ErikaLozada

Analytics & BI Leader · Applied AI

Better decisions, built to last.

I focus on business problems and the commercial outcomes that solving them should deliver. I architected and delivered a regional BI and automation platform that replaced weeks of manual consolidation, and put an inspection app in the hands of more than 100 users across 12 countries. I work with senior leaders to agree what matters, then build what people rely on.

Projects

Independent work, built with AI agents under my direction

Career

I have spent more than 12 years turning data into decisions. I began in supply chain and commercial finance at Sandoz and Brown-Forman, working on inventory, pricing and campaign P&Ls. I then moved into analytics consulting with EY, Keyrus in London and Deloitte, and at Keyrus and Deloitte I managed people and led delivery teams. Most recently I led regional BI and automation for JLL's Microsoft Global Workplace Solutions account across Asia Pacific and chaired its global BI workstream across four service providers. Throughout, my work has been with senior leaders and technical teams, taking data projects from the first question to something people use.

Capabilities

Technical

  • What I do

    I design how source systems feed trusted, reusable data for reporting, with separate development, test and production environments.

    In practice

    At JLL I architected and built a regional reporting platform in Microsoft Fabric. Reusable dataflows and shared fact and dimension tables replaced weeks of manual consolidation and kept common business definitions consistent across reports.

    • Microsoft Fabric
    • Dataflows Gen2
    • Notebooks
    • Warehouses
    • Power Query
    • SQL
    • Python
  • What I do

    I build Power BI models people can trust, and reports that answer the question they were built for.

    In practice

    At Keyrus I rebuilt an inherited Power BI model whose relationships produced ambiguous results. I simplified the dimensions and introduced bridge tables, removing the problematic bidirectional relationships and improving performance.

    • Power BI
    • DAX
    • Tabular Editor
    • DAX Studio
    • row-level security
    • PBIP and Git
    • Tableau
  • What I do

    I replace spreadsheets and email chains with apps and flows that keep records and follow up on their own.

    In practice

    At JLL I took a mobile inspection prototype from Excel to Dataverse and expanded it for 65 sites in 12 countries, in four languages. Automated reminders and weekly reporting helped managers see missed inspections and target follow-up.

    • Power Apps
    • Power Automate
    • Dataverse
    • SharePoint
    • AI Builder
  • What I do

    I direct AI coding agents and check their work with requirements, tests, evaluation data and review by a second model provider.

    In practice

    At JLL I delivered English/Arabic Power BI reporting to production using AI coding agents, reusable skills and human validation. An Arabic-speaking colleague checked the translations; I directed the development and reviewed the outputs.

    • Claude Code
    • Codex
    • evaluation sets
    • cross-provider review
    • Power BI MCP tools

Leadership and ways of working

  • What I do

    I work with senior leaders to agree what to build, in what order, and what success looks like.

    In practice

    At JLL I turned workstream needs into an annual BI and automation roadmap, agreed with the client before delivery. I reviewed progress and dependencies monthly, recommending changes to scope or timing when priorities shifted.

    • discovery workshops
    • roadmaps
    • business cases
    • dependency and risk tracking
    • Azure DevOps
  • What I do

    I lead delivery teams and help people grow.

    In practice

    At Deloitte I led two data engineers and two analysts delivering marketing analytics, turning stakeholder requirements into team responsibilities and tracking delivery through Scrum. At Deloitte and Keyrus I also managed consultants’ development through coaching, feedback and performance reviews.

    • Scrum
    • coaching
    • performance reviews
    • workstream governance
  • What I do

    I connect analysis to price, margin, cost and return.

    In practice

    At Brown-Forman I assessed pricing and campaigns with Sales and Marketing, weighing margin and break-even against brand objectives. I made recommendations with clear P&L implications, including when a campaign could be worth running without breaking even.

    • P&L modelling
    • pricing
    • campaign break-even
    • FP&A reporting
  • What I do

    I build things other people can run after I leave.

    In practice

    At JLL I documented data lineage, dependencies and maintenance procedures so others could support the solutions I built. I also wrote Power BI guidelines and a new-starter pack, and led two-day Alteryx and Tableau workshops at Keyrus.

    • guidelines
    • lineage documentation
    • Confluence
    • workshops

Roles

  1. Independent applied AI projects

    Oct 2026 – present · Melbourne

    Four personal projects built with AI coding agents under my direction. I set the requirements, made the decisions and tested the results; the agents wrote the code.

    Deliverables
    • A bilingual English/Arabic Power BI report built as code on open data
    • CrateDigger, a record-buying assistant field-tested in shops
    • reelkit, a storyboard-first reel pipeline
    • agent-kit, the working method for running several agents at once
    Technologies
    • Claude Code
    • Codex
    • Python
    • Power BI
    • Microsoft Fabric
    • git
  2. Director, Business Analytics

    May 2022 – May 2026 · JLL · Melbourne

    Regional BI and automation lead for JLL's Microsoft GWS account across Southeast Asia, Japan, Korea, Australia and New Zealand. I personally delivered the account's reporting and apps, and chaired the global BI workstream for about three years.

    Deliverables
    • A regional reporting platform in Microsoft Fabric that replaced a consolidation process taking weeks
    • A mobile inspection app in four languages for 65 sites in 12 countries, with automated reminders and weekly results
    • Sustainability and CAPEX/OPEX reporting selected for staged global rollout
    • English/Arabic Power BI reporting for an international government account, delivered with agentic AI development
    Technologies
    • Power BI
    • DAX
    • Microsoft Fabric
    • Power Apps
    • Power Automate
    • Dataverse
    • SharePoint
    • Python
    • Azure DevOps
  3. Power BI contract

    Jul – Nov 2025 · A major retailer · Melbourne

    A short part-time contract, delivered outside my full-time JLL role, building FP&A reporting to the FP&A manager's scope.

    Deliverables
    • A P&L variance dashboard (actuals, plan and forecast) with drill-down by reporting line, GL code, store and region
    • Payroll and SG&A reconciliations to the general ledger, plan and forecast
    • Handover to an FP&A analyst with documentation and a maintenance plan
    Technologies
    • Power BI
    • Power Query
    • DAX
    • SAP BW
    • Anaplan extracts
    • Excel
  4. Analytics & AI Manager

    Mar 2021 – Apr 2022 · Deloitte · Melbourne

    Led a four-person engagement team of data engineers and analysts on digital marketing analytics for a telecommunications client, and managed two consultants' development.

    Deliverables
    • Power BI dashboards on marketing A/B tests that gave client leadership regular visibility of campaign performance for the first time
    • Hands-on SQL, Power Query and semantic models with the analysts; direction of the engineers' streaming pipelines
    • Data lineage documentation and engagement handover
    Technologies
    • Power BI
    • SQL
    • Power Query
    • Databricks (engineering team)
    • Jira
    • Confluence
  5. Principal Consultant & Manager

    Oct 2018 – Oct 2020 · Keyrus · London

    Led data visualisation teams across financial services, FMCG and government, managed two direct reports, and was lead trainer for advanced Alteryx and Tableau.

    Deliverables
    • A monthly reporting proof of concept for a government agency that became a full engagement and replaced a manual process
    • An insurer's allocation application moved from hard-coded SQL to auditable Alteryx workflows, as sole delivery consultant
    • A financial reporting suite for a brewery
    Technologies
    • Power BI
    • Tableau
    • Alteryx
    • SQL
    • Python
  6. Analytics Senior Consultant

    Aug 2017 – Jul 2018 · EY · Melbourne

    Data-quality and advanced analytics for a telecommunications infrastructure organisation.

    Deliverables
    • About 120 business rules implemented as SQL and regex checks, with Tableau alerts for failures
    • Spatial analysis in Alteryx to rank remediation priorities for underperforming network areas
    • A utilisation and pipeline report for the practice's finance director
    Technologies
    • SQL
    • Alteryx
    • Tableau
    • Jira
    • Confluence
  7. Inventory, commercial finance and insights

    Aug 2012 – Aug 2017 · Brown-Forman · Sydney

    Four roles on a portfolio of about 12 brands, including Jack Daniel's: Inventory Analyst, Commercial Finance Analyst, Commercial Finance Manager (six-month secondment) and Senior Insights Analyst.

    Deliverables
    • An Excel P&L planning tool I built, adopted by the global finance team
    • The annual pricing strategy presented to leadership during the secondment
    • Campaign P&Ls and pricing recommendations for Sales and Marketing
    • Helping bring in Alteryx and Tableau to replace legacy Excel reporting
    Technologies
    • Excel
    • SAP
    • Aztec POS data
    • Alteryx
    • Tableau
    • Power BI
  8. Supply Chain Associate

    Mar 2011 – Aug 2012 · Sandoz · Sydney

    Managed about $40 million of pharmaceutical inventory with planning teams and third-party logistics providers.

    Deliverables
    • Purchasing and inbound scheduling in SAP with suppliers in China, India and Europe
    • Launch timing so stock arrived in time for regulatory inspection
    Technologies
    • SAP
    • Excel

Education: MCom Business Analytics, University of Sydney (2017); BSc Pharmacology, UNSW (2010).

My agentic set-up · October 2026

For the Techies

My current set-up: multi-provider, modular and transferable. It will evolve over time.

Machines

Omarchy laptop (Linux): the always-on machine. It runs CrateDigger as a service, reachable only over my private Tailscale network.

Mac (M2 Pro, 10 cores): where I develop, and where reelkit renders on the media engine.

iPhone: CrateDigger in the record shop.

Harnesses

Claude Code, OpenAI's Codex and pi, all reading the same AGENTS.md in each project.

herdr: one terminal tab per agent, and the channel the agents use to talk to each other.

How the work is split

A lead agent on Claude Opus plans, briefs, reviews and merges. Workers are picked by task: Claude Haiku or Sonnet, or Codex luna, sol or astra. A model from the other provider reviews the work.

agent-kit gives every project the same commands, hooks and decision log, and links its skills into all three harnesses. Both laptops stay in step through GitHub.

Skills

ship-with-agents, the orchestration skill from agent-kit: the lead plans the tasks, briefs the workers, relays their questions, reviews with another provider and commits.

Data Goblins' power-bi-agentic-development skills for Power BI and Fabric, Claude's dataviz skill, and each project's own skills.

My listening corner: a Rega turntable on a walnut cabinet of records and CDs, a Wharfedale speaker, an orange desk lamp, and Three Blind Mice LPs on the wall and on a stand.

For the Collector

Music is one of my biggest passions: jazz, especially Japanese jazz, alongside classical, electronic, Latin, soul and experimental sounds. Around 70 records, a Rega Planar 3 and a lot of time in record shops.