Functional Skills

Business Development
Project Management
Succession Planning
Investor Relations
Strategic Planning
Risk Management
Communications
Commercial Due Diligence
Operations Management
Financial Planning & Analysis (FP&A)
Corporate Finance
Strategy Development
M&A Support
Financial Modeling
Valuation

Software Skills

Microsoft Project
Microsoft Office

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Energy
Healthcare
Industrials
Manufacturing
Fortune 500

Experience

Be8 Corporate Strategy & Development
Senior Manager, Strategy and Corporate Development
1/2023 - 12/2024
Led strategic planning review with top-tier consulting firm and managed the M&A pipeline, including the acquisition of three biodiesel plants (+30% production increase) and a BRL 1.1B ethanol project. Directed corporate development, financial modeling, and competitive analysis for long-term growth. Reported to CFO.
Portobello Grupo Finance
Sr. Manager, FP&A, IR & Portobello America
6/2021 - 6/2022
Oversaw corporate FP&A, IR, and finance for the U.S. business unit. Led a USD 90M U.S. plant financing, BRL 400M debt restructuring, and valuation to support share buyback and corporate rating upgrade. Structured quarterly investor communication and led NYSE/Nasdaq listing feasibility.
FINANCE AND INVESTOR RELATIONS CONSULTING Management Consulting
Consultant
2/2019 - 5/2021
Supported IPO readiness for a regional business, working with investment banks on equity story, materials, and regulatory structure. Led post-M&A integration projects (treasury, FP&A, controllership).
UnitedHealth Group Finance
Head of FP&A, IT and Call Center Division
8/2017 - 1/2019
Led financial planning and operational finance for a newly launched shared services division (IT and call center). Scaled the operation from zero to BRL 100M in revenue and 1,200 staff. Built all governance, budgeting, and reporting structures. Redefined the business model and service pricing with the CEO, driving monetization of productivity. Operated in a multicultural environment with direct reporting to India and U.S. leadership.
UnitedHealth Group Finance
Corporate Manager, Controllership, Reporting and ERM
1/2015 - 5/2017
Led performance reporting, PPA, goodwill valuation, and ERM for UHG’s operations in Brazil. Developed business segment dashboards (hospitals and clinics), implemented US GAAP fixed asset standards, and maintained 100% goodwill retention through external audit review. Supported M&A integration and reporting to U.S. headquarters. Managed a team of 9, including 2 supervisors.
UnitedHealth Group Corporate Strategy & Development
Corporate Manager, Financial Planning (FP&A) and Enterprise Risk Management
6/2013 - 12/2014
Managed corporate cash flow planning and funding strategies, including coordination of BRL 2B in inter-company loans with U.S. HQ. Implemented the ERM program locally, creating executive dashboards for risk tracking adopted across UHG globally. Reported to the Group CFO in Brazil and VP of ERM in the U.S.
Amil Finance
Corporate Manager, Investor Relations and Finance
10/2007 - 5/2013
Led all IR activities, including IPO execution, debenture and follow-on offerings (BRL 1.2B), and investor communications. Expanded analyst coverage from 2 to 15 global institutions. Played a key role in the USD 5B M&A transaction with UnitedHealth (120% premium over market cap) and coordinated post-acquisition integration with U.S. teams.
DUFRY AG Finance
Supervisor, Investor Relations
4/2007 - 9/2007
• Organization of all processes / activities for the performance of Investor Relation activities;
• Results report for the parent Company in Basel, Switzerland.
Metalurgica Gerdau Finance
Senior Analyst, Finance and Investor Relations
1/1998 - 3/2007
• Nive years of experience at Gerdau Group, in departments such as Gerdau Bank, Gerval DTVM, International Operations and Investor Relations. Gerdau Group is one of the largest steel producers in the world, with operations in several countries, approximately BRL 67 billion in revenues and more than 30,000 employees.