Marcelo Lavanhini Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

New York City Metropolitan Area

• Served as a direct report to the CFO, playing a pivotal role in financial strategy.
• Established and championed the Financial Planning & Analysis (FP&A) function and a business partner program, streamlining cross-departmental collaboration.
• Engaged key stakeholders across Member Relations, Event Planning, Foundation, and Legal programs.
• Spearheaded the design and execution of a company-wide budget and quarterly forecast process, enhancing fiscal discipline and forecasting accuracy.
• Implemented the Workday Planning (Adaptive Insights) tool for financial planning and forecasting.
• Compiled and presented insightful month-end financial reports, delineating actuals vs. previous year and budget targets, enabling sharper financial strategies.

New Your City Metropolitan Area

• Integral part of the Management team, directly reporting to the CEO, instrumental in steering the company with data-driven financial insights.
• Led the transformation of Accounting, Finance Operations, FP&A, and IT departments, driving efficiency and strategic alignment.
• Orchestrated the strategic planning process for the 2022-25 period, laying down a robust foundation for sustained growth and market adaptability.
• Innovated financial process workflows that cut Days Sales Outstanding (DSO) by 15 days, enhancing cash flow by 25%.
• Championed a comprehensive overhaul of the purchasing process, instituting Purchase Orders (POs), systematic approvals, and shrewd payment term negotiations, extending Days Payable Outstanding (DPO) from 7 to 30 days.
• Process improvement experience within accounting and finance or Procure to Pay, Record to Report, or Order to Cash

Greater New York City Area

• Served as a direct report to the CFO, playing a pivotal role in financial strategy and operations.
• Established and championed the FP&A function and a business partner program, streamlining cross-departmental collaboration.
• Engaged key stakeholders across Business Development, Event Planning, Marketing, and the Office of the Chief of Staff, fortifying interdepartmental financial initiatives.
• Spearheaded the design and execution of a company-wide budget and quarterly forecast process, enhancing fiscal discipline and forecasting accuracy.
• Overhauled the Adaptive Insights tool for financial planning and forecasting, slashing the cycle time and improving the efficiency of financial operations.
• Compiled and presented insightful month-end financial reports, delineating actuals vs. previous year and budget targets, enabling sharper financial strategies.

São Paulo Area, Brazil

• Direct reported to the Corporate Finance Manager
• Key stakeholders: Business Finance, Treasury, Tax and Trading, and Distribution
• Managed a team of four analysts
• Created a debt strategy in partnership with Treasury to leverage $3B in debts reducing the company cost by 2%
• Designed derivative dashboard to report $2B in financial and commodities derivative increasing the hedging strategy and financial result visibility throughout the company
• Drafted 5-year strategic plan worth $8B for fuel, trading, and energy company

São Paulo Area, Brazil

• Oversaw advisory operations in Brazil and Peru
• Managed a team of five analysts
• Developed 30+ financial models under IFRS and BRGAAP
• Advised clients in strategic planning
• Prepared 15+ financial models to support strategic plans
• Developed and Implemented 15+ budget processes

São Paulo Area, Brazil

• Reviewed financial statements in IFRS and BRGAAP
• Analyzed financial modeling under IFRS and BRGAAP
• Designed the internship program and hired two audit staff members
• Directed startup operations while managing a team of ten
• Prospected clients and developed relationships

Ribeirao Preto Area, Brazil

• Oversaw multiple in-field audit team
• Provided high-quality audit services to public traded and private companies
• Analyzed risk, internal controls, and process to develop the letter of internal controls
• Reviewed and developed IFRS, BRGAAP and US GAAP financial statements
• Prepared presentations for audit committee

Ribeirão Preto Area, Brazil

• Provided high-quality audit services to public traded and private companies
• Analyzed risk, internal controls, and process to develop the letter of internal controls

Ribeirão Preto Area, Brazil

Residency Programs, Strategy For New Ventures And Innovation

Master Of Business Administration (M.B.A.), Strategy And Finance

Graduate program jointly conducted with leading business schools from America's largest economies: • Vanderbilt University - Owen.

Bachelor Of Science, Bsc, Accounting

Certificate, Corporate Finance