Luis Fernando Boccato

Luis Fernando Boccato Email and Phone Number

Chief Financial Officer | Senior FP&A, Corporate Finance, Investor Relations and General Management Executive @ Integra Investments
Luis Fernando Boccato's Location
Miami, Florida, United States, United States
Luis Fernando Boccato's Contact Details

Luis Fernando Boccato work email

Luis Fernando Boccato personal email

About Luis Fernando Boccato

• Senior executive for Financial Planning & Analysis (FP&A), Corporate Finance and General Administration;• Wide experience in spearheading, developing and managing processes and policies, focusing on ensuring that the Finance department plays a strategic role in the organization;• Strong experience in managing the elaboration process, preparing reports and making presentations, serving as decision-making tools for various management levels such as Executive Committees, Board of Administration and Shareholders;• Leadership of several projects related to strategic planning, financial planning, capital structure, debt and equity management, mergers & acquisitions (M&A), valuation and investor relations; • Accomplished in structuring and negotiating complex transactions involving commercial and investment banks and teams of lawyers, attaining favorable results even in high-pressure and short-deadline environments;• Skilled in conciliating planning and scenario-making capacity with in-depth business understanding and involvement, in building relations based on reliability and in working in a result-oriented fashion;• Management of Treasury, Reporting, Accounting (BRGAAP/IFRS), Special Projects, IT & Telecom, Supply, Legal, Human Resources and General Service departments;• International business experience in the USA, Portugal, Argentina and Colombia.

Luis Fernando Boccato's Current Company Details
Integra Investments

Integra Investments

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Chief Financial Officer | Senior FP&A, Corporate Finance, Investor Relations and General Management Executive
Luis Fernando Boccato Work Experience Details
  • Integra Investments
    Chief Financial Officer
    Integra Investments Jan 2019 - Present
    Miami, Fl, Us
  • Órbita Infantil Comércio, Importação E Exportação
    Chief Financial And Operating Officer
    Órbita Infantil Comércio, Importação E Exportação Aug 2018 - Dec 2018
  • Aksia Consultoria
    Principal
    Aksia Consultoria May 2018 - Dec 2018
  • Bossa Nova Sotheby'S International Realty
    Chief Financial And Administrative Officer
    Bossa Nova Sotheby'S International Realty Oct 2013 - Apr 2018
    São Paulo, São Paulo, Br
    • Formation and leadership of Finance (Planning, Treasury, Managerial Information, Reporting, Accounting, Investor Relations, Special Projects), Administration (IT & Telecom, Sales Administration, Human Resources, Supply) and Corporate Legal departments;• Creation and management of the Finance Pack – a set of daily reports on company performance, such as Cash Flow, P&L Statements (holding, business units and offices) and KPIs, including analysis of budget vs. actual vs. forecast, ensuring precise, frequent reporting of financial and operational information for decision-making;• Management of strategic and operational routines such as Strategic Planning, Budgeting, Market Intelligence and Benchmarking, Accounts Payable and Receivable, Invoicing, Accounting, Treasury and Foreign Exchange;• Solely responsible for the Investor Relations department, organizing the corporate calendar and periodical meetings, preparing reports and minutes of meetings and managing the developments of corporate acts when necessary;• Responsible for elaborating the Business Plan and the Startup Economic-Financial Model. Meetings with investors to present the project and secure resources;• Leadership of the Master Franchise Agreement negotiation process with Sotheby’s International Realty brand and of the Shareholder Agreement between groups of investors;• Leadership of valuation, financial and legal due-diligence processes for the acquired real-estate boutique.
  • Lupatech
    Financial Planning, Corporate Development And Investor Relations Manager
    Lupatech Sep 2011 - May 2013
    • Structuring and management of the Corporate Financial Planning department, giving the Company integrated processes for elaborating, reviewing and monitoring budgets, operational and financial KPIs and instruments for reporting to Executive Directors and to the Board of Directors;• Leadership, together with the Group CEO and CFO, of the Company capitalization process worth a total of BRL 376 million ($250 million), by way of public and private share offers, as well as non-strategic asset divestment projects (involving valuation, due-diligence etc.);• Assessment of Group investment and bidding projects, both through main financial indicators (CAPEX, Payback, IRR, etc.), and by adhering to company strategy;• Responsible for the Investor Relations department, including throughout the capitalization process, also passing through various result-reporting cycles and complying with stock exchange (BM&F BOVESPA and OTCQX), debenture-holder and bondholder obligations;• Member of the Company Executive Committee.
  • Unidas
    Corporate Development And Investor Relations Manager
    Unidas Jul 2008 - Sep 2011
    Belo Horizonte, Minas Gerais, Br
    Corporate Development and Investor Relations ManagerMarketing and Product Manager • Responsible for implementing the Corporate Development department, and elaborating the company long-term financial model, utilized in valuation, scenario analysis and as a budgeting tool;• Relations with Company stakeholders in activities concerned with investor relations (shareholders, investors, research analysts and media professionals);• Leader, together with the Group CEO and CFO, of the renegotiation process for the terms and conditions of Company debentures, involving investment banks and teams of lawyers;• Leader of the project to study, engineer and deploy the Fly & Drive product in Brazil, in partnership with GOL Airlines, which expanded car-rental business revenues by 20% and reduced operation costs.• Responsible for the Marketing and Product department, including revision and definition of marketing strategies for the Company and business segments, relations with advertising agencies and the trade.
  • Grupo Abril
    Corporate Financial Planning Manager
    Grupo Abril Feb 2004 - Jun 2008
    São Paulo, Sp, Br
    Corporate Financial Planning ManagerProject CoordinatorBusiness ConsultantManagement Trainee• As Corporate Financial Planning Manager, responsible for preparing company financial reports directed at both internal public (senior executives and shareholders) and external public (banks, investors and auditors), relations with financial and capital markets in discussing hedging alternatives, group investment and funding resources, developing and maintaining the long-term financial model containing projections for cash flow, indebtedness etc.• Responsible for implementing the first BNDES FINEM funding line for the Abril Group, worth BRL 40 million.• As Corporate Financial Coordinator, supported the directorate and finance vice-presidency in projects and analyses related to corporate reorganization, debt management and M&A.• As Corporate Development Consultant, involved in diverse projects encompassing operations and logistics, marketing and sales, finance and strategy.
  • Banco Itaú
    Intern
    Banco Itaú Mar 1999 - May 2001
  • Abn Amro Bank
    Intern
    Abn Amro Bank Feb 1998 - Feb 1999
    Amsterdam, Nl
  • Banco Matrix
    Intern
    Banco Matrix Aug 1997 - Dec 1997

Luis Fernando Boccato Skills

Financial Planning Financial Modeling Corporate Finance Investor Relations Strategic Planning Valuation Business Strategy Forecasting Business Planning Financial Analysis Mergers Strategic Financial Planning Restructuring Start Ups Investments Management Negotiation Strategy Mergers And Acquisitions Finance Business Development Project Planning Management Consulting

Luis Fernando Boccato Education Details

  • Massachusetts Institute Of Technology
    Massachusetts Institute Of Technology
    Real Estate
  • University Of Pennsylvania
    University Of Pennsylvania
    An Introduction To American Law
  • The Wharton School
    The Wharton School
    Introduction To Financial Accounting
  • The Wharton School
    The Wharton School
    An Introduction To Corporate Finance
  • Insper Instituto De Ensino E Pesquisa
    Insper Instituto De Ensino E Pesquisa
    Finance
  • Escola Politécnica Da Usp
    Escola Politécnica Da Usp
    Civil Engineering

Frequently Asked Questions about Luis Fernando Boccato

What company does Luis Fernando Boccato work for?

Luis Fernando Boccato works for Integra Investments

What is Luis Fernando Boccato's role at the current company?

Luis Fernando Boccato's current role is Chief Financial Officer | Senior FP&A, Corporate Finance, Investor Relations and General Management Executive.

What is Luis Fernando Boccato's email address?

Luis Fernando Boccato's email address is bo****@****.com.br

What schools did Luis Fernando Boccato attend?

Luis Fernando Boccato attended Massachusetts Institute Of Technology, University Of Pennsylvania, The Wharton School, The Wharton School, Insper Instituto De Ensino E Pesquisa, Escola Politécnica Da Usp.

What skills is Luis Fernando Boccato known for?

Luis Fernando Boccato has skills like Financial Planning, Financial Modeling, Corporate Finance, Investor Relations, Strategic Planning, Valuation, Business Strategy, Forecasting, Business Planning, Financial Analysis, Mergers, Strategic Financial Planning.

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