Marcelo M.

Independent Financial Consultant at Independent Financial Consultant
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Contact Information
us****@****om
(386) 825-5501
Location
BR
Languages
  • English Full professional proficiency
  • Portuguese Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Comptrollership
    -

Experience

    • Financial Services
    • 100 - 200 Employee
    • Independent Financial Consultant
      • Feb 2016 - Present

      I currently assist multiple businesses with managing their accounting operations. This includes reporting and maintaining adequate systems and a comprehensive set of controls and budgets to mitigate risk. I advise on tax planning, educate clients on options and how to legally reduce their tax liability. ► Additional contributions to my clients: ✔ Identify and communicate any potential issues regarding financial statements. Evaluate accounting systems and make recommendations for improvement. ✔ Enhanced the accuracy in financial reporting for several companies. Consistent in ensuring reported results comply with IFRS. ✔ Currently assisting a local real estate investor for a new shopping mall development. Oversee entire financial operations which include implementing financial systems, tax planning, hiring and team supervision. Show less

  • Self-employed
    • São Paulo Area, Brazil
    • Manager
      • Feb 2016 - Present

    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Partner/Director of Companies Within Capital Group
      • Jul 2009 - Jan 2016

      I led the role of Controller and steered the quality of accounting and financial reporting for the company. This included fiscal and tax departments, short and long-term financial planning, cost flow and control of AR/AP. ► Key Contributions: ✔ Defined control procedures to ensure complete compliance with fiscal and tax requirements. ✔ Controlled company’s costs, performance and productivity; Followed up with timely reports. ✔ Utilized law background and served as the contract attorney for financial institutions to contract loans, contract and close exchange operations, investments and drafts. ✔ Provided ongoing assistance and follow-up of external auditor’s activities. ✔ Successfully managed the tax committee and analyzed tax issues to mitigate fiscal contingency risks.  Leadership in the implementation of ERP systems such as AX Dynamics Show less

  • Soldo Contabilidade Ltda
    • São Paulo Area, Brazil
    • Managing Partner
      • Jan 2001 - Jun 2009

      - Brought on board to senior leadership position to advise on accounting, fiscal, financial and administrative activities for numerous companies. - Strategically managed client accounts such as: São Carlos Empreendimentos Imobiliários, GP Investiments and Investments Holdings in Lojas Americanas and AmBev among others. - Brought on board to senior leadership position to advise on accounting, fiscal, financial and administrative activities for numerous companies. - Strategically managed client accounts such as: São Carlos Empreendimentos Imobiliários, GP Investiments and Investments Holdings in Lojas Americanas and AmBev among others.

  • Figar Participacoes S.A.
    • São Paulo Area, Brazil
    • Controller
      • Jul 1989 - Dec 2000

      I was also the Managerial Information Supervisor of many holding companies within Banco Garantia Group which was acquired by Credit Suisse. Briefly, my history includes: ✔ Recruited as Managerial Information Supervisor and achieved a steadfast progression; promoted after five years to Controller serving in this role for six years until Dec. 2000. Held same role as RB Capital Group; effectively steering all accounting and financial operations for several companies. ✔ As Managerial Information Supervisor: Produced maps complete with corporate and accounting information. Managed cash flow and control; also served as company attorney. Show less

    • Telecommunications
    • 1 - 100 Employee
    • Auditing Supervisior
      • Jun 1979 - Jun 1989

      This was the start of my career in which I: - Verified and ensured broker-dealers maintained compliance with capital market legislation. - Enforced internal controls, rules and regulations; implemented improvements as needed. This was the start of my career in which I: - Verified and ensured broker-dealers maintained compliance with capital market legislation. - Enforced internal controls, rules and regulations; implemented improvements as needed.

Education

  • USP – Universidade de São Paulo
    Master of Business Administration (MBA), Accounting - IFRS
  • Universidade Paulista
    Bachelor's degree, Law
  • Universidade Santa Ursula - Rio de Janeiro
    Bachelor's degree, Accounting Sciences
  • Faculdade de Ciências Políticas Econômicas do Rio de Janeiro
    Bachelor's degree, Economics
  • Universidade de São Paulo
    Master of Business Administration - MBA, IFRS - INternational Accounting

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