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Bio

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Thiago Soares is a seasoned financial professional with a strong background in administrative assistance, financial analysis, and investor relations. He has worked with various companies, including PRS Distribution, B3, LACAZ MARTINS, PEREIRA NETO, GUREVICH & SCHOUERI ADVOGADOS, Demarest Advogados, China Construction Bank (CCB Brasil), Lucon Advogados, Arrojo Empreendimentos Imobiliarios S/C Ltda, S.R. Imóveis, and Administração Shopping Mêtro Tatuapé. He holds a Bachelor's Degree in Management - specialized track in Business Administration from Universidade São Judas Tadeu.

Experience

  • PRS Distribution
    • Londres e Região, Reino Unido
    • administrative assistant
      • Mar 2023 - Present
      • Londres e Região, Reino Unido

      assist in the company's logistical administrative processes

  • B3
    • São Paulo, Brasil
    • Customer Experience
      • Mar 2022 - Dec 2022
      • São Paulo, Brasil

      In my role as Investor Relations, I am committed to providing informative solutions for inquiries related to the stock market, Treasury Direct, ETFs, BDRs, real estate investment funds, and more. I work closely with IT, product, and other teams to enhance B3's systems and functionalities. Additionally, I maintain effective communication with brokerage firms to streamline customer investment processes. My approach involves comprehensive understanding and meticulous mapping of department activities, always aiming for continuous improvement.

    • financial analyst
      • Apr 2021 - Mar 2022
      • São Paulo, Brasil

      Interacting proactively with the firm's senior partners, I am responsible for the efficient management of the portfolio. I collect and present crucial information to optimize the financial process. My role encompasses a detailed analysis of contracts and the careful application of financial clauses, adapting each approach to individual needs. I collaborate closely with teammates to guide financial initiatives. Furthermore, I have a fundamental role in the analysis and distribution of revenue, both in terms of outstanding and received amounts, including the management of pro-rata and bonuses.

    • financial analyst
      • Nov 2019 - Nov 2020

      Analysis of the operating system to maximize its financial performance. Maintaining good relationships with stakeholders and serving them with excellence. Responsible for billing. Clearly understanding the guidelines provided by the executive board and operationalizing their decisions. Continuous improvement of existing processes.

  • Demarest Advogados
    • São Paulo, São Paulo
    • Analista financeiro
      • Oct 2018 - Nov 2019
      • São Paulo, São Paulo

      - Managing billing and client collections using the SAP system.- Supervising the customization of the SAP system to enhance financial processes, including instruction, validation, and production monitoring.- Issuing and tracking invoices, as well as managing tax invoices and electronic queries.- Providing support to both internal and external clients.- Performing payment reconciliations and reversals, along with assisting internal and external clients with financial matters.- Experience in phone and email collections, as well as document and spreadsheet organization.- Carrying out other tasks related to the billing and collection department.

  • China Construction Bank (CCB Brasil)
    • Avenida Brigadeiro Faria Lima, 4440
    • financial analyst
      • Jan 2014 - Dec 2017
      • Avenida Brigadeiro Faria Lima, 4440

      Ensuring the precise application of BACEN (Brazilian Central Bank) regulations in departmental procedures, I lead process management. My responsibilities include recording financial transactions in corporate account/investment, meticulously verifying accounting entries, resolving discrepancies, and maintaining regular communication with the bank reserve for timely closures. I am responsible for tracking and recording TEDs (Electronic Funds Transfers) via the SPB system, as well as monitoring payments processed through the clearinghouse. I prepare essential management reports for audits and compliance. I demonstrate proficiency in the use of banking operational systems and maintain constant oversight of performance. Additionally, I provide specialized support and guidance to internal colleagues regarding processes.

  • Lucon Advogados
    • Alameda Campinas
    • financial assistant
      • May 2012 - Jan 2014
      • Alameda Campinas

      - Managing accounts payable and resource optimization, with a focus on cost reduction for the company and clients.- Efficient control of due date extensions, application of financial discounts, and negotiation of interest rates.- Proficiency in creating essential management reports for monthly closure.- Establishing communication with banking institutions for fee monitoring and foreign exchange operations.- Supervising cash flow and controlling reimbursements for employees.- Regular access to the office's current accounts via bankline.- Rigorous daily control of incoming and outgoing resources in accordance with established accounting guidelines.

    • administrative assistant
      • Aug 2010 - May 2012
      • Penha

      Real estate rental BackOffice. Customer registration; issuing invoices and checking overdue ones. Analyzing landlord accounts and issuing payment requests to the treasury. Hiring rental and fire insurance from the insurer. Making debit and credit entries in tenant accounts. Contractual renewals control.

    • administrative assistant
      • Jan 2009 - Aug 2010
      • Penha

      Handling property leasing and sales directly with clients. Receiving and making rental payments. Accounting for income related to rentals. Analyzing customer documents - verifying their authenticity and checking with collection agencies. Negotiating overdue rents between the owner and the tenant.

    • audit assistant
      • Jan 2008 - Jan 2009
      • Tatuapé

      Conducting sales audits in shopping mall stores. Creating reports detailing the establishment to identify potential areas for trade improvement. Researching and collecting data requested by the department. Identifying audit discrepancies.

Education

  • 2015 - 2019
    Universidade São Judas Tadeu
    Bachelor's Degree., "Management - specialized track in Business Administration."

Suggested Services

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Industry Focus. “Transportation, Logistics, Supply Chain and Storage”

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