Expert Details
Management Consulting, Project Management, Financial Planning and Analysis, and ESG
ID: 739672
Panama
Project Management expert with a solid finance background, which includes financial planning, cash flow building and management, forecasting, financial reports, budgeting and pricing review, costing and revenue analysis.
Wide business case experience, measuring financial impact of projects.
ESG enthusiast, bringing concepts into an integrated and cross-functional business perspective, with experience in implementing corporate practices through the Business Impact Assessment (BIA) tool of B Lab, and getting certified as a consultant through Sistema B Brasil.
Challenge-driven, with strategic thinking, analytical mindset and problem-solving management style. Experience in coaching individuals, leading teams or working as part of a team to create the conditions for success. Flexible to diverse range of organizational cultures and management styles.
Highly collaborative with the demonstrated ability to work in complex, multi-stakeholder environments to co-design and deliver solutions that achieve strong buy-in. Experienced in working with executives and company leaders, as well as front line staff, with the ability to build understanding, align interests and find common ground amongst these groups.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2023 | Degree: Certificate | Subject: Corporate Sustainability | Institution: New York University (NYU) |
| Year: 2023 | Degree: Certificate | Subject: Corporate Sustainability | Institution: Sistema B Brasil (B Lab) |
| Year: 2021 | Degree: Certificate | Subject: Project Management & Agile Methologies | Institution: Perestroika |
| Year: 2012 | Degree: MBA | Subject: Business Management | Institution: Fundação Getulio Vargas (FGV) |
| Year: 2007 | Degree: Certificate | Subject: Business Management | Institution: New York University |
| Year: 2005 | Degree: Bachelor | Subject: Production Engineering | Institution: Instituto de Tecnologia Mauá |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2016 to Present | Employer: Undisclosed | Title: Founder | Department: |
Responsibilities:As a self-employed consultant, Expert has had the following main clients:Chemical Industry (June 2020-present) Project Manager for post-merger integration, responsible for leading both technology and processes integration teams, as focal point for the client, conducting status meetings and providing the project methodology and approach (2022-present). Project Manager for B Lab Certification (2021-22). Project Manager for SAP Business One implementation, from software selection to implementation with IT business partner. Performed business process review to support company growth without overhead increase. Expert also consulted to a mid-size national packaging company from 2017 to 2022: Responsible for leading company turnaround strategy and execution, effectively engaging executives and senior leadership to define and drive main initiatives, reaching 2020 as the first profitable year since 2013, and 2021 the most profitable year in the company's history. Acted as Controller for Costs from November 2020 to May 2022, assuming responsibility for measuring and managing client's and company's margin. Head of IT and HR during the same period, responsible for budgeting, structuring and managing the areas. Lead the GPTW certification in 2022. Performed pricing strategy review, model design and implementation involving all stakeholders. Developed, implemented, and managed projects focused on business planning, business process efficiency, and financial viability for several business segments and sizes. Performed financial planning, structuring, pricing model and mentoring for entrepreneurs and small companies. Business Mentor for interpreneurs connected to ImpactHub Brazil. |
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| Years | Employer | Title | Department |
| Years: 2015 to 2016 | Employer: Alvarez & Marsal | Title: Senior Associate II | Department: |
Responsibilities:Project Management on a leading heavy engineering and infrastructure group:o Led the trustee team in creditors’ claims analysis on a total liability of approximately R$11 billion; o Responsible for Monthly Activity Report development, reporting company’s results and main financial and accounting transactions to creditors and bankruptcy judge; Trustee team member of a bankrupt middle market investment bank: o Creditors’ claims analysis on a total liability of approximately R$4 billion; o Responsible for managing Commercial and Consigned Credit portfolio of approximately R$1 billion, dealing with debtors and acting with legal partners for appropriate measures within legislation; |
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| Years | Employer | Title | Department |
| Years: 2010 to 2014 | Employer: Totvs Consulting | Title: Manager | Department: |
Responsibilities:Project Leader on the merge of two Brazilian biggest educational groups:o Responsible for integrating the administrative back office into a pre-existing Shared Services Center, achieving 10% headcount reduction; Project Leader on a leading media and real estate group: o Led a team of Consultants on redesigning Shared Service Center processes and improving its service excellence through scope expansion, achieving 13% reduction of its G&A costs; Built a business case for project investment approval to improve the Account Opening operating model, also acting as PMO of the project latter on; Responsible for Shared Services Centers implementation business case for leading energy distribution, cement and concrete, commercial transportation companies; Built a business case to support the decision on the business model review of a leading toy distributor, boosting its revenue in 70%; Performed Purchase, Invoice and Goods Receive processes review for a leading energy distributor Shared Services Center internalization; Performed Billing and Account Receivables leading a cargo company processes review, identifying unbilled R$17MM. |
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| Years | Employer | Title | Department |
| Years: 2008 to 2010 | Employer: Accenture | Title: Analyst | Department: |
Responsibilities:Conducted process mapping for improvement opportunities identification and implementation with client team on income statement calculation supporting processes and accounting closing cycle reduction for leading airline and automotive companies;Led a leading airline company team on improving Flight and Flown Revenue process control and reducing the closing cycle from 45 to 7 days, and Reimbursement and Client Claims, achieving 70% backlog reduction within first month. |
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Language Skills
| Language | Proficiency |
|---|---|
| English | Fluent |
| Spanish | Advanced |
| Portuguese | native |
Fields of Expertise
corporate finance, business management, Project Management and Execution, ESG, business strategy, strategy, strategy development, strategy formulation, management consulting, corporate strategic planning, corporate strategy, business plan, implementation, strategy implementation processes, business case, business case development, PMO, financial planning, Financial Planning & Analysis, finance, cash flow planning, cash flow building, cash flow management, financial forecasting, forecasting, financial report, financial reporting, budget control, budgeting review, pricing review, revenue, revenue operations, revenue analysis, cost analysis, financial practice, financial impact, business impact, strategic innovation, corporate leadership, solution design, solution implementation