Lucas Dolabela Barcellos Correa, Cfa Email and Phone Number
Lucas Dolabela Barcellos Correa, Cfa work email
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Lucas Dolabela Barcellos Correa, Cfa personal email
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• Executivo financeiro experiente com um histórico profissional relevante, incluindo uma passagem como CFO de uma empresa de rápido crescimento, demonstrando ampla expertise em impulsionar iniciativas estratégicas e liderar discussões de negócios de alto risco.• Formação e liderança de equipes de alto desempenho com até 19 pessoas.• Expertise em Operações Financeiras Estratégicas, incluindo Estruturação de Dívidas, Gestão de Fundos, Finanças Comerciais e Finanças Corporativas, com valores de até R$ 2 bi.• Experiência em Tesouraria, Planejamento Financeiro e Análise (FP&A), Contabilidade, Impostos e Áreas Fiscais.• Definição de valuation e condução de processos de due-diligence financeira e legal.• Desenvolvimento de estratégias de crescimento (orgânico e/ou inorgânico) para projetos específicos.• Fortes vínculos com principais instituições financeiras locais e globais e bancos de investimento para captação de dívidas e início do processo de abertura de capital de uma empresa.• Relacionamentos com investidores, proprietários de negócios, respeitados consultores financeiros e jurídicos, bem como renomadas boutiques de M&A, possibilitando captação de recursos de capital bem-sucedida e identificação de alvos estratégicos para aquisições.• Projetos sem fins lucrativos, como membro do conselho da CFA Society Brasil.
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CfoDome Serviços IntegradosRio De Janeiro, Rj, Br
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CfoDome Serviços Integrados Sep 2023 - PresentSao Joao Da Barra, Rio De Janeiro, Br -
Advisor, Board MemberAxpr Valve Science Jul 2020 - PresentIndaiatuba, São Paulo, Br● Led the financial and strategic discussions such as the interaction with a strategic player interested in making an investment in the company.● Participated in meetings with major financial institutions to provide the strategic vision of the business and increase the company's credit lines.● Conducted strategic debates to explore the direction of the business in which it was presented alternatives for organic and/or inorganic growth, and evaluated possibilities of future acquisitions, along with potential funding options.● Collaborated closely with the CFO to streamline the accounting department's structure, ensuring the company's readiness to secure funds from the financial market through debt and/or equity mechanisms. -
CfoBeep Saúde 2022 - 2022Rio De Janeiro, Rio De Janeiro, Br● Managed the FP&A, Treasury, Accounting, Tax and Fiscal areas, with a team of 19 people, including 02 managers.● Implemented a process change with the external accounting firm which led to a reduction of over 15 days in receiving monthly financials.● Co-led the due diligence project of the CZI (Chan Zuckerberg Initiative) investment in the Series C funding.● Developed the relationship with local and global investment banks to secure debt facilities and engage for a future public offering and/or strategic movement -
Managing DirectorHorizonte Capital 2019 - 2022São Paulo, Sp, Br● Raised BRL 3,2 million for operational expenses with 19 international investors including high net worth individuals, family offices and institutional investors (fund of funds) with a potential of an acquisition of an enterprise value of BRL 150 million.● Selected, trained, and led a team, including 10 interns.● Constructed investment thesis and definition of strategies to search for potential targets. ● Developed relationship with more than 220 M&A boutiques, which presented a significant part of the almost 1,000 companies analyzed during the fund● Defined the valuation and negotiation of 26 non-binding offers with business owners and M&A boutiques, and 5 due diligences. Responsible for commercial, operational, and human resources scopes. Hired and coordinated advisors for financial and legal due diligence.● Created confidential information memoranda (CIM) to present the projects to investors.● Negotiated the purchase and Sale Agreement (SPA) with stockholders and attorneys. ● Opened the legal entities of the fund in the US and in Brazil. -
Mba InseadInsead 2018 - 2018Fontainebleau, Singapore, Abu Dhabi, San Francisco, Oo -
Senior Product OfficerItaú Bba Jun 2011 - Dec 2017São Paulo, Sp, Br● Sold and structured of operations in reais and dollars that reached up to BRL 2 billion for national and multinational companies with revenues between BRL 400 mi and BRL 4 bi.● Developed and grew a portfolio of 200 companies, BRL 5 billion in assets and BRL 50 million in gross margin by prospecting customers all over Brazil.● Negotiated with senior executives and internal work with sales, trading desk, legal, middle, and back office to customize products.● Engaged in major institutional projects including review and facilitation of contracts and operational procedures. -
Full Product OfficerItaú Bba Apr 2014 - May 2017São Paulo, Sp, Br
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Junior Product OfficerItaú Bba Aug 2011 - Mar 2014São Paulo, Sp, Br
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TraineeItaú Bba Jul 2010 - Jul 2011São Paulo, Sp, BrJob rotation in 4 different areas: Business Intelligence, Local Lending Products, Credit and Cash Management Products. Responsible for the creation of a manual explaining steps of a trainee’s activities to improve job rotation efficiency; Selected out of a pool of over 1.5 thousand candidates.
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InternItaú Bba Dec 2009 - Jul 2010São Paulo, Sp, BrFollowed closed deals through internal systems, providing support for relationship managers; Created processes to significantly reduce pending items related to closed deals and client documents.
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InternFiemg Mar 2009 - Dec 2009Belo Horizonte, Minas Gerais, BrDevelopment of economic bulletins to support the FIEMG president on informational trips to other states.; Update and econometric modeling of time series for specific studies demanded by FIEMG president. -
InternAle Combustíveis S.A. Jul 2008 - Mar 2009Natal, Rio Grande Do Norte, BrParticipated in the implementation of the evaluation system BSC (Balanced Scorecard); Formulated a new weekly report which helped more accurately track expenditures; Attended of monthly meetings with senior management to discuss company expenditures.
Lucas Dolabela Barcellos Correa, Cfa Skills
Lucas Dolabela Barcellos Correa, Cfa Education Details
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InseadBusiness -
Iese Business SchoolFinance For Managers
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Cfa InstituteFinance
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IbmecEconomics
Frequently Asked Questions about Lucas Dolabela Barcellos Correa, Cfa
What company does Lucas Dolabela Barcellos Correa, Cfa work for?
Lucas Dolabela Barcellos Correa, Cfa works for Dome Serviços Integrados
What is Lucas Dolabela Barcellos Correa, Cfa's role at the current company?
Lucas Dolabela Barcellos Correa, Cfa's current role is CFO.
What is Lucas Dolabela Barcellos Correa, Cfa's email address?
Lucas Dolabela Barcellos Correa, Cfa's email address is lu****@****ail.com
What schools did Lucas Dolabela Barcellos Correa, Cfa attend?
Lucas Dolabela Barcellos Correa, Cfa attended Insead, Iese Business School, Cfa Institute, Ibmec.
What skills is Lucas Dolabela Barcellos Correa, Cfa known for?
Lucas Dolabela Barcellos Correa, Cfa has skills like Excel, Relacionamento Comercial, Powerpoint, Derivativos, Banco De Investimento, Business Planning, Investment Banking, Planejamento Empresarial, Financial Analysis, Microsoft Powerpoint, Business Strategy, Mercados Financeiros.
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