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 strategy. • 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 investors via bulletin.• 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 data for third party accounting firm.• 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 certificates and letters of guarantee). • 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 Result and Operational Statements.• 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 institutions, manufactures and service companies.

Master Of Business Administration - Mba

Bachelor Of Business Administration (Bba)

Post-Graduate, Finance