Felipe Branco, Mba Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Responsible for monitoring the financial and operational performance of various fund investments.Partnering with the local management teams to develop and implement strategic grown initiatives as well as risk management frameworks.

Toronto, Canada Area

Responsible for the company’s annual budget and corporate finance strategy. Lead cash management efforts and work closely with financial institutions to secure financing to support daily operations and strategic growth plans.Establish annual set of financial KPI’s and coordinate financial reporting efforts, presenting results to key shareholders. Led the implementation of an inventory management system, substantially improving control over company’s purchase procedures and data driven inventory management, which reduced COGS by 12% YoY.Oversee the full P&L and conduct regular internal accounting audits to identify inefficient resource allocations, which resulted in savings of over $850k+ annually. Manage a high-performing corporate finance team, overseeing daily accounting, and internal control activities, including accounts receivable and payable duties and government remittance.Coordinated applications for COVID-19 government subsidy programs, securing $3M+ which enabled the company to withstand the financial challenges of the pandemic while keeping workforce employed and positioning for economic recovery.Developed business plan and go-to-market strategy for three new business units. Secured financing and supported implementation of operational plan, analyzing data to monitor performance against strategy growth plan. The successful new business units generated an additional $7M in annual revenues for the company.

Toronto, Canada Area

Developed company’s business plan to secure financing from both Financial Institutions and potential investors. Helped to raise over $3M in equity and $1.2M in loans.Responsible for establishing partnerships with food and beverage supply companies across the GTA.Implemented inventory management software to control food cost and reduce waste, led Point-of-Sale integration efforts, and developed pricing and marketing strategies in preparation for the restaurant’s opening.

São Paulo Area, Brazil

Advised an American multinational retail corporation on restructuring its logistics operation in Brazil; Developed a project management and internal strategy consulting team within the supply chain division to evaluate and manage the performance of projects and tackle strategic challenges using data. Managed over 14 projects with budgets up to US$35M.Advised a leading Brazilian retail company on the reorganization of its Direct Sales Division and conducted strategy and financial viability analysis to evaluate its profit potential, reduce costs and improve operational efficiency.

São Paulo Area, Brazil

Performed valuation of 20+ Brazilian middle-market companies across various industries (retail, chemical, animal nutrition, infrastructure, and apparel). Prepared presentation materials, including Information Memorandum and Valuation Reports for client meetings and regularly attended high-level meetings to stimulate discussion and clarify valuation related inquiries.

São Paulo Area, Brazil

Performed market research and sectorial analysis of the industries where clients operate. Developed sectorial presentations provided to clientsTranslated presentations (Information memorandum and Valuation Reports)Update of presentation and valuation templates

São Paulo Area, Brazil

Founding member of the investment club DGB, focused on acquiring stocks of Brazilian public companies with a weak correlation to the Brazilian stock exchange index (iBovespa).

Master Of Business Administration (M.B.A.), Strategy And Corporate Finance

Corporate Finance, Investment Banking

Exchange Semester in Germany focusing on Corporate Finance studies and improving my german writing and speaking skills

Bachelor Of Business Administration (B.B.A.), Business Management - Major In Finance And Accounting

Activities and Societies: Fea Consulting Club (FCC), Liga de Mercado Financeiro FEA-USP, CAVC Idiomas - FEA USP

Corporate Finance, Investment Banking And Derivatives

Exchange Semester focusing on Corporate Finance studies

High School And Middle School

High School Exchange Program In Germany