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Juan Orozco
[email protected]
Austin, TX
(617) 642-1435
linkedin.com/in/jgorozco
HIGHLIGHTS
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Masters of Science degree in Marketing Analytics. MBA
Passion for analytics and business intelligence. Experienced in leading data-intensive projects across multiple levels of the
organization, developing executive level analytic tools, and implementing reports and dashboards in multiple platforms.
Advanced knowledge of SQL, Tableau, Teradata, SAS. Experienced VBA programmer.
PROFESSIONAL EXPERIENCE
Charles Schwab
March 2015 – June 2016
Marketing Database Manager
o Performed statistical analysis using internal and external data to provide insights on Schwab’s call center performance.
Extracted data using SAS and SQL.
o Designed and deployed Tableau dashboards catered to different audiences (for executive and operations levels). Used
features such as hierarchies, filters, calculated fields, and parameters in Tableau.
o Developed advanced queries in Teradata SQL and SAS to retrieve data for dashboards from data warehouse. Wrote multiple
procedures (procs) and macros in SAS, to automate queries and speed up reports. Implemented SQL queries in Tableau to
retrieve data from Teradata data warehouse.
o Managed pipeline for analytic projects.
o Coached team members on analytics and dashboarding best practices.
Dell Inc.
October 2014 - February 2015
Marketing Analyst
o Wrote advanced queries in SQL to analyze Dell’s consumer market performance and trends, in both retail and direct
channels.
o Updated dashboards on Dell’s retail and direct consumer channels on main market trends.
o Wrote macros in SAS to perform data cleansing and other advanced operations. Used Enterprise Miner to analyze consumer
trends.
o Supported CRM and other internal clients with ad-hoc queries and analysis.
State Street
June 2013 - July 2014
Manager of Analytics
o Managed an entire project to reconcile background checks for all active and past employees of the company.
o Developed text matching algorithms to match employee records to background check records, taking into account
misspellings, date formatting issues, duplicate and inaccurate data.
o Implemented an Access database with 170,000 records of historical employee information, to reconcile background
information, and gather performance metrics.
o Manipulated, cleansed and processed data using Access, Excel, and VBA macros.
o Developed advanced SQL queries to match various sources of data, while maintaining high accuracy and reliability.
Fidelity Investments
February 2010 - May 2013
Senior consultant/senior developer
Information technology and management consulting firm serving clients across the United States
o Implemented over 25 different tools in Excel/VBA for Fidelity’s Pricing Team. Tools automated advanced pricing analysis,
generated reports, sent emails out, and improved overall accuracy and timeliness by reducing manual intervention.
o Participated in the migration of several file servers, and provided support to internal teams. Programmed a scanning tool that
scanned files’ code and spreadsheets for needed changes. Tool reviewed over 500 files and remediated where needed.
Provided support during testing and migration.
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The Excel Guru
November 2008 - February 2010
Lead developer/founder
o Developed and implemented various Excel/VBA solutions for several consulting clients. Analyzed existing processes and
implemented solutions according to customer needs, and taking into account process requirements and data structure.
Clients included IDC, Lux Research, and Adobe.
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Consulted for clients on data algorithms, and implemented entire data processes in Excel. Generated tools for clients to
require minimum maintenance and code updates. Trained clients in use of tools.
Microsoft Corporation
August 2007 - November 2008
Market Intelligence Manager (PC Market Intelligence Team)
o Produced market intelligence and insights to influence business decisions through the understanding of the PC market.
o Partnered with various levels of the organization to define and structure market research plans and assure their alignment
with corporate strategies.
o Developed dashboard-like presentations to report on main PC market trends to various levels of the organization.
o Developed quantitative models to estimate Linux-based netbook shipments by region, to assess Microsoft’s risk and potential
market share erosion of Windows licenses.
IDC (Framingham, MA)
March 2000 - August 2007
Premier global provider of market intelligence, advisory services for the information technology
Research Manager/ Research Analyst
Designed, implemented and developed all data processes for the Worldwide Black Book, IDC’s premier IT spending database.
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Redesigned overall data platform and processes for the Worldwide Black Book. Implemented new data tools to collect data
from research sources. Integrated data and delivered in new format contained in an interactive Excel tool. Process
improvements allowed the database to be delivered on a quarterly basis, and at different levels of access for different
regions.
Designed an econometric model to estimate IT spending by state, industry, and technology for the 50 US states using
economic and geographic data.
Automated the production tool for the Black Book. Tool generated 400 Excel tables in less than 1 minute.
Sodimac (Bogotá, Colombia)
January 1995 - May 1997
Colombia’s first and largest home-remodeling retail chain
Logistics Assistant Manager/ Logistics Analyst
o Integrated several store databases into a single Access database, and generated comparative statistics across stores to assist
in purchasing and replenishment strategies.
o Designed and implemented procurement management tools based on quantitative mathematical models for sales and
purchasing departments to improve financial performance and increase inventory turnover.
EDUCATION
MS in Marketing Analytics
October 2011
Bentley University, Waltham, MA
Course work included:
 Survey design and methodologies, decision trees, neural networks, linear and logistic regressions, factor analysis
 Advanced use of SPSS, SAS, and SQL (Oracle 10)
MBA
F.W. Olin Graduate School of Business at Babson College, Wellesley, MA
BS, Industrial Engineering
Universidad de los Andes, Colombia
1997 - 1999
1994
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