Marcelo Boada Email & Phone Number

Rio De Janeiro, Brasil

São Paulo, Brasil

• Conduct studies on financial performance of various bank retail operations, focused specially on understanding client profiles and cost-efficient solutions.
• Collaborate with other bank departments to understand specific business models and collect relevant data for performance evaluation model development.
• Apply statistical techniques to evaluate business models: Causal Inference (Propensity ScoreMatching and Diff-in-Diff), Multivariate Regression Analysis, Clustering (K-Means/Medoids), Classification (RandomForrest.
• Present study findings to bank executives, senior associates and other interested departments.

São Paulo, Brasil

• Implemented a new process for Revenue Recognition (Cut Off), using Data Analytics.
• Participated in the implementation of a new Forecast methodology using SAP Analytics Cloud.
• Participated in projects to evaluate and implement a Chinese Wall in the company businesses.
• Ad Hoc analysis and research for Directors/Sr Managers (Valuation and Financial Modeling).
• Indirect leadership of a team of 3 people (2 analysts and 1 Intern), specially on the execution of Closing and Budgeting/Forecasting processes.

São Paulo E Região, Brasil

• Responsible for Financial Forecasting using Data Analytics tools (SQL, Knime and Tableau).
• Helped to implement an innovation lab to promote change in the way digital solutions are used in the finance department. Earned a global company award for best project performance.
• Carried out projects to improve and restructure internal processes involving different areas, using ETL and RPA solutions to eliminate to a maximum the necessity of a user interface.
• Participated in a project to automate closing activities using SAP CO-PA. Responsible for creating a new cost allocation strategy, using cost centers to simplify previous logic.

São Paulo E Região, Brasil

• Consolidation and analysis of monthly Closing and Forecasts for all businesses in Brazil.
• Development of management tools for board meetings (Balance Score Cards and Simulators).
• Implemented projects to improve P&L of businesses, providing more standardized inputs.
• Member of Engagement Committee for the financial department.

São Paulo

• Consolidation and analysis of monthly Closing and Forecasts for exports in Latin America.
• Budget analysis and restructuring to improve control and tracking of expenses for exports.
• Revision of Management Adjustment and Transfer Pricing process.
• Pricing analysis of products and new projects to understand feasibility for export.
• Accounting management of provisions and payments of the Foreign Trade Department.
• Direct contact with Latin American financial stakeholders.

São Paulo, Brazil

• Plan tracking of administrative budget, providing recommendations for cost reduction.
• Helped to establish new budgeting management strategies.
• Automated internal processes, created Manuals and Workshops to increase productivity.

Master Of Science - Ms, Economics

Master of Science (Stricto Sensu) on Economics, focused on Applied Economics and Econometrics.

Extension Course In Complex Data Mining (Mdc), Data Science

Postgraduate Degree, Advanced Program In Finance

Advanced Program in Finance is a Postgraduate Degree focused on developing skill on Financial Management and Investment Analysis. It has a.

Bachelor Of Science, Industrial Engineering

Activities and Societies: I was a member of the Junior enterprise, participating in several projects.