Experience

Yaletown Financial Management

• Canada
• Professional Services
• 1 - 100 Employee

• Business Manager

  • Sep 2022 - Present

• Accounting Technician

  • Jul 2019 - Sep 2022



Controlbanc

• Business Advisory Consultant

  • Dec 2017 - Apr 2018

  • Developed market analysis for a French bank by compiling information related to leasing and loan activities for the Brazilian market for the acquisition of motor vehicle and heavy-duty machinery; • Updated stock brokerage firm’s financial plan following the new Central Bank of Brazil rules by analyzing its business processes, internal controls and conducting meetings to all managers. The new document resulted was accepted by the Central Bank without reservations. Designed a new dashboard spreadsheet by creating new KPI’s, monitoring customer satisfaction and increasing organic growth. Show less



XP INVESTIMENTOS

• Brazil
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2016 - Dec 2017

  • Created personalized financial solutions by analyzing each client’s financial goals and assessing their personal risks, providing a holistic financial plan in order to achieve their financial independence over the desired period; • Evaluated REIT (Real Estate Investment Trusts) opportunities by consolidating the market’s information in a weekly report for the other financial advisors; • Presented lectures related to investments and financial markets to newcomers’ financial advisors helping them to better understand the investments opportunities available at the sales platform; Show less



All Washed Lavanderia Industrial

• Financial Manager

  • Mar 2011 - Oct 2016

  • Established guidelines and standard process for accounts receivable and accounts payable areas, reducing lead time activities in 38% over 6 years; • Implemented company’s annual budget and bimonthly forecast for all areas through weekly meetings reviews with operation managers resulting in a 27% expense reduction in the first 2 years of its implementation; • Upgraded and automatized spreadsheets through VBA, integrating them with the company’s financial software increasing efficiency by elimination of 40% of manual information input; • Oversaw and weekly revised payroll activities ensuring that overtime expense was under budget parameters; • Instituted CAPEX policy for industrial assets by analyzing NPV (Net Present Value) and payback period for every major asset acquisition, reducing asset acquisition expenditure by 15 % over 6 years without a negative impact on efficiency; • Conducted Lean Manufacturing project with an independent consultant by implementing its tools, such as Kaizen, Kanban, KPIs and Takt Time, increasing operational productivity by 23% over 3 years over project’s implementation. Show less



EY

• Entertainment Providers
• 1 - 100 Employee

• Performance Improvement Consultant

  • Sep 2009 - Mar 2011

  • Collaborated in the creation of a Shared Service Center for a leading consumer goods company by reengineering business processes throughout back-office areas; • Designed over 50 business process following APQC (American Productivity & Quality Center) standards to create As-Is situation, making possible to analyze headcount and operation efficiency; • Analyzed headcount reorganization and process efficiency through FTE (Full-time equivalent) methodology to create operation manuals, guidelines, and business process controls; • Gathered and prepared project final documentation related with To-Be process for creation of Shared Service Center; • Performed internal audit activities related to analyzing internal controls matrix following Sarbanes Oxley regulatory requirements; Show less