Responsible for leading a team of 7 people, overseeing key strategic and operational initiatives, including portfolio management, pricing, data automation, FP&A, and Investor Relations.Portfolio Management: Responsible for all portfolio reporting, including revenue and loss projections, forecasting, and performance analysis. Ensured data accuracy and provided actionable insights to guide decision-making.Pricing & Product Valuation: Led the development of pricing models and… Show more Responsible for leading a team of 7 people, overseeing key strategic and operational initiatives, including portfolio management, pricing, data automation, FP&A, and Investor Relations.Portfolio Management: Responsible for all portfolio reporting, including revenue and loss projections, forecasting, and performance analysis. Ensured data accuracy and provided actionable insights to guide decision-making.Pricing & Product Valuation: Led the development of pricing models and product valuation strategies, interpreting laws and regulations to accurately assess the real value of assets. Formulated pricing frameworks to align with compliance standards and market conditions.Strategy & Data Automation: Responsible for data automation across multiple processes, developing Python-based dashboards and tools for various teams. Created solutions that include progress visualization across the company, portfolio insights, and built-in calculators for product valuation integrated into the app, enhancing operational efficiency and decision-making.FP&A & IR: Managed budgeting, forecasting, KPI tracking, and Unit Economics analysis. Consolidated and standardized post-merger financial reporting while preparing and delivering reports that aggregate and condense information from multiple areas to support Investor Relations and executive decision-making. Show less

Transitioned across financial areas during the company’s growth phase, supporting key strategic and operational initiatives:Capital Markets & Debt Structuring: Assisted in the re-structuring of a BRL 1.5 billion fund with local and international investors, as well as in the structuring and fundraising of a BNPL product with a pioneering payment mechanism in Brazil. Supported legal, credit, and product teams in (re)designing credit facility structures.Equity Fundraising & M&A:… Show more Transitioned across financial areas during the company’s growth phase, supporting key strategic and operational initiatives:Capital Markets & Debt Structuring: Assisted in the re-structuring of a BRL 1.5 billion fund with local and international investors, as well as in the structuring and fundraising of a BNPL product with a pioneering payment mechanism in Brazil. Supported legal, credit, and product teams in (re)designing credit facility structures.Equity Fundraising & M&A: Contributed to Series B and C equity rounds and M&A processes by supporting financial modeling, pitch decks, due diligence, roadshow materials, and negotiation of merger terms. Assisted in developing financial plans and communication strategies for investors.Debt Issuance: Supported multiple debt issuances, totaling over BRL 2 billion, by assisting with financial modeling for securitization cash flows, subscription forecasts, and roadshow and due diligence preparations.FP&A & Financial Reporting: Aided in budgeting, forecasting, KPI tracking, Unit Economics analysis, controllership, and the standardization of post-merger financial reporting.Portfolio Management & Pricing: Structured portfolio management processes and supported the development of pricing models across all products, including revenue and loss projections, forecasting, and reporting.Strategy & Data Automation: Contributed to the development of SQL queries, Python-based dashboards, and process automations across multiple areas, enhancing decision-making, operational efficiency, and data accessibility company-wide. Show less

Taught Portuguese and Mathematics to children and teenagers in a volunteer preparation course, focusing on entrance exams for high schools and universities. Additionally, managed academic activities, ensuring alignment with the institution’s goals and addressing the educational needs of underserved communities.

Summer Job - Capital MarketsRoadshows: Assisted in preparing investor roadshows presentations for potential transactions.M&A Support: Developed materials for mergers and acquisitions, including financial models and presentations.Policy Impact Research: Conducted research on public policies and analyzed their impact on target companies.