Jorge Avelino

Experience

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  Banco Safra

  Sept 2010 - May 2011

  Trainee (Assistant) - Private Banking

  Main Activities:● Banking: Personalized service to Private Banking N/NE clients together with the team of bankers doing portfolio control | knowledge of fixed income products, investment funds, derivatives, structured | quotations and monitoring the closing of transactions;● Support: Preparation of reports to monitor the platform's administrative routines (monitoring the profit margin on investments in the client portfolio, recording purchases and sales, closing monthly reports) | project to measure and optimize administrative and commercial processes and activities | Control of documentation for opening accounts and investment transactions | Responsible for monthly compliance documentation.Main Results:● Better organization to meet compliance requirements;● Better support for the private ranking superintendent;● Organization of investment monitoring documents. Show less

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  Prática Transportes Ltda

  Sept 2011 - Jun 2012

  Financial Analyst

  Main activities:● Financial Management: Creation and implementation of the company's financial and commercial area | Preparation of reports relating to invoicing, accounts payable and receivable | Issuance of invoices for freight carried out | Preparation of reconciliation spreadsheets, cash flows, control of collections | Relationship with banks | Relationship with accounting.● Commercial: Creation of commercial budgets using the company's management system | Daily monitoring of the company's commercial activities, supporting the company director | Negotiations with clients and suppliers.Main Results:● Creation of the organization's financial sector;● Creation of management and financial reports;● Better monitoring of the carrier's commercial sector. Show less

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  Procenge Tecnologia

  Jun 2014 - Feb 2015

  Financial Administrative Analyst

  Main Activities:● Financial: Control, planning and management in the company's financial area in relation to accounts payable | Creation and organization of daily cash flow through reports for monitoring by management as support for decision-making | Spreadsheets for monitoring payments | Scheduling of payments | Bank reconciliation | Relationship with suppliers and banks | Direct support to the organization's financial manager and his demands | ● Controllership: Direct support for the organization's internal accounting in its demands | Survey of pending issues and those responsible, acting to resolve them | Financial audit of all the company's subsectors (revenues, expenses, billing, contracts, personnel department, purchasing and accountability).Main Results:● Reduction in the number of pending controllership issues;● Implementation of payment scheduling on specific days;● Greater clarity of accounts payable for financial management. Show less

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  Safetec Informática

  Jun 2015 - Jan 2017

  Financial Administrative Coordinator

  Main Activities:● Administrative: Management of the personnel department (payroll, benefits, admissions and dismissals, vacations, payments of charges, among others) | Payroll (closing and payment) with accounting support | Control of purchases and stock of all company materials | Responsible for office maintenance | Coordination of the administrative teams (administrative, financial, purchasing and assets and stock;● Financial: Tactical management of the sector | Control of accounts payable and accounts receivable | Billing monitoring | Default management | Presentation of monthly management reports and spreadsheets to the board | Relations with clients, suppliers and banks for negotiations and monitoring of demands | Responsible for the financial sector at management meetings;● Quality and Processes: Involved in continuous improvement projects in the organization's administrative and financial area processes | Implementation of a new system (ERP) as well as its integration with a CRM | Redesign of internal processes | Team training.Main Results:● Improvement in the billing process, optimized with the integration of the ERP with the CRM, which resulted in a reduction in time, as well as, mitigated errors and bottlenecks in the process;● Implementation of bank reconciliation with the new ERP, to facilitate the integration of the administrative and financial sectors;● Reduction of office costs, using spreadsheets to monitor and control accounts in detail;● Financial monitoring meetings. Show less

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  Jorge Avelino Gestão Empresarial

  Aug 2017 - May 2021

  Senior Business Consultant

  Main Activities: ● Organizational and Strategic Planning Consulting: Analyses and studies on the business to help clients grow with organization, planning and in a strategic way in their area of activity | OKR`s | KPI`s | Data analysis using BI tools | Agile methodologies;● Financial Management: Implementation of the sector, accounts payable, accounts receivable, billing, collection and payroll | Cash Flow | FP&A | Capex | Forecast | ERP | Creation and monitoring of budget (budgeted x realized) | Financial Audit;● Quality: Process and management system implementation and deployment projects | Process Audit● Company Training: Facilitator, teacher and lecturer, giving corporate courses in the areas of strategic, quality and people management.He has worked in small, medium and large organizations in a variety of sectors.Main Results:● Strategic implementation of the administrative and financial sectors in an industrial kitchen;● Process mapping training for junior company students;● Training in management tools for coworking companies;● Mapping all the sectors of a technology startup;● Business plan in partnership with a junior company. Show less

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  TELEMRPA

  Jul 2019 - Feb 2020

  Project Coordinator

  Main Activities● Projects: Coordination of the company's projects | Monitoring of schedules and deliveries | Relationship with clients to negotiate deadlines | Negotiations with clients and suppliers | Monitoring of the services delivered | Supporting the organization's board of directors in their activities.● Financial Administrative: Implementation of the administrative and financial areas | Monitoring of the organization's finances | Administrative support and monitoring of the customer service sector; ● Quality: Mapping and structuring organizational processes in the company's macro areas with a focus on quality.Main Results:● Structuring of the company's macro sectors;● Creation of a customer service process;● Monthly presentations to the board of directors;● Management of all projects with daily monitoring. Show less

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  PUGA Studios

  Jun 2020 - Jul 2023

  Main Activities● Processes and Quality: Implementation of the processes and continuous improvement sector in the company, working to structure the area from the concept of processes to the mapping of processes in the organization's strategic sectors | Survey of critical processes with those responsible for each sector of the company | Mapping of priority processes, always doing AS IS and TO BE ● Value Chain: Analysis of the company's entire value chain, with the aim of understanding the organization's entire process, from customer acquisition to service delivery | Survey of the main and secondary activities of each part of the value chain to focus on the processes that need to be mapped and monitored;● Auditing: Auditing the mapped processes to monitor process performance, always focusing on continuous improvement and business strategy.Main Results:● Implementation of the process sector with the help of BPMN tools (Bizagi / Heflo / Visio);● Understanding of the importance of the process sector for the company's board of directors. Show less Main Activities:● Financial: Tactical and strategic management of the sector | Planning, organizing and monitoring finances | Responsible for all the company's financial information, answering to banks, investment consultants and boards of directors | Management of inflows and outflows (income and expenses) | FP&A | Implementation of OKRs in the financial sector | Monitoring of KPI`s | Monitoring with the commercial department of defaults in order to act on collections | Purchasing Management | Budgeted x Actual | Hiring staff;● Strategic Management: Supporting the executive board and other directors of the organization | Presenting financial reports to the company's strategic board of which I was a member, such as DRE, balance sheets, cash flow, revenue and expense forecasts, budgets, among others | Actively participating in the company's decision making | Carrying out feasibility analyses for the company's strategic changes;● M&A and Due Diligence: Responsible for all the documentation (due diligence process) and financial management in the acquisition and incorporation (M&A) process in which the company participated | Analysis of accounting reports (with the help of accounting) and management reports on the company's financial health | Creation of reports to accompany the due diligence | Support for the legal department, acting jointly in the legal due diligence | Reporting to the international group and to the auditing company throughout this process.Main Results● Stability of the company's finances;● Responsible for the company's personnel and purchasing departments;● Provision of investment budget for each area;● OKR application;● Success in the M&A process, once the company was incorporated into the international group. Show less Main Activities:● Financial: Structuring, controlling and organizing the organization's financial sector | Accounts payable, Accounts receivable, Invoicing | Sending Invoices to international clients | International Transactions | Daily monitoring of the dollar | Financial and strategic planning of the sector | Strategy meetings with management;● Accounting: Hiring accounting consultants | Closing payrolls with the accounting department | Monitoring and validating taxes due | Paying departmental payrolls | Monitoring accounting reports;● Administrative: Hiring staff for administrative/financial team | Purchasing | Implementation and management of employee benefits | Working in partnership with HR and Marketing.Main Results:● Implementation of the company's financial sector;● Implementation of the ERP for the company's financial management;● Creation of financial health monitoring reports;● Hiring financial assistants. Show less

  • Process Specialist

    Jan 2023 - Jul 2023

  • Financial Manager

    May 2021 - Dec 2022

  • Financial Analyst

    Jun 2020 - Apr 2021
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  Jorge Avelino Gestão Empresarial

  Aug 2023 - now

  Consultor Empresarial

  Atividades de consultoria empresarial, atuando nas seguintes áreas:● Estruturação e Gestão de Startups e Empresas de Crescimento Acelerado● Gestão Financeira e Administrativa● BPO Financeiro● Planejamento Estratégico● Consultoria Empresarial● Auditoria e Controladoria● Due Diligence e M&A● FP&A

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  VerdeMed

  Jun 2024 - now

  Gerente Administrativo - Financeiro

  Principais Atividades● Financeiro: Estruturação e gestão tática do setor financeiro da empresa (Holding: Canadá | Filiais: Brasil, Peru e México | Atuando no planejamento e acompanhamento do fluxo de caixa | Fechamento financeiro mensal para envio de documentação contábil | Gestão de pagamentos | Trabalhando em conjunto com a contabilidade da empresas (Brasil, Canadá, Peru e México);● Suporte ao CEO: Atividades de suporte ao CEO da empresa | Atuando com relatórios, documentos e resoluções de pendências pertinentes ao negócio da empresa | Auxiliando na captação de recursos.Principais Resultados● Estruturação do financeiro;● Implantação do fluxo de caixa;● Organização dos processos de fechamento financeiro mensal da holding e as filiais Show less