Lucas Sousa
Finance Manager at Cité Gestion SA- Claim this Profile
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Português Native or bilingual proficiency
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Inglês Native or bilingual proficiency
Topline Score
Bio
Credentials
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Modelagem de banco de dados relacional
AluraApr, 2022- Oct, 2024 -
Python 3
AluraApr, 2022- Oct, 2024
Experience
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Cité Gestion SA
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Switzerland
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Investment Management
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1 - 100 Employee
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Finance Manager
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Nov 2022 - Present
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Sartus Capital SA
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Switzerland
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Investment Management
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1 - 100 Employee
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Controller
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Aug 2018 - Dec 2022
Sartus Capital was part of the XP Inc group until 2021. Responsible for Finance Department activities (AP, AR, monthly financial reporting) and interface with the accounting team. In charge of budget and forecast processes, together with the analysis and reporting of variation against actuals. Business analysis through KPI reports using tools such as Power BI and Tableau. Implemented CRM and developed finance-related processes to streamline KPI and Accounting reporting. I have promoted the company's turnaround through projects in operations, finance, and HR, making it a profitable operation from 2019. Direct report to CEO. Show less
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XP Investimentos
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Brazil
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Financial Services
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700 & Above Employee
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Business Controlling Analyst
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Jan 2016 - Aug 2018
I controlled the performance of International Operations (US & Europe), delivering KPI reports to the board of directors and elaborating financial feasibility studies on high-impact projects. The Business Control Department is responsible for controlling and reviewing the financial performance of each of the Company’s business segments, providing finance feasibility studies for each of the Company’s departments. I was also responsible for planning and outlining business growth opportunities for each division within the organization and keeping a regular report of key performance indicators. Show less
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Braskem
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Brazil
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Plastics Manufacturing
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700 & Above Employee
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Intern
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Nov 2014 - Jun 2015
Performance Controllership Intern Controlling of Braskem’s managerial performance, understanding of external factors impact in Braskem’s performance, also analysis of ORE, production and service margin. Performance Controllership Intern Controlling of Braskem’s managerial performance, understanding of external factors impact in Braskem’s performance, also analysis of ORE, production and service margin.
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Intern
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Jun 2014 - Oct 2014
Quality Department: Elaboration and controlling of indicators of the Private Banking department, also following the development of the Brazilian private banking market. Quality Department: Elaboration and controlling of indicators of the Private Banking department, also following the development of the Brazilian private banking market.
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Curricular Internship
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Jan 2014 - Jun 2014
Project made in the Procurement Department. Project was part of the Effective Problem Solving discipline at Insper Won 3rd Place for Best Project among 20 other projects. Project made in the Procurement Department. Project was part of the Effective Problem Solving discipline at Insper Won 3rd Place for Best Project among 20 other projects.
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Banco PAN
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Brazil
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Banking
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700 & Above Employee
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Summer Job Intern
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Dec 2013 - Jan 2014
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Education
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Insper
Bachelor of Business Administration (BBA), Administração de Empresas