James Barp Email & Phone Number

Campbell, California, United States

Curitiba, Paraná, Brazil

Curitiba, Paraná, Brazil

KEY RESPONSIBILITIES:• Apply data analysis and financial modeling skills to develop cash flow forecasts based on historical financial data and market trends;• Conduct valuation analysis of businesses, intangible assets, and biological assets using a variety of valuation methodologies, including the Multi-Period Excess Earnings Method (MPEEM) for customer relationship assessments, Relief from Royalties for brand evaluations, With or Without for non-compete agreement assessments, and Replacement Cost for assembled workforce evaluations.• Review reports and workpapers of dozens of market players to provide audit assistance for purchase price allocations (PPAs), valuation of biological assets, and impairment tests. This includes asking clarifying questions to the evaluator, reperforming calculations, and preparing a memorandum of conclusions for financial reporting purposes;• Coordinate, supervise, and generate reports and memos related to the developed projects.• Assist with the training of new team members and junior staff.• Provide support to the manager responsible for the project;• Contribute to strategic initiatives aimed at enhancing client business value.ACHIEVEMENTS:• Provided audit assistance services for over 60 projects, including PPAs, valuation of biological assets and impairment tests;• Promoted 3 times in 2 years, from trainee to junior analyst to analyst, with top ratings, demonstrating rapid career progression;• Demonstrating leadership by assisting with the onboarding of 5 new trainees in a challenging moment in the labor market;

Brazil

KPMG is a global network of professional firms that provides Audit, Tax and Advisory services. The company operates in 151 countries and employs approximately 145 thousand professionals.KEY RESPONSIBILITIES:• Supported consultants and managers in the development and execution of valuation projects, applying data analysis and financial modeling skills;• Utilized research tools such as Capital IQ, Bloomberg, EIU, Emis, and Google Search to gather and analyze market data;• Organized workbooks, keeping proper records of documentation, interviews, processes, and procedures;• Calculated appropriate discount rates and performed balance sheet and financial ratio analysis to assess the risk of assessed companies;• Developed reports and memos with charts, tables, and theoretical foundations to support clients' long-term decision-making;• Created cash flow forecasts by analyzing historical trends in profit and loss statements and conducting market research;• Worked in teams composed of members from various service lines, in order to gather different expertise and deliver the best solution to customers.ACHIEVEMENTS:• Presented valuation findings to senior management and clients, receiving positive feedback;• Promoted to junior analyst with a high rating.

Curitiba E Região, Brasil

Itaú is the largest private bank in Brazil. I worked in direct contact with the client, assessing the customer in their needs and providing guidance on the products and services available. KEY RESPONSIBILITIES:• Conducted comprehensive assessments of customer's needs, offering advice on pertinent products and services;• Implemented sales strategies for direct loans, focusing on the retiree segment;• Presented loan proposals to clients and answered their questions in a clear and concise manner, demonstrating excellent communication skills;• Assisted with the full loan lifecycle, from client prospecting to disbursements and debt renegotiation.ACHIEVEMENTS:• Surpassed monthly loan sales target of approximately BRL 1,000,000 in revenue for the retiree segment, demonstrating strong sales and customer relationship skills.

Bachelor'S Degree, Economics

Activities and Societies: • Student Scientific Research • Student Representation Council • International exchange program at the master's.

Programme Grande École, Finance, General

Activities and Societies: • 2019 and 2020 Masters at Grande École program • 2020 Audencia Summer Term • Major in Financial Markets• One.