Gabriel Souza Email and Phone Number
With over 10 years of work experience in finance, business operations, and project management, I am a versatile and adaptable professional who thrives in dynamic and challenging environments. I am passionate about delivering value and excellence to my clients, partners, and stakeholders, and leveraging data and technology to optimize processes and performance. As an Investment Operations Analyst at State of Wisconsin Investment Board (SWIB), I am proud to be part of a team that manages over $140 billion in assets for the benefit of Wisconsin public employees and retirees.In my current role, I am responsible for ensuring the accuracy and timeliness of data and transactions related to SWIB's alternative investment portfolio, which includes private equity and real estate. I collaborate with internal and external parties to reconcile cash flows, valuations, fees, and performance metrics, and to prepare reports and analyses for senior management and board members. I also assist with the implementation and enhancement of systems and tools to automate and streamline workflows and controls. Some of the skills that I use and develop in this role are finance, Microsoft Excel, Microsoft Office, and communication.
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Investment Operations AnalystState Of Wisconsin Investment Board Sep 2022 - PresentMadison, Wisconsin, Us -
Board MemberBizz Jan 2022 - Present
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Head Of Business Operations And FinanceBizz Dec 2014 - Dec 2021• Directed operations for over four retail stores and led gross revenues to $5 million• Acquired a competitor store and performed a turnaround leading revenues to 3x prior acquisition • Headed 50 employees, including supervisors, buyers, managers, sales team, HR team, and office team• Monitored P&L and was responsible for approving the company’s Financial Statements• Led the overall capital structuring strategy, cash management, and investment allocation• Provided the financial schedule and valuation for new investments
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Fund Analyst - Alternative InvestmentsAlter Domus Jun 2022 - Aug 2022Luxembourg, Lu• Process and track daily cash contributions and distributions for investment fund clients• Enter daily and monthly deliverables by recording journal entries, wires, and loan schedules • Assist in the preparation of financial statements for Real Estate Private Equity Funds (REIT and Debt) -
Business Portfolio ManagerGrupo Santander Jan 2013 - Mar 2015Boadilla Del Monte, Madrid, Es• Managed portfolio of 300 business clients and increased the portfolio revenue by 80%• Member of the bank branch risk and credit committee – analysis and decision• Provided financial advice on business strategies and Capital Markets (e.g., fixed income investments, mutual funds, stock market, futures, and derivatives market, foreign exchange operations)• Provided loans for small and medium businesses in the Latin American market• Partnered with the operations team on-post transaction services (trades, securities, loans, and contracts) • Awarded Minas Gerais, Brazil state "Top 5 Profitability Manager" for 12 consecutive months -
Commercial TraineeGrupo Santander Aug 2012 - Dec 2012Boadilla Del Monte, Madrid, Es• Selected as one of 188 trainees between nearly 30.000 candidates of the Santander Bank Trainee National Program;• Worked with Santander Brazil VP's during 5 months of intense training in all sectors of the bank;• Graduated in the trainee program as one of the highlights of the class. -
TranslatorCaterpillar Inc. Jul 2012 - Aug 2012Irving, Texas, Us• Responsible for translating locomotive assembly instructions from Canadians to Brazilians’ assembly line workers. -
Trainee EngineerAmbev May 2011 - May 2012São Paulo, Sp, Br• Worked closely with engineers leaders and team providing support, technical analysis, and insights to help drive maintanance department of the factory;• Maintained reports using Excel to provide maintanance data in board meetings;• Advised team on appropriate solutions on the factory production lines;• Developed a project using statiscs data, that aimed to reduce bottle breakage in production lines by 80%. -
Trainee EngineerIveco Apr 2010 - May 2011Turin, It• Responsible for KPI’s of assembly analysis lines of medium and heavy trucks; • Led the development of projects to improve and optimize the production lines;• Created a department focused on search of new contigency suppliers; • Managed the logistical flow of contingency purchases;• Avoided the production line shutdown that was previously caused by missing parts in 95% of the cases. -
Car Sales SpecialistHs Veículos Feb 2003 - Apr 2010• Supervisor of the used vehicles sales team;• Coordinator of the new vehicles sales department;• Specialist in used vehicles valuation;• Responsible for $ 1MM of the annual business revenue, on average.
Gabriel Souza Skills
Gabriel Souza Education Details
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University Of Utah - David Eccles School Of BusinessFinance -
Puc MinasProject Management -
Unifemm - Centro Universitário De Sete LagoasIndustrial Engeeniring With Mechanical Emphasis
Frequently Asked Questions about Gabriel Souza
What company does Gabriel Souza work for?
Gabriel Souza works for State Of Wisconsin Investment Board
What is Gabriel Souza's role at the current company?
Gabriel Souza's current role is Investment Operations Analyst @ SWIB.
What schools did Gabriel Souza attend?
Gabriel Souza attended University Of Utah - David Eccles School Of Business, Puc Minas, Unifemm - Centro Universitário De Sete Lagoas.
What are some of Gabriel Souza's interests?
Gabriel Souza has interest in Social Services, Politics, Education, Environment, Science And Technology, Arts And Culture, Health.
What skills is Gabriel Souza known for?
Gabriel Souza has skills like Competitive Intelligence, Team Leadership, Sales Operations, Business Analysis, Calculations, Dynamic, Financial Management, Problem Solving, Problem Analysis, Sales Performance, Credit Analysis, Credit Management.
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