Bernardo Caixeta

Bernardo Caixeta Email and Phone Number

Head of Financial Modeling and Forecasting | Budgeting, Forecasting and Data Visualization @ Aplo Group
Uberlândia, MG, BR
Bernardo Caixeta's Location
Uberlândia, Minas Gerais, Brazil, Brazil
Bernardo Caixeta's Contact Details

Bernardo Caixeta work email

Bernardo Caixeta personal email

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About Bernardo Caixeta

As a seasoned finance and operations professional, I specialize in leveraging data-driven financial modeling, forecasting, and operational strategies to drive efficiency and revenue growth across diverse industries. Currently, I serve as Head of Financial Modeling and Forecasting at Aplo Group, where I developed and established the financial modeling specialty from the ground up. My work includes creating seamless integrations between client sales data and predictive models, enabling accurate monthly forecasting and actionable insights for over 30 Shopify-based companies.With over a decade of experience in finance and consulting, I've delivered impactful results across e-commerce, agriculture, education, and automotive sectors. Previously, I contributed to the growth of Aplo Group’s sales operations during the e-commerce surge, implementing CRM strategies and automated sales prospecting tools that enhanced lead generation and pipeline management. Additionally, as a Senior Partner Consultant for Provalia, I led operational improvements within agriculture by automating purchasing processes and optimizing CRM and field reporting tools, which streamlined efficiency for crop management.My leadership experience includes founding and directing Wise Up Uberlândia, where I led the strategic, operational, and educational functions to achieve market growth and educational excellence. Earlier roles with FCA Fiat Chrysler Automobiles further sharpened my expertise in FP&A, financial consolidation, and cross-functional project leadership across Latin America.My goal is to continue applying my expertise in financial analysis and operational efficiency to support data-driven decision-making and scalable growth for organizations at the forefront of their industries.

Bernardo Caixeta's Current Company Details
Aplo Group

Aplo Group

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Head of Financial Modeling and Forecasting | Budgeting, Forecasting and Data Visualization
Uberlândia, MG, BR
Website:
aplogroup.com
Employees:
27
Bernardo Caixeta Work Experience Details
  • Aplo Group
    Head Of Financial Modeling And Forecasting | Budgeting, Forecasting And Data Visualization
    Aplo Group
    Uberlândia, Mg, Br
  • Aplo Group
    Head Of Financial Modeling & Forecasting | Budgeting, Forecasting & Data Visualization
    Aplo Group Jan 2023 - Present
    Established the Financial Modelling specialty within Aplo Group, setting up the initial data structure and processes to support financial analysis.Created a comprehensive integration between client sales data and financial forecasting models, reviewing forecasting premises and updating inputs and results on a monthly basis.Focused primarily on Shopify-based entities, while developing custom reports for cohort retention and financial results for clients on other platforms.Successfully forecasted sales and financial results for over 30 companies.
  • Aplo Group
    Sales Operations And Enablement | Data-Driven Sales Strategy, Hubspot Crm & Workflow Automation
    Aplo Group Mar 2020 - Dec 2022
    Responsible for social media sales process and prospecting approach during the heightened e-commerce demand of the COVID-19 pandemic.Deployed sales lead strategies utilizing a large e-commerce database, creating customized audiences weekly updated that provided sales-qualified leads for effective prospecting.Review and implementation of CRM system within Aplo Group, serving as a reference for HubSpot deployment, maximizing CRM capabilities. Built automations, established automatic prospecting tools, and facilitated employee onboarding, along with sales funnel set up and management.
  • Provalia - Gestão Para Empresas Rurais
    Senior Partner Consultant | Process Optimization & Operational Efficiency
    Provalia - Gestão Para Empresas Rurais Jan 2021 - Present
    Uberlândia, Minas Gerais, Brazil
    Provided consulting services to enhance operational efficiency in the agriculture sector, focusing on process mapping and review to support crop management.Key Process Mapping: Mapped critical processes to streamline operations and improve support for crop production, ensuring alignment with industry best practices.Purchasing Process Automation: Implemented a new purchasing process that automated all steps of the purchase request, evaluation, and approval, resulting in improved efficiency and reduced lead times.Field Consultant Application Deployment: Deployed a new application for field consultants to log visits and data collected during partner interactions, enhancing data accuracy and accessibility.CRM Sourcing: Sourced and integrated a new CRM system to manage the sales pipeline and client information, improving overall client relationship management and sales tracking.
  • Wise Up Uberlândia
    Founder And Managing Director
    Wise Up Uberlândia Oct 2017 - Jun 2020
    Uberlândia, Minas Gerais, Brazil
    Led operational and strategic initiatives to drive growth and educational outcomes, overseeing management, sales, and pedagogical development for the Uberlândia branch.Directed all aspects of branch operations, from team management to the implementation of pedagogical standards, ensuring alignment with organizational goals and educational quality.Developed and executed sales strategies focused on partnerships, prospecting, and closing new accounts, enhancing the branch’s market presence and growth potential.
  • Fca Fiat Chrysler Automobiles
    Export Control Specialist
    Fca Fiat Chrysler Automobiles Jan 2017 - Oct 2017
    São Paulo E Região, Brasil
    Finance Export Controller for the Rest of Latam markets (excluding Brazil and Argentina), overseeing accounting and controlling processes for the Betim and Pernambuco plants and serving as the regional focal point for products sourced from EMEA and NAFTA. Developed processes in accounting, intercompany transactions, treasury, SG&A controlling, product launches, exports, and FX hedging.Contribution margin of approximately USD 100 million.
  • Fca Fiat Chrysler Automobiles
    Brand Controller Especialist For Ram, Dodge, Chrysler And Premium Brands
    Fca Fiat Chrysler Automobiles Apr 2016 - Dec 2016
    Belo Horizonte Area, Brazil
    Brand Controller for Latin American markets, responsible for defining pricing and incentives policies for imported vehicles in support of Brand and Sales teams.
  • Fca Fiat Chrysler Automobiles
    Analisa Sênior Financial Planning & Analysis - Latam
    Fca Fiat Chrysler Automobiles Apr 2013 - Mar 2016
    Belo Horizonte Area, Brazil
    Acted as the focal point for Oracle Hyperion control, mapping budget processes and developing metrics to support software implementation. Managed financial consolidation across Latin America, reporting to the CFO Latam and Head of FP&A, and led the five-year strategic financial reporting plan for over 15 companies. Served as the Regional Lead for the Niagara Project, implementing the new global financial consolidation tool (Oracle Hyperion) for the merged Fiat Chrysler Automobiles entity, with responsibilities in accounting review, process design, and change management. Oversaw consolidation and reporting for the Latam Competency Center.
  • Fca Fiat Chrysler Automobiles
    Financial Trainee
    Fca Fiat Chrysler Automobiles Dec 2011 - Mar 2013
    Belo Horizonte Area, Brazil
    Mapped and deployed Internal Controls and Financial Reporting (ICFR) managerial controls for Brazil and Argentina, including annual testing of controls within the ICFR scope. Implemented a Balanced Scorecard (BSC) tool within the CAO organization, enhancing reporting and oversight.
  • Aiesec
    President And Vp Of Finance
    Aiesec Jan 2009 - Dec 2010
    Uberlândia Area, Brazil
    Developed a financial education program for members, primarily targeting college students in their early years. Implemented a new pricing policy and strengthened the auditing process with a dedicated team. Directly led a board of six members (team of 60+) in team building, performance tracking, and hiring. Managed relationships with key stakeholders, including the college board, national organization board, and partners from NGOs and the private sector. Successfully led the branch to achieve its best operational results and handed over the office in a strong financial position.
  • Amcham-Brasil
    Account Manager
    Amcham-Brasil Jun 2008 - Dec 2008
    Uberlândia
    Portfolio of over 60 companies in the Services and Retail sectors. Ensured high service levels for associate members by leveraging AMCHAM’s network and events, achieving a portfolio retention rate of over 90%.

Bernardo Caixeta Education Details

Frequently Asked Questions about Bernardo Caixeta

What company does Bernardo Caixeta work for?

Bernardo Caixeta works for Aplo Group

What is Bernardo Caixeta's role at the current company?

Bernardo Caixeta's current role is Head of Financial Modeling and Forecasting | Budgeting, Forecasting and Data Visualization.

What is Bernardo Caixeta's email address?

Bernardo Caixeta's email address is be****@****oup.com

What schools did Bernardo Caixeta attend?

Bernardo Caixeta attended Ibmec, Universidade Federal De Uberlândia.

Who are Bernardo Caixeta's colleagues?

Bernardo Caixeta's colleagues are Alexina Paiement, Liam Veregin, Michelle Li, Murilo Ferreira, Stephanie Adams, Sadaf Porrangi, Husen Basha.

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