Ivan Coelho Email & Phone Number

Toronto, Ontario, Canada

Key Achievements:Data-Driven Insights for Senior Management: Created and presented monthly reports for the counterparty credit team by analyzing large datasets, providing actionable insights that informed risk management strategies. Led a project to consolidate data from multiple sources, reducing manual workload by 20% through advanced Excel functions.Process Automation & Efficiency: Spearheaded an initiative to optimize the reporting process, implementing automated workflows and centralizing documentation in Confluence. This project reduced report generation time and improved overall efficiency across the team.Cross-Functional Collaboration: Managed counterparty data setup and updates on the ALGO Credit system, engaging with stakeholders across LATAM (Peru, Mexico, Colombia, and Brazil) to ensure alignment and foster strong business relationships with local teams.Accurate Financial Reconciliation: Prepared detailed financial reports and conducted portfolio reconciliations on assets, cash statements, and derivatives positions, ensuring accurate reporting for internal and external stakeholders.Compliance & Risk Mitigation: Led the design, testing, and implementation of new tools to streamline credit limit monitoring and support regulatory compliance. Worked closely with audit teams to address complex credit risk issues and drive improvements in monitoring practices.Technical Proficiency: Utilized SQL and Python scripting to optimize reporting tasks and automate routine activities, enhancing data integrity and reporting consistency. Developed various reports and dashboards, supporting both operational and management needs.Core Skills:Advanced data analysis, reporting automation, and process improvementStrong relationship management and collaborative communication across LATAM teamsTechnical expertise in Oracle SQL, Python, Confluence, Jira, and Salesforce for enhanced reporting solutions

Toronto, Ontario, Canada

Key Achievements:Data Mining & Analysis: Performed targeted data mining and analysis to provide actionable insights for financial reporting, directly supporting business decision-making and strategic planning.Financial Data Interpretation: Prepared, analyzed, and interpreted financial data, ensuring accurate and timely reporting to guide management decisions.Enhanced Data Reporting: Collaborated with cross-functional teams to improve reporting processes and deliver comprehensive dashboards, addressing diverse data needs across departments.Data Integrity & Quality Assurance: Maintained data integrity by identifying and resolving quality issues, ensuring consistency and reliability in data reporting.Solution Development: Designed and implemented tailored solutions to enhance data reporting accuracy, aligning with organizational goals and supporting continuous improvement.Core Skills:Advanced Data Analysis & ReportingFinancial Data Interpretation & Dashboard DevelopmentData Quality Management & IntegrityCollaborative Problem-Solving & Cross-Team Communication

Ontario, Canada

Key Contributions:Efficient Order Fulfillment: Retrieved and prepared products from inventory based on customer orders with a high level of accuracy and attention to detail, ensuring order fulfillment standards and client satisfaction.Quality Control: Conducted quality checks on products before packing, ensuring compliance with Lush’s standards and preventing any defective or damaged items from being shipped.Inventory Management: Assisted with stock counts, organized inventory, and ensured optimal product storage, reducing errors and enhancing warehouse efficiency.Logistics Coordination: Managed shipment methods, prepared customs forms, and arranged for shipping both manually and digitally, streamlining the logistics process.Collaborative Problem-Solving: Proactively identified issues and escalated necessary paperwork to the Team Lead/Operations Support Clerk, ensuring smooth operations and timely issue resolution.Core Skills:Order Fulfillment & Inventory ManagementQuality Assurance & Attention to DetailTeam Collaboration & Problem SolvingAdaptability in High-Pressure Environments

Brazil

Key Achievements:Strategic Credit Analysis: Evaluated and managed credit risk for corporate and commercial accounts, providing insights that contributed to informed investment decisions and safeguarded the fund’s assets.Customized Client Solutions: Developed tailored financial solutions to meet the unique needs of high-value corporate clients, fostering long-term partnerships and expanding the fund’s portfolio.Enhanced Financial Viability: Conducted in-depth analysis of client financials, industry trends, and market risks, leading to the approval of high-impact investment initiatives aligned with the fund's strategic goals.Collaborative Project Leadership: Worked alongside cross-functional teams, transforming business needs into efficient, data-driven solutions that enabled streamlined reporting and optimized resource allocation.Risk Management Excellence: Designed and refined dashboard visualizations to translate complex data into actionable insights for stakeholders, ensuring transparency and proactive risk mitigation.Core Skills:High-level financial and credit risk analysis for investment managementStrong client relationship development and consultative approachExpertise in data visualization and multi-stakeholder reporting

Governador Valadares Area, Brazil

Career Growth & Progression: Promoted five times over five years through roles as Bank Teller, Administrative Assistant, Regional Assistant, Small Business Risk Manager, and Corporate & Commercial Accounts Manager in Credit Risk.Key Achievements:Strategic Loan Analysis: Assisted the board in analyzing and approving loans totaling over $50 million, demonstrating a rigorous analytical approach to financial viability and risk assessment.Client Engagement & Growth: Built and maintained a strong network of corporate and individual clients, increasing the bank’s reach by providing tailored solutions in loans, investments, and banking services.Confidentiality & Integrity: Upheld exceptional discretion with sensitive client and financial information, fostering trust and enhancing client relationships.Cross-functional Collaboration: Partnered with multiple product and project teams, translating business needs into actionable technical solutions that supported informed decision-making.Technical Proficiency: Designed and updated dashboard solutions based on stakeholder requirements, visualizing data to meet client needs effectively.Core Skills:Consultative problem-solving for corporate and individual accountsMulti-tasking in a high-paced, stakeholder-rich environmentExpert financial and risk analysis, supporting product expansion and operational improvements

Governador Valadares, Minas Gerais, Brazil

Key Achievements:Strategic Supply Chain Development: Developed and implemented supply chain strategies that aligned with organizational goals, emphasizing cost-efficiency, speed, and reliability to support growth.Procurement Leadership: Established purchasing policies and procedures while managing the purchasing department's budget. Oversaw contract negotiations with key suppliers, ensuring favorable terms and reducing costs.Vendor & Inventory Management: Identified reliable vendors for materials and supplies and optimized inventory levels to balance cost savings with service quality. Conducted regular inventory audits to maintain stock accuracy and availability.Logistics Coordination: Collaborated with logistics teams to streamline delivery schedules, minimizing delays and reducing shipping costs. This improved overall supply chain efficiency and customer satisfaction.Budget Monitoring & Cost Savings: Actively managed the supply chain budget, identifying and executing cost-saving opportunities that supported financial goals without compromising service levels.Core Skills:Supply Chain Strategy & OptimizationProcurement & Contract NegotiationInventory Management & Cost ControlLogistics Coordination & Efficiency Improvement

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