Lucas Santos

About Lucas Santos

Experienced Business Intelligence and Data Analytics ProfessionalWith over 8 years of dedicated experience in Business Intelligence and Data Analytics, I specialize in helping business stakeholders and leadership harness the power of data. My passion lies in leveraging BI platforms such as Tableau, PowerBI, and MicroStrategy to uncover actionable insights that propel business growth and efficiency. Throughout my career, I have consistently demonstrated my ability to translate complex data into clear, actionable insights, enabling organizations to optimize their operations and achieve their strategic objectives. I am adept at designing and implementing data visualization solutions that provide real-time analytics and comprehensive reporting, empowering teams to make data-driven decisions with confidence.

Experience

1. Director, Sr Lead Analytics Engineering and Enablement

   Morgan Stanley

   Sep 2024 — Present · US

   BUSINESS INTELLIGENCE: Drive comprehensive end-to-end Business Intelligence initiatives by architecting and deploying sophisticated dashboards using Tableau and Power BI. Utilize advanced SQL, Python, and DataIku methodologies to extract, transform, and analyze expansive datasets, thereby generating user friendly semantic models for business data self-service analytics DIGITAL TRANSFORMATION: Collaborate with executive stakeholders and cross-functional team leads across MSIM business units to pinpoint opportunities to transform legacy analytics processes into modern, scalable applications by integrating modern BI technologies such as Tableau,PowerBI, and DataIku. BUSINESS INTELLIGENCE ENABLEMENT: Champion a culture of data excellence by promoting best practices in data visualization and analytics. Develop and facilitate comprehensive training programs on state-of-the-art analytics tools, self-service BI, and advanced reporting techniques, ensuring widespread adoption across the MSIM organization and fostering a data-literate, empowered workforce.TECHNOLOGY AND INNOVATION: Partner with IT leadership to evaluate, pilot, and implement cutting-edge analytics platforms, ensuring our firm’s data ecosystem remains agile, secure, and competitive. Drive the strategic rollout of innovative solutions that not only enhance analytics capabilities but also mitigate data privacy and regulatory risks, reinforcing our commitment to sustainable digital innovation.

Education

• Bentley University

  Bachelor of Applied Science - BASc, Finance

  2010 — 2012

• Questrom School of Business, Boston University

  Master of Business Administration (MBA), Strategy & Innovation

  2016 — 2018

• Bunker Hill CC

  AS, Finance

  2008 — 2010

Skills

• Financial Analysis
• Financial Modeling
• Finance
• Corporate Finance
• Financial Reporting
• Valuation
• Forecasting
• Project Finance
• Microsoft Excel
• Accounting
• Variance Analysis
• Budgets
• Sql
• Ibm Mainframe
• Db2
• Investments
• Tableau
• Business Analysis
• Business Intelligence
• Data Analysis
• Relational Databases