Felipe A. Moreira

Leasing and Finance Analyst at Aedis Realty
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA
Languages
  • English Full professional proficiency
  • Portuguese Native or bilingual proficiency
  • Spanish Limited working proficiency

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Paula Azevedo

Felipe's data analysis and financial modeling skills are just out of this world. We worked together as founders of an e-commerce business and I highly recommend his expertise to any person looking for a Business Analyst and Finance Professional.

Marcelo Curado

Felipe is an enthusiastic finance professional who truly understands the meaning of teamwork. I had the pleasure of working with him for two years on multiple projects, from process improvement to a QuickBooks feasibility study. Felipe is an advocate for the zero-based-budgeting, which is also one of his biggest strengths. He can deal with high-pressure situations and still meet deadlines. Felipe would be a true asset for any positions requiring budget, cash flow management and accounting experience.

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Experience

    • Canada
    • Real Estate
    • 1 - 100 Employee
    • Leasing and Finance Analyst
      • Dec 2021 - Present

      • Review contracts to prevent potential disputes and financial risks while analyzing contract clauses, obligations, and liabilities in accordance with the RTA • Document processes and maintain files using advanced levels of software applications such as Buildium, Excel, DocuSign and other database solutions • Review benchmarking price for new lease agreements or upcoming contract renewals • Manage Accounts Receivable(AR) and Accounts Payable(AP) cycles • Reconcile and rectify all ledger accounts • Manage relationship with clients, vendors, auditors and other stakeholders Show less

    • Canada
    • Travel Arrangements
    • 1 - 100 Employee
    • Financial Accountant
      • Oct 2018 - Dec 2021

      • Assisted with the creation of BI tools to access and analyze data sets and present analytical findings in reports, summaries, dashboards, and charts to provide users with detailed intelligence about the state of the business • Reversed over 85% of bad debt provision by successfully revising and renegotiating clients outstanding balances through Data Analytics capabilities • Implemented and integrated projects for sales and expense reports, by leveraging the company's BI to improve time management and efficiency of different team members • Performed detailed sales and operational performance analysis on a monthly, quarterly, and annual basis to support the decision-making process • Reviewed and processed invoices, purchase orders, commission, ensuring the accuracy of all data based on a high volume of entries using Quickbooks • Reconciled bank balances, sales revenues while ensuring the accuracy of the Profit & Loss Statement, and recorded general ledger entries • Trained and supervised a temporary accounting intern during the peak season Show less

    • Canada
    • Retail
    • Finance and Business Intelligence Director (Founder)
      • Jul 2016 - Dec 2018

      • Increased revenue by 42% in 2018 by utilizing BI tools to transform results and data into actionable insights for our strategic and tactical business decisions • Analyzed a viable feasibility study of new trends to check its profitability and revenue growth • Managed and forecast budget, cash flow, and financial statements and traced the PDCA to reach the main goal • Reviewed the production report in relationship with sales to increase revenue by more than 33% in Q3, 2017 • Compared sales with intended goals on a short and long term basis • Developed relationships with suppliers, contractors, and bank managers Show less

    • Brazil
    • Retail
    • 700 & Above Employee
    • Corporate Finance Coordinator, Leasing Collection
      • Mar 2015 - Mar 2016

      • Coordinated high-profile accounts worth up to $15M(average) per month while overseeing a team of 11 analysts• Recovered BRL 1.8 MM (CAD 430k) by revising and renegotiating previous suppliers contracts• Consolidated the Zero-based Budgeting(ZZB) model as a key point and achieved 130% of the Budgeting annual goal• Established Finance Back Office department after a company's structure changes• Consolidated and achieved the Bad Debt Provision goal by renegotiating outstanding balance with clients and provided payment plan as a solution• Managed the cash flow and the accounting cycle Show less

    • Leasing and Finance Coordinator
      • Jan 2014 - Mar 2015

      • Coordinated high-profile accounts worth up to $9.5M(average) per year while overseeing a team of 5 analysts• Achieved 85% retention rate during the market crash in 2015 based on 89 potential lease breaks (76 successful renewals)• Prepared renewal proposals, negotiated all offers in collaboration with General Manager and Leasing Manager• Developed monthly, quarterly, and annual Net Operation Income reports and annual leasing budget plans• Monitored commercial KPI's such as percentage lease, leasing spread, vacancy and retention rate, same-store sales, sales per GLA (Gross Leasable Area)• Created and presented on monthly basis action plans, using the PDCA model, to meet the NOI (Net Operation income) goal• Assisted with 2 successful expansions of the mall Show less

    • Leasing and Finance Analyst
      • Mar 2010 - Dec 2013

      • Managed and implemented policies and procedures to improve the efficiency and profitability of the department• Monitored trends for competition in the marketplace• Created and presented action plans on a monthly basis using the PDCA model, to meet our goals, especially the NOI (Net Operation income)• Reached the top 1 out of 44 malls in terms of delinquency rate by achieving 130% of the target for 6 consecutive months• Created and managed leasing applications and agreements, by processing documentation, credit checks, background checks, collecting signatures, and updating all leasing information into the ERP system (Oracle)• Prepared documents for the annual audition Show less

    • Brazil
    • Oil and Gas
    • 700 & Above Employee
    • Administrative Intern
      • Sep 2008 - Mar 2010

      Brazilian Multinational Corporation in the petroleum industry headquartered in Rio de Janeiro. • Effectively organized, filed and archived office information • Maintained payroll information by collecting, calculating, and entering data • Updated payroll records by utilizing an internal CRM tool (financial software) • Solved any issue related to the department encountered by the supervisors Brazilian Multinational Corporation in the petroleum industry headquartered in Rio de Janeiro. • Effectively organized, filed and archived office information • Maintained payroll information by collecting, calculating, and entering data • Updated payroll records by utilizing an internal CRM tool (financial software) • Solved any issue related to the department encountered by the supervisors

Education

  • British Columbia Institute of Technology
    Data Analytics and Business Intelligence
    2022 - 2024
  • Corporate Finance Institute® (CFI)
    FMVA® Designation, Financial Modeling & Valuation Analyst Certification
    2021 - 2022
  • Corporate Finance Institute® (CFI)
    BIDA® Designation, Business Intelligence and Data Analyst
    2021 - 2022
  • Universidade Veiga de Almeida
    Bachelor of Business Administration (BBA), Business Administration and Management, General
    2008 - 2012

Community

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