Years of experience: 10

Financial AnalystQuantitative AnalystFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Kim's Career Path
Sr. Associate – Latin America Control Management Jun. 2021 -
May. 2024
JPMorgan Chase & Co.Sr. Associate – Latin America Control Management
São 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, includi...
Associate – Latin America Planning and Analysis May. 2018 -
Jun. 2021
JPMorgan Chase & Co.Associate – Latin America Planning and Analysis
São 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 anal...
Business Controlling AnalystJan. 2018 -
May. 2018
XP Inc.Business Controlling Analyst
São 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, con...

Kim's Posts

  • About myself

    Proficient in financial planning, strategic management, and control with over a decade of experience at top-tier institutions like Itaú BBA, XP Investimentos, and JP Morgan, showcasing deep expertise in the financial market.

  • Job Description

    Eager to contribute to a role in FP&A or internal controls, leveraging extensive experience and strategic insight to drive financial success and operational efficiency in dynamic organizations.

  • How to contact

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