Requests
5
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
JPMorgan Chase & Co.Sr. Associate – Latin America Control Management
Jun. 2021 - May. 2024São Paulo, São Paulo, BrazilIn charge of the first line of defense for the institution, implementing corrective actions and preventive measures to maintain the corporate reputation with the market, regulatory agencies, and clients. Leadership of an Analyst while supervising multiple projects, ensuring compliance with both internal and regulatory standards, and maintaining strong communication with various teams, including Compliance, Legal, Operations, Middle Office, Business Partners, and Audit. Reported to the Vice President of Internal Controls, with responsibilities covering Latin America and interaction with global teams. • Acted across Latin America, covering subsidiaries in Brazil, Argentina, Uruguay, Chile, Peru, Mexico, and Colombia.
• Developed and implemented rules and procedures for strategic projects, including Conflict of Interest management, Regulation Mapping, Manual and SOP Reviews, and Action Plans.
• Analyzed risks and compliance for new products, ensuring risk mitigation and regulatory adherence.
• Monitored and recorded operational risk events, presented relevant issues to senior leadership, and defined action plans.
• Supported the Audit team in investigation processes and the development of action plans.
• Followed up on projects and supported Bankers in executing Controls-related initiatives.
JPMorgan Chase & Co.Associate – Latin America Planning and Analysis
May. 2018 - Jun. 2021São Paulo, São Paulo, BrazilIn charge of supporting DCM, ECM, M&A, and Global Corporate Banking areas in subsidiaries across Latin America, including Brazil, Argentina, Uruguay, Chile, Peru, Mexico, and Colombia. Oversaw approximately 180 bankers and led market monitoring, trend forecasting, competitive environment analysis, and financial planning, including P&L, forecasts, pipeline management, and income statement analysis. • Conducted performance analysis by business and country, identifying deviations and root causes and preparing explanations for
the Heads of each area.
• Coordinated with Heads of business areas to calibrate forecasts, key numbers, and performance metrics.
• Implemented new management reports for quarterly business and leadership meetings.
• Led the production of reports detailing client profitability, with a focus on explaining revenues, costs, and credit exposure.
• Spearheaded the creation of Tableau dashboards for transaction mapping, enabling daily monitoring and support in identifying strategic sectors and projects.
• Promoted the development of a dashboard to track bankers' client visits, providing visibility into prioritized products, clients, and potential clients.
• Created a dashboard to detail bankers’ project expenses, enhancing expense visibility and monitoring for managers.
XP Inc.Business Controlling Analyst
Jan. 2018 - May. 2018São Paulo, São Paulo, BrazilIn charge of analyzing the financial statements of RICO and the B2C segment of XP. • Allocated fully to the project of migrating RICO (a newly acquired brokerage firm) into XP’s structure.
• Analyzed RICO's financial figures, structured new financial planning and reports, and managed the P&L.
• Adjusted products, services, and brokerage fees.
• Developed reports with strategic indicators, consultant performance, and product performance.
• Collaborated with Directors to set financial goals for RICO.
• Supported advisors and created performance indicators based on team demands.
Itaú BBAFinancial Planning & Strategy Analyst
May. 2015 - Jan. 2018São Paulo, São Paulo, BrazilIn charge of strategic engagement in M&A, ECM, and DCM areas, enhancing reports and disseminating management information, such as P&L and income statements, to support decision-making by bankers, participating in high-impact projects and playing a key role in developing a new department, creating performance targets used for bonus calculations, and promoting more efficient
management aligned with the bank's objectives. • Led the automation of various reports using VBA, significantly reducing update times and potential errors.
• Prepared presentations and materials for Senior Management.
• Developed financial reports, tracked P&L, conducted market and competitive intelligence activities, and managed integration
projects between Lines of Business (LOB).
• Updated pitch decks used in award submissions for which the bank competed.
• Developed and structured new performance management models, variable compensation drivers, metrics, and scorecards.
Monitored and communicated results to the teams.
• Took part in a client classification project, assisting in identifying potent
BancoobBusiness & Market Analyst, Cards
Jun. 2012 - May. 2014Brasília, Federal District, BrazilIn charge of preparing market data, performance reports, presentations, and support materials for the sales team. • Conducted analysis of commercial performance data, including sales, activation, usage, market share, and competitive landscape.
• Collaborated with the Sales team to prepare forecasts and sales planning.
• Took part in a strategic Sales project, developing a simulator to support the Sales Team, improve efficiency, and maximize results.
Intch is a Professional Networking App for the Future of WorkSee more people like Kim on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
267222 people
22
CEO, Growth Hacker and Analytics Expert @ Saga Consulting
22
CEO @ thebestopportunities
17
Autonomo
13124 people
16
Consultor empresarial @ SBX Consultoria Empresarial Ltda.
16
Project Manager & High impact presentations creator
15
Analista de processos @ Vale