recommendations

Aug 2017 – Oct 2018

Business Development Analyst Manager VMware. (Virtualization – Distribution route-to-market)

Creating, implementing, tracking and supporting global distribution partner initiatives and related projects to better leverage partners in selling VMware solutions, hence supporting the team to analyze the business performance, identifying key business trends, and driving initiatives.

Deliverables/dashboards aims to highlight distributed performance in relative to the ecosystem, for different user groups with the objective of business analysis that allows to identify business opportunities, to increase operational efficiency and to drive reporting standardization through centralized dashboard creation and management. ⁻ Plan and execute scheduled data analysis to support business ⁻ Prioritize, define, and execute ad-hoc data analysis as needed ⁻ Refine scope, objectives and user group by dashboard ⁻ Support Distribution initiatives and strategic projects with reporting and analysis ⁻ Define business dashboards, requirements and metrics ⁻ Develop and design Tableau dashboards ⁻ Visualize data analytic ⁻ Iterate dashboard changes and deploy to production ⁻ Build PowerPoint presentation ⁻ Manage Dashboard roll-out and support ⁻ Collaborate with and manage expectations of stakeholders across multiple functions

Set 2015 – Dec 2018

Data Specialist Kareo Go Practice (Visualization – Distribution route-to-market)

Supporting, managing, and expanding upon the various data services offered at Kareo. Responsible for taking full ownership of integrating and transitioning client data from a multitude of sources and ensuring that it is integrated into Kareo successfully and accurately. Providing the most directed and informed support to the clients regarding their Practice’s needs in terms of their data and its application within the Kareo software utilizing expert and informed communication skills.

Analyzing data and ensuring the highest level of Quality Assurance checks to verify the accuracy and integrity of client data. – Responsible for maintaining support for all our various data services as in the retrieval, conversion, analyzing, importing, and Q/A’ing of client data. – Accurately analyze databases to identify the basic data modeling and work out a solid method to integrate client data with the Kareo system. – Provide in-depth and specialized support to clients utilizing our data services – understanding the client’s unique needs based on the system they are currently using, the means by which the data is extracted, format in which the data is delivered, and how this data is imported/integrated into the Kareo system. – Working inter-departmentally – with Sales, Marketing, CSC’s, Support, etc. – on a consistent basis while executing excellent communication between every party involved both a customer service and technical level to streamline the rendering of the service.

Set 2014 – Set 2015

Solution Analyst McKinsey Solutions. Horizon360 (IT – Platform)

Analysis of the numerical data that helped IT ’s worldwide organizations to quickly identify areas of performance improvement. Included traveling, studies, surveys and interviews to quickly recognize areas of opportunity for IT. End to end process typically took 2-3 weeks to carry out.

Collect data. >> Analyze. >> Benchmark >> Create an output.

Present results and findings to the interested party/client.

Jul 2010 – Aug 2014

Operations Analyst Bank of America. Global Technology and Operations (GT&O) (IT – Platform)

Responsible for the day-to-day analysis, research and resolution of a variety of problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. Assistance in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Full working knowledge of operations environment acquired through experience in an operations environment and on the job training.

– Reports and analysis development for operation teams across LATAM. – Definition and maintenance of reports and metrics including documentation and planning for business continuity. – Proactively determine root causes and possible solutions for operations problems. – Create and drive presentations for management. – Project Management fundamentals (1-4 months). – Proactive detection and drive of improvement opportunities. – Continuous establishment of goals and targets for new processes indicators. – Partnership with support functions to ensure successful achievement of operations goals.  

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