Samuel Lavala
Director of Business Intelligence & Analytics
Ricmond
Summary
Director of Business Intelligence & Analytics with 10+ years of experience building, governing, and scaling enterprise analytics platforms across healthcare, financial services, and PE-backed organizations. Executive partner known for establishing Power BI and Tableau platforms from limited use to enterprise scale, owning analytics governance, KPI standardization, and BI deployment strategies. Deep background in regulated environments (healthcare, pharma, finance), supporting revenue forecasting, M&A diligence, compliance programs, and executive decision-making. Combines hands-on technical depth with people leadership, budget ownership, and disciplined data quality management.
Overview
11
11
years of professional experience
Work History
Director of Business Intelligence & Analytics
Aligned Cardio Partners
01.2025 - Current
- Lead the enterprise data, analytics, and digital solutions function, managing a cross-functional team of 8 across BI, Data Engineering, AI/Automation, and Mobile & Web Development.
- Own the end-to-end analytics platform, including Power BI tenant administration, governance, security (RLS), deployment standards, and performance optimization.
- Scaled Power BI adoption from zero to 50+ daily users (~50% of the organization), embedding analytics into clinical, operational, finance, and executive workflows.
- Deliver analytics supporting Revenue Cycle Management, Value-Based Care, physician performance, forecasting, and financial close processes.
- Provide reporting and analytics leveraged by a PE-backed parent organization for M&A diligence, board reporting, and exit-strategy planning.
- Serve as executive decision-maker for the analytics and technology stack, integrating BI, data, AI, and application platforms with Athena EMR.
- Own hiring, performance management, and budget planning for the analytics and digital solutions function.
Business Intelligence Manager / Power BI Platform Lead
Harris Williams
01.2022 - 01.2025
- Promoted from Power BI Data Engineer to BI Manager, leading the firm’s analytics platform during growth from ~250 to 600+ employees globally.
- Transformed Power BI from paginated reporting into a fully interactive, enterprise analytics platform with standardized semantic models and KPIs.
- Owned analytics governance, deployment strategy, and KPI consistency across 100+ reports.
- Designed executive dashboards supporting revenue forecasting, banker compensation, sales activity, marketing intelligence, and M&A execution.
- Scaled adoption from ~15 to 200+ daily users across North America and Europe.
- Led a BI team of 2 while partnering closely with architects, engineers, finance, security, and executive leadership.
Power BI Data Engineer
Harris Williams
01.2021 - 01.2022
- Built interactive Power BI dashboards and semantic models supporting M&A pitches, diligence, and valuation analysis.
- Led data cleansing and transformation of complex client datasets using SQL and Python.
- Partnered directly with bankers on analytics prototypes and client presentations.
- Delivered early Power BI training and established foundational modeling and visualization standards.
Business Intelligence Analyst – Compliance & Regulatory Analytics
McKesson Medical-Surgical
01.2019 - 01.2021
- Supported enterprise compliance and regulatory programs across all McKesson business units (Pharma, Medical-Surgical, Specialty).
- Built Tableau dashboards identifying customer licensing and credentialing risks using MDM data integrated with external DEA/NDA datasets.
- Served as primary SQL resource for compliance analytics and executive reporting.
- Acted as data steward for regulatory investigations, supporting legal cases and federal court data attestations.
- Integrated SAP and JDE data to enable corporation-wide compliance reporting.
Senior Inventory Analyst
McKesson Medical-Surgical
01.2017 - 01.2019
- Led excess and obsolete inventory programs across a national pharmaceutical distribution network.
- Launched a donation and liquidation initiative with World Vision generating $20M+ annually while eliminating disposal costs.
- Used SQL-driven forecasting and demand analysis to optimize redistribution and protect high-demand inventory.
- Delivered early Power BI reporting to track financial impact and inventory optimization outcomes.
Inventory Analyst
McKesson Medical-Surgical
01.2016 - 01.2017
- Managed procurement and inventory planning for highly regulated pharmaceutical product lines across multiple distribution centers.
- Designed and implemented a hub-and-spoke distribution model using SQL analysis of order patterns and demand signals, reducing pharmaceutical backlog inventory by 50%.
- Automated regional fulfillment routing so smaller distribution centers dynamically sourced inventory from optimal regional hubs.
- Improved forecasting accuracy and service levels while delivering millions in bottom-line impact.
Inventory Coordinator
McKesson Medical-Surgical
01.2015 - 01.2016
- Supported purchase order and shipment reconciliation across ~30 distribution centers using JD Edwards (JDE E1), Microsoft Access, and Excel.
- Served as project lead for automating the inventory discrepancy resolution process, deploying a scanning-based application that eliminated hundreds of hours of weekly manual effort.
- Project success directly resulted in promotion to Inventory Analyst.
Education
Bachelor of Arts - Business & Economics
Randolph-Macon College
Ashland, VASkills
- Data Architecture & Engineering:
SQL (Advanced), Snowflake, Azure SQL, Dimensional & Semantic Modeling, Data Warehousing, ETL/ELT, Enterprise Data Integration, MDM, Data Quality Management - Advanced Analytics & AI:
Predictive Modeling & Forecasting, Advanced Analytics, Applied Machine Learning, AI & LLM Enablement (ChatGPT-based workflows) - Governance, Security & Compliance:
Data Governance & KPI Standardization, Data Security & Access Controls, Regulatory & Compliance Analytics
- Enterprise Systems:
SAP, JD Edwards (JDE E1), Athena EMR - Leadership & Strategy:
Business & Analytics Strategy, Executive Communication & Storytelling, Stakeholder & Cross-Functional Leadership
Leadership Professional Engagement
- Executive Leader & Platform Owner, Enterprise Analytics & Digital Solutions
- Board Member, Black Professionals Group (Harris Williams)
- Mentor, Firm-Sponsored Mentorship Program (Harris Williams)
- Data Steward for Regulatory & Legal Proceedings (Federal Court Support)
- Co-Founder & Co-Owner, Real Estate Investment Venture
Timeline
Director of Business Intelligence & Analytics
Aligned Cardio Partners
01.2025 - Current
Business Intelligence Manager / Power BI Platform Lead
Harris Williams
01.2022 - 01.2025
Power BI Data Engineer
Harris Williams
01.2021 - 01.2022
Business Intelligence Analyst – Compliance & Regulatory Analytics
McKesson Medical-Surgical
01.2019 - 01.2021
Senior Inventory Analyst
McKesson Medical-Surgical
01.2017 - 01.2019
Inventory Analyst
McKesson Medical-Surgical
01.2016 - 01.2017
Inventory Coordinator
McKesson Medical-Surgical
01.2015 - 01.2016
Bachelor of Arts - Business & Economics
Randolph-Macon College