Maurício Klamt Email & Phone Number

Irvine, California, United States

São Paulo E Região, Brasil

• Co-founded a startup investment office with partners, achieving recognition as a top 10 investmentoffice within one year, demonstrating strong expertise in business development and growth.• The office manages a client portfolio exceeding $1 billion.• Engaged daily with clients across various industries including hedge funds, venture capital funds, private equity funds, real estate, and family offices.• Collaborated with the Research Team to identify high-potential investments by analyzing financialmodels, reports, and market trends.• Analyzed diverse company financial reports and benchmarked key metrics to support strategicinvestment decisions.

Irvine, California, United States

• Managed and modified critical contract and billing parameters in Oracle and related systems.• Led data migration from QuickBooks to Oracle and provided training support.• Oversaw and rectified errors in contract and billing reports to ensure precision and accuracy.• Managed multiple portal billing systems, including Yardi, Ops Merchant, Nexus, Coupa, Vendor Cafe,Entrata, Ariba, and Net Vendor, ensuring seamless operations and efficient billing processes.• Analyzed customer onboarding, billing, and payment trends for specialized accounts, providing insights to enhance operational efficiency and customer satisfaction.• Addressed customer inquiries and resolved invoicing, payment, and account issues, maintaining highclient satisfaction.

Irvine, California, United States

• Generated over 5,000 invoices monthly in QuickBooks, ensuring accuracy, compliance with tax regulations, and timely billing.• Developed advanced Excel macros for financial analysis (Macros, Pivot Tables, VLOOKUP, HLOOKUP, etc.).• Optimized collections and automated email reminders for past-due invoices.• Developed batch invoicing and payment processing, reducing billing time from weeks to just one hour.• Key contributor to month-end close processes, preparing accurate financial reports.• Led the creation of reports based on Salesforce data, providing key analyses and actionable insights.• Conducted bank reconciliations and managed cash postings.• Automated portal billing, reducing 1,000+ manual uploads per month to full automation in Ops Merchant.• Effectively managed purchasing and budgeting, achieving a remarkable 40% increase in cost efficiency.• Managed equipment inventory and capital goods management in QuickBooks.• Trained new staff on Parcel Pending processes for smooth onboarding.• Played a key role in spearheading the resolution of billing and payment issues by collaborating with the CSM team, customers, and stakeholders.

São Paulo, Brazil

• The team managed a high-profile private client portfolio valued at approximately $2 Billion, providing expert investment guidance and delivering tailored strategies that foster long-term relationships and trust with high-net-worth clients.• Conducted daily strategic meetings with analysts, entrepreneurs, and investors to evaluate market trends and opportunities, while also organizing exclusive investment events for high-net-worth clients featuring prominent economists and industry leaders.• Consistently recognized as one of Santander’s top revenue generators, earning multiple performanceawards.• Analyzed financial reports, market data, and research insights to identify and recommend top-tierinvestment opportunities for clients using Bloomberg and other financial platforms.• Managed stock trades and developed customized investment strategies utilizing Broadcast, Bloomberg, and CMA platforms to maximize client returns.

Ribeirão Preto, São Paulo, Brazil

Ribeirão Preto, São Paulo, Brazil

Ribeirão Preto, São Paulo, Brazil

• Managed Financial Analysis and the approval of loans and credit for high-net-worth clients and largecorporations, focusing on significant financing needs such as machinery purchases and working capital.• Established and maintained accounts exclusively for companies with annual revenues exceeding 200 million reais, enhancing the bank's portfolio of high-value clients.• Responded promptly to customer inquiries regarding banking services and financial information, delivering exceptional service and support.• Analyzed financial statements and market conditions to provide informed recommendations on creditapprovals and risk management.

Campinas, São Paulo, Brazil

-Spearheaded the creation of the Internet café from concept to execution, collaborating with local authorities to provide essential digital services.-Developed custom software for managing user access, session time limits, and general system administration.-Monitored and controlled the usage of services, ensuring equitable access for all users.-Coordinated with a team of IT programmers to troubleshoot, update, and optimize systems for a seamless user experience.-Provided training and guidance to both users and staff to maximize the benefits of the technology offered.

Mba - Entrepreneurial Management, Business, 3.8

Activities and Societies: The MBA in Business Management is structured into 18 courses. Of these, 16 courses focus on general topics.

Bachelor Of Arts - Ba, Economics

Bachelor Of Arts, Information Systems