Experience

• 

  Oriz Partners

  • São Paulo, Brasil

  • Advisor

    • Feb 2023 - Present
    • São Paulo, Brasil

• 

  Safra

  • Brazil
  • Banking
  • 700 & Above Employee

  • Advisor

    • Jan 2021 - Mar 2023

  • Commercial Analyst

    • Feb 2019 - Jan 2021

• 

  Opus Investimentos

  • Commercial Analyst

    • Feb 2016 - May 2018

    Business and operacional support to the officers, such as: customer service, settlement follow-up, performance reporting, opening Offshore accounts, payments, development of presentations for clients and prospects, exchange and opening of exclusive funds.

• 

  Vinci Partners

  • Rio de Janeiro e Região, Brasil

  • Analyst

    • Jun 2013 - Jan 2016
    • Rio de Janeiro e Região, Brasil

    VGP Analyst: - Operating activities in Wealth Management and Asset Management; operationalization of financial transactions; opening of new accounts and private investment funds; routine activities such as sending statements, registration renewals, rate quotes, control of balances and payments of operations.Private Analyst:- Operational support to officers in customer investments of relocation, opening entries, amortizations and investments; Trade support officers: in customer acquisition, customer service via email, phone and in person; maintaining investment portfolios and monitoring of all operational and commercial process to the settlement; mapping of procedural and operational flows; and management reporting.Analyst:- Responsible for the financial department of the administrative; reporting on financial controls involving mainly the cost area; real X budgeted monitoring; development of payment requests; monitoring of the project bidding process of the new headquarters building of the work; and control and development of the budget sheet.

• 

  Live 1 Importação

  • Florianópolis e Região, Brasil

  • General Manager

    • Sep 2008 - Jun 2013
    • Florianópolis e Região, Brasil

    Experience in the Financial and Fiscal area:Issuance of electronic invoices in and out; structuring a concept of cash flow to optimize the company's financial management, reconciliation of bank launches, development of systemic procedures, flow chart and indicators; negotiating with banks for financial transactions, tax calculation , Dares and DARFs, accounts payable and receivable.RH:Employment and training new employees; vacation; leaf spot; 13 salary; bonus; homologation in the trade union.Administrative:Elaboration of goals and objectives; contact with customers and suppliers; monitoring applications (imports and exports); closing price and exchange with operators exchange; freight quote; logistics of imported products arrival until the final destination; monitoring the implementation of SAP in all areas of business; and general organization.

• 

  Livraria da OAB

  • Florianópolis e Região, Brasil

  • Sub Manager

    • Dec 2005 - Apr 2007
    • Florianópolis e Região, Brasil

    Responsible for internal staff and external sellers and employees;Support to the financial department;Control of stock and consignment;Reporting buying and selling books;Organization of fairs and events, andImplementation of a marketing plan, evaluating the feasibility of new branches.

• 

  CELESC Distribuição

  • Florianópolis e Região, Brasil

  • Trainee

    • Mar 2003 - Dec 2005
    • Florianópolis e Região, Brasil

    Being in charge in the area of Controller, through the development and monitoring of performance reports, operational and administrative areas of the company; Controlling and analyzing if the objectives and goals have been achieved, through indicators of result.