Coordenadora de Planejamento Financeiro

• Jun 2023 - Present

Sr Financial Planning Analyst

• Aug 2021 - Jun 2023

• Ad hoc studies and executive presentations: scenarios, projections, and monitoring of strategic plans as part of portfolio management committees and local teams’ support.• Commercial planning and budget monitoring. Data based diagnosis and opportunities analysis.• Automation of local and regional reports and executive one-pages using Power BI and Excel. Awarded with TEAMS ’22 recognition for outstand commitment to “embracing change”.• Top-Bottom performance metrics analysis and reports (net sales, margins, funds’ performance) to all SAM areas.• Interface and reconciliation of data with various areas and segments (global, Investments, bank). Show less

Sr Planning & Control Analyst

• Dec 2020 - Aug 2021

• Main partner of “Top Advisor” segment: studies and monthly monitoring and communication of indicators (asset allocation and productivity) to segment heads, orientation, and execution of operational processes to branch managers and supervisors. • Presentation of productivity indicators through dashboards at executive HR evaluation committees. Adapted and improved evaluation methods and dashboards using SQL and Power BI. • Weekly validation, daily monitoring, and consolidation of results reports to ComEx (margins, net sales, wallet, penetration, productivity, and market share from Digital to Private Banking segments). • Training of commercial team incentives program to new branch managers. Analysis and solving of special cases. Show less

Financial Planning Analyst

• Jul 2019 - Dec 2020

• Business partner of Operations board of Directors: presentation of results, variation analysis, scenarios and data modelling, guidance of financial processes. Accuracy of 100% in the 2019 forecast.• Costs annual planning and budgeting, monitoring of strategic initiatives and business as usual (30M USD/year).• Implementation of an automated forecasting tool of commercial expenses. Liaison between Americas users, IT and stakeholders. Standardization and faster visualization of information by Corporate.• Collaboration with different teams (accounting, HRBPs, Payroll, Ops, LATAM) to guarantee accurate closing. Show less

Business Planning Analyst

• Jan 2018 - Jun 2019

• Project Leader in a field gamification project for 400+ employees using Design for 6 Sigma methodology. User journey, process design, proof of concept, liaison stakeholders / vendor / internal team. 67% improvement in key KPI, global expansion and award at Operational Excellence Week 2019 (Orlando, FL, US).• Team effort to review the area's tactical plan (KPIs, operation and finance) recognized by the Brazil leadership committee with Hall of Fame Award Q1 2019, Inspires and Multiplies category.• Development of business cases, mentoring and project monitoring. Savings of 1M USD in 2018 (5%) through projects such as: digitalization of manual data collection (Simply Excellence Award), workload and span of control balancing and reduction of transportation and automotive fleet expenses.• Costs budgeting and monitoring. Analysis, preparation of material and presentation at Global monthly meetings.• Consolidation and communication of KPIs and dashboards. Onboarding of new employees. Show less

Operations Intern

• May 2017 - Dec 2017

• Project leader of commercial requests mapping, SCQA and SOP development. Reduction of 100% of the backlog.• Job rotation: Operations, Data Science and Commercial. Visits to clients. Trainings in Nielsen solutions.

Bolsista de extensão

• Feb 2016 - Apr 2017

Comissão organizadora da Semana de Tecnologia do IFSP. Comissão organizadora da Semana de Tecnologia do IFSP.

Visiting Student

• Sep 2014 - Oct 2015

Bachelor of Engineering @ University of Salford - Science without Borders scholarship (Brazilian government). Bachelor of Engineering @ University of Salford - Science without Borders scholarship (Brazilian government).

Tecnóloga em Cálculo Estrutural

• Jan 2011 - Jul 2014

Projetista desenhista de cálculo estrutural (concreto armado e metálicas) de fábricas de papel e celulose e petroquímica. Projetista desenhista de cálculo estrutural (concreto armado e metálicas) de fábricas de papel e celulose e petroquímica.