Gabriela Carvalho Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, United States

• Created and managed cashflow models for 20+ entities across 10+ countries, driving liquidity management strategy, capital structure optimization, and currency rate risk mitigation; streamlined processes reducing.
• Overseen debt and capital structure, including debt compliance, covenant tracking, and refinancing initiatives to optimize capital raising and minimize borrowing costs
• Collaborated cross-functionally with FP&A and accounting teams to support operations, financial reporting, and regulatory compliance
• Coordinated treasury management system (FIS) implementation to enhance efficiency, automate processes, and improve data analytics capabilities

Los Angeles, Califórnia, Estados Unidos

• Honors: Forté Foundation Fellowship
• Leadership: Business of Entertainment (VP of Finance), Latino Association (VP of Finance), Marshall Net Impact club and Graduate Women in Business (AVP Finance), Graduate International Students Club (VP of Finance)

San Jose, California, United States

Built a proprietary content accounting framework forecasting the impact of content acquisition on Roku’s balance sheet, increasing the accuracy of financial modeling by 80% and guiding capital-raising decisions to inform content acquisition strategy

São Paulo E Região, Brasil

• Strategized portfolio management of around $500M for over 15,000 clients with near 300% returns since 2018, winning the title of best ranked equity fund in Q1 and Q2 of 2021 for the flagship fund with overall returns.
• Constructed valuation models, monitored 200+ stock portfolio, identified and pitched 10+ new investment opportunities to CIO and senior executives, recommendations endorsed by leadership generated 150% ROI in one year
• Designed and implemented an ESG methodology for $20M pension fund targeting impact investing strategy; qualitative analytical framework enhanced financial data analysis by fine tuning stock target price and increasing.
• Drove weekly public presentations for investors featuring the C-suite management from major Brazilian companies, increasing conversion rate of clients in fund distribution platforms up to 50%, reaching 10,000 clients.
• Hired and managed an analytical research team of 3; designed investment methodologies and scalable analytical frameworks based on quantitative and qualitative data and trained all staff on investment strategy
• Collaborated in the CIO’s autobiography producing 40+ pages of top-down and bottom-up analysis of more than 10 different industries in Latin America. Book trending top 5 in Amazon Brazil within financial services catalog

São Paulo, Brazil

• Steered M&A deal between 2 major film distributors in Brazil and Argentina by building valuation model that priced the Brazilian firm, creating the 2nd largest film distributor in Latin America
• Forecasted revenue stream from content sale and budgeted production cost for a portfolio of 50+ movies and TV shows; architected the best corporate structure of merged entity; developed five-year strategic plan.

São Paulo

LatAm Oil & Gas, Paper & Forest products, Engineering & Construction and Chemicals sector

São Paulo E Região, Brasil

LatAm Real Estate, Telecom, Retail, Media & Technology

São Paulo E Região, Brasil

• “Sell Side” Equity Research Intern - Oil & Gas Sector
• LatAm Oil & Gas and Petrochemicals, Equity Research on “Sell Side”. Institutional Investors ranked Team#2 in Brazil and LatAm Runner Up in 2015’s edition.
• Build quantitative analysis of financial and operational data to provide support to valuation models, identifying favorable investments opportunities.
• Assist in creating industry and company reports with a buy, sell, or hold recommendation, and present these reports to senior management
• Develop tools to analyze and measure key financial and operational information

São Paulo E Região, Brasil

• Assist senior analysts to conduct analytical research on financial institutions credit profile
• Apply analytical results to rating criteria assumptions and present it to a Credit Committee, responsible for voting the rating actions
• Strong financial analytical skills, including forecasts development, rating rationales, peer/industry analysis and an ability to identify key drivers of credit profile

Bacharelado Em Ciências Econômicas, Economia

Activities and Societies: Associação Atlética Acadêmica XV de Julho

Education record