Beatriz Bergamini Email & Phone Number

Role: Reporting to CFO, appointed to provide strategic financial information to support and enhance the business decision-making process and responsible for driving financial insights and optimizing budgetary decisions to help company achieve its financial targets.Delivering:-Finance Business Partner structure: Leading a team of 5 professionals to partner with business heads, improving the exchange of information and providing a financial perspective to management.-Margins per… Show more Role: Reporting to CFO, appointed to provide strategic financial information to support and enhance the business decision-making process and responsible for driving financial insights and optimizing budgetary decisions to help company achieve its financial targets.Delivering:-Finance Business Partner structure: Leading a team of 5 professionals to partner with business heads, improving the exchange of information and providing a financial perspective to management.-Margins per client: Overhauling the existing margin calculation process and generating new financial health reports about our clients, ensuring enhanced visibility, consistency, and confidence for the information users.- Forecasting and Budgeting: Supplying management with updated financial trends to enhance visibility and ensure the best decision-making process.- ERP Implementation: Serving as a Key User and a member of the executive committee for SAP S4Hana Implementation (FI CO) and SAC Planning. Show less

Role: Reporting to the Financial Director, responsible for financial statements, calculating taxes, fulfilling fiscal obligations, managing external audits, and developing accounting policies and processes.Delivered:IPO Leadership: Responsible accountant for a 7-month IPO preparation project, raising BRL 1.084 billion, with a primary offer of BRL 587 million, making the company the eighth in a decade to be listed at the top of the pricing range.Tax Planning: Successfully reduced… Show more Role: Reporting to the Financial Director, responsible for financial statements, calculating taxes, fulfilling fiscal obligations, managing external audits, and developing accounting policies and processes.Delivered:IPO Leadership: Responsible accountant for a 7-month IPO preparation project, raising BRL 1.084 billion, with a primary offer of BRL 587 million, making the company the eighth in a decade to be listed at the top of the pricing range.Tax Planning: Successfully reduced federal taxes by over BRL 3.1 million through the implementation of incentive legislation for technological innovation and lowered taxes over revenue rates by 0.36%.Shared Service Center: Co-led the creation of a financial shared service center serving five group companies.Financial Statements: Prepare, consolidate, audit, and report group financial statements with comprehensive reconciliation, supporting documentation, and stakeholder clarifications.Leadership: Foster the technical and professional development of the accounting team and, more broadly, the financial team. We successfully achieved the goal of having the highest rating in the company's employee engagement survey. Show less

Role: Reporting to the Financial Director, responsible for establishing and developing the accounting and tax department, preparing financial statements, calculating taxes, ensuring compliance with fiscal obligations, and managing various stakeholders interested in accounting information.Delivered:Insourcing of Accounting and Tax: Led the transition to insource accounting and tax processes, taking over responsibilities previously outsourced to a BPO company. This project… Show more Role: Reporting to the Financial Director, responsible for establishing and developing the accounting and tax department, preparing financial statements, calculating taxes, ensuring compliance with fiscal obligations, and managing various stakeholders interested in accounting information.Delivered:Insourcing of Accounting and Tax: Led the transition to insource accounting and tax processes, taking over responsibilities previously outsourced to a BPO company. This project significantly elevated our accounting information standards and enabled us to address all audit exceptions effectively.Accounting Process Implementation: Directed the conceptualization, implementation, and maintenance of comprehensive accounting closing procedures, including bookkeeping, reconciliation, review, accounts payable approval and record, reimbursement processes, depreciation and amortization, software capitalization, payroll, chart of accounts and cost center management, and reporting. Successfully executing this project involved collaborating with business leaders to communicate the potential benefits of adopting more robust processes aligned with compliance requirements.Internationalization: In 2015, the company expanded its operations by opening a subsidiary in the USA. During the initial phase, I assisted with preliminary bookkeeping in Quickbooks, conducted reconciliations, and collaborated with an American CPA to ensure accuracy and compliance.Teambuilding: Bring on board, train and develop the accounting and fiscal team. Show less

Role: Reporting to the Accounting Manager, I was responsible for leading a team of 5 professionals and managing a diverse client portfolio (primarily luxury goods and SaaS), providing accounting services.Delivered:Accounting Reporting: Processed financial records and conducted monthly accounting closing, which involved bookkeeping, reconciliation, and the preparation of financial statements, providing valuable support to each client.Client Portfolio Management: Successfully… Show more Role: Reporting to the Accounting Manager, I was responsible for leading a team of 5 professionals and managing a diverse client portfolio (primarily luxury goods and SaaS), providing accounting services.Delivered:Accounting Reporting: Processed financial records and conducted monthly accounting closing, which involved bookkeeping, reconciliation, and the preparation of financial statements, providing valuable support to each client.Client Portfolio Management: Successfully managed over 10 clients concurrently, spanning various industries and countries. This role required balancing company profitability (ensuring that clients were billed within the agreed timeframe) while maintaining a high standard of service and attention.Client Onboarding: Gained a deep understanding of new clients' businesses to identify their specific needs and potential operational bottlenecks during the onboarding process. This was crucial, as clients came from various backgrounds – some transitioning from other service providers, some starting new companies, and others entering the Brazilian market for the first time. Show less

São Paulo E Região, Brasil

Role: Reporting to the Accounting Manager, I was responsible for leading a team of 3 professionals and managing a diverse client portfolio (primarily service providers, food industries and a sovereign wealth fund), providing accounting services.Delivered:Accounting Reporting: Processed financial records and conducted monthly accounting closing, which involved bookkeeping, reconciliation, and the preparation of financial statements, providing valuable support to each… Show more Role: Reporting to the Accounting Manager, I was responsible for leading a team of 3 professionals and managing a diverse client portfolio (primarily service providers, food industries and a sovereign wealth fund), providing accounting services.Delivered:Accounting Reporting: Processed financial records and conducted monthly accounting closing, which involved bookkeeping, reconciliation, and the preparation of financial statements, providing valuable support to each client.Client Portfolio Management: Successfully managed over 10 clients concurrently, spanning various industries and countries. This role required balancing company profitability (ensuring that clients were billed within the agreed timeframe) while maintaining a high standard of service and attention.Client Onboarding: Gained a deep understanding of new clients' businesses to identify their specific needs and potential operational bottlenecks during the onboarding process. This was crucial, as clients came from various backgrounds – some transitioning from other service providers, some starting new companies, and others entering the Brazilian market for the first time. Show less

São Paulo E Região, Brasil

Role: Reporting to the Controller, I was responsible for managing the monthly accounting and closing processes for a diverse client portfolio, primarily consisting of warehouse and transportation companies.Delivered:Accounting Reporting: I processed financial records and completed monthly accounting closings, which included tasks like bookkeeping, reconciliation, and the preparation of financial statements. This support was instrumental for each client.Tax Calculation: I… Show more Role: Reporting to the Controller, I was responsible for managing the monthly accounting and closing processes for a diverse client portfolio, primarily consisting of warehouse and transportation companies.Delivered:Accounting Reporting: I processed financial records and completed monthly accounting closings, which included tasks like bookkeeping, reconciliation, and the preparation of financial statements. This support was instrumental for each client.Tax Calculation: I calculated federal taxes and ensured compliance with fiscal obligations.Automation: I played a crucial role in automating payroll records and depreciation calculations, replacing previously manual processes. Show less

São Paulo E Região, Brasil

Role: Initially hired as an intern, I transitioned to a full-time position, providing essential support to the financial and accounting department. My responsibilities included tasks like invoicing, inputting payments into the ERP system while considering withholding taxes, and managing filing and bookkeeping duties.

Master Of Science - Ms, Accounting And Controllership

Line 4 - Education and research in Accounting Master's dissertation awarded as the best in the department in 2020

Master Of Business Administration - Mba, Ifrs - International Financial Reporting Standard

Bachelor Of Science - Bs, Accounting Science

Education record

GETEC – Study group in technology applied to accounting

Education record

GENERA – Study group in Gender, Race and Sexuality.