Lucas Wissinieuski Bertoldo

▪ Manage a team of 7 Data Analysts and an offshore team of 30 product specialists focused on improving product catalog, data quality, and data management protocols, with a focus on enhancing business insights. ▪ Redesigned outdated processes and implemented two automations along with an OCR system, applying process engineering to streamline operations and reduce annual costs by a total of USD 600,000. ▪ Designed and implemented a scalable data update process for fitment and channel attributes, replacing a manual workflow and increasing SKU processing capacity by over 10x. ▪ Leading data and product-driven initiatives to improve sales performance by conducting competitor analysis and enhancing product listings with enriched attributes for better indexation and visibility. ▪ Decentralized process knowledge by documenting all critical workflows and delivering hands-on training to ensure full team capability and operational resilience.

As a Senior Data Strategist Analyst I am planning and managing the stages of quantitative analyses, ensuring they are well integrated with qualitative data to achieve comprehensive results. Through close collaboration with clients, I learn what kind of analysis they need and provide appropriate user survey solutions. My responsibilities comprise gathering, interpreting, and validating customer databases to guarantee that they contain correct and pertinent information thus facilitating the best possible analytics. Besides technical knowledge and skills, I possess expertise in engaging stakeholders as well as generating insights. In client meetings, this means serving on behalf of the analytics team when presenting reports, driving delivery discussions, or even acting as an authority on matters regarding Data Analytics. This is possible because I am skilled at performing intricate analyses using advanced statistical techniques and tools for data analysis enabling me to identify trends that can be acted upon. By connecting research findings to customers’ business problems/opportunities, I communicate them through clear storylines that attract action while ensuring their utility is aligned with business objectives. The aforementioned elements indicate my commitment to inculcating a Customer Insight Culture within organizations by creating dashboards and nurturing automatic data processes until they become part of the culture.

As a Solar Advisor at MySolar, I consistently engaged an average of 150 potential clients daily, promoting the adoption of our solar solutions. Over a four-week period, I successfully engaged and qualified over 1,000 clients for solar solution uptake. I was responsible for the creation and maintenance of a robust sales pipeline, generating an average of 6 leads daily with an outstanding conversion ratio of 2 leads per week. I am proficient in booking and coordinating meetings with potential clients, maintaining appointment schedules, and fostering strong relationships with booked clients.

As a Business Data Manager, I brought robust organizational capability in planning and managing priorities, functional leadership abilities, and experience in the translation of high-level business requirements into functional and system requirements, all aimed at ensuring quality and accuracy throughout the software release by applying the principles and standards of safety and quality. I have wide-ranging experience in the full SDLC, from project initiation to conceptual design, definition of requirements, functional specification, assurance in quality, system testing, and implementation. I have experience in designing and implementing Workday solutions for Payroll and Time Tracking, writing functional and technical specifications for system enhancements, and executing User Acceptance Testing that ensures optimal results. I bring along advanced requirements elicitation methods and proficiency in a host of technical tools such as MS Office, MS SQL Server, SAS, VBA, Python, R, Tableau, Power BI, SAP, Hadoop, etc. I have had immense success working for more than 15 companies in multiple industries, analyzing huge datasets for actionable insights toward strategic decision-making some results actually bringing in massive revenue increases for those organizations. My role also entails the facilitation of internal and external audits. I put great effort into verifying data, technology, policies, and projects in the electronic systems for possible risks. I also facilitate testers during the development of test plans, test cases, and test scripts for operational validation and offer assistance quickly when technical issues have to be trouble-shot in in-service systems. Furthermore, I will create IT policies and procedures that would ensure security controls are put in place to minimize vulnerabilities and provide operational efficiency and security for my clients.

As a senior product analyst, I took on a pivotal role in the data and analytics domain, specifically within squads. My responsibilities extended beyond technical expertise, as I served as a bridge between technical and non-technical stakeholders, facilitating the smooth communication and alignment of objectives. One of my key contributions was actively participating in the agile methodology by assisting in the formulation and refinement of user stories. Furthermore, I played a vital role in the development of executive dashboards, consolidating comprehensive information on the FGTS anniversary withdrawal product. These dashboards served as a powerful tool for stakeholders, providing valuable insights and enabling data-driven decision-making. Leveraging my analytical skills, I conducted in-depth analyses to uncover opportunities for product enhancement and evolution. Another aspect of my role involved collaborating with cross-functional teams to ensure the successful implementation and delivery of technological solutions. I actively engaged in the homologation process, meticulously testing and validating the functionality and performance of these solutions. This quality assurance step helped guarantee that the technology being deployed met the required standards and expectations. Moreover, I took charge of monitoring and tracking squad performance indicators, meticulously measuring the progress and success of our initiatives. By analyzing these metrics, I was able to identify areas of improvement, propose optimization strategies, and contribute to the continuous growth of the squad. Overall, my multifaceted role as a senior product analyst allowed me to leverage my technical expertise, analytical acumen, and agile methodology proficiency. By bridging the gap between technical and non-technical stakeholders, I facilitated effective communication, supported informed decision-making, and played an integral part in the success of the FGTS anniversary withdrawal product.

In my capacity as a senior analyst, I experienced substantial growth in my role, assuming a pivotal position as the key driver of automation within the directorate. My responsibilities expanded to encompass the oversight of automation initiatives spanning across five departments, with a comprehensive focus on diverse aspects. This encompassed ensuring the availability of infrastructure, proactively addressing risks, including audit points and internal findings, diligently monitoring costs both within our organization and with external stakeholders, effectively capturing the tangible benefits derived from projects, and proactively enhancing indicator dashboards for enhanced control, monitoring, and the generation of novel insights that would propel the automation efforts forward within the directorate. This holistic approach enabled me to assume a proactive and strategic role in driving automation adoption, maximizing operational efficiency, and positioning the directorate for continuous improvement and success.

As an analyst, my involvement in the automation agenda deepened as I continued to develop, create, and maintain automation projects in VBA (Access and Excel) and C#. Taking on a leadership role, I successfully delivered the new technology infrastructure for the department, overseeing its entire lifecycle from the initial conception of the tool pillars to the final implementation, utilization, and management. Following the completion of the technology infrastructure, I joined a team of thirteen external developers, collaborating closely to design architectures for new solutions. Alongside this responsibility, I managed the contract, monitored the costs associated with the external developers in the department, and reported on the captured benefits resulting from the projects delivered by our team. Additionally, my involvement in the development of innovative dashboards continued, enabling online data accessibility and generating valuable insights for process enhancement, project valuation, goal projection, and performance indicators. I also prepared materials for executive committees to support informed decision-making. Lastly, I assumed a role in the risk agenda, ensuring that all tools and infrastructure developed within the automation initiatives adhered to ISO standards and the company's internal policies. This commitment aimed to promote a compliant and secure operating environment for the organization.

As a junior analyst, I held diverse responsibilities centered around creating, developing, and maintaining VBA (Excel and Access) and C# automations with the goal of enhancing processes. In addition to that, I took charge of creating, developing, and maintaining monthly process indicator dashboards, which not only offered valuable insights for process evolution and risk mitigation but also contributed to projects' valuation. Furthermore, I assumed a leadership role in preparing materials for executive committees, guaranteeing seamless presentations on compensation area operations and checkbook activities.

Criação de automações para a agenda de compensação na Superintendência de cheques, visando a melhoria do processo e da experiência do cliente. Criação e acompanhamento de indicadores do produto. Ponto focal de automação e dados da área de compensação de cheque.

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