Evandro Rocha Email & Phone Number

São Paulo Area, Brazil

Business process improvement leader accountable for multiple teams aligned to strategic initiatives aimed at driving growth and scale within a diversified areas in the bank and identifying and implementing process improvement, cost reduction, revenue growth and diversification strategies.Responsibilities in this role as a Re-engineering Superintendent:• Lead re-engineering program to identify and prioritize opportunities to improve bank’s service operating model through cost reduction, process improvement, revenue growth or diversification.• Formulated process improvement strategies/solutions based on robust analytic and business knowledge.• Developed comprehensive business cases for identified opportunities.• Aligned and structured cross-functional initiatives with impacted departmental leaders• Coordinated project resourcing and activities across departments and functional areas.• Executed initiatives using robust project methodologies and tools to ensure success.• Prepared department financial budgets and strategic plans. Monitored activity reports and financial statements and identify trends; took a proactive approach working with the leadership group to ensure financial objectives and strategic plans are met.• Developed, implemented and sustained process improvement initiatives including performance standards, metrics and operational tools for process improvement across the entire bank using a structured methodology• Provided insights for the transformation of the bank’s vision into reality. Collaborated with key stakeholders in garnering support for recommended approaches to achieving shared goals• Fostered a change management culture with leaders and across the organization by championing a common approach to delivering organizational transformation efforts as well as fostering a continuous improvement culture

São Paulo Area, Brazil

Responsible for due diligence, valuation, financial modeling, analysis, research, negotiations and overseeing the execution of a transaction. Responsible also for the business integration of the acquired company into the bank.Responsibilities in this role as a Strategic M&A Superintendent:• Directed and ensure overall execution of the comprehensive financial modelling and analyses for multiple complex project• Maintained complex/detailed financial and valuation models as appropriate• Provided senior assistance in managing cross-functional teams for acquisition and divestiture processes• Lead transaction process, including coordination of internal working group, management of external consultants and advisory, due diligence process, etc.Responsibilities in this role as a Business Integration Superintendent:• Lead the development and implementation of integration activities• Translated M&A objectives into project goals, plans and actions• Defined structure/process and assembles team with subject matter expertise to manage various integration activities and continuity plans• Developed M&A integration strategies that support business objectives, timelines, budgets; as well as identifying and directing resources, establishing timelines, milestones, deliverables, and end-of-integration criteria• Drove day-to-day execution of the integration process, including coaching cross-functional teams, leading weekly integration team meetings and driving proactive issue resolution• Acted as the primary point of contact between Citi and the acquired company senior leadership to adjust and develop integration plans while identifying issues, concerns, gaps to ensure alignment of objectives• Ensured that project scope, schedules, resourcing and costs are reasonable and achievable and remain within budget• Presented summary integration plans and report progress and key metrics to senior management

São Paulo Area, Brazil

Head of Finance and Principal Financial Advisor for the business, providing both financial & strategic expertise, operational and programmatic support to the business, general and commercial in-depth analysis driving business to deliver superior results through ad-hoc analysis and influencing decision-making and budgeting & forecasting. Directly assists the Business CEO on all strategic and tactical matters related to budget management, cost benefit analysis, forecasting needs..Responsibilities in this role as a CFO & Strategic Planning Director:• Supported in performing all tasks necessary to achieve the business' mission along with execute staff succession and growth plans.• Worked with Business CEO on the strategic vision and to manage the P&L results.• Monitored financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.• Reported financial status by developing forecasts; reporting results; analyzing variances; developing improvements.• Developed financial strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives• Established financial operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer-service strategies; designing systems; accumulating resources; resolving problems; implementing change• Provided an operating budget, ensuring programmatic success through cost analysis support, and compliance with all contractual and programmatic requirements.• Oversaw the production of monthly reports including reconciliations.• Supported in the design, implementation, and timely calculations of wage incentives, commissions, and salaries for the staff

São Paulo Area, Brazil

Head of Finance, Strategic planning, budgeting & forecasting, providing financial expertise and support for business decision-making. Responsible for Managerial (FP&A) and Regulatory Reporting - BR and US Gaap. Played a key role in developing, monitoring and evaluating overall corporate strategy with emphasis on bottom line performance and return on capital (ROE) enhancing.Responsibilities in this role as a CFO – Consumer Finance Lending:• Conducted meaningful proactive analysis to improve key business decisions focusing on management of return on capital (ROE)• Defined the financial strategy for the business• Provided useful financial insights to help make better decisions about formulating and executing business strategy• Established internal control processes required to manage and grow the business• Drove the annual budget process and the monthly reporting, both strategically and operationally• Supported in performing all tasks necessary to achieve the business' mission along with execute staff succession and growth plans.• Worked with Business CEO to manage the P&L results.• Monitored financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.• Supported in the design, implementation, and timely calculations of wage incentives, commissions, and salaries for the staff.• Coordinated the preparation of financial statements, financial reports, special analyses, and information reports, for both local Gaap and US Gaap.• Developed and directed the implementation of strategic business and/or operational plans, projects, programs, and systems.• Established and implemented short- and long-range departmental goals, objectives, policies, and operating procedures• Served on planning and policy-making committees.

São Paulo Area, Brazil

Finance Director responsible for providing both financial & strategic expertise, general and commercial in-depth analysis driving business. Directly assists the Business CEO on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs.Responsibilities in this role as a CFO & Strategic Planner Director:• Supported in performing all tasks necessary to achieve the business' mission along with execute staff succession and growth plans.• Worked with Business CEO on the strategic vision and to manage the P&L results.• Monitored financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.• Reported financial status by developing forecasts; reporting results; analyzing variances; developing improvements.• Developed financial strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives• Established financial operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer-service strategies; designing systems; accumulating resources; resolving problems; implementing change• Participated in developing new business, the drafting of prospective programmatic budgets, and determining cost effectiveness of prospective service delivery.• Assessed the benefits of all prospective contracts and advise the Executive Team on programmatic design and implementation matters.• Provided an operating budget, ensuring programmatic success through cost analysis support, and compliance with all contractual and programmatic requirements.• Management and coordination of all fiscal reporting activities for the organization including: organizational revenue/expense and balance sheet reports, development and monitoring of organizational and budgets.

Management Reporting, covering (i) profitability and financial performance for all products and business units; (ii) compiling in-depth managerial analysis; (iii) budgeting & forecasting. Lead the budgeting, forecasting and analysis activities of the bank and were an integral member of the senior finance team. Responsibilities in this role as a Product Control and Financial Planning & Analysis (FP&A) Superintendent:• Assumed ownership and oversight of the budgeting and forecasting activities of the Corporate Bank Business across all departments.• Leaded FP&A team in working with executive seniors to develop and refine key assumptions for corporate expenses, capital expenditures, and appropriate staffing requirements• Implemented new financial procedures to advance budget variance analysis and close visibility gap• Managed and refine the development and execution of monthly and quarterly presentations focused on the internal operations of the Business• Partnered with accounting to refine Corporate Bank Business’ department and accounting expense structure with end goal of providing department leaders and senior management with enhanced insight into the financial and operational management of the bank and supporting functions• Established a system of processes and controls that ensure financial statements and business analyses are accurate, timely and keenly relevant to the business. Supported information requests and communicate monthly and quarterly operating results, forecasts, plans and strategic initiatives as needed• Prepared reports that inform management of Key Financial Metrics. Coordinated and consolidated non-financial reports, performance metrics and key driver analysis.• Provided guidance and assistance across all group functions as needed. Provided technical support to global & regional financial staffs.• Analyzed operations to identify trends in the business; recommend and implement specific corrective actions when warranted.

São Paulo Area, Brazil

Responsible for providing accounting advisory & policies and for regulatory reporting for both local and US books (BR & US Gaap). Day-to-day responsibilities included coordination with all other functional groups regarding accounting policies and related disclosure. Responsibilities in this role as an Accounting Policy and Statutory & Regulatory Reporting Superintendent:• Reviewed and/or documented accounting policies related to products and transactions for both BR & US Gaap• Collaborate with all other functional teams on implementation of new standards• Monitored changes to accounting standards• Provided consultation on technical issues, as necessary• Coordinated policy reviews with internal & external auditors• Maintained strong working relationships with multiple internal and external stakeholders including audit firms, legal counsel and Corporate Finance.• Educated team members on accounting standards• Analyzed and communicated new and existing accounting standards, technical literature and banking industry best practices• Directed the process of the production of Consolidated Financial Accounts under BR & US Gaap standards• Managed the scope of consolidation and follow up the subsidiaries legal information; • Directed in the production of regulatory reporting; • Prepared and maintained financial reports (including Board level reports on key performance indicators);• Handled month-end closing processes and reports, including consolidated financial statements and cash flow statements• Directed the preparation of quarterly and annual board of directors reports• Maintained records of accounting policies and procedures• Served as an accounting liaison to corporate tax, treasury, and other internal departments

São Paulo Area, Brazil

Responsible for conducting external audit reviews on a varied of customer’s portfolio, comprising large and medium size companies in different industries such as manufacturing, financial institutions in general and servicing companies. Responsibilities in this role as an External Audit Manager:• Provided management over a portfolio of clients and deliver high quality audit service, including preparing and reviewing audit plans and work.• Achieved team and individual budgets and business plan/ performance objectives.• Managed project financials, including budgets, timely billing and collection and variance recognition.• Maintained the highest technical and professional standard.• Thought strategically about client needs by understanding their business and key risks.• Addressed situation before they come crises and develops solutions to avoid recurrence,• Provided additional help and guidance to clients on a consultancy basis.• Participated in the development of ways to meet client needs, contributes to proposal delivery.• Identified ways to maximize the relationship with clients and deliver added value.• Monitored and controlled auditing staff.• Coached, trained and developed auditing staff to upgrade their knowledge.• Were seen as a role model for auditing professionals.• Carried out practice management activities e.g. resourcing client billing etc.• Undertook wider departmental activities, as required.