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Work Background
Unimed CapivariFinance Manager
Sep. 2019Brazil, Capivari* Financial Planning & Analysis (FP&A): Budgeting, Forecasting and Variance Analysis
* Cash Flow Management, Working Capital Optimization and Liquidity Management
* Analysis of Financial Statements (P&L, Balance Sheet) and Performance Metrics (KPIs, EBITDA, ROI)
* Cost Control and Expense Management focused on Efficiency and Profitability Improvement
* Liaison with Internal and External Auditors, ensuring compliance and risk mitigation
* Relationship Management with Financial Institutions and Credit Negotiation (Debt Structuring, Funding)
* Strategic Business Partnering with Executive Leadership to support Decision-Making
* Implementation of Financial Systems and Process Automation (ERP, BI, Digital Transformation)
* Financial Modeling and Feasibility Analysis (Capex, Investment Analysis, Business Cases)
* Team Leadership and People Management across Finance, Accounts Payable/Receivable, Billing, Marketing, Sales, HR and IT (15 direct reports and 20 indirect)
BRINDZFinance Manager
Mar. 2018 - May. 2025Brazil* Full oversight of Finance functions, including Treasury, Accounts Payable & Receivable, Billing, Collections, Tax, and Financial Close processes
* Leadership in Financial Planning & Analysis (FP&A), including Annual Budgeting, Forecasting, and Budget vs. Actual variance analysis to support strategic decision-making
* Cash Flow planning and management, with strong focus on liquidity, working capital optimization, and financial sustainability
* Relationship management with financial institutions, including fundraising, credit facilities negotiation, and debt restructuring
* Experience in international operations, including foreign currency management and FX hedging strategies (derivatives)
* Management of international trade (import/export) processes, including FX transactions and regulatory compliance (e.g., SISCOSERV)
* Responsible for corporate insurance strategy, including policy negotiation and risk management/mitigation
* Coordination of financial operations for international entities (e.g., China subsidiary)
* Design and implementation of internal controls, compliance policies, and corporate governance practices
* Oversight of strategic administrative areas, including procurement, contracts, third-party management, HR administration, and IT
* Development of management reports, financial KPIs, and data-driven analysis to support executive decision-making
Unimed Santa Bárbara d'Oeste e AmericanaFinance Manager
Apr. 2016 - Oct. 2017Brazil, Americana* Led a team of 8 direct and 120 indirect reports, driving business model transformation into Business Units (BUs) and modernizing the Finance function;
* Implemented the Business Unit structure and redesigned the Chart of Accounts, enhancing financial visibility, performance tracking, and reporting accuracy;
* Oversaw end-to-end Financial Operations, including Accounts Payable/Receivable, Billing, Collections, Accounting, Budgeting, Cost Management, and Investor Relations, supporting both the holding and affiliated companies;
* Structured and optimized Cost Accounting and Billing areas, including leading the accounting outsourcing process (BPO);
* Played a key role in ERP implementation/replacement across 3 business units, improving process standardization, automation, and operational efficiency;
* Actively contributed to the development of the Investor Relations (IR) function, strengthening corporate governance practices and supporting bylaws restructuring;
* Prepared and presented management reports, financial statements, and performance results to shareholders, including the development of the Annual Report;
* Led valuation projects and developed business plans for new ventures, supporting strategic decision-making and negotiations with shareholders and investors.
Unimed Central de Bens e ServiçosGeneral Manager | Operations & Finance
Jan. 2010 - Apr. 2016Brazil, Capivari* Leadership of a multidisciplinary team of 40 employees, overseeing recruitment & selection, training, performance management and organizational development, with a strong focus on high performance and strategic alignment
* Design and implementation of business plans across all cooperative units, with cross-functional integration between Commercial, Finance, Operations, Procurement and Human Resources
* Creation and consolidation of a Content & Document Management Business Unit, including BPO (Business Process Outsourcing), document digitization, records management and physical storage, ensuring compliance with regulatory standards
* Organizational transformation initiatives, including organizational restructuring, compensation &benefits, review recruitment processes, pricing strategy and cost analysis, driving operational efficiency and competitiveness
* Strategic role in supplier negotiation and consultative sales development, including proposal structuring, KPI definition and process/infrastructure optimization
* Implementation of Process & Quality Management area, leading the achievement of ISO 9001 certification and adoption of corporate governance best practices
* Development of management reports and dashboards for stakeholders, as well as creation of a digital portal to enhance relationships with clients and suppliers
* Strong business expansion results: growth from 5,000 to 210,000 stored boxes, doubling of headcount and revenue increase from BRL 15K to BRL 300K/month
* Co-author of a chapter in the book “Healthcare Management” (SENAC), focused on document management in the healthcare sector
Santos BrasilLeadership Development Trainee
Aug. 2008 - Jan. 2010Brazil, Santos* Led the development of a Strategic Knowledge Management Project within the Finance function (Accounts Receivable, Billing, and Collections) and Procurement/Supply Chain.
* Responsible for process mapping, documentation, and standardization of key procedures, enabling the transfer of best practices across newly acquired group companies (M&A integration support).
* Contributed to a Strategic Continuous Improvement Project, focusing on KPI definition, performance analysis, and operational efficiency within Procurement and Purchasing.
* Conducted gap analysis in procurement processes and led the implementation of KPIs in newly deployed e-procurement platforms.
* Participated in leadership development programs, including people management, public speaking, strategic management, and soft skills development, supported by ongoing performance feedback and executive coaching.
Banco Itaú S/ACapital Markets Intern
Feb. 2006 - Jul. 2007Brazil* Performed daily reconciliation of corporate actions, including interest on equity (IoE), dividends, stock bonuses, reverse splits, stock splits, and IPO-related events in the equities market;
* Responsible for the compliance and adjustment of investment funds under bank custody, ensuring adherence to internal policies and regulatory requirements;
* Managed the flow of information received from the B3 and brokerage firms, ensuring accurate capture, processing, and recording of corporate action events;
* Executed data entry and control within the bank’s ERP system, ensuring data integrity and traceability;
* Conducted financial and operational reconciliations, focusing on accuracy, consistency, and risk mitigation;
* Developed and maintained advanced Excel models (VBA, Macros, and complex formulas) to automate processes, improve efficiency, and reduce operational errors
ABNT - Associação Brasileira de Normas Técnicas (ISO Partner)International Affairs Intern
Aug. 2004 - Feb. 2006Brazil, São Paulo* Prepared executive briefings on international materials (ISO articles, technical papers, and working documents from global standardization meetings) for Executive Leadership and International Relations Board.
* Developed high-impact PowerPoint presentations for national and international events, addressing the role of technical standards in trade barriers, compliance, safety, and quality assurance.
* Supported the planning and coordination of international events, including stakeholder engagement and reception of foreign delegates participating in global standardization committees.
* Produced strategic content and industry insights on updates from leading international organizations (ISO, COPANT, IEC, UN, WTO), including technical articles and newsletters for ABNT publications.
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