Octavio Lozano
@octaviolozano
Business Analyst improving workflows and decision-making through data, dashboards, and automation.
What I'm looking for
I’m a Business Analyst with 8+ years of experience partnering with business stakeholders to improve processes, optimize workflows, and deliver technology-driven solutions. I translate business needs into scalable reporting and operational improvements that support enterprise transformation.
I specialize in gathering business requirements, analyzing complex datasets, and building interactive dashboards and executive reporting. Across legal operations and aerospace environments, I’ve developed Power BI, Tableau, and SQL-driven solutions, and I’ve used Power Query, SharePoint, Excel, and Power Automate to streamline workflows and improve data quality.
I also lead cross-functional initiatives—from validation and UAT support through production deployments—so solutions succeed in the real world. Recognized for using KPI dashboards, forecasting, variance analysis, and budget-to-actual reporting, I help teams make faster, data-informed decisions while reducing manual effort and operational risk.
Experience
Work history, roles, and key accomplishments
Partnered with attorneys, finance, IT, and stakeholders to gather requirements and deliver legal real estate reporting solutions. Built Power BI dashboards, improved reporting workflows, and supported UAT and deployments to ensure successful implementation.
Analyzed operational and financial data to identify trends, cost drivers, and risks, and recommended technology-driven process improvements. Developed KPI dashboards and forecasting/variance analysis to support executive decision-making.
Trust & Safety Analyst
Intelliswift
Apr 2022 - Dec 2022 (8 months)
Analyzed operational and policy enforcement metrics and produced reports and executive presentations to support stakeholders. Collaborated cross-functionally to improve moderation workflows using the Info First operational support tool.
Investigated abuse trends and analyzed structured datasets to identify operational risks and recommend process improvements. Documented findings and collaborated with stakeholders to support compliance and operational objectives.
Reviewed political and public-interest content to ensure compliance with platform policies and community standards. Used Excel to analyze operational performance metrics and produce recurring operational reports for performance management.
Administrative Assistant
Smith Robertson LLP
Jul 2017 - Aug 2018 (1 year 1 month)
Supported attorneys with billing coordination, document preparation, records management, and case administration. Maintained Excel trackers for deadlines and invoices while assisting with client matter organization for multiple attorneys.
Education
Degrees, certifications, and relevant coursework
The University of Texas at Austin
Bachelor of Arts, Political Science
Bachelor of Arts in Political Science from The University of Texas at Austin.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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