Hire the Best Financial Modelers
in Brazil

I help businesses turn messy data, unclear processes, and complex financial questions into clear financial models, reliable reporting systems, and better decisions. I am an Engineer with a Master’s in Financial Engineering, over 15 years of experience, and professional certifications in Financial Modeling & Valuation and Financial Planning & Analysis. As a Certified FMVA® and FPAP™ professional, and former COO/CFO, I bring a rare combination of technical, financial, and executive experience to every project. My work focuses on financial modeling, FP&A, forecasting, budgeting, valuation, reporting automation, dashboards, and decision-support systems. I help growth-stage and established businesses improve financial visibility, reduce manual work, and build tools that are accurate, scalable, and practical in real operating environments. I support clients who need help with: - Financial modeling, forecasting, budgeting, and long-range planning - FP&A support, KPI frameworks, and management reporting - Cash flow analysis, scenario modeling, and capital project feasibility - Business valuation, profitability analysis, and churn analysis - Pipeline analysis, revenue & cost modeling, and data migration - Excel and Google Sheets model design, cleanup, and optimization - Workflow automation and API-based integrations - Dashboards, reporting packs, and data visualization My approach is analytical, practical, and results-driven. I do not just build spreadsheets, I build decision-making tools that help clients understand performance, identify risks, and act with confidence. Core Skills: - Advanced Excel and Google Sheets - Financial modeling and FP&A - Forecasting and budgeting - KPI design and performance analysis - Cash flow and scenario analysis - Python and VBA - Workflow automation - API integrations - Power BI and Tableau - Dashboard design and reporting automation Certifications & Education: - Financial Modeling & Valuation Analyst (FMVA®) — Corporate Finance Institute - Financial Planning & Analysis Professional (FPAP™) – Corporate Finance Institute - FP&A Excel Modeling Specialization – Corporate Finance Institute - Master's in Finance & Management - Bachelor's in Engineering If you need a financial partner who can think strategically, build rigorously, and deliver fast, let's talk. I respond promptly and offer a free discovery call for qualified projects.

I build top-tier financial models that drive decision-making for companies, startups and funds. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝗶𝗻𝗴 - Entrepreneurial finance: business plans, pro-formas, cap tables, startup models, liquidity waterfalls - Real estate finance: residential, commercial, hospitality & resorts, leveraged acquisitions - Structured finance: asset-backed securities, consumer credit, corporate credit, data tape analysis - Investment banking: M&A, IPO models, valuation, debt restructuring - Private equity & venture capital funds: fund model, investment logs, exit analysis 𝗥𝗲𝗰𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗯𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 - Venturama: currently leading a boutique M&A / financial advisory practice, having consulted over $100M+ in investments across multiple asset classes - Cambridge Global Executive MBA: currently pursuing an MBA at Cambridge, focusing on leadership, strategy, and venture capital within Silicon Fen. - Experian Ventures: led for 4 years Experian’s LatAm Corporate Venture Capital fund, managing $20M+ in investments and driving strategic innovation. If my expertise aligns with your needs, please the green ‘Hire/Invite’ button at the top of this page so we can get started.

Economist from Fluminense Federal University, Brazil and Master in Business Administration and Finance from COPPEAD School of Business – Federal University of Rio de Janeiro, Brazil. I’m a CFA charterholder, having passed all three levels in the first attempt. Throughout my 13 years of experience working in the financial area, I have directly engaged in activities related to Corporate Finance and Financial Markets, as Portfolio Management, fundraising through capital markets, defining the optimal capital structure, modeling of the Balance Sheet, Income Statement, and Cash Flow, as well as multi-year budgeting, short and long-term cash flow projections, valuation, and M&A projects (investments and divestments). Education • CFA Institute (Chartered Financial Analyst) CFA charterholder - Completed in February/2025. • Master Degree Business Administration – Focus in Finance, COPPEAD School of Business – Federal University of Rio de Janeiro (March 2014 – August 2016) - concluded. • Bachelor Economics – Fluminense Federal University (March 2008 - December 2011) – concluded. Languages Portuguese: Mother tongue English: Upper Intermediate (B2-C1 Certified by Oxford House College -Toronto – November 2023) Spanish: Basic. Professional Experience Sulamérica S/A (Rede D’or São Luiz since December 2022) – December 2015 – July 2023 (Largest player in the Brazilian Healthcare sector –Hospitals and Insurance Company) Financial Manager (July 2019 – July 2023) As a Financial Manager overseeing teams of 5 to 10 people, I held responsibility for the Investment Portfolio of the largest healthcare company in Brazil (approximately R$ 20 billion). I used to make investment decisions in conjunction with the SulAmerica's Asset Management firm, allocating assets across a diverse range of Equity, Fixed Income, and Multimarket funds and monitoring market risk using VaR, Stress and Loss Stop metrics. I also served as the lead for fundraising through issuances in the Brazilian capital market and bank credit summing up to R$ 3.4 billion. I have always maintained direct contact with the management, regularly submitting materials to the Board of Directors. Additionally, I participated in Investment Committee meetings at SulAmérica S/A, alongside directors and the majority shareholder. After the acquisition of SulAmérica by Rede D'or, I played a direct role in the integration between the companies with a focus on synergies and took on responsibility for the Investment Portfolio of the Rede D'or group. Other responsibilities in this role: • Managing Indebtedness and Company Rating • FP&A of Investment Portfolio • Asset Liability Management (ALM) • Short-term cash management • Fulfill of regulatory needs (Brazilian Regulatory Agency for Private Health Insurance and Plans, Superintendence of Private Insurance of Brazil, Central Bank of Brazil, Securities and Exchange of Brazil) • IFRS 9, IFRS 16 e IFRS 17 (discount rate) • Multi-year budget • Footnotes related to investment portfolio and indebtedness Investment Consultant (March 2018 – July 2019) • Debenture Issuance of R$ 700 million • Relationship with rating companies; • Implement of Capital Plan (capital structure) • Long-term forecast of financial results Senior Financial Analyst (December 2015 – March 2018) • Cash Flow: actual x budget • Short- and Long-Term cash flow forecast • Equity transactions between companies of SulAmérica Group • Analysis of balance sheet, income statement and cash flow statement • Valuation • Cash Flow budget • Support on M&As projects • Implement of minimum cash rules CR2 Empreendimentos Imobiliários S/A – May 2010 – January 2014 (Real Estate Company) Investor Relations and Financial Planning Analyst (May 2010 – May 2012 as an Intern and May 2013 – January 2014 as an Analyst) • Forecast of balance sheet, income statement and cash flow statement • Economic feasibility studies • Earnings Release and footnotes • Managing of American Depositary Receipts • Relationship with shareholders and partners Treasury Analyst (May 2012 – May 2013) • Cash Management • Portfolio allocation • Equity transactions between companies of CR2 Group • Indebtedness management Opção Consultoria – June 2009 – May 2010 – Financial Consultant (Junior Firm of Economics from Universidade Federal Fluminense) Additional Information • English Course: Oxford House College, Toronto (Upper Intermediate); Cultura Inglesa and Corporate English (PROLEM – UFF) – Completed • CPA 20 Certification (Brazilian Association of Financial and Capital Market Entities) • Excel: Advanced • Bloomberg and Quantum Finance: Basic • Hyperion / Smart View / EPM Cloud • Accenture Risk Control • PeopleSoft

Key Qualifications: Proven Entrepreneur & Strategic Leader 15+ years of experience in entrepreneurship and business strategy give me a unique edge: Innovative Value Creation: I develop creative solutions to maximize value for businesses. Long-Term Relationship Building: I foster strong, lasting partnerships for mutual success. Sustainable Growth Expertise: I drive scalable growth strategies across all stages of a company's lifecycle. Proven Leadership & Fundraising Accomplishments: Led a team of 60+ professionals to achieve ambitious goals. Secured funding from top-tier investors including VCs, Family Offices, and Private Equities. Provided strategic direction and professional services, demonstrating resilient and visionary leadership.

Finance professional with 6 years’ experience in project finance focused on infrastructure - Toll Road, Oil & Gas (E&P) and Utilities (Energy) -, with proven background in financial planning, fundraising through both Brazilian and International capital markets, valuation analysis and strategic planning. Passionate for innovation, progress and self-development, hands-on professional, result oriented and engaging team member. Core competencies: Project Finance. Financial Planning. Financial Restructuring. Financial Modelling. DCM.