Paulo Cardoso

Paulo Cardoso

Estagiário em economia

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location of Paulo CardosoPiracicaba, São Paulo, Brazil

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  • Timeline

  • About me

    Technical Services at Itaú Unibanco S / A

  • Education

    • Fundação Instituto de Administração-FIA

      2011 - 2012
      FIa Business Management and Projects

      Activities and Societies: Study of Project Management (scope, schedule, budget, stakeholder, sponsor, etc..) facing the business. Program for one month to accomplish the University of La Verne in California (USA) in partnership with FIA / PGT (SP) - advanced topic in project management, 07/2012;

    • Universidade Metodista de Piracicaba

      2005 - 2008
      Bacharel em Ciências Econômicas Ciências Econômicas

      Activities and Societies: Research and undergraduate research conducted by Unimep in partnership with Pibic / Fapic; Advisor of the student body in the course of Economics - UNIMEP;

    • University of La Verne

      2012 - 2012
      College of Business & Public Management, Advanced Topics in Business Strategy Certificate Program in Executive Management

      Activities and Societies: Business Strategy

    • PUC-SP

      2003 - 2004
      Ciências Econômicas
  • Experience

    • Instituto de Pesquisa e Planejamento de Piracicaba - IPPLAP

      Nov 2005 - Jun 2006
      Estagiário em economia
    • Julio Simões Participações

      Jul 2007 - Apr 2009
      Administrative Assistant

      In the Accounts Payable coordination, I carried out all processes of payments and controls, such as inclusion of receipt of discount and delivery file, issuance of check to suppliers, issuance of Available Electronic Transfer (TED) and credit order (DOC), bank conciliations and accounts payable audit.I also followed up the billing of services provided by the companies, as well as all the involved processes, such as taxes and freight calculation, elaboration of control spreadsheets and reports, customer service, sending of prices table and cost estimates to the clients, conference of requests (periods and terms of payment, discounts) according with the negotiation made with the clients, registration of new clients and products in the system, issuance of invoices and bills, and finally, monthly closing activities to send to accounting department Show less

    • Address S/A

      Jul 2009 - Apr 2010
      Coordination Assistant

      In Purchasing department, I was in charge of contracting services, acquiring products, raw materials and equipments through selective process via comparison of quality, delivery deadlines and prices quotation between suppliers, aiming the development of alternative sources of supply, as well as technical capacity.In Contract department, I gave support in terms of procedures related to location contract, bids process and modification in the contract of the company.In Finance, I coordinated all the processes concerning the financial routine, involving credit transfers between the company's accounts, payment controls and collections, bank conciliations and analyses of purchase request, maintained contact with bank’s managers and suppliers. Show less

    • Itaú Unibanco

      Apr 2010 - Jun 2013

      In this area I participated in chain ATM's management, as well as purchasing strategy and upgrade with the budget of R$ 200 million/year, stock control and reversal logistic. I also developed cost controls concerning demands and project of infrastructure based in the budget of area, besides downloading data to make indicators, reports and executive presentations for the board of directors and vice-presidency.Involved in the support and maintenance of bases, through input and output of data, in order to ensure the progress of the projects, providing information for all stakeholders involved. In the Operational area, I supported some projects concerning installations, uninstalls and revitalization of ATM's, maintaining contact with suppliers and clients. Show less In this role, I analyzed and formalized contracts for the purpose of credit issuing and bank account openings. Additionally, I helped in the development and analyses of indicators related to amount of contracts segmented by region, bank agency or type of financial operations I also helped to make and analyze productivity indicators of area via SharePoint, flowcharts, process mapping, besides making presentations monthly for identifying opportunities for improvements, such as the gain of ~60% of time in one of the steps in the process Show less

      • Planning Analyst

        Apr 2012 - Jun 2013
      • Operational Analyst

        Apr 2010 - Apr 2012
    • Master Recuperadora de Crédito

      Nov 2015 - Feb 2017
      Coordenador de Planejamento Estratégico e MIS

      Responsável por coordenar três departamentos: MIS (assessoria de informações e criação de portfólios de indicadores para Vivo), Estratégia (elaboração de estratégias de cobrança e planejamento operacional) e Processos (elaboração de mailings, controles e Control Desk); totalizando uma equipe de 17 analistas e dois supervisores. Também é responsável pelo relacionamento e gestão de fornecedores, cotação e pesquisa de mercado, negociações, contratações de serviços, acompanhamento de SLA’s e qualidade; tais como de clientes, como entrega de reportes operacionais e apresentações gerenciais, entrega dos resultados e projeções perante as metas estabelecidas. Na parte de processos, é responsável pelo estudo do ranking, projeções e fechamentos, elaboração das metas internas, análise e apresentação de resultados de performances e desempenhos individuais, condução e diagnóstico de planos de ações para mudança de culturas e melhoria de processos (fluxogramas, organogramas, gestão de tempos, qualidade, custo e performance) com objetivo de alavancar a produtividade, fomentar os resultados e atingir as metas. Também acompanha o fluxo de demandas na régua de cobrança, como estratégias (score, região, idade das dívidas, escala de valores) e processos (mailing, scripts, discador e CRM), análise dos indicadores Inbound e Outbound (TMA, ABS, TMO, retenção, ligações atendidas, devedores localizados, acordos, taxa de conversão, abandono, aderência) e ações massivas (URA, e-mail, SMS e boleto). Como gestor de pessoas, promove processos seletivos, realiza auditorias, feedbacks, escalas, treinamento e desenvolvimento, capacity planning, absenteísmo, turnover, gestão de conflito, dinâmicas para motivar e integrar a equipe, além de fazer um Coaching individual. Show less

    • IntelServ Inteligência em Serviços

      Apr 2017 - Oct 2017
      Analista de Planejamento Sênior – Planejamento Estratégico de Cobrança

      Responsável pela análise da carteira de cobrança do Itaú e planejamento estratégico por perfil, região, score do cliente. Também elabora mailings, indicadores e reporte para o Itaú; envia e analisa o retorno de ações massificadas de SMS, e-mail e URA; e realiza apresentações executivas de performance e planos de ação.

    • BM&FBOVESPA agora é B3

      Sept 2017 - now
      Day Trader e Swing Trader

      Responsável por executar ordens de compra e venda de um determinado ativo precificado, visando obter lucro com o trade. Também faz análises de ordem fundamentalista e gráfica/técnica, buscando melhor assertividade das operações. Efetua trades em operação long & short no mercado à vista e posições buy and hold no mercado de criptomoedas.

  • Licenses & Certifications

    • Inglês Avançado

      Academic Bridge - School of Excellence
      Aug 2013
    • Certificação Profissional ANBIMA - Série 10 (CPA-10)

      Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais - ANBIMA
      Oct 2011
    • MS SQL Server 2014 - Módulo I, II e III

      Impacta Tecnologia
      Jun 2016