Marcelo Gomes Email & Phone Number

Tampa, Fl, Us

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 teams. I support peers by always looking at balancing demands. I support my teams by demonstrating trust, while providing coaching and constructive feedback. I’m experienced but humble, and I value other’s perspectives and feedback. I look beyond the surface of issues to address root causes, and I am comfortable in high pressure and ambiguous environments. I adapt my style to match the styles of others, while keeping my strengths and values. I love facing challenges, stretching my limits and developing new skills.Leveraging a career of 30+ years, I offer my experience and skills to support your needs on a broad spectrum of initiatives, including:AI - Artificial Intelligence• 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 • Merger of equals• Sell-side • Full or partial sale (spin-off, carve-out)• Joint venturesBusiness and Digital Transformation• Determine growth or transformation strategy, and strategic goals• Plan and implement business and digital transformation, which may include: • Plan, design and build a shared services center (SSC) or center of excellence (CoE) • Standardize and automate processes • Plan and implement systems and tools• Build an investment plan, and detailed budgeting & forecasting model• Improve financial and operational performance• Improve working capital• Plan and execute restructuring initiatives• Reduce costs (rightsizing)

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 program, supporting business development, ideation and development of AI offerings/tools, sales pipeline reporting & analytics, etc.Ongoing responsibilities included leading or supporting business development, go-to-market, proposal development and project delivery. Conducted internal development of value creation and data & analytics tools, strategy toolkits, contributed to thought leadership articles, developed training materials, conducted market and client research, benchmarking studies, among other.Selected project experience in the last 8+ years include:• 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.• Developed the standalone cost model for a leading media agency divesting its $3.2B global tech business.• Performed diligence, future state design and synergy estimates for the global merger of two top global automotive players.• Managed the bankruptcy restructuring and fresh start (Chapter 11) for a leading nuclear energy company.• Managed the separation of a home services business from a top energy player to an US-based PE firm.• Managed the IT workstream for the integration of a top waste management business from a competitor.• Performed diligence and standalone cost model for a carve-out of a construction company.• Managed the integration of an upstream business to a Houston-based oil & gas company.

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.• Translated the Global ISA CoE materials. Developed and structured content in the local ISA “T-Drive” - sales decks, methodology, proposals, credentials, though leadership, etc.• National PMO for KPMG’s Global T&R Transformation - a global rebranding and go-to-market transformation of our Deal Advisory & Strategy practice. Coordinated and reviewed translation of new go-to-market materials.• Ranked #1 in the 2015 calibration among the ISA team (below Partner/MD level), being recommended for promotion to Managing Director in the São Paulo office prior to moving to US.Below are key projects in these 2+ years:• Managed the spin-off for a top global pharma player in the Latin America Region.• Managed the separation and integration/development of a joint venture between a leading Brazilian oil & gas company and a leading Brazilian PE firm in The Netherlands.• Led the integration of the leather business from a top chemical player to a top competitor in Latin America (Brazil, Argentina, Colombia and Uruguay), working directly with the Latin America CEO.

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.• Reviewed and improved goal setting, KPIs and service delivery reporting processes.• Led performance management processes and reporting, and PMO for continuous improvement.• Managed external consultants providing support to continuous improvement projects.

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 internet portal in Brazil. • 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 Frameworks, implementation roadmap and investment case.• 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 consultants providing strategic advice, playbook development, change mgt, portfolio and resource mgt, training, and functional support. Developed and trained over 80 dedicated client resources. - For most projects, the M&A team delivered current state assessments, target operating models, business cases, detailed planning, change mgt, comms, risk mgt, reporting, etc. - After the end of the journey in 2011, there were 33 active projects in a portfolio of 150+ worldwide projects, including integrations, divestitures, and greenfield projects. - Consistent delivery over 3+ years allowed the client to execute against its diversification strategy, realizing millions of dollars in synergies, in a multi-year contract of 75k hours for Accenture.- The client replicated this successful model at its Kuala Lumpur GBS Hub in 2011. The model was also showcased during the 2011 GSSC, a global shared services event held annually by Accenture.

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 historical records. Outcomes included fraud detection and material adjustments to the financial statements. • 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 Access.

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 corporate and tax legislation, accounting practices (BR-GAAP, US-GAAP and IFRS) and auditing standards.• 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) Performed current state assessment of risks and controls for the #1 Brazilian financial institution.

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.

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.

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 banks, database setup and provided training and post-go-live support to users.

Teresópolis, Rio De Janeiro Area

• Public attendance at the social benefits and bank account opening areas. Coordinated 6 interns.

Micro-Masters, Statistics And Data Science

Mba, Enterprise Assessment And Transformation Specialization (Ceag)

Bachelor'S Degree, Accounting