Igor Guerreiro

Experience

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  Adecon Consultoria Empresarial

  Feb 2013 - Jan 2015

  Financial Services Consultant

  • Responsibilities included provide consultancy in order to support Business’ optimizing elements in their financial management structure, including Budget Management for Business, Financial Information & Reporting Results.• Execute projects in Finance Management such as Financial Business Plans, Profit and Loss (P&L) spreadsheets and Cash Flow projects.• Able to build professional and personal consulting skillsets while acquiring a strong understanding of consulting, within a financial capability. Show less

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  JORIK TERMOCOLANTES

  Jan 2015 - Dec 2015

  Assistant Manager

  Jorik Termocolantes Co. is a High-end custom Label/Tag graphics firm.◉ Compiled comprehensive Financial and Business data within Excel spreadsheets to facilitate the Company Board's comprehension of sector costs and product pricing, including label and tag graphics.◉ Communicated and discussed with key stakeholders, such as the FP&A team, with regards to profitability, cash flow, and the state of financial processes.◉ I made analyses of realisation in relation to the budget, forecast and figures of the previous year. You act as a point of contact for Central Finance in case of questions about this;◉ I draw up various costs-related reports to present the analysis of the financial results to stakeholders;◉ Implemented various projects throughout my tenure, notably the implementation of the 5s project philosophy to enhance organizational efficiency and productivity. Show less

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  Universidade Estadual de Maringá

  Mar 2016 - Jan 2017

  Production and Quality Production Assistant

  ◉ Provided mentorship and guidance to fellow business management students encountering challenges within the realm of Production & Supply Chain management.◉ Cultivated a collaborative rapport with the professor, actively engaging in discussions to propose enhancements for classroom instruction and learning experiences

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  Universidade Estadual de Maringá

  Mar 2017 - Mar 2019

  Researcher - Master’s Degree on Business Management (Scholarship)

  ◉ During this period, I was dedicated full time to the studies of Coffee production and its Supply Chain based on the New Institutional Economics (NIE). Details on the “Education” section below.

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  W1 Consultoria

  Apr 2020 - Mar 2022

  Financial Planner/Advisor

  ◉ Conduct in-depth analysis to identify and advise on tailored investment opportunities for clients.◉ Oversaw a portfolio of more than 20 clients, consistently achieving a 85% satisfaction rate.◉ Developed personalized financial budgets to align with clients' unique financial objectives.◉ Identified and pursued prospective customers while maintaining regular follow-up meetings with existing clients.◉ Gathered and analyzed data from clients to formulate strategies that effectively support their financial aspirationsHighlights: ✦ 80% Efficiency in calling up potential clients; ✦ 75% Efficiency in closing a deal with the customer; ✦ Rapidly internal career growth. From Financial Trainee 1 to Financial Trainee 3 in about 4 months. Show less

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  UniCesumar

  Nov 2020 - Jun 2022

  Mediator Professor

  ◉ Create the University end of term questionnaires for students completing the Finance, Accounting and/or Business courses in the University.◉ Research current affairs following the defined criteria and guidelines to instigate the students to think through and test their knowledge in the given subjectHighlight:✦ Promoted to a higher position in 6 months

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  Infosys BPM

  Nov 2022 - Jan 2024

  Financial Research Analyst

  ◉ As a member of the Consumer Staples team, I contributed to projecting the three Financial Statements.◉ Prepared financial models, conducted analysis, and forecasted performance using appropriate drivers.◉ Engaged in initial due diligence, monitored, and interpreted data & financial statements to ensure alignment with best finance and accounting practices.◉ Responsible for conducting comparable companies and precedent transaction analyses in Excel.◉ Managed various projects beyond the scope of a Financial Analyst, including overseeing the Catalyst Calendar and EQRS.◉ Led the company’s Catalyst Calendar Project, overseeing all related activities, such as: ✦ Tracking the pipeline progress of Biotech companies and focusing on product development advancements. ✦ Developing a deep understanding of what analysts prioritize when evaluating the Pharma and biotech industry. ✦ Maintaining close communication with Infosys’s primary stakeholder, the Head of Research and Pharma, on a daily basis. Show less

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  Blu H- Energy

  Apr 2024 - now

  Financial Analyst