Taric Lima Email & Phone Number

Campinas, Sp, Br

Campinas, São Paulo, Brasil

Atuação na gestão estratégica, financeira e operacional do portfólio de crédito imobiliário da empresa, sendo responsável pelo acompanhamento e Report dos resultados, controle dos KPIs, garantia da entrega dos retornos esperados e gestão dos parceiros.Implantação da visão de produto, buscando novas maneiras de monetizar a operação e trazer mais rentabilidade para o portifólio, trabalhando na geração de demandas de tecnologia, processos e pessoas. Atuação nas estratégias comerciais… Show more Atuação na gestão estratégica, financeira e operacional do portfólio de crédito imobiliário da empresa, sendo responsável pelo acompanhamento e Report dos resultados, controle dos KPIs, garantia da entrega dos retornos esperados e gestão dos parceiros.Implantação da visão de produto, buscando novas maneiras de monetizar a operação e trazer mais rentabilidade para o portifólio, trabalhando na geração de demandas de tecnologia, processos e pessoas. Atuação nas estratégias comerciais, buscando o melhor retorno sobre os ativos presentes na carteira.Revisão de todos os processos operacionais, trazendo mais eficiência e assertividade para esteira e melhorias relevantes nos indicadores como redução dos SLA´s em mais de 56% e uma redução de no mínimo 20% do prazo esperado para o encerramento das atuais carteiras. Responsável pelo planejamento financeiro e elaboração das projeções financeiras e operacionais da carteira. Show less

Piracicaba, São Paulo, Brasil

Atuação no comitê de gestão para a definição das estratégias e tomadas de decisão da empresa, desenvolvimento de novos produtos e suporte financeiro para os demais membros do comitê e conselho.Responsável pelos processos de planejamento financeiro elaborando o orçamento e todos os reports para a diretoria e acionistas. Adicionalmente foi realizada a revisão dos processo de elaboração das informações, resultando no desenvolvimento de novos templates para a otimização do processo e geração de… Show more Atuação no comitê de gestão para a definição das estratégias e tomadas de decisão da empresa, desenvolvimento de novos produtos e suporte financeiro para os demais membros do comitê e conselho.Responsável pelos processos de planejamento financeiro elaborando o orçamento e todos os reports para a diretoria e acionistas. Adicionalmente foi realizada a revisão dos processo de elaboração das informações, resultando no desenvolvimento de novos templates para a otimização do processo e geração de informações mais acuradas.Realização da revisão dos processos financeiros, contábeis, fiscais e tesouraria com o objetivo de mitigar riscos, criar políticas, desenvolver os procedimentos e torná-los mais eficientes.Elaboração e análise das projeções para o resultado do mês e fluxo de caixa diário, atuando, caso necessário, para a captação de recursos.Report mensal dos resultados e principais KPIs para a diretoria e acionistas, apresentando análises de causa-raiz para as principais variações. Foco em melhoria contínua e análise de riscos dos processos, tendo como resultado ganho de performance, processos mais maduros e controlados.Responsável pela gestão do portfólio de imóveis da empresa, visando a otimização dos resultados através da identificação de oportunidades, desenvolvimento de metodologias para identificar tais oportunidades e novas estratégias de vendas desenvolvidas junto ao time comercial.Responsável pelo departamento de vendas estruturadas da empresa, no qual foram desenvolvidas estratégias e novos produtos para a maximização dos resultados advindos desse perfil de imóveis. Atuação na gestão do time de Business Inteligence, sendo realizada a revisão de todos os dashboards, troca de ferramenta, conciliação das informações, criação de templates, identificação de tendencias e suporte as demais áreas. Gestão do time financeiro, BI, portfólio, compras e vendas estruturadas orientando a execução dos trabalhos, desenvolvimento de carreira e avaliação de desempenho. Show less

Campinas, Sao Paulo, Brazil

Responsible for the financial planning process of the group companies, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the board and shareholders. Additionally, the entire information preparation process was reviewed, resulting in the development of new templates to optimize the process and generate more accurate information.Preparation and analysis of projections for the month's result and daily cash flow, acting, if… Show more Responsible for the financial planning process of the group companies, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the board and shareholders. Additionally, the entire information preparation process was reviewed, resulting in the development of new templates to optimize the process and generate more accurate information.Preparation and analysis of projections for the month's result and daily cash flow, acting, if necessary, to raise funds.Monthly report of results and main KPIs to the board and shareholders, presenting root cause analysis for the main variations.Focus on continuous improvement and risk analysis of processes, resulting in improved performance, more mature and controlled processes.Responsible for the internal controls area, aiming to implement monitoring and control metrics, review and improve processes, mitigate possible risks and adjust the formalization and segregation of functions, in addition to helping other areas of the company in matters relating to accounting, tax and Internal controls.Management of the controllership and warehouse team, guiding the execution of work, career development and performance evaluation.Responsible for all administrative routines such as fleet management, fixed asset management and shipping.Support to other departments preparing and reporting results, income, expenses, performance indicators, payment and receipt routines, accounting and tax. Show less

Campinas, Sao Paulo, Brazil

Responsible for the financial planning process of the group companies, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the board and shareholders. Additionally, a review of the entire information preparation process was carried out, resulting in the development of new templates to optimize the process, generating more accurate and standardized information.Preparation and analysis of projections for the month's result and… Show more Responsible for the financial planning process of the group companies, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the board and shareholders. Additionally, a review of the entire information preparation process was carried out, resulting in the development of new templates to optimize the process, generating more accurate and standardized information.Preparation and analysis of projections for the month's result and daily cash flow, acting if necessary to raise funds.Expertise in the area of internal controls, aiming to implement monitoring and control metrics, review and improve processes, mitigate possible risks and adjust the formalization and segregation of functions, in addition to helping other areas of the company in matters relating to accounting, tax and Internal controls Show less

Campinas

Responsible for the company's financial planning process, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the head office (USA) and board.Working with other areas in order to help understand the impacts of price changes and the mix of products sold on the company's results, project feasibility and specific events. Monthly report of results and main KPIs to the board and headquarters, presenting root cause analysis for the… Show more Responsible for the company's financial planning process, preparing the budget for the period of the subsequent 5 years, quarterly reviews (forecast) and all reports made to the head office (USA) and board.Working with other areas in order to help understand the impacts of price changes and the mix of products sold on the company's results, project feasibility and specific events. Monthly report of results and main KPIs to the board and headquarters, presenting root cause analysis for the main variations. Focus on continuous improvement and risk analysis, resulting in improved performance and more mature processes, in addition to improving communication between internal stakeholders.Expertise in the area of internal controls, aiming to improve processes and mitigate possible risks, in addition to helping other areas of the company in matters relating to accounting and tax to comply with SOX standards.Management of the FP&A team guiding the execution of work, career development and performance evaluation. Show less

Campinas

Expertise in the financial planning process and quarterly reviews (forecast), preparation of a schedule for the head office (USA), guidance and support to the areas involved in the process, development of templates to improve communication and assertiveness of information, consolidation and analysis of information received by reporting results, balance sheet and cash flow for the periods analyzed.Monthly closing of total revenues, expenses and results and by business unit, analysis of… Show more Expertise in the financial planning process and quarterly reviews (forecast), preparation of a schedule for the head office (USA), guidance and support to the areas involved in the process, development of templates to improve communication and assertiveness of information, consolidation and analysis of information received by reporting results, balance sheet and cash flow for the periods analyzed.Monthly closing of total revenues, expenses and results and by business unit, analysis of results and variations identified, assembly of monthly presentation of results to management, directors and headquarters.Support to the areas of the companies preparing and reporting results, income, expenses and performance indicators reports. Show less

Campinas

Responsible for serving companies of all sizes operating mainly in the energy, pharmaceutical, automotive and health sectors. Project management, planning and control of schedule, budget and quality. Development/revision of financial statements, quarterly reviews, previously agreed procedures and reports from clients of all sizes, including clients listed on SEC and CVM, conducting reviews focused on the performance of processes and internal controls of companies, including SOX.I carry out… Show more Responsible for serving companies of all sizes operating mainly in the energy, pharmaceutical, automotive and health sectors. Project management, planning and control of schedule, budget and quality. Development/revision of financial statements, quarterly reviews, previously agreed procedures and reports from clients of all sizes, including clients listed on SEC and CVM, conducting reviews focused on the performance of processes and internal controls of companies, including SOX.I carry out the preparation of proposals, budget, strategy and team building to meet new demands. I work in prospecting for new customers, defining actions to identify and meet the needs of potential customers.I also coach and evaluate teams that work with clients under my management and guide the careers of 5 professionals. Show less

Campinas

Responsible for serving companies of all sizes operating in the energy, automotive and education sectors, where I managed the field work and teams to deliver quality and within the given deadlines.Review of financial statements, quarterly reviews, previously agreed procedures and reports from clients of all sizes, including clients listed on the SEC and CVM.I performed coaching and evaluation of the teams that work with clients under my responsibility and guided the careers of 2… Show more Responsible for serving companies of all sizes operating in the energy, automotive and education sectors, where I managed the field work and teams to deliver quality and within the given deadlines.Review of financial statements, quarterly reviews, previously agreed procedures and reports from clients of all sizes, including clients listed on the SEC and CVM.I performed coaching and evaluation of the teams that work with clients under my responsibility and guided the careers of 2 professionals. Show less

Campinas

Responsible for testing the financial statements through the highest risk and complexity accounts for clients operating in various sectors such as education, energy, automotive, agribusiness, pharmaceutical and health including clients registered with CVM and SEC

Indaiatuba

Responsible for the telephony, reprographics, hot drinks and security processes of all CPFL Group companies, carrying out reporting, contract management with suppliers, asset management, telephony expenses, meeting demands via CRM, developing improvements of processes and monitoring of the budget carried out vs. planned, identifying possible distortions and improvements.

Campinas

Responsible for Accounts Payable, Accounts Receivable, Bank Reconciliation and expense reimbursement of the two group companies

Campinas

Responsible for enabling innovation projects, project feasibility calculation, control over area processes, measurement of results, implementation/control of area indicators, preparation of projects for presentation to the board.

Mba, Finance Management, Controllership And Auditing

Bacharel, Business Administration With An Emphasis On Finance