Otto Montoya — Data Analyst
Clear insights from complex data. End-to-end across the BI stack.
I'm a Data Analyst with a Bachelor's in Informatics Engineering and Digital Business.
I specialize in Tableau and Amazon QuickSight, and I've built interactive reporting and
internal tools with Retool across e-commerce, education, non-profit, energy, and cybersecurity.
From understanding business questions and defining KPIs, to designing dashboards, to building
the governance models that keep data secure and trustworthy.
- 696 → 12 access paths consolidated for one Tableau deployment
- 5 industries served: cybersecurity, automotive, non-profit, energy, SaaS
- ~15 legacy dashboards rebuilt for a global manufacturer
- 3+ years end-to-end BI, from KPI to delivery
Skills
- BI & Visualization: Tableau, Tableau Online, Amazon QuickSight, Power BI
- Data & Cloud: Snowflake, Amazon Athena, Amazon S3, Neon, Azure ETL
- Dev & Workflow: Retool, SQL, Python, Pandas, Jupyter, dbt, ETL pipelines
- Supporting: Excel-based BI, Laravel / PHP, Dashboard embedding, Tableau Extensions
Projects
Governed Data Access at Scale — Cybersecurity SaaS
Role: Data Analyst & BI Specialist | Tools: Tableau, Snowflake, dbt | 1 year
Redesigned row-level security in Tableau, reducing 696 access paths to 12 maintainable rules and eliminating all risky data sources. Restructured ~30 team folders into 5 global, access-regulated folders. Built admin monitoring dashboards reducing admin workload ~70%.
Impact: 696 → 12 access paths. 100% risky data sources removed. ~70% reduction in admin workload.
Market Research Dashboards for a Global Automotive Manufacturer
Role: BI Developer | Tools: Tableau | 6 months
Built the Tableau visualization layer of a custom market research analytics platform, delivering ~15 dashboards from sketch-based designs that surface customer insights by market segment. Dashboards embedded into the client's internal portal enabling cross-tabulation and longitudinal analysis.
Case study: https://www.stxnext.com/case-study/market-research-platform
BI Layer for an Open Source Foundation's Salesforce Migration
Role: BI Consultant | Tools: Amazon QuickSight, Snowflake | 3 months
Designed and built three QuickSight dashboards on a Snowflake-backed data layer covering CRM, web analytics, and GitHub community activity — all redesigned from scratch as part of the client's move off Salesforce reporting. Three data sources unified in a single controlled BI environment.
Case study: https://www.stxnext.com/case-study/salesforce-optimization
Revenue Reporting & Workflow Apps for an Energy Company
Role: BI & Workflow Applications Developer | Tools: Amazon QuickSight, Retool, AWS | Ongoing
Built revenue reporting dashboards in QuickSight and interactive Retool workflow apps with dynamic fields, conditional logic, and validation rules to automate manual processes and improve data quality.
Rationalized BI for an Email Client Product Team
Role: BI Consultant | Tools: Amazon QuickSight, Neon, Salesforce | 3 months
Standardized a fragmented Salesforce reporting landscape by introducing QuickSight and consolidating many overlapping dashboards into flexible KPI views with daily-to-yearly time-range switching. Delivered full QuickSight structure for a company-wide rollout.
Real-Time Manufacturing Analytics for a Global Heavy Industry Manufacturer
Role: BI Developer | Tools: Amazon QuickSight | 3 weeks
Implemented a four-view real-time manufacturing analytics suite in AWS QuickSight from production design mockups, covering furnace process monitoring and a 2,000+ asset rotating equipment fleet with conditional formatting, interactive filtering, and cross-view drill-down navigation.
Experience
- Data Analyst at STX Next (Present) — Leading dashboard and governance work end-to-end across multiple client industries.
- Jr. Data Analyst at STX Next (2024–2025) — Shipped client BI work in Tableau and QuickSight; supported migrations and data modeling.
- Jr. Data Analyst at Inquire Business Consulting (2023–2024) — Reporting and analytics for cross-industry clients; early dashboard design work.
- Software Engineer Intern at Inquire Business Consulting (2023) — Internship across data and product systems; foundation in engineering practices.
Education
- Data Science and Machine Learning — MIT Schwarzman College of Computing
- Python Data Structures — Universidad Austral
- Bachelor's in Informatics Engineering & Digital Business — Universidad Anáhuac Mayab