Finance professional with experience as a Financial Planner/Analyst at insurance companies and fintechs. Skilled in budgeting and financial analytics processes for large companies (over 4Bn NZD in revenue) and using quantitative background to program and develop dashboards in PowerBI and Tableau. Strive to foster a collaborative and high-performing environment, valuing attention to detail, and encouraging continuous learning.
Head of Financial Planning & Analysis
- Measure the financial performance of business strategies, acting as business partner to senior management
- Create the budget, KPIs and monitor them monthly for course corrections
- Work closely with stakeholders to improve the company analytics
- Publish reports on a PowerBI dashboard that I developed
Financial Planning and Analysis Manager
- Managed a team of two coordinators and six analysts to calculate budget
- Developed and managed all PnL reports with Tableau dashboards
- Measured the financial performance of business strategies, and acted as business partner to senior management
- Led a R$11bn budget (OPEX and CAPEX) and the business steering committee
- Produced variance analysis and forecasted business units P&L to support strategic decision-making
- Developed and implemented in 12 months a Tableau data model based on Hyperion/SAP to facilitate all FP&A distributions (close to 120 users with personalised access)
ALM Coordinator
- Managed a team of two analysts to control and forecast the banks cash flows and liquidity
Finance Manager
- Managed finance functions for a dynamic fintech startup, direct reporting to the CEO and leading a team of 5
- Established internal controls for accounts payable and receivable and performed financial modelling for strategic partnerships
P&A Coordinator
- Managed a team of 5 analysts to help revamp the 4th largest payment company in Brazil
- Focused on reporting and financial modelling for all product lines
- Developed the commissioning model to reward external sales forces and created a monthly dashboard in Excel detailing customer portfolios and financial KPI's
- Led the implementation of SAP; defined the system flow necessary to feed SAP and defined the cost centers structure
- Transformed the corporate PnL controls into an Access database in a two months’ project
- Designed the structure for the 2020/21 budget, including an income statement by product line and the consolidated cash impact on the Treasury
- Built the commissioning model to reward external sales forces and created a monthly dashboard detailing customer portfolios and financial KPIs
- Participated in negotiations with three sales companies to expand the external sales forces from 200 to 520 headcounts total, having provided all the financial simulations
Trader
- Founding member of the company, having been the fourth employee in a 30-person team. The only trader in the company, managed all market-facing executions on the USD 1BN portfolio
Bachelor in Business Administration
CFA level III candidate
