Responsible clients advisory of Investments, Exchange's operations, M&A, Treasury Consulting, All sort of Banking solutions.Assessoria corporativa financeiraAlocação estruturada de capitale investimentosRedução de custosCâmbios (Inclusive antecipações)Captação de recursos (Créditos e financiamentos)Serviços OffshoreProteção Pessoal e PatrimonialSeguros e PrevidênciaBenefíciosFolha de pagamentoConsórcios e leasingsCréditos Incentivados Agronegócio, Infraestrutura, Imobiliário e Energia.

Responsible for management and financial areas of Grupo Sozo and VLGI. Implementation of BPO E&Y. Responsible for Treasury, Accounts Payable, Accounts Receivable, billing, investments, cash flow, budget, M&A, P&L, Income Statement analysis, commissioning, financial planning, controlling, purchasing, general administration, BI, corporate issues, analysis of accounting results and BR Taxes.Atuando como PJ em empresa de investimentos coligada à XP, como Gerente Administrativa e Financeira desde Jan/22, com o desafio de reestruturar todo administrativo e financeiro, trazendo maior organização e melhorias de processos para todas as filiais do grupo, com atuação no Centro-Oeste e Nordeste através de sete filiais. Controle das empresas do grupo: corretora de investimentos, corretora de seguros e previdência, serviços de câmbio e crédito empresarial, Asset, startup de comunicação e escola digital.Responsável pela fusão e aquisição de quatro escritórios de menor porte, realizando também obras de adequação de espaços físicos e divulgação da cultura e procedimentos da empresa aquisitora aos funcionários agregados.Responsável, também, por toda informação gerencial, gestão bancária, fluxo de caixa, P&L, comissionamento, análise de performance, contas a pagar, receber, investimentos, planejamento estratégico/tributário, controladoria e gestão contabilidade terceirizada e de BPO pela EY.Criação e implementação de plano de contas. Sistemas ZeroPaper e TOTVS Protheus.

Coordination of accounts payable, accounts receivable and treasury activities of four offices, including foreign ones (New York).ERP - TOTVS SISJURI (Modules: registration, financial, HR, accounting and tax) and Oracle Cloud.Management of a team of 12 employees in the financial area;Cash forecast, cash flow control;Negotiation and contracting of banking products in the areas of insurance, sureties, financing and leasing;Control of payments, as well as documents according to established rules and procedures;Tax withholdings and tax analysis;Control of contracts;Control of customer positioning and advances to suppliers;Supervision of reconciliation of financial and/or accounting accounts;Exchange operations, remittance and receipt of funds from foreign customers;Creation and implementation of financial policies and procedures;Evaluation and organization of treasury operations.Responsável pelo relacionamento bancário e coordenação e orientação a uma equipe financeira composta por 12 profissionais com responsabilidade de: º Controle de operações financeiras º Análise na captação de linhas de financiamento nacional e internacional (leasing, ACC, Capital de giro)º Garantir entregas dos lançamentos fiscais e documentos contábeis no prazo das seguintes operações: o   Contas à pagar e recebero   Pagamentos a correspondentes e demais prestadores de serviços ao clienteo   Gestão de despesas de viagenso   Gestão de Cartões de crédito.o   Prestação de contas e reembolsos aos integrantes.o   Pagamentos de guias e taxas.o   Análise fiscal de retenções de impostos.o   Identificação de recebimentos e baixa de faturas.o   Repasse de depósitos judiciais.o   Gestão de honorários de sucumbências.o   Pagamentos e recebimentos internacionais (Câmbio).o   Gestão de Caixinha.o   Adiantamentos aos integrantes.o   ERP - Totvs Sisjuri e Oracle cloud

WesTech engineers and manufactures process equipment to provide solutions for customers in the industrial, mineral, municipal water, and municipal wastewater industries. Leaders in process expertise.Finance Consultant contracted by two months, reporting to CEO in Brazil, worked temporally as Controller during his absence.Treasure routine (Payments, receives, banking account control, conciliation, investments, remittances abroad, etc.)Accompanies Intern and external audit referring period from ago/2014 to jul/2015.Documents and Procedure revision to best practices in the finance department.Finalized Balance and P&L reports of October and November/2015.Collaborated on the implementation of ERP System Totvs/Protheus Articulated recommendations to improve Financial and Accounting processes.

April 2015 Accompanies the business cession process; helps with legal matters.January 2012 - November 2012Entrepreneurial experience.Acquired a beauty salon and re-staffed it with 30 employees. A family member took over daily operations for the next 2.5 years as I moved back to a corporate role, before we decided to sell it. This experience taught me to manage individuals with a very different background and skillset.

Internal Auditor Consultant reporting to Brazil General Manager and Mexico CFO• Audited 2 years of payment history in a complex environment to reconcile official financial statements against company bank accounts in the context of a recent merge between Tycoon 360 and Brands 360• Finalized 2014 Balance Sheet and P&L• Articulated recommendations to improve tax processesTrained employee to take over financial statements elaboration after mission was completed

Prepaid cards administration company that belongs to the same group as São Paulo investment.Financial Consultant• Reconciled financial reports issues by Brasil Pre-Pagos, Visa and Yalamanchili (technology consulting company based in India) systems• Investigated discrepancies between reports coming from all three companies• Collaborated closely with IT programmer to aggregate data into a consolidated dashboard

Small investment boutique with solid expertise in advising large and medium-sized companies and institutional investors in complex strategies and investment decisions. Their focus is in asset management, M&A and restructuring.Financial Officer (50%):• Managed cash flow and treasury operations• Negotiated installment payments with clients and performed collection ; processed remittances• Monitored bank accounts and conducted reconciliations• Calculated and managed tax retentionsOffice Management (50%)• I managed all support functions and a multi-disciplinary support team of 3• Acted as the sourcing manager for the company by negotiating contracts with suppliers• Collaborated closely with controller on budget elaboration and control• Selected and hired financial consultants, commercial/administrative assistants, trainees• Wrote internal HR policies ; managed payroll

One of Brazil's leading law firms.Finance & Compliance Officer• Managed invested revenue• Monitored the accounts of the 16 legal entities that make up BM&A Law• Defined and enforced expense management policies and procedures• Acted as a Power of Attorney agent

Global alternative asset management firm serving the investment needs of leading public pensions, premier institutions, and sophisticated individual investors.Finance & administrave Office Coordinator• Direct supervisor for 14 support staff members• Conducted reconciliations and bank account monitoring, as well as budget elaboration and monitoring for the 9 legal entities• Helped with the implementation of a new finance ERP system working closely with external consultants and with the accounting department• HR administration: managed general issues of 200 employees, enforced travel and expense policies• Supervised office relocation

Subsidiary of Belgium Ethanol Trading Company.Commercial Assistant (40%)• Drafted and managed contracts with Brazilian clients and other branches of the company ; Developed a deep knowledge of Incoterms (FOB/FCA/Ex-works (PVU))• Coordinated sales and purchase processes from confirmation to paymentOffice Management (60%)• Managed a team of 3• Managed relationships with suppliers• Analyzed best communication and technology options to reduce connectivity issues and costs

Subsidiary of oil and derivatives Belgium Trading Company of oil and derivatives.Foreign Trade Assistant:• Siscomex access, registry of customs brokers; reporting to ANP; payment of monthly bills, exchange negotiation; verified customer´s legal situation and the powers of the legal representatives to sign; digital and physical document filing; bid processes.Technology support:• Reported to UK branch and worked extensively in English• Selected financial ERP and assisted with its implementation• Provided user support (Windows; MS Office; internet)• Purchased and controlled licenses• Contact with UK, Netherland, Argentina and the USA

Subsidiary of American HR and Pension Company.Supported HR, IT and finance departments for Brazil and LATAM• Implemented career development and 360 evaluation processes• Managed the company’s intranet• Conducted selection processes• Provided assistance to expatriates• Coordinated internal events organization involving up to 200 employees• Prepared and controlled office budgets• Prepared legal documents