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Work Background
Vita InvestimentosHead of Management and Relationship - B2B
Dec. 2024In my role as Head of Management and Relationship - B2B at Vita Investimentos, I lead the strategic agenda, value creation initiatives, and relationship management for our portfolio companies. Through special projects, training programs, and commercial process optimization, I drive revenue growth, enhance operational efficiency, and ensure the long-term success of our clients and their clients, fostering sustained success for their businesses as well.
XP Inc.Strategic Business Manager
Jan. 2023 - Dec. 2024São Paulo, BrazilInstitutional go to person and responsible for XP’s oversight and relationship with more than two dozen B2B operations (>25B BRL AuC), supporting such partners from modeling (and following up with) budgets to navigating strategy, their overarching goals, commercial actions and projects. For all that I can count with XP’s ecosystem and a lot of collaboration with each operation.
XP Inc.Advisor Services | Business Consulting
Oct. 2022 - Jan. 2023São Paulo, Brazil
Genial InvestimentosStrategy and Planning Manager
Jan. 2021 - Oct. 2022São Paulo, São Paulo, BrazilImplemented a continuous transformation strategy with sound financial planning and execution supported by OKR’s usage, and led the negotiation and launch of new products, services and internal changes using collaboration, financial modeling and market data analysis. Designed and managed OKR's for the whole company (supporting all 30 BUs within the group). Also involved with the innovation agenda and synergies and partnerships alike, aiming for impact in both culture to products, clients and channels.
ExxonMobilSenior Treasury
Mar. 2019 - Jan. 2021Rio de Janeiro Area, BrazilDirectly supporting the Treasurer/Financial Director to address strategic challenges, negotiations, and projects due to the company’s recent growth. Responsible for treasury advisory (portfolio of ~1G USD), suggesting new solutions and controlling implementation of new systems and products or processes with strong Controls acumen. Routine management of: FX transactions; funding needs based on cash position, payables and receivables. Controls capitalization and/or loan funding processes and their respective Brazil Central Bank Reporting. Responsible for: issuance and maintenance of local and offshore securities solutions via bank guarantees and/or corporate guarantees, surety bond policies (captives experience). Follows up with operations, ANP and partners contacts for amendments or reductions, always looking for risk and costs optimizations. Manages commercial relationship with banks, brokers and insurers; leads the Exploration Finance Plan in Brazil; acts on behalf of the Pension Fund for investments and payments needs under investments policies. Focal point for Treasury in the Industry Trade Association (IBP) to support discussions with competitors and regulators in important and/or arising financial topics such as Decommissioning Financial securities. Supports PwC audit, ECF reporting, accounting decisions and analysis for Treasury related processes. Acts as Business Continuity Coordinator for the group and COVID-19 Emergency Support Group Site Liasion.
ExxonMobilBusiness Analyst
Feb. 2018 - Mar. 2019Rio de Janeiro Area, BrazilResponsible for Compliance Advisory and reporting for the Upstream Rio Office, controlling matters such as FCPA reporting, internal and external audits response, providing training and guidance to employees and staff. Responsible for overseeing JV’s, their contractual and budget aspects, overall operations and financial results; controlling JV payments and respective accounting needs and reports, also reviewing and accompanying JV cash calls and billing statements. Control of overall guarantees position for Upstream activity and their MWP’s.
ExxonMobilTreasury Financial Analyst
Mar. 2013 - Jan. 2018Curitiba Area, BrazilPortfolio of ~1G BRL in Treasury products and services diversified in different areas: Pension Plan Fund investments analysis and performance reporting; cash flow and investments decisions under Investments Policies; focal point for PwC and government (PREVIC) reporting and audits, plus portfolio rebalancing analysis support. Upstream/Chemicals/Service affiliates routine support: issuance and maintenance of local and offshore securities solutions via bank guarantees and/or corporate guarantees or surety bond policies, for both legal claims, operations, projects, or for cost saving benefits; processing of FX transactions and payments. Finance Plan Coordinator, Business Continuity Plan Coordinator; systems development and stewardship, plus Bloomberg and SAP routines. Primary contact for off the books information for USGAAP cycles; internal and external (PwC).
ExxonMobilTrainee
Dec. 2011 - Mar. 2013Curitiba Area, BrazilHR Support to the ExxonMobil Pension Plan: creation and execution HR SAP queries to fulfill databases and provide stakeholders with information; primary focal point for retirees, employees, and former employees in their problems and processes. Handled actuarial matters and data with the Actuary; supported Pension Plan directors meetings; controlled regulatory reports and financial reports for internal and external stakeholders. Backup for the Benefits HR Trainee, handling employee loans, health plan requests and other benefit related matters.
Justiça Federal do ParanáIntern
Jul. 2011 - Dec. 2011Curitiba Area, BrazilMy mission was to find errors and possibilities for improvement in internal systems; develop solutions in Information Management, such as information arranges and indexing; Database Management; control flow of physical inventory throughout the Paraná State Federal Justice jurisdictions; help IT to project systems and manage them; support the Process Mapping project and develop knowledge management projects for the team.
Paraná State Department of HealthIntern
Jul. 2010 - Jul. 2011Curitiba Area, BrazilWorked in the strategic CIEVS team that controls and manage epidemic or pandemic diseases (e.g H1N1 and COVID19). Responsible for developing and/or improving systems and databases for inter-state and municipalities disease reporting; fix tech issues; treat internal databases for data mining; provide information to external public.
JR ConsultoriaConsultant
May. 2010 - Jan. 2011Curitiba Area, BrazilExternal projects: marketing plans, market researches, process mapping and internal marketing.
HR Internal projects: environment researches, monitoring members and HR events and communications.
UFPRVice President at CAGI
Oct. 2009 - Jun. 2011Curitiba Area, BrazilElected by the students to support their issues and represent them at the Faculty of Applied Social Sciences Board, comprised by the Applied Social Sciences Dean, Course Coordinators and the Scholars representatives of each course. Also responsible for fund raising and academic events planning.
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