Carlos Ortega

Strategy & Analytics Executive in Financial Services | Kellogg EMBA ’26 (Dean’s Leadership Award) | 14+ yrs driving growth across the Americas at HSBC | LGBTQ+ Global Leader

Greater Chicago Area

About

Strategy and analytics executive with 14+ years driving customer growth in financial services across the Americas. I build teams that turn complex data into measurable business outcomes. Executive MBA at Northwestern Kellogg ('26), Dean's Leadership Award recipient. Focused on what's next at the intersection of established banking and fintech innovation. Global Chair of HSBC's LGBTQ+ ERG, aligning Pride leaders across 30+ countries. Founded HSBC's first LGBTQ+ network in Latin America in 2017. Always happy to connect with people in fintech, modern banking, customer growth, analytics, or inclusive leadership.

Experience

  • HSBC (Full-time · 12 yrs 11 mos)
    • Head of Business Reconciliations for the Americas
      Nov 2025 - Present · 9 mos

      Leading a 45-person operations and analytics team across four countries in the Americas (US, Mexico, Chile, Uruguay), with three direct reports. - Direct end-to-end financial operations across the region, partnering with Technology, Finance, and Operations to modernize processes, reduce manual effort, and lower financial exposure - Designed and rolled out a structured diagnostic framework to identify systemic gaps across regional operations and prioritize transformation initiatives by impact - Driving standardization across markets to consolidate best practices, simplify the operating model, and build a scalable foundation for the function - Senior accountable owner for post-migration stabilization across major technology programs, working closely with Engineering and Product partners

    • VP Strategy & Planning
      Nov 2024 - Nov 2025 · 1 yr 1 mo

      - Designed and launched the IWPB Customers Talent Program — a leadership development initiative built around mentoring, masterclasses, and executive engagement, focused on accelerating high-potential talent across the bank - Set the agenda for senior strategy forums and committees, aligning cross-functional initiatives around the bank's customer-centric priorities and accelerating decision-making - Acted as a connective layer between the Customers & Propositions Directorate and other business functions, building consensus and translating strategic intent into execution

    • VP Customer & CLCM Analytics
      Jul 2022 - Nov 2024 · 2 yrs 5 mos

      Led the analytics function powering HSBC Mexico's customer lifecycle strategy, with an 8-person team of analysts and data scientists. - Increased customer engagement from 18% to 27%, generating 11x revenue growth across 594K newly engaged customers - Designed and executed a model-based retention strategy that reactivated 32% of at-risk customers and grew their average annual revenue 6x - Spearheaded the launch strategy for a women-focused financial segment, positioning HSBC as a leader in financial inclusion in Mexico - Built the analytics-to-business translation layer for the bank — partnering with product, marketing, and operations to turn customer insight into actionable strategy and product design - Managed and developed a cross-functional team of analytical and technical professionals

  • Analyst, Credit Risk Modelling at Banamex
    Jul 2011 - Aug 2013 · 2 yrs 2 mos

    Implementation and maintenance of various risk models for the credit portfolios - Optimized the global model inventory for Mexico. This enhanced the tracking and management of 45+ models and their main KPIs for tracking for both the Mexico team and the Global Modelling Risk Analytics team. - Enhancement of the model used to predict customers’ income. This led to a more accurate line assignment: An incremental in the amount granted by around 35% with similar risk levels for the right customers. - Developed triggers through tracking reports to ensure the timely update of risk models. This translated into efficient management of the models as well as risk mitigation by guaranteeing 100% of the updates required to be attended on a timely manner.