Felipe Wertheimer

Felipe Wertheimer

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location of Felipe WertheimerSão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Entrepeneur / Finance Executive

  • Education

    • Trevisan Escola de Negócios

      2013 - 2013
      Extension Internal Controls Internal Controls

      COBIT, COSO, SOX, fraude prevention, and internal controls methodologies and concepts.

    • FIA - Fundação Instituto de Administração

      2012 - 2012
      Extension Valuation Mergers & Acquisitions
    • FGV - Fundação Getulio Vargas

      2007 - 2007
      Extension Economy and International Accounting
    • Universidade Paulista

      1995 - 1998
      Bachelor's degree Business Administration
    • Universidade Presbiteriana Mackenzie

      2001 - 2002
      MBA Controllership
    • INCAE Business School

      2007 - 2007
      Intensive MBA - DHL University Business Administration and Management, General 1 Week
  • Experience

    • DHL Express

      Mar 1999 - Mar 2009

      Budgeting & Forecasting CoordinationBusiness PlanManagement ReportsFinancial Analysis in ProjectsCost ControlSAP ImplementationBalance Scorecard . .

      • Finance Planning Manager

        Sept 2006 - Mar 2009
      • Finance Planning Coordinator

        Apr 2003 - Aug 2006
      • Finance Planning Analyst

        Mar 1999 - Mar 2003
    • Arvato Brasil

      Mar 2009 - Jul 2011

      - Financial Modeling for new projects- Financial Planning & Analysis for new business and investments - Budget & Forecast Coordination- Investment Proposals- P&L deviations analysis- Profitability Analysis by Customer Coordination- Pricing modeling

      • New Business Development - Finance Manager

        Mar 2011 - Jul 2011
      • Business Controller LATAM

        Mar 2009 - Jul 2011
    • Bunge

      Jul 2011 - Apr 2012
      Business Controller - Foods & Ingredients

      - Business Performance Analysis including financial results and KPI's- Budget & Forecast coordination- Financial Analysis for new Investments (CAPEX)- S&OP presentations

    • FW Consulting

      Jul 2012 - now
      Sr. Financial Consultant

      - Clients such as Interprint, Bto+, Hotel Recanto da Cachoeira, TW Guaimbê, etc.- Finance Planning & Analysis, Accounting, Accounts Payables, Receivables, Billing and Business Processes;- Cost Control;- Revenues Growth;- Business analysis and support making decisions;- Processes improvement

    • Recanto da Cachoeira e TW Guaimbê Hotels

      May 2013 - Jul 2019
      General Manager

      - Management of 120 employees (combined);- Operational processes improvement;- All administrative issues;- Revenues Maximization and Cost Control actions;- New processes, policies and procedures;- A&B adminstration- Results analysis;- CRM and pos-sales

    • Le Coq Gourmand

      Sept 2014 - now
      Founder

      Wine consulting, tasting, courses, and wine store & bar

    • BTO+

      Sept 2019 - Jun 2021
      Financial And Administrative Director
  • Licenses & Certifications

    • Academic and Business Writing

      BerkeleyX
      Dec 2017
  • Honors & Awards

    • Awarded to Felipe Wertheimer
      Master Bronze DPWN Nov 2007 Green Belt - Credit Notes Reduction Group
  • Volunteer Experience

    • Volunteer

      Issued by DHL - Mesa Brasil
      DHL - Mesa BrasilAssociated with Felipe Wertheimer
    • Finance Director

      Issued by Make-A-Wish Brasil on Jul 2013
      Make-A-Wish BrasilAssociated with Felipe Wertheimer
    • Volunteer

      Issued by Feed My Starving Children on Jan 2019
      Feed My Starving ChildrenAssociated with Felipe Wertheimer