Luis Felipe O. Szmidtke Email & Phone Number

Brazil

Caxias Do Sul, Rio Grande Do Sul, Brazil

Responsible for the strategic and operational leadership of the Finance, Procurement, Facilities, and Accounting areas within the Financial and Digital Services Vertical, focusing on maximizing financial and administrative outcomes. Key responsibilities include:# Coordinating financial and administrative teams, ensuring alignment with corporate guidelines.

Caxias Do Sul, Rio Grande Do Sul, Brasil

I serve as a Fiscal Council Member at Randonprev, contributing to the oversight of financial statements, regulatory compliance, and governance of the pension fund. My role includes:# Reviewing and validating financial statements and accounting reports.# Ensuring compliance with regulatory standards and governance best practices.# Monitoring and supervising.

Palhoça, Santa Catarina

As FP&A Manager, reporting directly to the CFO, I was responsible for leading financial planning, budgeting control, and providing strategic support for decision-making processes. Key activities and achievements include:# Budgeting and Forecasting: Developed and managed the annual budgeting cycle, ensuring strategic alignment and continuous monitoring of.

Porto Alegre Area, Brazil

As FP&A Coordinator, I led teams and strategic processes, focusing on financial analysis, results management, and direct support to the executive board. Key responsibilities and achievements included:# Team and Process Management: Coordinated multidisciplinary teams, ensuring operational efficiency, strategic alignment, and consistent delivery of financial.

Porto Alegre Area, Brazil

As a Corporate Finance Specialist, I played a strategic role in financial management and provided support to Sicredi’s cooperatives, focusing on resource optimization and long-term planning. Key responsibilities and achievements included:# Asset and Liability Management (ALM): Supervised ALM processes, ensuring balance sheet stability and efficiency in the.

As a partner at an investment office in the capital markets, I was responsible for leading wealth management strategies, client acquisition, and leveraging investment opportunities across multiple asset classes. Key responsibilities and achievements included:# Portfolio Management: Supervised resource allocation and portfolio diversification for clients.

Master Of Business Administration (Mba), Finance

Master Of Science In Accountancy, Finance, General

Bachelor Of Business Administration (Bba), Finance