Marcelo Golegã
Chief Financial Officer at Leogap- Claim this Profile
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English Native or bilingual proficiency
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French Elementary proficiency
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Spanish Limited working proficiency
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Portuguese Native or bilingual proficiency
Topline Score
Bio
Marcelo Elias
Marcelo is an experienced Finance professional, very active and hard working. His overall knowledge of finance subjects such as tax, planning, etc...should definitely add value to any company.
Bruno P.
I have worked with Marcelo for a short time, however, it is remarkable his ability to bring people together and make them work aiming the same goal; a true leader, I'd say. A very objective and easy-going person, someone you should expect fast and high quality results.
Elcio Binati
Marcelo has a big hability directing strategics on finance. He has a logical decision that permits quickly solutions. He is an expert in the implementation of ERP solution.
Marcelo Elias
Marcelo is an experienced Finance professional, very active and hard working. His overall knowledge of finance subjects such as tax, planning, etc...should definitely add value to any company.
Bruno P.
I have worked with Marcelo for a short time, however, it is remarkable his ability to bring people together and make them work aiming the same goal; a true leader, I'd say. A very objective and easy-going person, someone you should expect fast and high quality results.
Elcio Binati
Marcelo has a big hability directing strategics on finance. He has a logical decision that permits quickly solutions. He is an expert in the implementation of ERP solution.
Marcelo Elias
Marcelo is an experienced Finance professional, very active and hard working. His overall knowledge of finance subjects such as tax, planning, etc...should definitely add value to any company.
Bruno P.
I have worked with Marcelo for a short time, however, it is remarkable his ability to bring people together and make them work aiming the same goal; a true leader, I'd say. A very objective and easy-going person, someone you should expect fast and high quality results.
Elcio Binati
Marcelo has a big hability directing strategics on finance. He has a logical decision that permits quickly solutions. He is an expert in the implementation of ERP solution.
Marcelo Elias
Marcelo is an experienced Finance professional, very active and hard working. His overall knowledge of finance subjects such as tax, planning, etc...should definitely add value to any company.
Bruno P.
I have worked with Marcelo for a short time, however, it is remarkable his ability to bring people together and make them work aiming the same goal; a true leader, I'd say. A very objective and easy-going person, someone you should expect fast and high quality results.
Elcio Binati
Marcelo has a big hability directing strategics on finance. He has a logical decision that permits quickly solutions. He is an expert in the implementation of ERP solution.
Credentials
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Economic Indicators
LinkedInAug, 2022- Nov, 2024 -
Accounting for Managers
LinkedInMar, 2021- Nov, 2024 -
Audit and Due Diligence Foundations
LinkedInMar, 2021- Nov, 2024 -
Conformidade com a LGPD: O Impacto em Empresas Brasileiras
LinkedInMar, 2021- Nov, 2024 -
Excel 2019: Fórmulas e Funções Avançadas
LinkedInMar, 2021- Nov, 2024 -
Finance Strategies for Business Leaders
LinkedInMar, 2021- Nov, 2024 -
Formação Básica em Excel (Office 365/Microsoft 365)
LinkedInMar, 2021- Nov, 2024 -
Fundamentos de Finanças
LinkedInMar, 2021- Nov, 2024 -
Fundamentos de Fusões e Aquisições
LinkedInMar, 2021- Nov, 2024 -
GDPR - Regulamento Geral de Proteção de Dados: Formação Básica
LinkedInMar, 2021- Nov, 2024 -
Leading at a Distance
LinkedInMar, 2021- Nov, 2024 -
Outlook Essential Training (Office 365/Microsoft 365)
LinkedInMar, 2021- Nov, 2024 -
PowerPoint Essential Training (Office 365/Microsoft 365)
LinkedInMar, 2021- Nov, 2024 -
Tomada de Riscos para Líderes
LinkedInMar, 2021- Nov, 2024 -
Excel Quick Tips (2018)
LinkedInFeb, 2021- Nov, 2024 -
Excel: Power Query for Beginners
LinkedInFeb, 2021- Nov, 2024 -
How to Motivate Yourself to Do What’s Most Important
LinkedInFeb, 2021- Nov, 2024 -
Jodi Glickman on Pitching Yourself
LinkedInFeb, 2021- Nov, 2024 -
Managing Up
LinkedInFeb, 2021- Nov, 2024 -
CRC, equivalent to the US CPA and the UK Institute of Chartered Accountants in England & Wales (ICAEW, ACA, FCA or ACCA).
Conselho Regional de Contabilidade do Estado de São Paulo (CRCSP) - OficialApr, 2002- Nov, 2024
Experience
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Leogap Roasters
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Brazil
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Machinery Manufacturing
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1 - 100 Employee
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Chief Financial Officer
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Jan 2021 - Present
As a key member of the Executive Management team, report to the local GM and global CFO and assume a strategic role in the overall management of the company. Primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. This includes direct responsibility for accounting, finance, forecasting, strategic planning, industrial costing, legal, property management, deal analysis, investor relationships, negotiation with labor unions, and prospecting for financing lines.
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M1 Finance & Accounting Solutions
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Brazil
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Financial Services
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Acting as Chief Financial Officer at Leogap
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Jan 2021 - Present
[Turnaround Project] Advise leadership as a key contributor in the company day-to-day routines, short and long term business decision-making, helping to manage the business and execute the company’s strategic plans. In this role, that calls for a very hands-on leader, it is my responsibility to oversee all elements of finance while supporting the HQ in Germany with critical business decisions.
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Managing Partner | Chief Financial Officer & Head of Special Projects at M1
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Jan 2015 - Present
Providing services for the reorganization of controllership departments. Remodeling and optimization of tax processes and FP&A, including (but not limited to): reconciliations, commercial, industrial accounting (costing) and services, asset valuation, consolidation, cash flows, budgets/forecasts, financial statements, and audit support. Additionally, improvements in internal controls and processes and corporate governance practices, and technical consultancy services in the adoption and implementation of ERP systems. Main projects, among other currently in progress:
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Acting as Senior Corporate Controller at Stone Co. [NASDAQ: STNE]
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2017 - 2018
In the first half of 2017, Stone was still digesting the merger with Elavon (acquired from Citibank/Bancorp in April 2016), growing rapidly and planning its international IPO for mid-2018 (SEC/NASDAQ). Due to the merger, there was an accelerated and disorderly growth, Elavon was a bigger company, and was incorporated by Stone. My hiring took place in this context, with two main objectives: support for the preparation of the IPO (with regard to financial functions and activities), and reorganize the controlling functions, tax and FP&A areas (including the completion of the ERP exchange [from TOTVS Protheus system to Oracle]).In general, the IPO support activity consisted of (among others): i) assistance in the preparation of the offer prospectus and the Management Discussion and Analysis document (MD&A), ii) definition of the ideal offer structure (including tax questions) ), iii) solve problems raised by regulators in the review of registration documents (based on the JOBS Act of 2012), iv) prepare investor relations materials and other communications with stakeholders, v) manage new regulatory requirements and reporting requirements of a publicly-held company, vi) perform benchmarking studies on financial statements, earnings reports and registration documents (Reference Form), vii) improve corporate governance, transparency and internal controls, and viii) train the team in relation to the new mindset and compliance practices of an publicly-held company.
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Acting as Chief Financial Officer at Peixe Urbano
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Jan 2015 - Dec 2016
[Turnaround Project] Approached by Baidu [NASDAQ: BIDU] in November 2014 to take over as CFO of Peixe Urbano. The website had been going through a Due Diligence process for a year, there were two potential buyers for the business that, at the time, was practically in bankruptcy.In October 2014, Baidu was the winner of the process and fully acquired the website. The Due Diligence team that performed the work for Baidu was led by me. The invitation was mainly based on the accumulated knowledge I had of the business. I started in January 2015, amid great challenges, the biggest ones being the restructuring of the business and the revitalization of the entire backoffice (controlling, legal, facilities and HR).Throughout 2015/2016 I was in charge of the process of revitalizing/reconstructing administrative and financial capacities. New internal and governance controls were implemented, FP&A activities (annual budgets and monitoring through Rolling Forecasts and KPI analysis), treasury reorganization, hiring of external auditors, adoption of a new ERP (Oracle), development of tools and procedures reporting in USGAAP and IFRS (consolidation and support for filing with the SEC/NASDAQ); evaluation, renewal and training of a team of 25 employees, among many other improvements.
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Lockton Brasil Consultoria e Corretora de Seguros Ltda
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Brazil
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Insurance
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300 - 400 Employee
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Chief Financial Officer
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2019 - Dec 2020
Reports to the CEO in Brazil and the Corporate International Business CFO in London• Spearheading financial planning, risk management, investment-strategy definition and execution, control and assessment of fund-raising plans and capital structure.• Leadership of global and local efforts to modernize management, teams, procedures, governance systems and environments, and internal controls.• Leading six separate teams (HR, IT, Marketing, Legal/Compliance, Facilities and Controllership) with over 30 professionals; several projects were initiated, from the most simple (internal policy review) to other more complex projects such as creation and development of a new FP&A area. • Treasury function automation, adjustment, optimization - total payroll integration with bank/ERP systems. • Improvement of the annual budget process (migrating to a global model consolidated in London), modernizing budget-execution monitoring through quarterly Forecasts, concluding the project for total integration between ERP and operational management systems.
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Awin Global
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Germany
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Advertising Services
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700 & Above Employee
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Chief Financial Officer
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Jun 2018 - Aug 2019
Reported to the Country Manager in Brazil and the Global Corporate CFO in Berlin• Close collaboration with the Global CFO, supplying analyses and recommendations to improve business performance. • Leading a 10-person team, ample planning in professionalizing and structuring the corporate governance and finance environment.• Accounting internalization and development of managerial information (FP&A and treasury operations).• Development of tools for result reporting in IFRS, implementing the foundations for initiating independent auditing work, and concluding global ERP (Dynamics AX) deployment.• Preparing financial information and activity analyses that support the business unit; sales, costs, margins, SG&A, accounts receivable/payable, intercompany and non-current assets, CapEx, KPI development and monitoring.
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Senior Manager Project Finance (ERP implementation)
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Feb 2019 - Apr 2019
As from February to early April 2019, at Awin's headquarters in Berlin, Germany as part of an international multidisciplinary task force for training and developing the implementation project of the firm's new global ERP (Microsoft Dynamics AX).
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Executive Senior Manager (Audit, Risk Advisory & M&A services)
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2010 - 2014
• Attending major corporations, fast-growing companies, startups and private funds• Leading teams and spearheading buy-side and sell-side operation consultancy projects• Responsible for heading due-diligence work in national and multinational transactions• Assist buyers / sellers in business matters• Identify and warn of possible "deal breakers"• Prospect customers locally and, mainly, potential foreign investors• Act as a technical consultant and instructor for the team of consultants and managers
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KPMG
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Canada
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Accounting
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700 & Above Employee
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Senior Manager (Audit & M&A services)
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2006 - 2010
• Manage audit and consulting projects, including teams and administrative tasks• Search for new clients, mainly foreign strategic investors• Prepare budgets and proposals, reports to KPMG clients and offices abroad• Acting as a technical instructor for the audit and consulting teams and new managers• Lecturing on internal and external training to auditing and consulting clients. • Manage audit and consulting projects, including teams and administrative tasks• Search for new clients, mainly foreign strategic investors• Prepare budgets and proposals, reports to KPMG clients and offices abroad• Acting as a technical instructor for the audit and consulting teams and new managers• Lecturing on internal and external training to auditing and consulting clients.
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Marinha do Brasil
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Brazil
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Armed Forces
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700 & Above Employee
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Officer, Lieutenant, Technical Corps
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2004 - 2006
As a Navy officer, assigned to the Internal Audit Directorate. Responsible for planning, executing and supervising teams and internal audit projects. In addition, I managed financial information preparation and disclosure activities (annual accountability process) with the Federal Audit Court. In addition, I was in charge of reviewing the industrial costs of MOs (Military Organizations), meeting budget and implementing policies and internal control practices. I participated as an external consultant for the General Economic Council of the Navy for the acquisition of weapons and naval systems (Commission for Means and Resources).
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PwC
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Professional Services
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700 & Above Employee
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Senior Audit Manager (Audit & M&A Services)
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1996 - 2003
• Lead independent audit teams and projects• Support customer prospecting activities, mainly multinational companies• Prepare audit proposals and reports for clients and other PwC offices abroad• Acting as a technical instructor for audit teams• Lecturing on internal and external training to auditing and consulting clients
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Audit Supervisor
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Jul 1999 - Sep 1999
Fluent in English with good knowledge of Spanish. I worked at PwC Luxembourg from July and early September 1999, when involved with a special audit service for Banco Mercantil de São Paulo S.A. (FINASA).
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Education
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2009 - 2009
School of Economics, Business and Accounting at the University of São Paulo
Specialization, Accounting and Finance (International Accounting, IFRS and USGAAP) -
2004 - 2005
Marinha do Brasil
Postgraduate Degree, Public Finance and Administration -
1996 - 2001
Fundação Escola de Comércio Álvares Penteado
Bachelor of Business Administration (B.B.A.), Accounting (Chartered Accountant)
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