Diego Maia
CFO at Percursa- Claim this Profile
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English Native or bilingual proficiency
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Portuguese Native or bilingual proficiency
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Spanish Full professional proficiency
Topline Score
Bio
Credentials
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Microsoft Power BI for Business Intelligence and Data Science
Data Science AcademyMay, 2023- Nov, 2024 -
CNPI – Certificado Nacional do Profissional de Investimentos (December 2007)
Apimec - Associação dos Analistas e Profissionais de Investimentos do Mercado de Capitais - DF
Experience
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Curseria
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Brazil
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E-Learning Providers
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1 - 100 Employee
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CFO
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Jul 2021 - Present
• Prepare and present financial reports to company’s shareholders in the monthly Board meetings • Prepare and execute FP&A activities (monthly closing activities, actual vs forecast analysis, cashflow, P&L, balance sheet) • Restructuring of the finance department (new external accounting, treasury, and controllership), designing processes, and creating managerial and financial controls • Process and methodology review for investments in social media, assigning budgets, setting targets… Show more • Prepare and present financial reports to company’s shareholders in the monthly Board meetings • Prepare and execute FP&A activities (monthly closing activities, actual vs forecast analysis, cashflow, P&L, balance sheet) • Restructuring of the finance department (new external accounting, treasury, and controllership), designing processes, and creating managerial and financial controls • Process and methodology review for investments in social media, assigning budgets, setting targets and monitoring KPIs in each stage of the sales funnel • Implementation of a financial ERP system • Preparation and management of the annual budget • Cash flow management and runway analysis • Elaboration of ad-hoc financial analysis to support pricing decisions, sales promotions, marketing spending, new product launches • Financial modeling and feasibility analysis of new business models Show less • Prepare and present financial reports to company’s shareholders in the monthly Board meetings • Prepare and execute FP&A activities (monthly closing activities, actual vs forecast analysis, cashflow, P&L, balance sheet) • Restructuring of the finance department (new external accounting, treasury, and controllership), designing processes, and creating managerial and financial controls • Process and methodology review for investments in social media, assigning budgets, setting targets… Show more • Prepare and present financial reports to company’s shareholders in the monthly Board meetings • Prepare and execute FP&A activities (monthly closing activities, actual vs forecast analysis, cashflow, P&L, balance sheet) • Restructuring of the finance department (new external accounting, treasury, and controllership), designing processes, and creating managerial and financial controls • Process and methodology review for investments in social media, assigning budgets, setting targets and monitoring KPIs in each stage of the sales funnel • Implementation of a financial ERP system • Preparation and management of the annual budget • Cash flow management and runway analysis • Elaboration of ad-hoc financial analysis to support pricing decisions, sales promotions, marketing spending, new product launches • Financial modeling and feasibility analysis of new business models Show less
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Insper Angels
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Brazil
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Investment Management
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1 - 100 Employee
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Member & Investor
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Oct 2017 - Present
Insper Angels is an angel investment network formed by Insper's alumni and faculty. Its mission is to invest in Brazilian business talent by facilitating meetings among promising start-ups and potential investors, both belonging to Insper's ecosystem. Insper Angels is an angel investment network formed by Insper's alumni and faculty. Its mission is to invest in Brazilian business talent by facilitating meetings among promising start-ups and potential investors, both belonging to Insper's ecosystem.
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Pactor Finanças Corporativas
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Brazil
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Financial Services
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1 - 100 Employee
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M&A Associate
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Oct 2018 - Jul 2021
• Responsible for executing end-to-end M&A transactions in the most varied industries (buy-side and sell-side), supervising analysts in the elaboration of financial models, business plans, information memorandums (CIMs), sector studies and potential investors assessments • Preparation, analysis and discussion of confidentiality agreements, letters of intent, non-binding offers and memorandums of understanding, facilitating due diligence works and actively participating in negotiation… Show more • Responsible for executing end-to-end M&A transactions in the most varied industries (buy-side and sell-side), supervising analysts in the elaboration of financial models, business plans, information memorandums (CIMs), sector studies and potential investors assessments • Preparation, analysis and discussion of confidentiality agreements, letters of intent, non-binding offers and memorandums of understanding, facilitating due diligence works and actively participating in negotiation processes • Contribution to deal origination by studying different sectors, company operations, financial statements and analyzing strategic alternatives to promote growth and efficiency gains (acquisitions, divestitures, business combinations, corporate restructurings) • Responsible for guiding and training less experienced analysts on tax and labor issues, most frequent EBITDA adjustments and sharing of best practices in financial modelling Show less • Responsible for executing end-to-end M&A transactions in the most varied industries (buy-side and sell-side), supervising analysts in the elaboration of financial models, business plans, information memorandums (CIMs), sector studies and potential investors assessments • Preparation, analysis and discussion of confidentiality agreements, letters of intent, non-binding offers and memorandums of understanding, facilitating due diligence works and actively participating in negotiation… Show more • Responsible for executing end-to-end M&A transactions in the most varied industries (buy-side and sell-side), supervising analysts in the elaboration of financial models, business plans, information memorandums (CIMs), sector studies and potential investors assessments • Preparation, analysis and discussion of confidentiality agreements, letters of intent, non-binding offers and memorandums of understanding, facilitating due diligence works and actively participating in negotiation processes • Contribution to deal origination by studying different sectors, company operations, financial statements and analyzing strategic alternatives to promote growth and efficiency gains (acquisitions, divestitures, business combinations, corporate restructurings) • Responsible for guiding and training less experienced analysts on tax and labor issues, most frequent EBITDA adjustments and sharing of best practices in financial modelling Show less
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AlmoçoGrátis
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Brazil
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Food and Beverage Services
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1 - 100 Employee
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Head Of Finance
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Feb 2018 - Oct 2018
• Responsible for Financial Planning & Analysis activities, budget, accounts payable, accounts receivable, bank reconciliation • Restructuring of treasury & accounting routines and implementation of financial controls • Launching campaigns, monitoring vouchers sell-out to users and tracking sales team performance • Seed round investor • Responsible for Financial Planning & Analysis activities, budget, accounts payable, accounts receivable, bank reconciliation • Restructuring of treasury & accounting routines and implementation of financial controls • Launching campaigns, monitoring vouchers sell-out to users and tracking sales team performance • Seed round investor
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On Sabbatical
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Jan 2016 - Dec 2017
• Angel investor • Founded a paella catering business • Personal development & family time • Angel investor • Founded a paella catering business • Personal development & family time
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Vice President Equity Research
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Feb 2013 - Jul 2015
Latin America Food & Global Beverages sector • Elaboration of financial and valuation models, publishing of comprehensive research reports providing industry insights, key sector trends, recommended stock picking and supporting PMs and Analysts in their investment decisions • Responsible for ECM transactions in the Mexican and Brazilian food industry, developing valuation models, writing pre-deal reports and meeting with potential investors in Brazil and the US • Direct interface of… Show more Latin America Food & Global Beverages sector • Elaboration of financial and valuation models, publishing of comprehensive research reports providing industry insights, key sector trends, recommended stock picking and supporting PMs and Analysts in their investment decisions • Responsible for ECM transactions in the Mexican and Brazilian food industry, developing valuation models, writing pre-deal reports and meeting with potential investors in Brazil and the US • Direct interface of HSBC’s Food & Beverages team with investors, sales & trading • Solid expertise in corporate access activities, organizing non-deal road shows, sector conferences, group meetings and conference calls with industry experts and C-level executives • Strongly contributed in transforming two independent research teams (Global Beverages and LatAm Food) into a consolidated Food & Beverages franchise that was ranked “Runner-Up” in Latin America by the Institutional Investor Magazine
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Equity Research Specialist
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Apr 2008 - Feb 2013
Latin America Food & Agribusiness sector • Maintained active coverage of companies in Brazil, Mexico, Argentina, Colombia and Peru • Developed in-depth knowledge of the sugar & ethanol and the agribusiness industry in Latin America • Directly involved with Minerva’s follow-on (R$495m transaction) in November 2011, responsible for educating Brazilian investors on the deal and providing appropriate feedback for bankers, sales and the company’s senior management • Financial modeling… Show more Latin America Food & Agribusiness sector • Maintained active coverage of companies in Brazil, Mexico, Argentina, Colombia and Peru • Developed in-depth knowledge of the sugar & ethanol and the agribusiness industry in Latin America • Directly involved with Minerva’s follow-on (R$495m transaction) in November 2011, responsible for educating Brazilian investors on the deal and providing appropriate feedback for bankers, sales and the company’s senior management • Financial modeling, financial forecasts, valuation • Writing of Research reports, Industry thematic pieces and contributions to strategy and multi-asset reports
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Santander
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Spain
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Banking
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700 & Above Employee
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Equity Research Associate
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Dec 2006 - Apr 2008
Brazilian Food & Beverages sector • Member of Santander’s Latin American Food & Beverage team ranked 1st by Institutional Investor in 2007 and 2008 and reporting directly to its Sector Head, who was based in New York • Directly involved in the IPO of Cia. Providência (R$470m), in which Santander was one of the book-runners, developing the valuation model, writing the pre-deal report and participating in investor road show meetings • Participated in the IPO of JBS (R$1.6bn transaction),… Show more Brazilian Food & Beverages sector • Member of Santander’s Latin American Food & Beverage team ranked 1st by Institutional Investor in 2007 and 2008 and reporting directly to its Sector Head, who was based in New York • Directly involved in the IPO of Cia. Providência (R$470m), in which Santander was one of the book-runners, developing the valuation model, writing the pre-deal report and participating in investor road show meetings • Participated in the IPO of JBS (R$1.6bn transaction), in which Santander was one of the co-managers • Hosted foreign investors in site visits and one-on-one meetings with senior management of companies under coverage • Writing of Research reports, Flashnotes and comments for Santander’s Latam Daily Perspectives report
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Equity Research Intern
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Dec 2005 - Dec 2006
Utilities, Chemicals and Oil & Gas sectors • Maintenance of financial valuation models • Responsible for monitoring and maintaining comparative valuation tables (P/E and EV/EBITDA multiples, dividend yields, free cash flow yields, and other financial metrics) and sector data analysis • Attended company’s public meetings, providing senior analysts with key takeaways from the events • Writing of notes to LatAm Daily Perspectives report and preparation of client requests, such as… Show more Utilities, Chemicals and Oil & Gas sectors • Maintenance of financial valuation models • Responsible for monitoring and maintaining comparative valuation tables (P/E and EV/EBITDA multiples, dividend yields, free cash flow yields, and other financial metrics) and sector data analysis • Attended company’s public meetings, providing senior analysts with key takeaways from the events • Writing of notes to LatAm Daily Perspectives report and preparation of client requests, such as filling up earnings’ estimates tables and running specific sensitivity analyses
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Education
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2018 - 2018
UCLA Anderson School of Management
Master of Business Administration -
2017 - 2019
Insper Instituto de Ensino e Pesquisa
Master of Business Administration -
2003 - 2006
Insper Instituto de Ensino e Pesquisa
Bachelor’s Degree, Business Administration and Management, General
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