Experience

Ewally

• Mexico
• Environmental Services

• Piloto de Reservas Bancárias II

  • Nov 2022 - Present

  São Paulo, Brasil



2TM

• Slovenia
• Higher Education
• 1 - 100 Employee

• Backoffice Specialist

  • Aug 2021 - Jul 2022

  São Paulo, Brasil - Managing and monitoring the back office team and their activities - Keeping track of our customer’s journey, since the creation of new accounts up to its’ termination, ensuring every part of the experience is operationalized - Operationalize and control every financial injection or rescue for each client, ensuring the whole process has reliable and correctly registered information - Investment policies and portfolio monthly check - Creating reports about clients and our… Show more - Managing and monitoring the back office team and their activities - Keeping track of our customer’s journey, since the creation of new accounts up to its’ termination, ensuring every part of the experience is operationalized - Operationalize and control every financial injection or rescue for each client, ensuring the whole process has reliable and correctly registered information - Investment policies and portfolio monthly check - Creating reports about clients and our operation - Closing and conciliating the net worth for each client, in order to calculate the monthly fee - Migration project between two broker companies, including STVMs - Meet demands from Comercial, Customer Success, Marketing, Management and Financial teams Show less



SumUp

• United Kingdom
• Financial Services
• 700 & Above Employee

• Piloto de Reservas Bancárias II

  • Jan 2021 - Aug 2021

  São Paulo, Brasil - Opening, closing and monitoring STR and PI accounts. - Assure the correct liquidation for client transfers and SPB chambers mandatory payments - SLB conference - Tracking and analysing STR/SPI related legal normatives - Follow up and respond to BACEN communication - Control the segregation of client owned cash in relation to SCD’s total cash - Responsible for financial applications and public bonds - SELIC Operations (Redesconto, Sell/Buy/ Compromissadas) and its… Show more - Opening, closing and monitoring STR and PI accounts. - Assure the correct liquidation for client transfers and SPB chambers mandatory payments - SLB conference - Tracking and analysing STR/SPI related legal normatives - Follow up and respond to BACEN communication - Control the segregation of client owned cash in relation to SCD’s total cash - Responsible for financial applications and public bonds - SELIC Operations (Redesconto, Sell/Buy/ Compromissadas) and its subsequent control - Setting up and controlling cash flow and yield related reports which represent STR/SPI movements - Support Reconciliation and Accounting teams on any SCD transactions related matter - Daily operational Piloto and Treasury routines - Responsible for creating a SCD cash flow spreadsheet, collecting transaction history on STR and preparing analysis in order to release new products Show less



Nubank

• Brazil
• Financial Services
• 700 & Above Employee

• Controllership and SPB Analyst (Piloto de Reservas Bancárias)

  • May 2019 - Jan 2021

  São Paulo Area, Brazil Manage and maintain company's liquidation account on SPB, bank accounts and cash flow, in order to be profitable by ensuring accurate financial assessments. Control operations made via STR and SITRAF on SPB, as well as other systems. Update sheets and tools with key information from stakeholders as a means to keep updated financial data which is used on decision making. Open new accounts and keep the relationship with other financial institutions. Prepare financial reports, solve account… Show more Manage and maintain company's liquidation account on SPB, bank accounts and cash flow, in order to be profitable by ensuring accurate financial assessments. Control operations made via STR and SITRAF on SPB, as well as other systems. Update sheets and tools with key information from stakeholders as a means to keep updated financial data which is used on decision making. Open new accounts and keep the relationship with other financial institutions. Prepare financial reports, solve account issues and reconciliation of balance sheets. Contact counterparts and the custodian in order to assure operations are going to be successfully settled. Took part in SAP Cash management tool implementation project.

• Customer Experience Analyst

  • Jun 2018 - May 2019

  São Paulo As a Collections analyst, it's our job to observe each and every case to understand exactly what happens with our clients, in order to find out the best solution, always trying to reach what is in both the client's and Nubank's best interests. Since late clients are usually involved with some delicate situations, we always try to approach the client with a lot of empathy, and use negotiation techniques in order to make the best out of every contact and to retrieve money. Other… Show more As a Collections analyst, it's our job to observe each and every case to understand exactly what happens with our clients, in order to find out the best solution, always trying to reach what is in both the client's and Nubank's best interests. Since late clients are usually involved with some delicate situations, we always try to approach the client with a lot of empathy, and use negotiation techniques in order to make the best out of every contact and to retrieve money. Other responsibilities: Provide support to our customers answering chats, emails and calls Empower our customers by making sure they know our app’s features Collect feedback and suggestions from customers and prospects Triage and treat potential bugs and operational issues affecting customers Reach out to late customers to explain payment plans, accordingly to the collections procedures calendar and discount policies set by the company Work on parallel projects regarding queries (SQL language) to improve everyday metrics



Gemalto

• France
• Business Consulting and Services

• Pricing & Marketing Intern

  • Oct 2016 - Jan 2018

  São Paulo Responsibilities: gather production costs information and other inputs from several areas of the company in order to price products and consolidate these data and its indicators; execute market analysis in order to elaborate pricing strategies; create forms and data bases in Excel in order to automate activities; create PowerPoint presentations about the company's solutions and products, in order to make them more marketable; planning, controlling and setting up events; contact with Banking and… Show more Responsibilities: gather production costs information and other inputs from several areas of the company in order to price products and consolidate these data and its indicators; execute market analysis in order to elaborate pricing strategies; create forms and data bases in Excel in order to automate activities; create PowerPoint presentations about the company's solutions and products, in order to make them more marketable; planning, controlling and setting up events; contact with Banking and Telecommunications markets. Show less



Alps Idiomas

• Brazil
• Higher Education
• 1 - 100 Employee

• English Teacher

  • Aug 2011 - Dec 2012

  São Paulo Area, Brazil Teach English classes for students of all ages, besides elaborating and grading tests and activities.