Experience

Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Senior Information Technology Business Analyst

  • Aug 2018 - Mar 2022

  São Paulo, Brazil - Led and managed 8-10 projects of up to BRL 10MM per year, from first contact with cross-functional stakeholders to final testing, delivering best-in-class solutions, ensuring a smooth implementation and facilitate financial review meetings with senior leaders and work with business managers. - Conducted daily cross-functional meetings to develop and document stakeholders' requirements, including procedures, policies, and processes, preparing comprehensive reports to inform the project… Show more - Led and managed 8-10 projects of up to BRL 10MM per year, from first contact with cross-functional stakeholders to final testing, delivering best-in-class solutions, ensuring a smooth implementation and facilitate financial review meetings with senior leaders and work with business managers. - Conducted daily cross-functional meetings to develop and document stakeholders' requirements, including procedures, policies, and processes, preparing comprehensive reports to inform the project team. - Lead business modeling, financial analysis and examination of business metrics and trends. Identified and recommended opportunities to improve while cooperating within the Scrum team to determine task priorities, design, implementation, testing, and timeframes. HIGHLIGHTS: - Implemented an SAP version in Brazil for daily accounting entries, using the Agile method, in compliance with matrix guidelines, national regulations, and cross-functional meetings, resulting in the project being completed one month ahead of schedule and reduced by 50% daily accounting closing. - Mentored key SAP users on the new system, which resulted in its smooth implementation and improved performance of accounting operations.

• Senior Financial Planning Analyst, PPM

  • Oct 2009 - Aug 2018

  São Paulo, Brazil -Conducted financial plans, forecasts, and project closeouts, identifying any differences between data sets and lessons learned for future projects. - Assisted in preparation of annual operation plan, long range strategic plans, monthly outlooks, quarterly reviews and other special analysis. - Development of the P&L and finance closure with analytical financial analysis. - Prepared monthly reporting and analysis of financial result reports for Insurance and Pension products in their… Show more -Conducted financial plans, forecasts, and project closeouts, identifying any differences between data sets and lessons learned for future projects. - Assisted in preparation of annual operation plan, long range strategic plans, monthly outlooks, quarterly reviews and other special analysis. - Development of the P&L and finance closure with analytical financial analysis. - Prepared monthly reporting and analysis of financial result reports for Insurance and Pension products in their respective sales channels. - Experienced with technical insurance accounting concepts (i.e., GWP; UPR; DAC; IBNR; Expenses). HIGHLIGHTS: - Managed a team of 3 people to deliver Profit & Loss statements for 50+ products, ensuring effectiveness through continuous feedback. - Provided insights and data analysis for developing a new Extended Warranty product, resulting in the consolidation of this business line achieving 90% of the market share in Brazil. - Automated commission payments to brokers and claim payments to policyholders using a new SAP FS-CD module, mentoring key users and reducing payment deadlines by 80%. - Implemented a new database to track performance payments to different stakeholders, automating the process of collecting results for board meetings and improving productivity. - Led a project to collect more analytical financial data than consolidated figures, resulting in an Underwriting Marine award. - Won the Underwriting Affinity Award for leading a project that automates budget filling.



Itaú Unibanco

• Brazil
• Banking
• 700 & Above Employee

• Financial Planning Analyst

  • Jan 2001 - Sep 2009

  São Paulo, Brazil - Prepared monthly reporting and analysis of financial result reports for Insurance and Pension products in their respective sales channels. - Drove budget preparation, consolidation and monitoring (results and costs by product, branch and sales channel). - Prepared cost allocation models and market monitoring reports, knowing the whole company's cost center structure. - Implemented monthly closing meetings with sales, underwriting, actuarial, and claims departments to gain insight… Show more - Prepared monthly reporting and analysis of financial result reports for Insurance and Pension products in their respective sales channels. - Drove budget preparation, consolidation and monitoring (results and costs by product, branch and sales channel). - Prepared cost allocation models and market monitoring reports, knowing the whole company's cost center structure. - Implemented monthly closing meetings with sales, underwriting, actuarial, and claims departments to gain insight into the month's profit/loss and growth/improvement perspectives. - Presented accurate data and reports to key managers in meetings, creating room for insights development that improved the Combined Ratio by 2% for the Home Insurance Business Line. - Devised and implemented automated calculation for Gross Written Premium per Line of Business and Sales Channel through Microsoft Access, generating daily automated and reliable reports. - Developed a report to track the Operating and Financial Results by Branch and Business Line, enabling the organization to better measure and forecast revenues and costs. Show less