Lucas Dolabela Barcellos Correa, Cfa Email & Phone Number

Rio De Janeiro, Rj, Br

Sao Joao Da Barra, Rio De Janeiro, Br

Indaiatuba, 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.

Rio 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

São 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.

Fontainebleau, Singapore, Abu Dhabi, San Francisco, Oo

São 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.

São Paulo, Sp, Br

São Paulo, Sp, Br

São Paulo, Sp, Br

Job 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.

São Paulo, Sp, Br

Followed closed deals through internal systems, providing support for relationship managers; Created processes to significantly reduce pending items related to closed deals and client documents.

Belo Horizonte, Minas Gerais, Br

Development 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.

Natal, Rio Grande Do Norte, Br

Participated 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.

Master Of Business Administration - Mba, Business

Extensão, Finance For Managers

Cfa Charterholder, Finance

Bacharelado, Economics