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Work Background
Trê Investindo com CausaFinancial Volunteer
May. 2022 - Sep. 2022São Paulo, BrazilI had the pleasure of volunteering for almost 5 months reviewing companie's credit and impact analysis methodology to support faster and better decision making on companies selected to be funded. Also contributed conducing business and financial analysis of potential companies, and designing the business unit management KPIs.
Management ConsultingIndependent Consultant
Jan. 2016Panama City, Panama• Main Clients: - Chemical Industry (since Jun/2020)
o Project Manager for post merger integration, responsible for leading both technology and processes integration teams, as focal point for the client, conducting status meetings and providing the project methodology and approach; (since apr/22)
o Project Manager for B Lab Certification; (jul/21 to mar/22);
o Project Manager for SAP Business One implementation, from software selection to implementation with I.T. business partner;
o Performed business process review to support company growth without overhead increase; - Mid size national packaging company (Sep/2017 to May/2022)
o Responsible for structuring the FP&A area and leading company turnaround strategy and execution, effectively engaging executives and senior leadership to define and drive main initiatives, reaching 2020 as the first profitable year since 2013, and 2021 the most profitable year in the company's history; o Head of IT & HR from November 2020 to May 2022, responsible for budgeting, structuring and managing the areas. Lead the GPTW certification in 2022; • Develop, implement, and manage projects focused on business planning, business process efficiency and financial viability for several business segments and sizes.
• CFO as a service for entrepreneurs and small companies, performing FP&A and business mentoring.
Alvarez & MarsalSenior Associate II
Sep. 2014 - Nov. 2015São Paulo• Project Manager on a leading engineering and infrastructure group: o Led the corporate trustee team for creditors’ claims analysis (total liability of approximately R$11 billion);
o Responsible for developing Monthly Activity Report, consolidating company’s results and main financial and accounting transactions for creditors and bankruptcy judge;
TOTVSManager
Jan. 2013 - Aug. 2014São Paulo Area, BrazilProject Leader for Shared Services Center Implementations, leading the project teams, tracking progress and deliverables, setting the operational rhythm with the team and Clients, acting as the focal point for main senior stakeholders.
TOTVSSr. Consultant
Oct. 2010 - Dec. 2012São Paulo Area, Brazil• Business Case specialist, responsible for creating financial models to support strategic decision-making process for diverse companies’ sectors, such as consumer goods, retail bank, construction, energy and transportation;
• Finance Consultant, responsible for projects in Order to Cash and Procurement to Payment processes review for consumer goods, energy and transportation sectors.
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