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Marcelo Gomes Email & Phone Number

Senior AI Strategy, M and A and Transformation Advisor at Independent
Location: Tampa, Florida, United States 12 work roles 3 schools
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Current company
Independent
Role
Senior AI Strategy, M and A and Transformation Advisor
Location
Tampa, Florida, United States

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Marcelo Gomes is listed as Senior AI Strategy, M and A and Transformation Advisor at Independent, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Marcelo Gomes.

Marcelo Gomes previously worked as Senior AI Strategy, M&A and Transformation Advisor at Independent and Strategy Director | AI GTM Program Director at Kpmg Us. Marcelo Gomes holds Micro-Masters, Statistics And Data Science from Mitx Courses.

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About Marcelo Gomes

I’m passionate about helping companies unlock value and accelerate growth. I offer a rich combination of business, functional and industry experience and an advanced skillset as a strategy, management, technology and risk consultant. My major areas of expertise are:- Technology, AI & Analytics -Former Program Director of KPMG's AI GTM (go-to-market) transformation program in the US. Supported senior partners to double the size of the AI pipeline, developed proposals and coordinated ideation for AI offerings/tools. Direct insight provided into solution design and value capture planning for clients. Managed design and implementation of EPM (Enterprise Performance Management) solutions (Hyperion suite), leading both functional and technical teams. Managed functional teams in Oracle ERP implementation. Conducted IT risk management and internal controls assessment on leading financial institutions. Managed IT workstreams in M&A deals. Experience in data analytics tools such as Alteryx, Tableau, PowerBI. Developer with 2+ years of Delphi, VB/VBA and SQL experience. Currently studying and developing skills and capabilities in deep learning, neural networks, large language models and AI languages such as Python, Jupyter, R, GitHub, among others. - Strategy & M&A -Led 75+ M&A transactions in the last 16 years, spanning US, LATAM and EMEA. Expert on both buy-side and sell-side across the whole M&A deal lifecycle - Deal Strategy, Diligence, Integration or Divesture / Carve-Out, Day 1 Readiness, Synergies, TSA, Post-Close Transformation and Playbook Development. Experience of 3+ years as Program Manager, with a portfolio that peaked 150 projects worldwide, co-leading a multi-functional M&A team of 100+ FTEs. Helped clients realize hundreds of millions of dollars in synergies.- Transformation, Risk Consulting & Auditing -Deep Operations, Finance and IT background. Former Brazilian CPA and external auditor. Managed transformation projects in areas such as Post-Merger Integration, EPM, Budgeting & Forecasting, Dimensional Profitability, ABC Costing / Regulatory Costing, Performance Improvement, Finance Strategy & Transformation, GBS, Shared Services & Outsourcing, GRC (Governance, Risk and Compliance), Sarbanes-Oxley, External / Internal Audit, Accounting and Tax Consulting, Bankruptcy Turnaround & Fresh Start, and Quality Management.Industry experienceHealthcare & Life Sciences, Energy / Oil & Gas, Industrial Manufacturing, Mining & Metals, Technology, Media & Telecom, Financial Services, Education and Utilities.

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Marcelo Gomes's current company

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Independent
Independent
Senior AI Strategy, M and A and Transformation Advisor
Tampa, FL, US
12 roles

Marcelo Gomes work experience

A career timeline built from the work history available for this profile.

Senior Ai Strategy, M And A And Transformation Advisor

Independent

Tampa, FL, US

Senior Ai Strategy, M&A And Transformation Advisor

Current
Independent

Greater Tampa Bay Area

  • I strive for total customer satisfaction and delivery perfection. I offer a strong drive for innovation and high performance. I take responsibility very seriously while leading or collaborating in high performing.
  • Determine an AI strategy, launch and run an AI Program, assessing your company's mission, vision, business and operating model, IT landscape, existing initiatives and capital and resources available.
  • Plan and deploy roll-out of AI and Analytics solutions and tools, included or not in digital transformation programsM&A
  • Buy-side
  • Strategic or transformative deals
  • Consolidation, bolt-on, tuck-in
Mar 2024 - Present

Strategy Director | Ai Gtm Program Director

Tampa, Florida, United States

  • Experienced Director at KPMG’s Strategy practice focused on M&A transactions, value creation, transformation and performance improvement. Recently served as Program Director of KPMG US AI go-to-market transformation.
  • Managed the separation planning for the supply chain of a top global pharma divesting its kidney care business.
  • Managed the separation in the US for the animal health business of a top global pharma.
  • Managed the design phase of a global Quality transformation program for a top global med devices player.
  • Managed the integration of a product line from a competitor into a top global pharma player.
  • Performed a legal entity rationalization for a top global pharma player.
Jan 2016 - Feb 2024

Director (Sr Manager) - Global Strategy Group

Rio De Janeiro Area, Brazil

  • Supported building the KPMG Brazil’s ISA (Integration & Separation) practice, working closely with the NLP (National Lead Partner), also the leader of the KPMG’s Global ISA CoE (Center of Excellence). Key contributions:
  • 2nd person hired to help build a team that reached 20+ M&A practitioners, leading selection, interview, onboarding, and training of new hires.
  • Led some of the most complex ISA projects. Worked alongside client C-Level suite, reporting to the ISA NLP.
  • Supported the ISA NLP on sales campaigns, proposals, thought leadership, articles and go-to-market materials.
  • Responsible for tracking the ISA pipeline with the ISA NLP and facilitating weekly update calls with the ISA team.
  • Coordinated national M&A trainings for ISA and non-ISA employees.
Aug 2013 - Dec 2015

Services And Integration Manager

Estácio Participações

Rio De Janeiro Area, Brazil

  • Head of Integration and Service Management areas at the SSO - Shared Services Organization (300+ FTEs):
  • Managed and developed a dedicated team of 8 members.
  • Developed a customized Merger Integration Playbook. Trained 30+ resources involved with the M&A deals.
  • Led the integration of 5 new businesses acquired nationwide.
  • Led a 5-year vision and strategy review for the SSO.
  • Proposed new capital allocation to strategic projects.
Jul 2012 - Jul 2013

Manager

Rio De Janeiro Area, Brazil

  • Managed EPM (Enterprise Performance Management) projects, developing Budgeting & Forecasting, Dimensional Profitability and ABC Costing / Regulatory Costing solutions for leading telecom players and the leading.
  • Managed a GRC project at the Brazilian National Development Bank (BNDES). Assessed market, credit, liquidity and operational risk and internal controls. Developed future state including Basel III Accord, COSO and COBIT.
  • Managed a revenue assurance project for a leading global telecom player. Identified R$1B revenue upside potential.
  • Managed the finance workstream in a proposal phase of 6 months to transition 1,500+ resources from a leading Brazilian telecom player to Accenture Outsourcing. Accenture won the contract.
  • From 2008 thru 2011, supported the development of an M&A Department within the GBS (Global Business Services) Hub of a top global mining company headquartered in Brazil. Key contributions: - Led a team of 10-15.
Mar 2006 - Jul 2012

Senior Risk Consultant

São Paulo Area, Brazil

  • Managed Sarbanes-Oxley (SOX 404) implementation in multiple multinational subsidiaries in Brazil.
  • Managed a broad finance transformation project at the Brazilian subsidiary of a global technology firm. With a team of 4 Brazilian CPAs, developed the future state processes and workflows, and reconciled 11 years of.
  • Developed a revenue recognition assessment for the Brazilian subsidiary of a global electronics firm, applying advanced statistics on massive databases. Developed future state recommendations and implementation plan.
  • Assessed the financial reporting of a leading Brazilian maritime logistics operator, aiming at identifying control weaknesses and cash erosion sources. Reconciled millions of records with data analytics tools ACL and.
Apr 2002 - Mar 2006

Supervising Senior Auditor

São Paulo Area, Brazil

  • Performed quarterly and year-end statutory audits, limited reviews (e.g. SAS-70), and other types of projects such as financial due diligence, business valuation, tax planning, and internal audit outsourcing. Expert in.
  • Experience of 1 year as IT advisor in KPMG´s Information Risk Management (IRM) practice. Key projects included: a) Performed Oracle ERP implementation - designed future state, executed UAT and data migration; and b).
Aug 1997 - Mar 2002

Tax Consultant And Accountant

São Paulo Area, Brazil

  • Led external audit, tax planning and tax valuation engagements mainly in the Financial Services industry sector.
  • Worked also as the Consultax Group accountant, including 4 legal entities, and as the accountant for a multinational logistics group, reporting under US-GAAP to headquarters in the US.
Jul 1996 - Jul 1997

General Manager

Hotel Pousada Village Arraial

Arraial d´Ajuda, Porto Seguro, Bahia Area, Brazil

  • Managed all departments for both hotels, including 40+ employees and a total capacity of 250+ guests/week.
  • Responsible for relationship with guests and partners (tourism agencies, transport companies, etc.).
  • Designed and implemented the Hotel Management System (ERP), including workflows and internal controls.
Sep 1995 - May 1996

Developer

Teresópolis, Rio De Janeiro Area

  • Responsible for application development and maintenance of accounting, tax, HR and banking solutions.
  • Supported launch of 20+ small banks in the Rio de Janeiro state. Managed Alterdata system installation, server and workstation setup, physical and logical network setup, modem connection setup to Brazilian government.
Jan 1994 - Sep 1995

Bank Clerk

Teresópolis, Rio De Janeiro Area

  • Public attendance at the social benefits and bank account opening areas. Coordinated 6 interns.
Jan 1992 - Jan 1994
3 education records

Marcelo Gomes education

Mba, Enterprise Assessment And Transformation Specialization (Ceag)

Fundação Getúlio Vargas

Bachelor'S Degree, Accounting

Fundação Educacional Serra Dos Órgãos
FAQ

Frequently asked questions about Marcelo Gomes

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What company does Marcelo Gomes work for?

Marcelo Gomes works for Independent.

What is Marcelo Gomes's role at Independent?

Marcelo Gomes is listed as Senior AI Strategy, M and A and Transformation Advisor at Independent.

Where is Marcelo Gomes based?

Marcelo Gomes is based in Tampa, Florida, United States while working with Independent.

What companies has Marcelo Gomes worked for?

Marcelo Gomes has worked for Independent, Kpmg Us, Kpmg Brazil, Estácio Participações, and Accenture.

How can I contact Marcelo Gomes?

You can use AeroLeads to view verified contact signals for Marcelo Gomes at Independent, including work email, phone, and LinkedIn data when available.

What schools did Marcelo Gomes attend?

Marcelo Gomes holds Micro-Masters, Statistics And Data Science from Mitx Courses.

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