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Marcelo B. is a seasoned finance professional with expertise in financial modeling, derivatives, and corporate finance. He holds a Master of Business Administration (MBA) from IE Business School and a Chartered Financial Analyst (CFA) designation. Marcelo has worked as a consultant, business development director, and head of finance and analysis at various companies, including Leste Group, Booxie, and Heartman House Consulting.

Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Dec, 2018
    - Apr, 2026

Experience

    • Head of FP&A
      • Aug 2022 - Present

  • Booxie
    • São Paulo, São Paulo, Brazil
    • Co-founder & Biz Dev
      • May 2021 - Aug 2022
      • São Paulo, São Paulo, Brazil

  • GuardeAqui Self Storage
    • São Paulo, São Paulo, Brazil
    • Business Development & Business Improvement Director @GuardeAqui Self Storage | Pátria Investimentos
      • Jan 2021 - Aug 2022
      • São Paulo, São Paulo, Brazil

  • Heartman House Consulting
    • São Paulo Area, Brazil
    • Associate Manager
      • Aug 2019 - Dec 2020
      • São Paulo Area, Brazil

  • Heartman House Consulting
    • São Paulo Area, Brazil
    • Associate
      • Aug 2015 - May 2018
      • São Paulo Area, Brazil

  • Affari Catering
    • São Paulo Area, Brazil
    • Co-founder and CFO
      • May 2012 - Jul 2015
      • São Paulo Area, Brazil

  • Suzano Papel e Celulose
    • São Paulo Area, Brazil
    • Commercial Planning Consultant
      • Aug 2011 - May 2012
      • São Paulo Area, Brazil

    • Consultant
      • Aug 2005 - Aug 2011

    • Intern
      • 2003 - 2004

Education

  • 2022 - 2022
    IE Business School
    Specialization in Data Science and Visualization for Business, Business Administration and Management, General
  • 2018 - 2019
    IE Business School
    Master of Business Administration - MBA, International Business
  • 2010 - 2011
    FGV - Fundação Getulio Vargas
    MBE, Business Economics
  • 2001 - 2006
    UFSCar - Alumni
    Engenheiro, Engenheiro de Produção - Materiais

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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