Luis Souza Email & Phone Number

Austin, Texas, US

• Manage all the financial matters of an early-stage company, including financial modeling, business forecast and financial steering. Member of leadership team and joint ownership of company’s operations and go-to-market.
• Develop company’s financial model, including assessment of economic viability and revenue streams
• Lead budgeting cycle process and business steering, developing KOIs for multiple areas of the company
• Monitor economic and financial indicators of the industry and develop standardized financial information to support fund raising activities.

Rio De Janeiro, Rio De Janeiro, BR

• Managed Treasury Operations including cash management, account payables, investments and fund raising. Documented financial data for third party accounting firm. Analyzed monthly financial results and reported to.
• Partnered with IT to create standardized financial and accounting reports using internally developed software.
• Conducted due diligence to support equity and debt fund development resulting in $5M raised in January 2018.
• Prepared and controlled the annual budget and lead the re-forecasting activities.
• Supervised the financial statement closing process, to guarantee compliance with standards, and all the external auditing process.

• Managed Treasury Operations, including cash management, account payables and receivables and investments. Analyzed monthly financial results and presented to owners of the Law firm. Documented and structured financial.
• Developed and implemented KOIs and FP&A reports.
• Established and implemented standardized investment procedures.
• Established and controlled monthly account receivables with a significant reduction on late payments.

BR

• Appointed by CEO to lead a team of 6 people managing $1B in Group Debt, negotiating and executing the rollover of structured debts. Structured and controlled the group´s corporate debt issues (debentures, credit.
• Negotiated with financial institutions daily focusing on structure, cost of operations, duration and guarantees.
• Managed the operation´s rollover in order to secure cash flow through amortizations, $300M/yr., prepared and controlled the annual budget and participated in the company´s restructuring process.
• Appointed Investor Relations Director of a public entity in charge of structuring and controlling the group´s securitization issues.

BR

• Monitored investments in non-controlled companies (Private Equity) and real-estate projects. Managed operational and financial analysis of acquired companies and future acquisitions
• Developed financial Planning of acquired companies and defined objectives in support of management decision making. Implemented a monitoring and performance management process of financial operations – Cash Flow and.
• Re-negotiated the purchase and sales contracts for two companies in order to prepare adequate payment for the acquisition.
• Developed and implemented fixed and variable remuneration plans for companies receiving investments, leading the group to consolidate around 25% revenue growth in three years.

Worldwide, OO

Financial Consultant, Sep/2008 - May/2009Managed review of economic-financial assessment models for companies and businesses in the electricity and petroleum sectors through the discounted cash-flow method (ex: Impairment Tests).External Auditor, Sep/2005 - Aug/2008Served on multiple teams that audited companies in diverse segments such as financial.

Master Of Business Administration - Mba

Bachelor Of Business Administration (Bba)

Post-Graduate, Finance