Beatriz Amorim Email & Phone Number

State Of São Paulo, Brazil

São Paulo

MESA is a global company with headquarters in São Paulo and New York, utilizing a team-based work system designed to solve complex problems. I am responsible for the financial and operations areas, focusing mainly on:- Financial and Strategic Planning: Building and monitoring short, medium, and long-term financial planning, focusing on expanding the strategic plan and anticipating growth opportunities.- P&L Management and Financial Reporting: Responsible for the preparation and… Show more MESA is a global company with headquarters in São Paulo and New York, utilizing a team-based work system designed to solve complex problems. I am responsible for the financial and operations areas, focusing mainly on:- Financial and Strategic Planning: Building and monitoring short, medium, and long-term financial planning, focusing on expanding the strategic plan and anticipating growth opportunities.- P&L Management and Financial Reporting: Responsible for the preparation and monitoring of the global P&L, cash flow, balance sheet, and key financial KPIs, ensuring data accuracy and integrity.- Financial Performance Analysis: Conducting detailed financial performance analyses, including budget projections and updates, identifying trends and critical variances for real-time adjustments.- Executive Reporting: Developing monthly reports on financial results and performance indicators for senior leadership, ensuring clarity and support for strategic decisions.- Pricing Process Optimization: Creating and improving project pricing templates, focusing on increasing profitability and operational efficiency.- Team Leadership and Development: Supervising accounting, tax, and financial teams, ensuring accurate monthly management closing and execution of financial planning, controlling, accounting, and treasury processes.- Financial Modeling: Developing detailed and accurate financial models to evaluate operational performance, as well as reviewing and redesigning tools and processes for continuous optimization.- Investment Monitoring: Responsible for monitoring the company's investments, making strategic decisions on expanding investments or distributing profits to shareholders, aligning these decisions with the company's long-term goals. Show less

São Paulo, São Paulo, Brasil

Responsible for the financial area of PlayGreen, an American sports betting company, and Esportudo, an American sports content company, both expanding into Latin America. Both companies reported to the same group of investors, allowing for the creation of a unified financial structure. Key achievements include:- Leadership in Financial Planning: Development and monitoring of the annual budget, with monthly reviews to align the plan with market dynamics and commercial objectives.-… Show more Responsible for the financial area of PlayGreen, an American sports betting company, and Esportudo, an American sports content company, both expanding into Latin America. Both companies reported to the same group of investors, allowing for the creation of a unified financial structure. Key achievements include:- Leadership in Financial Planning: Development and monitoring of the annual budget, with monthly reviews to align the plan with market dynamics and commercial objectives.- Financial Modeling: Creation and definition of management financial statements (P&L, Cash Flow, Balance Sheet) with monthly monitoring, providing a clear and detailed view of the companies' financial health.- Monthly Management Closing: Definition of workflows with accounting, tax, and financial teams to monitor monthly performance, comparing budgeted versus actual results, anticipating necessary adjustments to align with the budget.- Cash Flow Management and Financial Performance Optimization: Supervision of receivables and payments, management of financial applications, and implementation of policies to optimize organizational performance, including strategic use of credit cards, expense reimbursement, and setting cutoff dates for billing and payments.- Team Management: Supervision of accounting, tax, and financial teams, ensuring the execution of FP&A, controlling, accounting, and treasury processes, promoting a high-performance environment.- E-Commerce Structuring: Definition of the e-commerce setup, ensuring compliance with the companies' accounting standards and norms in Brazil.- Branch Opening and Tax Planning: Supervision of the opening of branches in Brazil and Ecuador, conducting tax and accounting analyses, seeking optimizations in financial transfers between companies, and ensuring compliance with each country's legislation. Show less

São Paulo, São Paulo, Brasil

Neuron is part of the FLAGCX Group and is responsible for the financial and legal structures of clients in the Creative Industry. I was responsible for shaping the financial structure of clients with operations in Brazil and the United States. As Head of FP&A, my key functions included:- Responsible for Analyzing Financial Performance of Operations in Brazil and the United States: Analyzing data and generating insights to map internal products and market trends.- Financial Modeling:… Show more Neuron is part of the FLAGCX Group and is responsible for the financial and legal structures of clients in the Creative Industry. I was responsible for shaping the financial structure of clients with operations in Brazil and the United States. As Head of FP&A, my key functions included:- Responsible for Analyzing Financial Performance of Operations in Brazil and the United States: Analyzing data and generating insights to map internal products and market trends.- Financial Modeling: Creating spreadsheets and projections aimed at maximizing deliverables with greater accuracy and efficiency. High capability of generating inputs for operations and business.- Leading the Financial Planning Process: Managing, monitoring, and projecting cash flow, creating reports and dashboards with analyses of actual vs. budget and financial KPIs.- Responsible for Formulating and Applying Strategic Documentation and Methodologies: Ensuring a coherent and innovative approach in operations.- Risk and Opportunity Management: Ensuring that clients' business objectives are effectively met by designing strategies that maximize effectiveness and efficiency in delivering results.- Bonus Management: Leading the process of monitoring, calculating, and invoicing bonuses, ensuring compliance in financial transactions. Show less

São Paulo, São Paulo, Brazil

As the FP&A Leader, I was responsible for:- Supervising the Short, Medium, and Long-Term Planning Process: Ensuring a strategic and integrated approach to organizational objectives.- Preparing and Validating Business Cases: Using detailed analyses and forward-thinking to support strategic decisions and investments.- Implementing Critical Financial Objectives: Establishing and applying effective policies and procedures.Providing Essential Financial Management Information:… Show more As the FP&A Leader, I was responsible for:- Supervising the Short, Medium, and Long-Term Planning Process: Ensuring a strategic and integrated approach to organizational objectives.- Preparing and Validating Business Cases: Using detailed analyses and forward-thinking to support strategic decisions and investments.- Implementing Critical Financial Objectives: Establishing and applying effective policies and procedures.Providing Essential Financial Management Information: Compiling reports including Income Statements (P&L), Balance Sheets, Budgets, and additional financial data required by investors.- Simplifying and Standardizing Financial Activities and Procedures: Increasing efficiency and reducing complexity.- Building and Coordinating the Financial Planning and Analysis Team.- Maintaining Relationships with Various Stakeholders.- Actively Collaborating in the Development and Testing of Improvements for Financial Systems and Processes: Contributing to the continuous evolution of financial operations (e.g., VBS, Zag, Pipefy). Show less

São Paulo E Região, Brasil

A portfolio company of Pátria Investimentos operating in the segment of thermal insulating panels and metal structures. I was instrumental in strategic planning, focusing on Value Creation for this investment. My role involved providing support to the Executive Board in decision-making processes, where I successfully led and executed major projects, including:- Leading Significant Improvements in the Order-to-Cash Process: Focusing on simplifying operations to increase efficiency and… Show more A portfolio company of Pátria Investimentos operating in the segment of thermal insulating panels and metal structures. I was instrumental in strategic planning, focusing on Value Creation for this investment. My role involved providing support to the Executive Board in decision-making processes, where I successfully led and executed major projects, including:- Leading Significant Improvements in the Order-to-Cash Process: Focusing on simplifying operations to increase efficiency and reduce cycle time, positively impacting the company's cash flow and customer satisfaction.- Structuring and Implementing a Sophisticated Pricing Tool for the Sales Team: Facilitating more accurate and dynamic pricing strategies. This tool not only increased profitability but also empowered the sales team with data-driven pricing decisions.- Aligning Commercial Intelligence with the Company Strategy (Strategic Plan).- Managing CRM Salesforce and Realigning Workflows: Restructuring the management and operational flows of the CRM Salesforce tool, integrating a business-centered perspective. This initiative improved the usability and functionality of the CRM system and ensured it was fully aligned with the company's strategic objectives, enhancing customer relationship management and operational efficiency. Show less

São Paulo E Região, Brasil

A leading organization in the educational sector, managing renowned universities in Brazil and globally. I played a crucial role in consolidating the FP&A team in São Paulo. I supervised the financial planning and monthly performance monitoring of two higher education institutions, UNP and FPB. My main projects included:- P&L Management Focused on OPEX and Compensation: Detailed management of the P&L, with special attention to Operational Expenses (OPEX) and compensation policies. This… Show more A leading organization in the educational sector, managing renowned universities in Brazil and globally. I played a crucial role in consolidating the FP&A team in São Paulo. I supervised the financial planning and monthly performance monitoring of two higher education institutions, UNP and FPB. My main projects included:- P&L Management Focused on OPEX and Compensation: Detailed management of the P&L, with special attention to Operational Expenses (OPEX) and compensation policies. This management involved a delicate balance between cost reduction and maintaining a motivated and well-compensated workforce, crucial for educational excellence.- Development of a Monthly PDD Calculation Tool: Designed and implemented a tool for the monthly calculation of Provision for Doubtful Debts (PDD). This tool significantly improved the accuracy and efficiency in credit risk assessment, substantially aiding the financial health of the universities.- Improvements in Monthly Accounting Closing Automation Tools: Involved in initiatives to enhance monthly accounting closing tools, increasing the automation and efficiency of this critical process. This project optimized the accuracy of financial data and accelerated the closing time, allowing for a quicker response to business needs and challenges. Show less

São Paulo E Região, Brasil

Working as a Business Partner at Octávio Café, I played a crucial role in the strategic management and guidance of the company. My responsibilities included:- Generating Detailed Reports and Key Performance Indicators: Responsible for creating detailed reports and key performance indicators, highlighting the comparison between actual and budgeted results, identifying deviations and relevant trends.- Financial Forecasting: Responsible for preparing financial forecasts based on cost… Show more Working as a Business Partner at Octávio Café, I played a crucial role in the strategic management and guidance of the company. My responsibilities included:- Generating Detailed Reports and Key Performance Indicators: Responsible for creating detailed reports and key performance indicators, highlighting the comparison between actual and budgeted results, identifying deviations and relevant trends.- Financial Forecasting: Responsible for preparing financial forecasts based on cost and revenue expectations, proactively identifying potential gaps. This enabled effective anticipation and strategic adjustments in decision-making.- Improving Processes for Accurate COGS Calculation: Improved processes for accurately calculating the Cost of Goods Sold (COGS), ensuring precise financial evaluation and contributing to more efficient cost management.- Contributing to the Review of Key Group Strategies: Involved in reviewing key group strategies, including five-year planning. Collaborated with the business director to redefine strategies, ensuring alignment with corporate goals and market conditions.- Designing Advanced Financial Models and Simulations: Designed advanced financial models and simulations, providing valuable insights to support strategic decisions and promote sustainable business growth. Show less

São Paulo

During my journey as a trainee, I had the opportunity to lead an innovative and high-impact financial management project at Shopping Center Jaraguá. My main achievements and responsibilities included:- Zero-Based Budgeting Implementation: Implemented and managed the concept of Zero-Based Budgeting in the group's shopping centers. This approach, focused on efficiency and cost-effectiveness, was a pioneering initiative within the company.- Cost Reduction Management: The challenge was… Show more During my journey as a trainee, I had the opportunity to lead an innovative and high-impact financial management project at Shopping Center Jaraguá. My main achievements and responsibilities included:- Zero-Based Budgeting Implementation: Implemented and managed the concept of Zero-Based Budgeting in the group's shopping centers. This approach, focused on efficiency and cost-effectiveness, was a pioneering initiative within the company.- Cost Reduction Management: The challenge was to achieve a 10% reduction in Common Expenses, an ambitious goal that required in-depth analysis and cost optimization strategies. Successfully developed and implemented measures that resulted in significant savings.- Achievement of Cost Reduction Goals: Successfully met the proposed goal and achieved a 13% reduction in Common Expenses. This result was monitored and validated monthly, demonstrating the effectiveness and sustainability of the adopted strategies.- Award and Organizational Impact: As a result of the project's success, I was awarded the best project in the first trainee program of the Group. This achievement reflected not only financial efficiency but also the positive impact of the project on the shopping center's operations and the group's management model. Show less

Bacharel Em Ciências Contábeis, Accounting And Finance

Executive Mba, Corporate Finance

O planejamento financeiro de uma empresa é uma tarefa que exige competências e habilidades muito específicas. O MBA Executivo em Finanç.