Daniel Franca Email & Phone Number

Rochester, New York Metropolitan Area

Helping kids develop self-confidence and enhance their motor skills, while nurturing a passion for the beautiful game of soccer.

Over the past several years, I have developed a portfolio management strategy that has consistently outperformed the S&P 500 by a significant margin. I am now offering this strategy to a select group of clients. If you have a portfolio of $500,000 or more and are interested in achieving annual returns of 25%-30%, I invite you to reach out and discuss how we can work together.

Fractional CFO | Financial Modeling | Planning, Reporting & AnalysisI am an analytical and results-driven global financial executive with over 20 years of experience in corporate finance, M&A, and risk management for large corporations. My expertise spans industries such as banking, insurance, transportation, and mining, and now I bring that strategic insight to small and medium-sized businesses as a fractional or part-time CFO.As your part-time CFO, I provide high-impact financial leadership without the full-time commitment, helping businesses optimize their financial strategy, improve profitability, and drive sustainable growth. My services are tailored to meet your needs, ensuring that your company’s financial objectives are met with precision and expertise.Services offered:CFO Strategy & Planning- Business Roadmap & Long-Term Strategy Development- Market Entry & Growth Strategy Formulation- Turnaround & Restructuring PlansTreasury Solutions- Cash Flow Management & Optimization- Working Capital Strategies- Liquidity & Funding Solutions- Debt & Capital Market Financing- Foreign Exchange Risk Management- Commodities Risk ManagementFinancial Planning & Analysis- Budgeting & Projections- Business Analytics & Data Visualization- KPI Tracking & Dashboard CreationAccounting & Bookkeeping Solutions- Controller Services- Accounting Team Oversight- Inventory Accounting & Processes- Comprehensive Bookkeeping- Monthly Closing & ReportsStrategic Advisory Services- Corporate Development & M&A Support- Exit Planning & Succession Strategy- Gap Analysis & Cost Reduction- System & Process OptimizationFinancial Systems & Software Support- QuickBooks- SAP Business One- Fathom HQ- Xero- Zoho- Rippling- Ramp.com- Bill.comLet’s discuss how I can help your business achieve financial excellence. By partnering with me, you'll have access to executive-level financial leadership on a flexible, cost-effective basis.

New York, United States

• Responsible for leading teams in Brazil, Chile, Mexico, Colombia, Argentina and Peru focused on meeting our sales budget for the region in trade credit/trade finance,• Strong engagement with Financial Institutions to help them negotiate terms and conditions with insurance companies, as well as policy documentation,• Development of new business for corporates and banks, focused on risk mitigation,• Support to US colleagues in transactions being originated in the US and having LatAm counterparties,• Lead the local teams to ensure a high level of excellence in execution to meet standards from bank clients.

Greater New York City Area

Driving Financial Institutions and Structured Products sales for North America, focusing on client acquisition and retention through excellent product knowledge and outstanding service level. Responsible for leading the negotiation and structuring of commercial terms and pricing with clients, as well as policy wordings.

Greater New York City Area

Reporting to the Regional CEO and responsible for leading the North American Commercial Underwriting team and for delivering high-value solutions and service to clients by negotiating and structuring commercial terms and pricing for domestic and international trade credit insurance policies.

Greater New York City Area

Greater New York City Area

• Identified M&A opportunities in the US for Brazilian clients, as well as opportunities in Brazil for US clients,• Supported Brazilian corporates willing to diversify their debt profile by raising funds abroad,• Elaborated Info Memos for potential transactions,• Provided financial support to clients, including the creation of Business Plans,• Provided management solutions to corporates with performance challenges.

São Paulo Area, Brazil

• Origination of foreign currency transactions, including transactions in Brazilian Reais utilizing external funding, • Structuring of bilateral and syndicated transactions, with focus on pricing and contract discussions,• Responsible for a portfolio of more than 200 clients, mainly in São Paulo and the south of Brazil,• Main products: Export Prepayment, NCE in USD and BRL, Import Finance/Forfaiting, “4131 loans”, “2770 loans”, Offshore loans and Standby LCs,• Financial analysis for credit purposes,• Intense coordination with internal business partners, including Legal Department, Product Management and Treasury,• Development of new products, including participation in internal approval committees,• Portfolio Management.

New York

• Reporting to the Managing Director of Structured Trade and Export Finance for the Americas,• Originated foreign currency transactions, including transactions in Brazilian Reais utilizing external funding, • Managed a book with assets in excess of US$ 100 million,• Structured bilateral and syndicated transactions, with focus on client acquisition, pricing and contract discussions,• Managed a portfolio of more than 200 clients, mainly in São Paulo and the south of Brazil,• Developed critical business partnering with the Commercial Team, Legal Department, Product Management and Treasury.

Rio De Janeiro, Brazil

• Responsible for the investment, FX, risk, debt and investor relations areas,• Lead a team of four,• Asset manager for the company’s Brazilian and foreign assets,• FX and derivative transactions, focusing on hedging for USD loans,• Evaluation for financing options for the company, highlighting Debentures, Bonds, Import Financing, FINAME (Brazilian Development Bank loans), and ECA’s,• Main link between the company and the market, including the shareholders.

Rio De Janeiro, Brazil

• Trader for the Equity and Fixed Income markets,• Asset Manager for a BRL 25 MM Equity Portfolio,• Development of investment strategies in equities using Fundamental and Technical Analysis,• Equity Derivatives, Private Equity and Investment Funds analysis,• Active member in the Valia’s Investment Committee.

Bachelor Of Arts - Ba, Economics

Master Of Business Administration - Mba, Business Administration And Management, General