Eric Jun Urabayashi, CGA, CGE

Experience

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  Itaú

  Apr 2005 - Sept 2007

  Trainee

  Experience in Commercial Planning and StrategyParticipated in Banco Itaú Unibanco’s trainee program, working on the collection and analysis of strategic information to support decision-making and the development of management reports. Conducted performance indicator analysis related to the product portfolio (Leasing and CDC), customers, and revenue. Monitored operational and corporate results, creating KPI's through the Balanced Scorecard system.Developed commercial planning focused on goal distribution, productivity, sales campaigns, and budgeting processes. Contributed to competitive strategy monitoring and the creation of scripts for and management of sales campaigns within CRM for Call Center operations. Led workshops and training sessions in financial mathematics for commercial teams, emphasizing skill development and performance optimization.Key Achievements and Projects:• Commercial Agreements // Development and negotiation• Sales Campaign // Creation and management of the "Acelere suas Vendas" campaign• Management Information System (MIS) // Implementation of the Balanced Scorecard• Pricing // Definition of rates and commercial tables• Commercial Optimization Model // Planning and execution• Commercial Support Desk // Management and strategic support Show less

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  SIMPAR

  Jan 2008 - Mar 2009

  Market Specialist

  Strategic involvement in the IPO process, including crafting roadshow presentations and conducting detailed valuations to support capital market entry. Responsible for capital structuring, managing structured financial operations, and maintaining relationships with banks and suppliers. Led PMI (Post-Merger Integration) initiatives, integrating newly acquired entities, and managed due diligence and contract negotiations in M&A (Mergers and Acquisitions) processes.Expertise in financial modeling and projections for ventures, developing business plans for new businesses, and preparing management reports. Contributed to multi-year strategic planning and budget management, including forecasts and corporate KPI analyses using the Balanced Scorecard system.Key contributions to commercial and institutional strategies, including restructuring policies and procedures, customer satisfaction surveys, and internal communication strategies. Managed teams through financial mathematics training workshops for commercial teams. Extensive experience in sectoral strategic analysis, competitor monitoring, and developing market positioning strategies.Key Achievements and Projects:• M&A // Integration of Lubiani and Transportadora Grande ABC• Business Plan // Planning development for JS Financeira• MIS (Management Information System) // Implementation of Balanced Scorecard• Strategic Planning // Development for C.T.R. - RJ• Valuation and IPO // Studies and presentations for public offering Show less

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  TAM Aviação Executiva

  Mar 2009 - Sept 2015

  Planning Manager

  Management of R$ 200 million in annual revenue, restructuring of cash flow, and resolution of contingencies and losses in the Balance Sheet and Income Statement, leading to the reversal of negative balances and achieving an EBITDA of R$ 50 million. Recognized as the best company in the sector in 2012.Led a team of 3 professionals with a focus on strategic, financial, and operational planning, implementing initiatives that directly improved profitability and the company’s strategic positioning.Performed economic and financial feasibility analyses, valuations, CAPEX management, financial modeling, and development of business plans. Oversaw budget processes, forecasts, and the creation of the company’s long-term strategic plan.Key Contributions:• Development of strategic KPIs, pricing management, and product lifecycle oversight;• Launch of new products and support for the restructuring of the commercial area;• Strategic branding management, including Brand Valuation and competitive positioning projects;• Stakeholder engagement, including banks and investors, presenting financial and strategic results;• Mapping of potential markets and conducting regional and sectoral analysis to support expansion;• Definition of operational and commercial policies and procedures;• Implementation of profit-sharing programs (PLR) and variable compensation aligned with corporate goals.Key Achievements and Projects:• Business Plan // Development of sales, maintenance, and FBO opportunity maps• Branding // Brand Valuation projects• Financial Planning // Budget execution from 2010 to 2015• Strategic Planning // Implementation of the AllStrategy plan• Valuation // M&A analysis and studies Show less

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  Tribanco

  Apr 2016 - Feb 2021

  Planning Manager

  Strategic Leadership in Analytics, CRM, Campaigns, Pricing, and Commercial PlanningAccountable for managing R$ 300 million in revenue, R$ 4 million in marketing budget, a R$ 1.1 billion asset portfolio, and a sales team of 230 professionals. Supervised a direct team of 6 collaborators, focusing on implementing innovative, data-driven strategies to optimize results and enhance the customer experience.Structured pricing models based on RAROC, with risk-adjusted financial modeling, development of commercial policies, customer-centric strategies, and the redesign of sales policies and compensation models (PPLR). Successfully implemented a new commercial operating model, including the strategic segmentation of the customer base to maximize cross-sell opportunities and profitability.Key Achievements and Projects:• Pricing // Implementation of RAROC, financial modeling, and commercial policies• CRM // Deployment of the Suggar platform• Financial Planning // Development of budgets for 2017, 2018, and 2019• Commercial Planning // Design of a new commercial model and customer segmentation• Variable Compensation // Structuring cross-sell policies for banking, cards, insurance, and acquiring services Show less

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  Captalys

  Feb 2021 - May 2022

  Head of Pricing, Risk & Analytics

  Leadership in Analytics, Pricing, and Credit Risk areas, managing R$ 100 million in revenue and overseeing an R$ 1.8 billion asset portfolio. Coordination of a team of 6 professionals with a focus on developing Embedded Finance solutions and enhancing financial and operational models.Implementation of risk-return pricing methodologies, including RAROC and credit risk models (PD, EAD, LGD, and RWA). Development and refinement of credit and commercial policies, evaluation of credit risk and financial models, and management of P&L for financial products and services.Proven expertise in delivering high-quality results under tight deadlines, with a focus on creative solutions grounded in reliable data and robust analysis.Key Achievements and Projects:• Pricing // Implementation of RAROC methodology and suggested rate framework• Credit Risk // Enhancement of credit policies and PD modeling• Analytics // Implementation of EAD, LGD, and RWA models• Commercial Planning // Development of sales planning, forecasts, and commercial policies Show less

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  Agroven

  Apr 2021 - now

  Board member

  Advisor at Solusolo since September 2024

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  Grupo Algar

  Nov 2022 - Jan 2024

  Head of Finance and Planning

  Leadership in the areas of Controllership, Treasury, and New Business Development.Expertise in structuring and managing FIIs, FIDCs, FIAGROs, and FIMs, with strong relationships with banks and buy-side/sell-side entities. Responsible for a R$ 500M investment portfolio, driving revenue generation and addressing contingencies and losses in the Balance Sheet and Income Statement (DRE).Proficiency in financial modeling, development of business plans, and execution of economic and administrative feasibility studies. Oversight of CAPEX management, preparation of budgets, forecasts, and the company’s multi-year strategic plan. Delivery of high-quality presentations with clear communication and timeliness, even under high-pressure conditions.Extensive experience in PMI (Post-Merger Integration), leading the integration process for newly acquired entities. Execution of due diligence and contract negotiation in M&A transactions, serving as a strategic consultant across multiple business areas. Management of a dedicated team of 3 professionals, fostering operational and strategic excellence.Key Achievements and Projects:• M&A // Sale of Algar Tech - MSP• Audit // EY engagement for corporate audits• Financial Planning // Execution of 2023 and 2024 budgets• Strategic Planning // Implementation of the Allstrategy platform• Treasury // Structuring of FIAGRO Show less

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  Sankhya Gestão de Negócios

  Jun 2024 - Nov 2024

  Finance Corporate Manager

  Head of Corporate Finance at Sankhya and Chief Financial Officer (CFO) for 8 portfolio companies within the Group.Extensive experience in corporate finance management, M&A (Mergers & Acquisitions), PMI (Post-Merger Integration), and investment management. Leadership in the integration process of acquired entities, with a focus on due diligence and contract negotiation in M&A operations. Managed an investment portfolio of R$ 200M, with a strong emphasis on value maximization and profitability enhancement.Strategic financial planning expertise in areas such as budgeting, cash flow management, risk management, and investor relations, delivering comprehensive financial and strategic reports. Led ERP implementation and prepared financial reports, consolidating insights on financial performance, operations, and market conditions.Proven track record in leading multifunctional teams, consisting of 9 direct reports and 20 indirect reports, fostering autonomy and efficiency. Strong focus on financial results, with experience in inorganic growth, financial modeling, valuation, and risk mitigation within the Balance Sheet and Income Statement.Experienced in financial risk management, developing commercial and financial policies, cost-based pricing, and prioritizing investment opportunities using scorecards and evaluation frameworks.Key Achievements and Projects:• M&A (from prospecting to execution) // Espresso and Vixting• PMI (integration of acquired operations) // ERP Mindsight, Meetime, and Asis• Strategic Financial Planning // 2025 Budget• Development of commercial and financial policies• Cost-based pricing and cost management implementation• Capital raising and corporate insurance negotiations Show less