João Vitor Rocha Email & Phone Number

Brasil

Personal Finance:✔️Budgeting✔️Personal goal planning (travel, car upgrades, independent living, etc.)✔️Asset analysis✔️Goal-based investment policy✔️Action plan development for clients to follow the financial plan independentlyBusiness Finance:✔️Budgeting and forecasting✔️Cost optimization✔️Financial modeling✔️Creation and methodologies for KPI monitoring✔️Product and service pricing✔️Financial analysis and dashboard development✔️Investment and project return analysis WACC

Brasil

During my time as a Financial Planner at Serafin, I led various financial planning processes and B2C sales on a SaaS platform. As a partner, my activities included, in addition to Personal Financial Planning for clients, participation in meetings with other partners, participation in strategy and platform pricing meetings, monitoring personal and collective sales metrics, MRR, LTV, Churn and CAC, as well as sales training and platform utilization.

Florianópolis, Santa Catarina, Brasil

During my experience as an Administrative Assistant at Contexata, I was responsible for accounting entries and organization of documents for several companies in the region and preparation of financial statements.

Florianópolis, Santa Catarina, Brasil

Durante um ano desenvolvi uma pesquisa envolvendo Shoppings Center, avaliando os impactos da cooperação e competição entre os lojistas bem como as implicações no resultado das lojas do envolvimento da administração desses shoppings center.

Florianópolis

In business consulting, I developed my analytical and interpersonal skills, executing projects alongside other competent professionals and clients who sought our financial, marketing, and human resources consulting services.

Florianopolis

As an administrative-financial assistant, I was responsible for reimbursing team members, as well as billing clients and other bureaucratic tasks.In addition, I also accepted the challenge of executing consulting projects - a role that became my main focus in the following semester. Thus, I participated in a consultancy for the formulation of a business plan for an existing company and developed myself in several technical areas and also in teamwork and communication.I was allocated to another financial management and people management project, in which I learned even more about the use of spreadsheets, dealing with employees and the client.Finally, from the beginning of the activities, I got involved with commercial processes, making several cold calls and meetings with clients, working actively in the sales process.

Florianópolis

In Ação Júnior's trainee process, my team and I were challenged to work on a business plan for a fictitious company in the food industry. In this process, I developed several skills such as teamwork and public speaking to present the completed steps to the company. I also became aware of various areas such as strategic planning, financial management, marketing, process mapping and market research, and for each of them, we developed a stage of our project, unifying them at the end to finalize a complete and unified delivery.