CARLOS MONTES
Miami,USA
Summary
Results-driven analytics leader with 10+ years of experience driving data strategy, financial forecasting, and operational excellence. Proven track record leading cross-functional teams, building scalable BI solutions, and transforming complex data into actionable executive insights. Expert in Power BI, SQL, and Python, with hands-on experience leveraging AI and advanced analytics to improve forecasting accuracy, automate reporting, and enhance business performance. Recognized for delivering high-impact dashboards, optimizing processes, and supporting strategic decision-making across enterprise environments.
Professional business leader prepared for challenges of Senior Manager role. Combines deep understanding of business operations with commitment to driving team success and achieving significant results. Renowned for adaptability in dynamic environments and collaborative approach to problem-solving, leveraging keen analytical and decision-making skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Manager, Analytics & Reporting
T-ROC
Miami, FL
01.2017 - Current
- Lead and develop a team of analysts delivering enterprise-level dashboards and reporting solutions using Power BI
- Drive analytics strategy supporting executive leadership, finance, and operations teams
- Design and implement automated reporting frameworks, reducing manual effort and improving data accuracy
- Conduct advanced analytics and regression modeling (Python/Jupyter) to forecast business performance and identify trends
- Deliver actionable insights that improve operational efficiency across multiple departments
- Develop KPI frameworks and executive dashboards used in strategic decision-making
- Manage cross-functional projects aligning business requirements with technical solutions
- Oversee data governance, reporting standards, and database management processes
- Evaluate and implement new technologies to enhance analytics capabilities and scalability
- Manage vendor relationships and support full lifecycle of analytics and reporting solutions
Senior Operations Support Analyst
12.2015 - 01.2017
- Analyzed business performance data and delivered strategic insights to sales and finance leadership
- Developed dynamic dashboards and reporting tools to track KPIs and improve visibility
- Led implementation of ADP system, including testing, validation, and user training
- Improved HR data accuracy by researching and correcting historical data gaps
- Automated reporting processes, saving 20+ hours per month through efficiency improvements
- Supported leadership teams with customized reporting and analytics solutions
IT Project Manager Consultant
Inmediata Health Group
San Juan, PR
06.2015 - 12.2015
- Led implementation of ICD-10 clinical systems and ensured EDI transaction readiness
- Managed full project lifecycle, including planning, execution, and stakeholder communication
- Coordinated cross-functional teams and ensured compliance with healthcare regulations (HIPAA)
- Oversaw system integrations and ensured usability across multiple healthcare platforms
- Conducted User Acceptance Testing (UAT) and ensured successful project delivery
IT Business Analyst Consultant
The Cervantes Group / MMM
San Juan, PR
06.2014 - 06.2015
- Developed Business Requirements Documents (BRDs), use cases, and workflow diagrams
- Defined project scope, milestones, and deliverables while tracking progress and resolving issues
- Collaborated with stakeholders to align business and technical requirements
- Participated in QA/testing phases and supported system implementations
- Ensured compliance with healthcare industry standards and regulations
PMO Business Analyst
Claro
San Juan, PR
05.2013 - 06.2014
- Gathered and analyzed business requirements across multiple enterprise systems
- Acted as liaison between technical teams and business stakeholders
- Supported full SDLC lifecycle including planning, execution, and monitoring
- Delivered documentation, status reports, and risk assessments for leadership
- Coordinated UAT processes and ensured successful project implementation
Business Analyst
DirecTV
San Juan, PR
02.2010 - 05.2013
- Analyzed and implemented business systems aligned with client requirements
- Supported QA testing, documentation, and system deployment processes
- Developed reporting solutions using IBM Cognos
- Provided end-user training and created technical documentation
- Ensured alignment between business needs and delivered solutions
Education
Master of Business Administration (MBA) - Marketing
Metropolitan University of Puerto Rico
Bachelor of Arts - Computerized Management Information Systems
Metropolitan University of Puerto Rico
Skills
- Analytics & BI: Power BI (Advanced – DAX, Data Modeling, RLS), Data Visualization, Dashboard Development
- Data & Programming: SQL (PostgreSQL), Python (Jupyter Notebook), Power Query, ETL Processes
- Analytics Techniques: Forecasting, Regression Analysis, KPI Development, Data Mining
- Tools & Platforms: Cognos, Excel, Data Warehousing Solutions
- Financial Forecasting (Revenue & EBITDA)
- Strategic Planning & Operational Optimization
- Team Leadership & Talent Development
- Project Management (Agile/Scrum)
- Process Improvement & Automation
- Strategic planning
- Cross-functional collaboration
- Operations management
- Cross-functional team coordination
- Data analytics
- Budget oversight
- Reporting management
- Reporting oversight
- Business performance management
- Team leadership
Accomplishments
Spearheaded the migration from QuickBooks to NetSuite, bridging business and technical teams to translate requirements, streamline processes, and ensure accurate data migration, resulting in improved financial reporting and system scalability.
Architected and deployed an end-to-end reporting solution by integrating database sources with Power BI, eliminating reliance on Excel and delivering scalable, automated, and interactive dashboards.
Developed and trained AI bots that allow business users to query data and obtain automated insights, reducing dependency on manual analysis and accelerating reporting processes.
Certification
CSM - Certified Scrum Master
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Manager, Analytics & Reporting
T-ROC
01.2017 - Current
Senior Operations Support Analyst
12.2015 - 01.2017
IT Project Manager Consultant
Inmediata Health Group
06.2015 - 12.2015
IT Business Analyst Consultant
The Cervantes Group / MMM
06.2014 - 06.2015
PMO Business Analyst
Claro
05.2013 - 06.2014
Business Analyst
DirecTV
02.2010 - 05.2013
Bachelor of Arts - Computerized Management Information Systems
Metropolitan University of Puerto Rico
Master of Business Administration (MBA) - Marketing
Metropolitan University of Puerto Rico