Matheus Antunes Email & Phone Number

Porto Alegre, Rio Grande Do Sul, Brasil

Financial Analyst | Middle Office Specialist with extensive experience in executing financial operations, managing data, conducting data analysis, and supporting data-driven decision-making. Specializes in handling financial data, maintaining compliance with legal regulations, and optimizing the use of CRM tools such as HubSpot and Salesforce.Key Responsibilities:-Utilize SQL and spreadsheet tools to analyze extensive datasets, ensuring accurate financial data management and streamlined workflow efficiencies.-Manage and analyze financial data to support investment advising and ensure accurate, data-driven decision-making.-Utilize HubSpot and Salesforce CRM to track customer interactions, manage relationships, and enhance sales/commercial effectiveness.-Ensure all financial operations comply with regulatory requirements and maintain accurate records for auditing purposes.

Brazil

As a business owner and Investment Advisor at Vostro Investimentos, I specialized in delivering personalized investment advisory services through the XP Investimentos platform. My role involved:-Analyzing financial data to drive data-driven investment decisions and business strategies using spreadsheets and SQL.-Actively engaging in client prospecting and presenting customized investment portfolios tailored to individual client profiles.-Utilizing CRM systems like Salesforce to manage client relationships, track interactions, and optimize sales processes.-Developing and implementing business negotiation strategies to achieve client investment objectives.-Providing exceptional customer support and ensuring high client satisfaction through effective communication and proactive problem-solving.This experience not only strengthened my commercial skills in customer support, CRM management, and business negotiation but also equipped me with the analytical prowess to make informed financial decisions and drive business growth.

Brasil

In my role as Customer Service and Sales Support at Future Electronics, I played a crucial role in providing exceptional customer service and sales support to sales teams and clients. Additionally, as the administrative lead for the Future Brazil office, I oversaw administrative tasks to ensure smooth operational efficiency.Key Responsibilities:-Managed and analyzed sales data using spreadsheets and SQL to support pricing strategies and optimize sales processes.-Coordinated product sample management and logistics, ensuring accurate tracking and timely delivery to clients.-Utilized data analysis to qualify and prospect potential clients, enhancing lead generation efforts.Supported commercial negotiations by providing data-driven insights and strategic recommendations.-Ensured compliance with regulatory laws and maintained accurate records.Throughout my tenure, I leveraged my expertise in customer service, sales support, data analysis, and administrative leadership to drive operational excellence and support business growth at Future Electronics.