Experience

Ekonos Consulting

• Brazil
• Business Consulting and Services
• 1 - 100 Employee

• Founder and Senior Consultant

  • Nov 2018 - Present

  São Paulo, Brasil Ekonos Consulting is a corporate finance consulting firm founded by me. The company's mission is to professionalize and strengthen the financial management of small and medium-sized enterprises, a segment that lacks knowledge and professional services. Our methodology is based on three pillars: 1) Financial Control to ensure operational efficiency and profitability; 2) Treasury Management to ensure liquidity, solvency, and leverage control; 3) FP&A to make the long-term vision… Show more Ekonos Consulting is a corporate finance consulting firm founded by me. The company's mission is to professionalize and strengthen the financial management of small and medium-sized enterprises, a segment that lacks knowledge and professional services. Our methodology is based on three pillars: 1) Financial Control to ensure operational efficiency and profitability; 2) Treasury Management to ensure liquidity, solvency, and leverage control; 3) FP&A to make the long-term vision achievable and sustainable. Over these 5 years, 42 companies have been assisted by Ekonos Consulting. The majority are medium-sized industries in various sectors. We have also served companies in the agricultural, forestry, real estate, professional services, online commerce, retail, fashion, food and beverage, construction, textile, among other sectors, as well as a few large-sized companies. Below, I briefly outline my duties: - Preparation of a company-wide Financial Model following IFRS accounting standards, respecting the client’s corporate structure, including its subsidiaries, group consolidations, and multinational footprint. - Elaboration of historical Income Statements, Cash Flow Statements, and Balance Sheets, as well as their forecasted versions (typically spanning 5 to 10 years). - Devising deleveraging and solvency plans for highly indebted companies. - Development of the client’s quarterly and yearly Budget, cascading it into its business units, subsidiaries, departments, and products. - Formulation of tax planning to identify possible tax-saving strategies while ensuring compliance with legislation. - Conducting audits of past exercises. - Providing financial advice to clients during M&A processes, typically offering multiple scenarios predicting different approaches to the negotiation process. - Developing valuation processes to support either the client’s new acquisitions or their funding via investors. Show less



Naturatta

• Brazil
• Food and Beverage Services
• 1 - 100 Employee

• Co-founder and Financial/Operations Director

  • Jan 2019 - Jul 2023

  Sumaré, São Paulo, Brasil Naturatta is a start-up in the healthy food sector founded by me and three other friends. The company's mission is to create healthy snacks for a market saturated with ultra-processed foods. Our snacks provide a quick, healthy, and low-calorie option without compromising on experience and taste. In just 4 years, our products have reached all 26 states in Brazil, as well as Argentina, Paraguay, Uruguay, Bolivia, and the European Union (through Portugal). In July 2023, after months of… Show more Naturatta is a start-up in the healthy food sector founded by me and three other friends. The company's mission is to create healthy snacks for a market saturated with ultra-processed foods. Our snacks provide a quick, healthy, and low-calorie option without compromising on experience and taste. In just 4 years, our products have reached all 26 states in Brazil, as well as Argentina, Paraguay, Uruguay, Bolivia, and the European Union (through Portugal). In July 2023, after months of negotiations, we concluded the sale of Naturatta to a major player in the food industry. The ROI of this transaction was 1.631%. Below, I briefly outline my responsibilities: - Financial Planning based on three pillars: financial controlling, treasury management, and FP&A. - Development of the annual budget and business plan, as well as strategic, tactical, and operational goals for all business areas. The budget and business plan were reviewed and updated quarterly. - Day-to-day Cash Flow and Budget Administration. - Generation and maintenance of relationships with banks, credit associations, third parties, suppliers, and service providers to guarantee the company’s access to funds, as well as the highest level of service. - Management of the Commercial (post-sales), Purchasing, and HR Departments. - Scenario analysis and decision-making regarding investments and resource allocation. - Negotiation and implementation of distribution partnerships in Brazil, Latin America, and Europe. Show less



Corttex Industria Têxtil

• Brazil
• Textile Manufacturing
• 1 - 100 Employee

• Senior Financial Planning Analyst

  • Jul 2012 - Oct 2018

  Americana, Brasil - Development of the Business Plan and Annual Budget in collaboration with the board of directors, as well as the strategic, tactical, and operational goals for all business areas; - Execution of the Sales & Operations Planning (S&OP) process; - Planning of development projects and launch of new products, as well as advising on product portfolio management from a financial perspective; - Building market scenarios and economic feasibility to support board decisions, such as investment… Show more - Development of the Business Plan and Annual Budget in collaboration with the board of directors, as well as the strategic, tactical, and operational goals for all business areas; - Execution of the Sales & Operations Planning (S&OP) process; - Planning of development projects and launch of new products, as well as advising on product portfolio management from a financial perspective; - Building market scenarios and economic feasibility to support board decisions, such as investment decisions. - Development of planning and control tools for purchasing and import processes; - Planning of purchases and supply chain for finished products and raw materials, both domestic and imported; - Development and implementation of continuous improvement projects based on Lean methodology; - Creation of scenarios for projected costs and calculation of actual costs and margins, as well as determining the selling price based on business plan assumptions. - Advisory in the development of commercial strategies using Geomarketing and Market Intelligence tools; - Management of Production and Planning Control (PCP) for both domestic and third-party production. Show less