Carlos Kelly is the strategic finance and analytics senior manager at Uplift, Inc. He has been focused on his professional experience in advanced analytics since 2015, implementing data science and automation to help decision-makers. He received his bachelor’s degree in financial engineering from ITESO in 2015. Since 2017, he has created analytics teams from scratch and has been involved as a consultant for startups. Carlos currently lives in Guadalajara, Mexico and he enjoys learning management and analytics and playing tabletop games in his spare time.

Daniel Valle started working in Finance 6 years ago, transitioning from the Strategy & Supply department. Part of this new role was to overhaul the budget process using Quantrix. Daniel and the team used the learnings in that process to later build their budgeted financial statements, financial forecast and 5-year plan in Quantrix – as well as adopted Quantrix as a powerful tool for ad hoc reporting and scenario analysis. In Daniel’s most recent role as a manager, the goal has been to pass the knowledge base and models to other team members who can continue building from where they are now and expand the company’s capabilities.