Rodrigo Quartarolli

Experience

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  Colégio Evolução

  Jan 2001 - Jun 2001

  Teacher

  Math and Physics Teacher

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  Hopi Hari SA

  Jun 2001 - Mar 2004

  Analisty

  Sales Structuring / Supply chain / Controlling

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  Credit Suisse Brasil

  Apr 2004 - May 2016

  AVP Senior

  Monthly Firm Reporting (Zurich/New York): Assets under Management, Net New Asset and Revenues.Internal Reports / Presentations for the board of directors and main business areas.Budget elaboration and follow up.Revenues breakdown follow up between Front-Office areas.Implementation and development of Business Intelligence system – Hyperion.Brazilian fund industry monitoring.Regulatory information provider to Brazilian regulator entities (ANBIMA/CVM).Responsible to delivery data to the main market surveys (BCG, McKinsey, Institutional Investor, specialized magazines and others).Member in the sub-commission of Database in the National Investment Bank Association, ANBIMA since 2008. Show less

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  Credit Suisse

  Mar 2015 - Apr 2016

  AVP
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  Credit Suisse Asset Management

  May 2016 - Oct 2024

  Support strategic decision-making through analysis and presentations for senior management onperformance metrics gathering quality-controlled data.Partner with sales managers to drive and implement new initiatives and performance metrics.Collaborate with IT to analyze data required to support projects or initiatives and to improve efficiencyCoordinate production and distribution of weekly report with sales and pipeline flowsWork with functional teams on initiatives related to internal audits, regulatory controls, risk management, legal and compliance and other business processes.Consolidation and coordination of global NNA and FTE budget across US, Switzerland, EMEA and APAC Show less Deputy to the AuM officeLeading monthly business information closing process, controls and reports as well as evaluating and assessing monthly business performance results.Enhancing control framework for checking and monitoring the quality of information being delivered for an accurate reflection of external published CSG results.Close collaboration with divisional and regional finance teams around the globe including market area heads, central CFO functions, subject matter experts in matters such as Capital Management, Treasury and Financial Accounting.Oversee the team responsible for Weekly NNA report and Monthly/Quarterly process as well as review the work performed having a thorough understanding and being able to perform the activities.Member of a dynamic team covering Asset Management and Private Banking business activities globally with active involvement in monthly and semiannual client asset cases review to confirm policy adherence for US, Bahamas, Mexico and Brazil.Working with industry Surveys deep dive analysis for well-stablished market publisher.Active involvement in projects related to designing of new reports, system enhancements, standard setting across the firm and enabling greater transparency over the firm financials, trends, performance indicators and efficiency mesures.Performing regular, ad hoc and deep dive analysis for executive management, business areas support and regulatory reports.Leading projects to improve data quality, timeliness and delivery of business information and to increase operational information and to increase operational performance in cooperation with business and IT partners. Show less

  • Vice President of Business Management

    May 2022 - Oct 2024

  • Assets under Management

    May 2016 - Oct 2022
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  Citi

  Oct 2024 - now

  VP Financial Planning and Analysis Lead Analyst

  • Provide key financial analysis and insights to Citi's management team, contributing to strategic decision-making.• Utilize specialty knowledge to evaluate and advise on financial reports, aiding in understanding Citi's performance.• Collaborate with the broader Finance team to ensure accurate and timely financial information is provided to stakeholders.