Marcelo Perez

Marcelo Perez Email and Phone Number

Chief Executive Officer @ Bamboo
San Francisco, CA, US
Marcelo Perez's Location
San Francisco, California, United States, United States
About Marcelo Perez

Senior Advisor ■ Chief Financial Officer ■ Corporate Development & Strategy ■ M&A ■ Fintech/Payments ■ Digital Commerce & Cross BorderConnect at: perezmf@icloud.comAdvisor and former C-Level Executive at Leading Fintech / e-commerce / Cross Border / Digital Companies. M&A Buy and Sell side. Former Chief Financial Officer, Head of Corporate Development & Strategy of several U.S. and International companies. Leadership in corporate, start-up, turnaround, and high-growth environments. +25 years of experience in the Payments/ Fintech industry leading finance, strategy, corporate development, and M&A activities in multinational companies, and in various geographies—U.S., Latin America, Europe, and Asia. Recognized for expertise in identifying, negotiating, and structuring joint ventures and acquisitions, IPOs, and business development initiatives. P&L management, strategic planning, business valuations, and integration of start-ups.Former CFO of a LATAM based Fintech / Cross Border E-commerce start- up . Scaled up finance capabilities to support 4x growth, prepared and actively participated of the process of selling a stake to a leading global private equity at Unicorn valuationTurned around underperforming financial and governance operations of an e-commerce payment processor in the US, establishing teams, processes, and systems to accurately reconcile and report financials, and in compliance with parent company. Led the due diligence, acquisition, and integration of 4 FinTech companies in Brazil and the U.S.—valued at ~$750M for Cielo S.A., increasing market cap from $8B to $24B reais—within 3 years, earning Cielo the #4 ranking in payments companies worldwide—next to Visa, MasterCard, and American ExpressIdentified and led the establishment and launch of 5 joint venture companies for Visa Inc.—in Brazil, Peru, Uruguay, Dominican Republic, and Guatemala, executing a strategy that focused on the development and management of merchant acquisitions.Played an integral role in the $4B IPO of VisaNet (now Cielo S.A.)—the world’s first electronic authorization system allowing fast transactions for a high volume of worldwide payments

Marcelo Perez's Current Company Details
Bamboo

Bamboo

View
Chief Executive Officer
San Francisco, CA, US
Employees:
126
Marcelo Perez Work Experience Details
  • Bamboo
    Chief Executive Officer
    Bamboo
    San Francisco, Ca, Us
  • Bamboo Payment Systems
    Managing Director & Board Member
    Bamboo Payment Systems Jan 2022 - Present
    Montevideo, Uy
    Bamboo is a cross-border payments company that allows global merchants to accept and make payments in Latin America
  • Nyca Partners
    Limited Partner And Advisor
    Nyca Partners Aug 2021 - Present
    New York, Ny, Us
  • Nocnoc
    Board Member
    Nocnoc Jun 2023 - Present
    Montevideo, Montevideo, Uy
    nocnoc is the largest cross-border store in Latin America. With our solution, global brands and retailers can sell their products in marketplaces, without the need to open accounts on each marketplace. Instead, their products will be featured in our mega stores that are already well-known and trusted by Latin Americans, maximizing conversion rates.
  • Dlocal
    Advisor
    Dlocal Feb 2020 - Jun 2023
    Montevideo, Uy
  • Dlocal
    Chief Financial Officer
    Dlocal Jan 2018 - Feb 2020
    Montevideo, Uy
  • Transfast - Worldwide Money Transfer
    Chief Financial Officer
    Transfast - Worldwide Money Transfer Aug 2017 - Dec 2017
    New York, New York, Us
    Responsible for Financial Planning and Strategy, Statutory Accounting, Tax and Human Resources. +50 staff in U.S., Dubai, UK, India and PhilippinesMain point of contact and relationship with controlling Private Equity owners for all matters (Finance, Board and Corporate Governance)
  • Independent Consultant And Advisor
    Corporate Development And Finance Executive
    Independent Consultant And Advisor Mar 2016 - Jul 2017
    Independent advisor to Private Equity firms, Board of Directors and Senior Executives in Finance and Corporate Development matters related to Fintech, e-commerce and cross border payments
  • American Transaction Processors Coalition
    Board Member
    American Transaction Processors Coalition Jul 2013 - Feb 2016
    Atlanta, Georgia, Us
  • Merchant E-Solutions Inc. (A Cielo Company)
    Cfo & Evp Corporate Development
    Merchant E-Solutions Inc. (A Cielo Company) Sep 2012 - Feb 2016
    Alpharetta, Ga, Us
    Led the identification and acquisition of Merchant e-Solutions for Cielo S.A.—the company’s first acquisition outside of Brazil. Selected by the Executive Committee in São Paulo to lead the finance and corporate development functions, and drive the integration as a wholly owned subsidiary of Cielo. Oversaw and directed 6 senior managers, and a team of 70+ employees in Finance, Corporate Development, Legal, Revenue Management, Pricing, Credit Underwriting, Risk Management, Account Management, Procurement, and Deployment—managing $18B in payment volume annually, and 35k merchants in partnership with 100+ banks and partners. Owned management of corporate P&L.Select Accomplishments:—Delivered consistent EBITDA growth, above market, for Merchant e-Solutions, driving integration efforts, and turning around underperforming financial and governance operations following the acquisition.—Established the teams, processes, tools, and systems necessary to accurately reconcile and report company financials, ensuring governance and compliance with parent company. —Played a key leadership role in strategic decisions affecting the acquisition and execution of Merchant e-Solutions, acting a member of the Executive and Technology Steering Committee.—Reengineered organizational structure and recruited higher-skilled personnel, bringing revenue management and pricing capabilities to the organization for the first time.—Earned external recognition with an offer to participate on the Board of Directors of American Transaction Processors Coalition (ATPC), utilizing network of contacts/resources to identify future business opportunities.
  • Cielo S.A.
    Head Of Mergers & Acquisitions & Corporate Strategy
    Cielo S.A. Feb 2010 - Sep 2012
    Barueri, São Paulo, Br
    Challenged by the CEO to develop an M&A strategy to identify and secure a new technology platform, and triple the market cap of the company within 5 years. Oversaw and directed the planning and execution of M&A, Corporate Strategy, and Business Intelligence functions to support $300B in annual payment volume. Led a team of 25, and managed a multimillion-dollar budget. Select Accomplishments:—Led the development and execution of a 5-year M&A strategy that increased market cap from $8B to $24B reais within 3 years, leading the acquisition and integration of 4 FinTech companies in Brazil and the U.S.—valued at ~$750M, and earning Cielo the #4 ranking in payments companies worldwide—next to Visa, MasterCard, and American Express.—Identified target companies, established and pursued relationships, negotiated contracts, and led the acquisitions of Merchant e-Solutions Inc., M4U, Paggo, and Braspag, achieving strategic goals of identifying new technology platform, a mobile payments acceptance product, and an e-commerce gateway. —Developed and presented a successful equity story to the market, leading 6 road shows per year with investors in the U.S. —Established and launched the M&A function, recruiting and hiring a team of skilled personnel—with expertise in consulting, big data, and market analysis.—Navigated the management of approvals through a multi-layer organizational governance model, presenting business cases to board members and shareholders to secure acquisition approval of target companies.
  • Visa Inc.
    Vice President Of Strategic Alliances
    Visa Inc. Mar 2000 - Feb 2010
    Foster City, California, Us
    Hired as a Manager of Strategic Alliances to develop and deliver turnkey solutions for issuers of payment products in Brazil. Advanced to Assistant VP of Strategic Alliances within 2 years to structure joint ventures with leading banks in Brazil—to launch and operate a new line of Visa payment products, which included meals and social benefits vouchers.Promoted in 2003 to VP to lead the identification, development, negotiations, implementation, and management of joint ventures and alliances—to support strategic initiatives across the Latin America and Caribbean Region (LAC). Managed the LAC sales strategy and support functions—including strategy, financial planning, sales materials and CRM teams. Select Accomplishments:—Identified, established and launched 5 joint ventures for Visa Inc.—VisaNet payment processing companies in Brazil, Peru, Uruguay, Dominican Republic, and Guatemala, executing a strategy focused on merchant acquisitions.—Developed and managed a portfolio of 6 joint ventures, between Visa (minority ownership) and major banks in Latin America, advising on capital investments, equity restructuring, new business development, outsourcing, and P&L management.—Played a key role in the largest IPO in the history of Brazil—VisaNet (Companhia Brasileira de Meios de Pagamentos), managing the joint venture for 6 years prior to IPO, and assisting in Visa’s exit from the investment with 20 shareholders.—Launched pre-paid products and developed new segments for Visa card use and acceptance—including social subsidies and mass transit payments, identifying and establishing agreements with clients across the LAC region.—Led the development and launch of Visa Vale (now Alelo), managing approval from Brazilian government and Visa executives to invest $3M—for a return of $100M in 5 years. Visa Vale was sold in 2011 for $150M.
  • Ge Capital Corporation
    Manager, Finance And Business Support, Global Consumer Finance
    Ge Capital Corporation 1997 - 2000
    Norwalk, Ct, Us
    Recruited out of business school as one of 20 participants selected to the 2-year Risk & Finance, Global Leadership Development Program, sponsored and mentored by senior company leaders. Performed underwriting of consumer finance deals—from $20M to $500M—in Australia, India, Japan, and Eastern Europe. Promoted within 8 months to Manager, Finance & Business Support, reporting to the South America division CEO in São Paulo, Brazil—leading the strategic and financial planning, product pricing, and finance support for new client development.Select Accomplishments:—Acted as an interim CFO for GCF’s operating business in South America—with $250M in sales and $1.9M in net income in first 7 months of operation, structuring the finance and accounting departments, and hiring a team of 17 employees.—Led the integration of finance and accounting processes and policies of an acquired card company in Brazil, arranging for initial equity and debt funding with local banks and GE Treasury ($40M).—Played a key role in signing Walmart Brazil to a Private Label Card program, and Home Depot to a Private Label Card program in Argentina.—Completed the acquisition of Banco Mappin (Brazil), managing contract negotiations, asset evaluation ($100M), and relationship management with Central Bank of Brazil.
  • Citibank, Na
    Summer Associate Leadership Program, Global Consumer Bank
    Citibank, Na Jun 1996 - Sep 1996
    New York, New York, Us
    Selected for an internship while in business school to implement valuation model and scenario analysis to evaluate investment projects—including product pricing and distribution strategies for credit card businesses in Argentina, Uruguay, and Paraguay.
  • Banco Israelita De Cordoba S.A.
    Manager, Financial & Strategic Planning - Senior Financial Analyst
    Banco Israelita De Cordoba S.A. 1989 - 1995
    Hired as a Cost Analyst and within one year, promoted to Senior Financial Analyst to drive short- and long-term financial planning, product pricing (loans and credit cards), and a $20M annual operating expense budget. Advanced to Manager role in 1992 to lead the strategic and financial planning, product pricing, analysis and reporting—and special finance and commercial projects.

Marcelo Perez Skills

Mergers And Acquisitions Business Development Strategy Strategic Planning Financial Services Finance Business Strategy Mergers Corporate Development Management P&l Management Leadership Strategic Partnerships Credit Cards Banking Strategic Financial Planning Business Planning Risk Management Negotiation Financial Modeling Start Ups Joint Ventures E Commerce Executive Management Management Consulting Mobile Payments Corporate Finance Payments Due Diligence Marketing Strategy Spanish Business Valuation Product Management Payment Systems Private Equity Competitive Analysis Financial Planning Underwriting Ipo Acquisition Integration Fintech

Marcelo Perez Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance & International Business
  • Universidad Nacional De Córdoba
    Universidad Nacional De Córdoba
    Business Administration

Frequently Asked Questions about Marcelo Perez

What company does Marcelo Perez work for?

Marcelo Perez works for Bamboo

What is Marcelo Perez's role at the current company?

Marcelo Perez's current role is Chief Executive Officer.

What is Marcelo Perez's email address?

Marcelo Perez's email address is mf****@****hoo.com

What is Marcelo Perez's direct phone number?

Marcelo Perez's direct phone number is +165040*****

What schools did Marcelo Perez attend?

Marcelo Perez attended Nyu Stern School Of Business, Universidad Nacional De Córdoba.

What skills is Marcelo Perez known for?

Marcelo Perez has skills like Mergers And Acquisitions, Business Development, Strategy, Strategic Planning, Financial Services, Finance, Business Strategy, Mergers, Corporate Development, Management, P&l Management, Leadership.

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