Santiago Lopez

Financial Systems & ERP Reporting Consultant specializing in ERP configuration, financial reporting architecture, and executive-level reporting automation. Experienced in leading ERP-driven reporting initiatives for 25+ middle-market organizations and delivering 90+ executive dashboards across accounting, professional services, and real estate sectors. Founder of DATAVISORY S.A.S., focused on designing single-source-of-truth financial visibility systems for firms across LATAM and North America.

Expertise includes ERP implementation support and reporting configuration (Acumatica, Yardi, Sage Intacct, Deltek Vantagepoint), SQL-based data modeling, KPI standardization, and automation strategies that reduce manual reporting processes by up to 80%.

Founder & Managing Director at DATAVISORY S.A.S. (2026-01 – Present)

• Founded a financial systems consulting firm focused on ERP reporting optimization and executive dashboard architecture for professional services and accounting firms across LATAM and North America
• Lead end-to-end reporting transformations by configuring ERP reporting environments, financial statements, user access structures, and system integrations within Acumatica, Yardi, Sage Intacct, and Deltek Vantagepoint to improve reporting reliability and internal controls
• Architect single-source-of-truth data models and Power BI dashboards that reduce manual reporting processes by 50–80% while enhancing real-time financial visibility for leadership teams
• Design SQL-driven reporting frameworks and automated data pipelines that standardize KPIs, eliminate reconciliation inconsistencies, and strengthen financial decision-making across multi-entity environments

Business Intelligence & Transformation, Associate at Wiss LLP (2024-11 – 2025-11)

• Led ERP reporting and financial systems optimization initiatives for middle-market clients, configuring user access controls, bank feed integrations, and financial reporting structures within Acumatica, Sage Intacct, and Yardi to improve reporting accuracy and reduce manual dependencies by up to 40%
• Designed and deployed executive dashboards and automated reporting solutions in Power BI and Excel, integrating ERP data to reduce manual reporting time by 40–70% and enhance real-time financial visibility for CFO-level stakeholders
• Built SQL-based data models and reporting layers across multiple ERP systems (Sage Intacct, Acumatica, Yardi, and Deltek Vantagepoint), establishing standardized KPI frameworks that reduced reconciliation discrepancies and improved cross-departmental data alignment
• Facilitated client discovery workshops and executive meetings to define reporting hierarchies, KPI definitions, and automation strategies, aligning ERP configurations with financial and operational decision-making requirements

Master of Business Administration in IT Management & Accounting – SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS (2024-05)

Bachelor of Science in Business Administration, Cum Laude in Economics – SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS (2021-12)

Certificate in Information Technology Management for Business Operations – SETON HALL UNIVERSITY, STILLMAN SCHOOL OF BUSINESS (2021-09 – 2021-12)