João Vitor Rocha Email and Phone Number
FP&A Professional with experience in financial analysis, budgeting, and forecasting. Passionate about helping people and businesses achieve their financial goals.At Plan.U, I lead financial planning processes and conduct in-depth financial analyses for businesses and families. I develop reports and projections using Excel, Google Sheets, and Power BI. In my personal financial planning services, I help clients build realistic and appropriate budgets, plan for retirement, and invest intelligently, aiming for their well-being and financial health. Get in touch to discuss how I can help you achieve your financial goals!I enjoy learning and seeking innovative solutions to real problems, helping people and businesses achieve their goals and solve their financial issues with greater efficiency and practicality, leaving more time for analysis and focus on productive areas.
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Financial Planner │ ConsultantPlan.U May 2021 - PresentBrasilPersonal 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
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Financial PlannerSerafin Oct 2022 - Sep 2023BrasilDuring 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. -
Administrative AssistantContexata Accounting Nov 2020 - Feb 2021Florianópolis, Santa Catarina, BrasilDuring 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. -
PesquisadorUniversidade Federal De Santa Catarina Aug 2019 - Sep 2020Florianópolis, Santa Catarina, BrasilDurante 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. -
Business ConsultantAção Júnior Jan 2019 - Feb 2019FlorianópolisIn 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. -
Administrative-Financial AssistantAção Júnior Jul 2018 - Dec 2018FlorianopolisAs 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.
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TraineeAção Júnior Mar 2018 - Jul 2018FlorianópolisIn 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.
João Vitor Rocha Education Details
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Accounting
Frequently Asked Questions about João Vitor Rocha
What company does João Vitor Rocha work for?
João Vitor Rocha works for Plan.u
What is João Vitor Rocha's role at the current company?
João Vitor Rocha's current role is Financial Consultant | Budget and Analysis Specialist | FP&A Professional.
What schools did João Vitor Rocha attend?
João Vitor Rocha attended Universidade Federal De Santa Catarina.
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