Carlos Eduardo Monteiro Email & Phone Number

São Paulo, São Paulo, Brasil

As a consultant, I participated in various projects, highlighting two significant ones:Accounting Project Leadership: Led a project with an accounting and audit firm to regularize the books from 2017 to 2023, preparing companies to submit federal returns. Developed, in partnership with the technology department, automation tools that accelerated the bookkeeping of of small entities. Due to language skills, I communicated with foreign companies in English and Spanish to obtain documentation, discuss accounting treatments, and make strategic decisions. As a result, I regularized 600 companies, including 200 multinational entities subject to “real profit” taxation. Identified opportunities for tax savings for a client, such as USD 400K in Income taxes through a inclusion on “Equity Interest” program. Utilized ERP Thomson Reuters – Dominio.Pricing Coordination in Auto Parts Industry: Coordinated the pricing process in an auto parts manufacturing company, closely collaborating with the Tax, Supply Chain, and Accounting departments. Collected and organized contracts with major automakers and dealerships, developing detailed Excel spreadsheets for each product. These spreadsheets included analysis of Brazilian Taxes and reight costs. Conducted rigorous testing in the Sankhya system for the approval and implementation of new prices, ensuring compliance with tax regulations. Additionally, coordinated physical inventory counts at various locations, making necessary adjustments and inventory controls.

São Paulo - Sp - Brazil

Led the areas of Accounting, Treasury, Financial Planning (FP&A), Compliance, and Credit.Compliance and Governance: Ensured the rigorous implementation and adherence to compliance policies and procedures, requiring contracts for payment approvals, expense reimbursements within policy guidelines, and purchases generally within budget.Financial Planning: Directed the budgeting process, including the preparation of budgets and forecasts, establishing key performance indicators such as OIBI, EBITDA, ROI, and profit margin per project and in total. Conducted analyses comparing actual vs. budgeted results with explanations for variances, contributing to strategic decision-making and maintaining healthy cash flow. Delivered timely financial closings validated by the headquarters in NY.Risk Management: Performed credit analysis and monitoring of customer payment terms, closely tracked receivables and contracts, and developed strategies that protected the gross margin, which remained above 36% even during the pandemic.Innovation and Creativity: Promoted innovation in financial operations, applying creative solutions to complex challenges, resulting in significant improvements in efficiency and agility in internal processes.

City Of Sao Paulo - State Of Sao Paulo - Brazil

Developed and implemented financial strategies that significantly enhanced organizational profitability and cash flow. Oversaw Finance, Logistics, and Human Resources across LATAM, specifically in Brazil, Chile, and Mexico, identifying and mitigating financial risks through market analysis and effective strategies to safeguard company assets and ensure business continuity.Fostered innovation and continuous improvement in financial operations by introducing practices and technologies that increased efficiency. Coordinated pricing strategies, monitored margins, and conducted credit analyses, as well as preparing and overseeing budgets and financial reviews, ensuring timely delivery of financial reports and closing packages compliant with US GAAP standards from the California headquarters.Implemented new logistical processes that resulted in annual savings of USD 1M. Contributed to substantial revenue growth, increasing from USD 1M in 2016 to USD 20M in 2019 by supporting marketing initiatives and expanding sales channels, while performing Country Manager functions. Utilized tools such as Oracle CRM, Protheus, and a customized importing system.

City Of Sao Paulo - State: Sp - Brazil

Served as focal point of contact from prospecting to the final delivery of closing package to client in their GAAP. Coordinated operations and supervised teams totaling 35 professionals. Managed five departments: Accounting, Tax, Payroll, Treasury, and Paralegal. Clients included Michael Kors, PayPal, Birkenstock, AB Enzymes, Cognizant, among others. Utilized Protheus and Contmatic systems.

São Paulo, São Paulo, Brasil

Implemented internal controls, policies, and procedures, as well as reporting for CVM (SEC) and Bacen (FED). Led the cultural transformation of the company from a family-owned to a corporate model.Managed a team of 10 professionals across Finance, Facilities, and HR.

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Consolidated the subsidiaries of the Coffee and Sugar divisions as part of the monthly package to Paris.Controlled derivatives and conducted JD Edwards training.

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Master Of Business Administration (Mba), Business Administration

Bachelor'S Degree, Accounting