Pedro Lima

Experience

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  Banco Sofisa S/A

  Jan 2008 - Apr 2011

  • Responsible for redesigning management closing tools, making accounting vs. management reconciliation more agile. Institutional Trainee • Write-off Portfolio deep dive analysis, resulting in new credit policies • Implemented a new funding officer´s compensation modelTrading Desk Middle officer• Creation of managerial controls, in order to consolidate data such as customer exposure, profitability, etc.• KPIs, databases and reports.

  • Financial Planning Analyst

    Jan 2010 - Apr 2011

  • Trainee

    Jan 2008 - Dec 2009
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  Itaú Unibanco

  Apr 2011 - Sept 2012

  Senior Financial Analyst

  • Coordinated the data sources extraction for reporting, making it possible to implement a BI tool to replace the use of scattered spreadsheets, standardizing concepts, metrics, etc.• Construction of new and optimized databases, with business rules inserted, in order to automate the generation of queries.• Redesign of the results calculation process by sales channel and tax allocation, aligning the process with the bank's new managerial/financial calculation.

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  Visa

  Sept 2012 - Nov 2013

  Business Development Coordinator

  • Consolidation of customer´s incentive programs status, allowing greater control and enabling concrete actions towards them• Work alongside with the Commercial and Financial departments in order to identify opportunities and anticipate clients performance issues, thus, preserving and the company´s revenues.• Elaboration of issuers' macro performance model for different maturity phases, enabling the identification of decline/exhaustion and obtaining high assertiveness.

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  McKinsey & Company

  Nov 2013 - Dec 2019

  FP&A Expert

  • Responsible for the financial information, its bases and queries, focusing on optimizing the production of reports and information quality.• Optimization of reports and improvements of operational flow (reduction in SLA, elimination of work redundancy).• KPIs and Control routines implementations for better quality results measurements (ABC, departmentalization) and lead several inter departments projects for revenue optimizations (such as tax efficiencies amid LatAm countries). • On Going WIP´s Inventory monitoring and project origination focusing on impacts on revenue generation, forecast.• Responsible for the budget of the LatAm unit, simplifying processes for its construction. Leadership in implementing Zero Based Budget. Directly responsible for disseminating strategic targets to internal areas. • Responsible for evaluating the potential of new units and building scenarios to generate revenue from new customers and products.• Responsible for the financial analysis of vehicle fleet disposal, freeing up working capital and improving profitability. Show less

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  Affix Administradora de Benefícios

  Oct 2020 - now

  Sr. Financial Planning and Analysis Manager

  • Responsible for the FP&A, Treasury and Accounts Payable/Receivable areas.• Consolidation of the management closure model, incorporating cashflow and accounting results, making the financial KPIs table more productive and concise.• Responsible for Budgeting process and its alignment with the company´s strategic planning. Responsible for Act vs Budget Analysis, also presenting such for the Board of Directors.• Treasury activities and optimizations on the AP / AR routines.• Restructuring of bank debt and projection of funding needs.• Responsible for banking relationships, focused on reducing collection and funding costs. Show less