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 and banking regulations.# Managing Pricing, Spreads, and Margins to ensure profitability and operational efficiency.# Supervising the preparation and monitoring of budgets, financial forecasts, and reports for senior management and investors.# Leading financial and accounting integration in mergers and acquisitions (M&A), identifying synergies and mitigating risks.# Ensuring regulatory compliance and optimizing resource allocation across the Vertical’s various units.# Strategically managing procurement and facilities, driving operational efficiency and cost reduction.# Developing strategies to assess and mitigate financial risks related to interest rates, foreign exchange, liquidity, and capital.This position allows me to contribute to the Vertical's sustainable growth by aligning operational and financial performance with the organization's strategic objectives.

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 asset management to guarantee transparency and the fund’s sustainability.This experience strengthens my ability to support governance and financial management in a strategic corporate environment.

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 variances to drive financial efficiency.# Cash Flow Management: Supervised cash flow operations, implementing strategies to optimize liquidity while balancing financial security and return on capital.# Structured Operations: Engaged in financial modeling and execution of structured operations for fundraising and debt restructuring, aligning capital strategies with organizational objectives.# Investment Feasibility Studies: Conducted economic and financial feasibility analyses of strategic projects, utilizing methodologies such as Real Options to support investment decision-making.# Strategic Project Analysis: Delivered in-depth studies on the financial and operational impacts of initiatives, focusing on maximizing ROI and assessing associated risks.This role allowed me to leverage my expertise in financial planning to drive strategic initiatives, contributing directly to the sustainable growth and financial robustness of Ouze.

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 results.# KPI Management: Developed and monitored key performance indicators related to financial results, business performance, and variable compensation metrics, ensuring transparency and alignment with organizational objectives.# Beyond Budgeting: Implemented Beyond Budgeting practices, fostering agility in financial planning and focusing on value creation.# Product and Service Pricing: Designed pricing models to optimize margins and enhance the competitiveness of financial products and services.# Asset and Liability Management (ALM): Oversaw ALM and structured financial operations, contributing to balance sheet stability and operational efficiency.# Market Analysis: Conducted detailed market analyses to identify business opportunities and align strategies with competitive dynamics.# Executive Board Support: Provided strategic insights and financial reports to senior leadership, supporting decision-making on critical projects and initiatives.This role solidified my ability to lead complex processes, drive financial results, and strategically contribute to business management in the financial sector.

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 bank’s operations.# Liquidity and Capital Management: Developed strategies for liquidity and capital management, ensuring regulatory compliance and supporting the growth of financial operations.# Strategic Financial Consulting: Provided financial analysis and consulting to cooperatives, aligning strategic decisions with local needs and Sicredi’s corporate vision.# Banking Operations: Supported and analyzed banking operations, aligning products and services with market demands.# Forecasting and Budgeting: Prepared forecasts and budgets for the bank’s products, enhancing decision-making efficiency and predictability.# Product and Service Pricing: Designed competitive pricing models to optimize margins and ensure financial sustainability.# Financial Planning for Card Administrator: Structured the financial planning of Sicredi’s Card Administrator, contributing to portfolio expansion and improved financial results.This role strengthened my expertise in asset and liability management, financial planning, and strategic support, enhancing the integration between Sicredi’s cooperatives and its corporate system.

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, focusing on maximizing risk-adjusted returns and meeting individual financial goals.# Client Acquisition and Relationship Management: Built a strong client base by establishing trust-based relationships and delivering personalized investment solutions.# Strategic Planning: Developed growth strategies and positioned the office within the capital markets, aligning long-term objectives with market dynamics.# Market Analysis and Opportunity Identification: Conducted in-depth market analyses, identifying trends and opportunities in fixed income, equities, derivatives, and other financial instruments.# Investment Consulting: Provided specialized advisory services, helping clients understand the economic landscape and make informed investment decisions.# Compliance and Regulation: Ensured full compliance with financial market regulations, promoting transparency and best practices in all operations.This experience enhanced my strategic vision in capital markets, consolidated my ability to lead teams and businesses, and strengthened my skills in relationship management and financial advisory.

Master Of Business Administration (Mba), Finance

Master Of Science In Accountancy, Finance, General

Bachelor Of Business Administration (Bba), Finance