Patricio Lozano, Developer in Maple Grove, MN, United States
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Patricio Lozano

Verified Expert  in Engineering

Bio

Patricio is a database developer with 10+ years of experience in consulting and data analytics for clients in the health, automotive, services, manufacturing, and food industries. He has tailored projects for companies like Coca-Cola, Cargill, and Nemak. Patricio's recent engagements involve developing data infrastructure using Singer, Python, AWS, and Data Build Tool (dbt), implementing sales, inventory, and operations planning strategies, and designing KPI frameworks across multiple areas.

Portfolio

Mosaic Data and Analytics
Data Build Tool (dbt), Data Architecture, Tableau, SQL, Data Analytics...
Mosaic Data and Analytics
Data Build Tool (dbt), Python, Data Analytics, Business Analysis, Tableau...
Exertus Consulting
Excel VBA, SQL, Microsoft Power BI, Tableau, Alteryx, Stakeholder Management...

Experience

  • Data Analytics - 10 years
  • Microsoft Power BI - 8 years
  • Tableau - 8 years
  • SQL - 7 years
  • Data Build Tool (dbt) - 5 years
  • Amazon Redshift - 5 years
  • Python 3 - 5 years
  • dbt Cloud - 3 years

Availability

Part-time

Preferred Environment

MacOS, Microsoft Power BI, Tableau, SQL, Amazon Redshift, Data Build Tool (dbt), dbt Cloud, Data Analytics, Tableau Desktop, ETL Tools, Dashboards

The most amazing...

...thing I've developed from scratch is a real-time production control and reporting user interface for manufacturing process control.

Work Experience

Analytics Engineer | Data Architect

2023 - 2025
Mosaic Data and Analytics
  • Designed and implemented a new data architecture for a healthcare insurance administrator, with the objective of setting the basis for self-service analytics using star schemas.
  • Leveraged dbt (data build tool) to setup base, transformation, and reporting layers.
  • Ensured data quality and accuracy by implementing source, transformation, and reporting tests that can be monitored using Elementary (plug-in for dbt).
  • Led the design of new data models, bringing together more than five different source systems (claims, enrollment, ERP, and third-party app data).
  • Designed the key process indicators along with a product team. Developed dashboards using the dbt reporting layer for data consumption and Tableau for data visualization.
  • Decreased 90% of time spent on data integration, analysis, and presentation by offering automated, scalable, and reusable datasets.
  • Implemented and maintained dbt core in EC2 server and scheduled daily runs in Lambda AWS.
Technologies: Data Build Tool (dbt), Data Architecture, Tableau, SQL, Data Analytics, Dashboards, Business Intelligence (BI), Data Analysis, Git, Dimensional Modeling

Analytics Engineer

2020 - 2023
Mosaic Data and Analytics
  • Developed a demand planning forecasting tool managed by Marketing, Finance, and Sales. The sales forecast used the Holt-Winters Algorithm to account for time series and seasonality.
  • Contributed to forecast with no collaboration, achieving more than 80% accuracy with high acidity.
  • Performed data analysis based on forecast and sales history. Created dashboards and reports for different business areas, reducing analysis time from weeks to hours.
Technologies: Data Build Tool (dbt), Python, Data Analytics, Business Analysis, Tableau, Microsoft Power BI, SQL, ETL, Data Visualization, Data Architecture, Data Engineering, Data Warehouse Testing, Tableau Desktop, Web Dashboards, Tableau API, ETL Tools, Dashboards, Business Intelligence (BI), Data Analysis, Git, DAX, Dimensional Modeling, Power BI Desktop

Business Intelligence Manager

2017 - 2020
Exertus Consulting
  • Designed and developed KPI reports for multiple clients.
  • Analyzed new information swiftly in a time-critical environment, showcasing adeptness in handling rapid data assessments.
  • Served as the primary liaison for data analysis and quality assurance, ensuring all client presentations were meticulously reviewed and refined before delivery.
Technologies: Excel VBA, SQL, Microsoft Power BI, Tableau, Alteryx, Stakeholder Management, Business Analysis, Business Requirements, Data Analytics, Microsoft Excel, Excel Macros, Data Visualization, Data Architecture, Data Warehouse Testing, Tableau Desktop, Dashboards, Business Intelligence (BI), Google Sheets, Data Analysis, Microsoft Access, Visual Basic for Applications (VBA), DAX, Power BI Desktop

Senior Management Consultant

2012 - 2017
Exertus Consulting
  • Worked with clients to identify business problems and create solutions based on process, technology, and people.
  • Developed an inventory management solution for a food industry client that allowed them to increase service levels above 90% and reduce inventory value by more than $1 million.
  • Provided guidance on how to set up a material resource planning module in SAP. Workflows were automated, which led to better decision planning.
  • Designed and implemented an inventory tracking solution (categorizing inventory, creating bills of materials, and adding cost analysis) that allowed for better planning and data analysis for decision-making.
  • Moved quickly between clients and understood their processes and technologies. Not all clients used the same ERP, so I had the opportunity to work with SAP, Oracle, JD Edwards, and QuickBooks.
Technologies: Business Analysis, Inventory, SAP ERP, Enterprise Resource Planning (ERP), Inventory Management, Data Visualization, Microsoft Power BI, Tableau, SQL, Business Intelligence (BI), Google Sheets, Data Analysis, Microsoft Access, Visual Basic for Applications (VBA)

Experience

Logistics Data Infrastructure

Developed the data infrastructure of a logistics company from the ground up. I employed all tools available to automate reports, which involved:
• Connecting it to five different data sources.
• Understand how data relates to each data source.
• Utilizing AWS Lambda to schedule data extraction runs, dbt cloud for data transformation, AWS Redshift as a relational database, and Power BI for embedded analytics.

Dashboard Processing Time Reduction

Served as a business analyst and BI developer and analyzed requirements with clients. I turned requirements into actionable technical requests by writing technical documents or dashboard wireframes. Also, I built data models using SQL and dbt and created C-suite reporting using Power BI and Tableau.

This reduced their dashboard processing time from five days to a few minutes.

Demand Planning Forecast

An important company in the soda business required a 12-month forecasting tool to plan its demand and logistics pipeline, including procurement, inventory, and production.

I created a forecasting model using a time series algorithm (Holt-Winters) that considered seasonality, product replacements, and trend analysis to obtain a 12-month forecast that improved accuracy from 70% to 85%.

The model used a 24-month weekly sales history at the SKU/client level, and a script deployed in AWS ran once a week to generate a forecast. That same forecast was later collaborated by sales, finance, and marketing to include any changes in expected demand to create an integrated business plan (IBP) shared with manufacturing and procurement.

Skills

Libraries/APIs

Tableau API

Tools

Microsoft Power BI, Tableau, Microsoft Excel, Tableau Desktop, Microsoft Access, Power BI Desktop, dbt Cloud, Google Sheets, Git

Languages

SQL, Excel VBA, Visual Basic for Applications (VBA), Python 3, Python

Paradigms

Business Intelligence (BI), ETL, Dimensional Modeling

Platforms

MacOS, Alteryx, AWS Lambda

Other

Data Build Tool (dbt), Business Analysis, Business Requirements, Data Analytics, Data Visualization, Data Engineering, Web Dashboards, ETL Tools, Dashboards, Data Analysis, DAX, Amazon Redshift, Stakeholder Management, Excel Macros, Data Architecture, Data Warehouse Testing, Excel Expert, Inventory, SAP ERP, Enterprise Resource Planning (ERP), Inventory Management

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