Marcio Sodré De Lima Email & Phone Number

State Of São Paulo, Brazil

São Paulo, Brasil

São Paulo E Região, Brasil

Responsibilities:- Led Finance, Controllership, Accounting, and Facilities teams, overseeing 18 professionals, including 3 managers.- Prepared and presented financial reports to the board and investors.- Managed cash flow and overdue accounts.- Oversaw cost management and optimization.- Developed and implemented tax and financial planning strategies.- Managed investor relations and communications.- Established and monitored KPIs and unit economics.- Led fundraising efforts, including debt and equity financing.- Planned and managed facilities operations.- Negotiated terms and agreements with suppliers and customers.Key Projects and Achievements:- Conducted financial due diligence in an M&A process.- Led the financial aspects of Series B and C fundraising projects, raising R$ 40 million and R$ 580 million respectively, and played a pivotal role in discussions with national and international investment funds alongside mandated advisory firms.- Secured debt financing from retail banks and BNDES.- Successfully implemented SAP B1, including modules for Accounts Payable, Accounts Receivable, - - Billing, Accounting, and Purchasing.- Played a key role in developing the commercial model and product pricing strategy, enhancing financial predictability and boosting recurring revenue.- Supported tax contingency proceedings, including legal expert analysis and coordination with the legal department and partner law firms, resulting in a favorable ruling that saved the company over R$ 14 million.- Implemented KPIs across products and departments, guiding teams to better understand and improve performance against proposed indicators.- Ensured financial statements were audited and signed off by a Big Four firm.- Delivered two new office spaces in São Paulo, enhancing operational capacity and team environment.

São Paulo E Região, Brasil

Over a period of 1 year and 8 months, I attended 15 companies, with the majority (7) being in the technology sector, alongside micro food industries, rural production companies, commerce, restaurants, logistics, and commercial automation. Among these technology companies, one was acquired by a strategic player, another received investment from major foreign and domestic investment funds, and many achieved significant improvements in operational results.I provided financial department outsourcing services for 7 of these companies, leading the team responsible for accounts payable, accounts receivable, billing, and treasury.The scope of services during this period also included strategic, tactical, and operational planning, fundraising (investment and financing), entrepreneurs' counselling, cost and risk mapping, redesigning key processes, and establishing connections with strategic partners.

São Paulo

I was responsible for:- Accounting, Controllership, FP&A, Facilities, IT Governance, Legal and HR, leading a team of 20 people- Budget.- Hiring process- Tax planning- Investors relationshipMain projects and achievements: - Redesign of the process between sales, billing and collection, ensuring adequate monitoring of overdue and billing for services provided, these actions eliminated 95% of a historical problem in the company, guaranteeing a reduction in the collect period and a significant increase in the company’s reserve.- Conducting adjustments in accounting, with the partner accounting office, thus aligning accounting to IFRS standards for recognition of income and expenses on an accrual basis. - Promotion of relevant tax savings, with of a partner consultancy, referring to the “Lei do Bem”, which provides tax incentives for innovation spending. - Structuring of the HR department, where we managed, among other deliveries, to implement the onboarding process and hiring more than 100 professionals in three months, to support the company's exponential growth.

São Paulo Area, Brazil

I was responsible for:- Lead Accounting, Controllership, FP&A and Facilities teams - 21 people - Strategic, tax and financial planning - KPIsMain projects and achievment- Participation in the acquisition of a company with complementary technology.- Conduction of all the financial scope for fundraising project with BNDES 'PROSOFT line, where we were successful without any assistance of external consultants. - Process redesign that optimized more than 20% of the team's human resources. - Deployment of the entire Strategic Planning into KPIs and goals for the entire organization. - Financial Statements signed by external audit (big four).- Activity management of the facilities team, where we provided a relaxed and very well-maintained environment, which provided adequate conditions for work and relaxation spaces inspired by companies in Silicon Valley, California (USA), even generating news in several Brazilian media outlets because of that.

São Paulo Area, Brazil

I was responsible for:- Accounting, Controllership, FP&A and Facilities leading a team of 9 people.- Tax, Financial and Strategic planning- OKRs systemMain projects and achievements:- I created and led the first version of the financial department of the company.- Financial Statements signed by Audit (big four). - Implementation of the CSC concept for ACESSO's Finance and Personnel departments, so that they also started to serve their controlled company AGILIZA, this optimized the area's resources and ensured standardization of processes in both companies.- Generation of relevant tax savings, with the help of partners, where we were able to benefit from the Lei do Bem and we also worked on the exclusion of ISS from the PIS, COFINS and CPRB calculation bases.- Hiring and monitoring the implementation of a billing and accounts receivable system, with this we were able to optimize 50% of the department's resources and considerably reduced the incidence of errors in the process.- Budget management, where I created control and awareness mechanisms for all departments of the company, generating company engagement, monitoring reports and reviews throughout the year.

São Paulo Area, Brazil

Promotion of adjustments in accounting, with the partner accounting office, following IFRS rules for the recognition of income and expenses on an accrual basis, such adjustments allowed ACESSO to obtain its Financial Statements signed by independent auditors (Big Four) for the first time in its history. This achievement has placed the company in an extremely favorable position in raising funds from various sources and has consequently increased its valuation. Participation in strategic planning, ensuring its deployment in KPIs and goals for the entire organization throughout the year, with this we were able to print a very strong execution rhythm in the company, which contributed to ACESSO being in the ranking for three consecutive years, generated by Deloitte Consulting and published by Exame magazine, of the 25 fastest growing companiesCreation of ACESSO's goals system, this system was well known and admired in the market, as it guaranteed true management by results, later I was responsible for controlling this system, participating in the definition of goals for the entire organization and ensuring that they were measurable, attainable, challenging and linked to the company's strategic goals.

I led the Digital Fiscal Portal (PFD) project on the corporate client (VIVO), carrying out actions that sought customer loyalty. * Managed the survey of customer needs, prepared a list of tasks / schedules in the technical area and negotiated deadlines with the customer, always aiming to increase the opportunities for providing services to the company, thereby generating more revenue. I made the sale viable and responsible for the implementation of an additional module to the PFD, responsible for receiving, validating and consulting the electronic invoices to VIVO.Controlled the approval of the system and conducted the commercial part of the business, focusing on productivity.I developed a new concept for the company's business on the client, migrating from a website with a single service to a portal with several functionalities, this put us in another situation to face the competition in the purchasing process.

Conception and management of Customer Service department.Development of procedures and training materials for the systems implemented.Training, by 5 Brazilian States, of system users in the client company.

I developed monthly reports to the company's board, with project numbers, status of the main actions and strategies outlined for the medium and short term.I developed and applied satisfaction surveys to users of the system, with a focus on the efficiency of the actions.

Master Of Business Administration (Mba) Em Gestão Financeira, Controladoria E Auditoria., Contabilidade E Finanças

Mba Em Gestão De Projetos, Project Management

Inglês Avançado, Ensino De Inglês Como Segundo Idioma

Bacharelado Em Administração, Administração