Lyss Di Simoni Email & Phone Number

São Paulo, SP, BR

• Gestão financeira de investimentos e US Business
• Responsável pelo mapeamento e definição da maturidade de dados, revisão de processos e fluxos de dados.
• Liderança do processo de elaboração do Orçamento Anual e do Rolling Forecast para Investimentos e US Business, com alinhamento estratégico.
• Realização do fechamento gerencial e preparação de apresentações detalhadas para acompanhar o desempenho realizado versus orçado de todos os produtos e canais, comunicando efetivamente com os stakeholders internos nos.
• Análise financeira dos projetos de investimento (VPL, TIR e Payback) e suporte para priorização dos investimentos.
• Revisão do modelo de projetos CAPEX de tecnologia, desenvolvimento de modelo de acompanhamento, melhorando orçamentação, conhecimento e acompanhamento de projetos.

Brasil

Criação de conteúdo de planejamento financeiroMentoria voluntáriaGrupo de estudos e outros eventos

São Paulo, Brasil

• Reporting to the Executive Manager of FP&A overseeing 9 team members.
• Responsible for financial planning of expenses, managing approximately 5 billion BRL.
• Complete restructuring of the Expense area, creating new activities such as process improvement, automation, creation of systems, and forecasting models.
• Management of a multidisciplinary team (data, analytics, products, finance).
• Leading the process of Annual Budget and QBR (Quarterly Business Review) preparation, ensuring strategic alignment.
• Conducting monthly management closing and reporting to the board with variance analyses and projections.

São Paulo, Brasil

• Reporting to the FP&A Manager with a team management of 4 employees
• Responsible for financial planning of non-people expenses, managing approximately 1.5 billion.
• Leadership in the Annual Budget process in Anaplan.
• Conduct exploratory and investigative analyses, directing insights and data-driven decisions.
• Review of cost center model to meet the company's new hierarchy, divided into Business Units.
• Mapping financial processes and developing action plans for efficient monthly closingKey achievements:

São Paulo, São Paulo, Brasil

• Reporting to the Executive FP&A Manager and Operations Director.
• Development of Calculators (NPV, IRR, Payback) for operations projects contributing to critical investment analysis.
• Co-responsible for the development of unit costs for each operations process.
• Cost optimization with efficiency mapping in headcount, contracts, workflow review and outsourcing.
• Budget tracking, explaining deviations and correcting allocation and accounting entries errorsKey achievements:
• Mapping efficiency opportunities for Expense Challenges including review of 100% of contracts, achieving 20% reduction in operations budget and reducing unit cost by 15%.

São Paulo São Paulo (state), Brazil

• Reports to the Efficiency Manager and supervising 4 staff members.
• Responsible for managing the Efficiency Project in partnership with McKinsey for the Operations, Customer Service, Retail Banking, Legal, and Marketing Divisions, including presentations to Division and Executive Board.
• Responsible for the consolidation of monthly managerial closures and FYF in partnership with dedicated finance areas of the directorates, analyzing and reporting deviations MoM, YoY, Actual vs. Budget to leadership.
• Development of strategic comparatives such as building discount rates and the impact of returning to an in-person model.Key achievements:
• Implementation of efficiency projects 15% above the financial target.
• Delivery of an action plan for outsourcing 100% of internal operations with annual efficiency exceeding 100 million BRL per year.

São Paulo, Brasil

• Reporting to the Strategy Manager
• Responsible for the monitoring monthly routine of actual vs. budget, including justifications for budget variances and preparation of executive presentations.
• Support for strategy and projects
• Creation and validation of calculators and monitoring projects with an impact on customer service.Key achievements:
• Achieved a 25% reduction in division costs through strategic digitization projects, consolidation of operations, and outsourcing of internal services.
• Maintained 100% budget adherence across all supported superintendencies.

São Paulo E Região, Brasil

• Reports to the Superintendent, managing a team of 19 employees.
• Develops Strategic Planning for card service between 2017 and 2020, encompassing forecasts, budgets, strategic projects, and both tactical and operational KPIs.
• Evaluates project calculators, ensuring the validation of used KPIs and assumptions.
• Designs a performance-based pay model for outbound Card sales centers.
• Creates and monitors sales including overseeing the validation and payment process.
• Manages clarifications and reporting to BACEN for Card Services.

São Paulo

• Responsible for the monthly routine of monitoring the monthly deviations between actual versus budgeted, justifications for budget variances to Finance and the Customer Service Director.
• Responsible for the budget of the superintendence and defense of the proposal to the Head of Cards
• Consolidation and analysis of the Budget.
• Creation, defense, and implementation of efficiency projects
• Review of hubs among suppliers ensuring better cost x benefit allocation
• Delivery of scenarios for risk reduction with suppliers

São Paulo E Região, Brasil

• Risk management in outsourcing, covering the largest set of suppliers for the institution, minimizing vulnerabilities and strengthening the supply chain.
• Strategic planning of the supplier map, including migrations, equalization of demands, and contractual analyses, optimizing efficiency and compliance in partnerships.
• Development of a Balanced Scorecard for the strategic allocation of volumes among suppliers, improving resource distribution and operational efficiency.
• Collaboration with the external consultancy Teletech USA in creating a new customer service model for Itaú, innovating in customer service practices.

São Paulo

• Career acceleration program in the commercial área, reporting to the Superintendent of Mortgage Credit
• Support to the commercial team of the agency for the sale of Personalite mortgage credit
• Training of commercial managers
• Testing and improvement of tools for online contracting – Imobline Itaú
• Development of strategies with investment advisors
• Dedicated consulting for high-standard clients

Porto Alegre Area, Brazil

• Reporting to the Vice President of Services
• Responsible for process review and quality assurance;
• Creation and monitoring of KPIs for performance analysis of field technicians;
• Development of efficiency projects, customer retention, and emergency action plans.

São Paulo Area, Brazil

• Reporting to the project manager
• Responsible for structuring the PMO Sharepoint project for the Retail Bank, a project management hub.
• Mapping and controlling activities, preparing materials for committees for the creation of the Itau-BMG Joint Venture;
• Co-responsible for the New Technologies Laboratory event (preparation of the script, monitoring of assemblies, participation during the event, setting up indicators for satisfaction surveys).

Mba Data Science E Analytics, Data Modeling/Warehousing And Database Administration

Pós Graduação, Banking

Engenharia Mecânica, Graduação

Mba Em Finanças E Controladoria, Accounting And Finance