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Network Power<100 people
Roles
💸100%
Marketing
👍100%
Sales & BizDev
🧨100%
Consulting
Geos
🇦🇺50%
Australia
🇬🇧50%
United Kingdom
Work Background
BPI Vida e PensõesHead of Technical Life Insurance
Apr. 2024 - Feb. 2025
BPI Vida e PensõesMarketing and Business Development
Jun. 2023 - May. 2024
NOVA FCSHInvited Assistant Professor
Mar. 2022Lisbon, PortugalResponsible for Data Analysis classes using Excel | Specialization Course in Data Analysis and Visualization
Excel com ExcelleraFounder
Aug. 2018Brasil e Portugal- Created the Excellera Method that help people and companies to be more efficient in solving problems using Excel spreadsheets
- Training people and companies to use Excel
- Develop spreadsheets optimized for different companies
- Built process focused on creating financial KPIs and other important financial analyses for companies
TranquilidadeActuary and Business Analyst
May. 2018 - Oct. 2023Lisboa e Região, PortugalResponsible for monitoring and reporting the profitability of all Life products in the company.
- Annual Budget and gap analysis;
- Report Monthly/Quarterly/Yearly results of Life LOB;
- Ad-hoc analysis and projects focused on strategic planning;
- Built dynamic dashboards in Excel for financial reports and KPIs.
- Automatized Excel spreadsheets for monthly accounting results.
MercerActuary and Excel Expert
Sep. 2016 - May. 2018Lisboa e Região, Portugal- Excel Expert responsible for all Excel trainings in the company, especially for new employees.
- Database analysis and reconciliation of actuarial liabilities for local actuarial valuation and accounting for clients from Germany, Canadá and Brazil. - Project Manager of customer portfolio from Germany, Canadá and Brazil, as doing actuarial valuation and accouting for those clients Countries.
MercerConsulting Actuary
May. 2013 - Sep. 2016Rio de Janeiro e Região, Brasil- Responsible for many processes improvements using optimized Excel worksheets. Some processes resulted in gain of hours of work.
- Database analysis, development of actuarial factors and calculation of benefits. - Preparation of technical notes, actuarial reports, creation and improvement of pension plan regulations and reconciliation of actuarial liabilities for local actuarial valuation and accounting in Brazil.
- Project Manager of customer portfolio in Brazil, as having direct contact with the customer and doing management and review of work developed by the support team allocated in India.
Mongeral AegonController
Nov. 2011 - May. 2013- Responsible for the monitoring and analysis of administrative expenses of the company.
- Coordination of the company's annual budget through negotiation with all departments, including board and chair.
- Development of forecast analysis for control and projection of company results.
- Consolidation of administrative expenses book with detailed analysis and cost reduction opportunities for presidency.
- Excel knowledge consolidation during annual budget projection process.
FAPES BNDESActuary trainee
May. 2010 - Nov. 2011Rio de Janeiro e Região, Brasil- Responsible for actuarial liability calculations and development of an actuarial opinion for legal proceedings.
- Accompaniment of actuarial indicators and development of statistical assumption studies.
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