Lucas Puerto

Experience

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  HSBC

  Mar 2011 - Mar 2012

  Wealth Management Intern
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  Standard & Poor's

  Apr 2012 - Dec 2012

  Intern - Infrastructure
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  TRUST9

  Feb 2013 - Feb 2016

  Senior Analyst

  • Key Projects: (i) financial advisory for Telecommunication Company and fund-raising with banks (12mn BRL); (ii) financial advisory (financial models - income statement, cash flow, necessity of working capital, and key ratios analysis) for a Trading Company; (iii) material preparation for investors in the Real Estate sector; (iv) turn-around for a Food Processing company in Paraná (500mn BRL of Revenue in 2015E), and debt restructuring (150mn BRL).• Main Responsibilities: (i) financial modeling (financial statements and cash flow projections, accompaniment of P&L, vertical and horizontal analysis, key ratios analysis); (ii) material preparation (monthly financial report, infomemos, pitch book); (iii) direct contact with banks in fund-raising/debt restructuring; (iv) direct participation on the turn-around process; (v) accompaniment the M&A process (due diligence, data room, Q&A). Show less

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  Egratitude

  Mar 2016 - Jul 2022

  • Main Responsibilities: (i) manage the company's operation, making it easier for all the areas (customer success, production, media buying, CRM, IT, copywriting, design, planning and finance) to work together and to have a formal process among them; (ii) financial modeling (financial statements and cash flow projections, P&L follow up); (iii) develop the company's annual planning (courses, budget, people, vision, goals).; (iv) make sure everyone is following our mission and vision, including our new hires. Show less

  • CEO

    Sept 2017 - Jul 2022

  • Head Of Media

    Jul 2016 - Aug 2017

  • Financial Controller

    Mar 2016 - Jul 2016
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  Pallur

  Jul 2022 - now

  Chief Executive Officer