Experience

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  First West Capital

  • Vancouver, British Columbia, Canada

  • Senior Associate

    • Jan 2023 - Present
    • Vancouver, British Columbia, Canada

    Responsible for gathering and analyzing financial and operational information to evaluate cash flow loans, subordinated debt and mezzanine financing opportunities for mid-market companies. The role completes in-depth research on applications, performs rigorous due diligence, and makes recommendations that support First West Capital's growth strategy.

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  First West Credit Union

  • Langley, British Columbia, Canada

  • Finance Business Partner

    • Dec 2018 - Jan 2023
    • Langley, British Columbia, Canada

    The Finance Business Partner manages the financial planning and budgeting, prepares line of business reporting, assesses business performance, and provides advice to improve performance. Also works with business leaders to align performance to strategic objectives, and enhances financial acumen across the Credit Union.

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  Adsum Business

  • Rio de Janeiro, Brazil

  • Business Partner / Consultant

    • Oct 2017 - Oct 2018
    • Rio de Janeiro, Brazil

    Adsum Business is a consulting firm helping small and middle-market companies to successfully respond to current challenges posed by Brazilian crises. From operational improvements to corporate restructuring processes, funding and M&A.

• 

  REDZERO Brazil

  • Brazil

  • Director of Strategy and Business Performance

    • Jul 2015 - Sep 2017
    • Brazil

    Responsible for strategies development, new projects analysis, financial planning and budgeting. Job responsibilities also include: (i) management of a team of GM’s and liaison between Senior Management and the CEO/Board of Directors; (ii) development or update of operating procedures; (iii) monitor and control P&L according to allotted budget; (iv) conduct performance review and feedback; (v) assist in interviewing and recruiting candidates; (vi) reporting and analysis of company current KPIs (finance and operational).

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  SAGA - School of Art, Games and Animation

  • Brazil

  • Finance and Operations Manager

    • Sep 2012 - May 2015
    • Brazil

    Responsible for financial planning, budgeting and forecasting, strategies development and new projects analysis, job responsibilities also include active participation in the M&A process, management of a team of twelve General Managers and Department Heads, Architect of the company’s current Business Plan and Valuation, also responsible for creating and executing of KPIs and pioneering management tools.

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  ATIVA Corretora

  • Brazil

  • Equity Research - Financial Analyst

    • Dec 2009 - Jan 2012
    • Brazil

    Financial statements, macroeconomics and accounting reports analysis. Development of Valuation spreadsheets using Discounted Cash Flow (DCF) and Multiples methods, covering Industrials, Education and Logistics sectors. The investment recommendations were developed through reports released to the market, according to the CVM (Brazilian SEC) rules, in addition to conference calls and road shows with customers and prospects. Certified analyst (CNPI).

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  Lopes Filho & Associados Consultores De

  • Rio de Janeiro Area, Brazil

  • Equity Research Analyst

    • Jan 2007 - Dec 2009
    • Rio de Janeiro Area, Brazil

    Same as performed while working at Ativa Corretora. Covering Industrial, Logistic and Healthcare. Certified analyst (CNPI).