Carlos Cortelazzo

Experience

• 

  Petrobras

  Jul 2008 - Apr 2009

  Intern

  Assisted the process management team of the corporate finance department Responsible for data collection and measurement of each process on the finance department.

• 

  Hope Consultoria S.A

  Sept 2010 - Mar 2012

  Financial Analyst

  Interacted daily with an average of 15 Petrobras S.A suppliers to present a banking on-line platform to facilitate access to working capital funding Accurately pulled contract information from SAP using Excel advanced functions (Pivot tables, Vlookups) facilitating the connection between the management team and potential customers to join the platform

• 

  NG8 Gestão Imobiliária Ltda

  Aug 2012 - Feb 2013

  Business Analyst

  Prepared detailed financial presentation and statements to potential investors providing substantial information regarding expected returns and risks Analyzed future cash flow from 6 different real estate projects with an estimated revenue of CAD 150 million, in 2 Brazilian major cities, adjusting outcomes when necessary

• 

  Koni Store

  Aug 2013 - Apr 2017

  Customer Experience Manager

  Daily attended +100 customers providing a positive experience even dealing with irate customers Completed daily financial transactions such as cash out and banking deposits, keeping sales reports updated avoiding further errors Accurately pulled reports including cash flow statements, cost analysis and weekly purchases forecasts facilitating the supply purchasing process Effectively communicated with customers, understanding needs and recommending specific products Assisted the team in daily operational procedures such as inventory counting & production quality procedures, following the industry regulations Actively promoted the brand by running sales promotions via on-line platforms and mobile phone apps Show less

• 

  Calgary Co-op

  May 2020 - Apr 2023

  Customer Service Clerk

  Welcomed customers as they entered the store ensuring they were in a friendly environment Processed customers to carry out making sure they had the best post-sale experience Oriented customers locating their shopping products, facilitating the shopping experience Responded and resolved customers concerns by listening carefully and creating a positive environment. Organized the line of 9 tellers simultaneously facilitating the check-out process

• 

  Morgan Stanley

  Jun 2021 - Apr 2022

  Associate-Corporate and Institutional Solutions

  Handling employees stock options and share purchase plan focused on transactions on U.S, Canada, Europe and Asia Pacific markets.Addressing customer needs and challenges providing an excellent customer experience complying with company and industry regulationsAnswering questions regarding stock market trading, order execution and specific inquiries on stock options, release stock units and share purchase and holdings.

• 

  J.P. Morgan Workplace Solutions

  Jun 2022 - now

  -Handling stock plan administration focused on share plan rules-Responsible for the North America service desk team quality assurance reviews based on KPIs benchmarks-Ensure that the team is complying with security process and complying with the company policies

  • Quality Assurance Coordination

    Aug 2024 - now

  • Associate

    Apr 2023 - Aug 2024

  • Service Desk Analyst

    Jun 2022 - Apr 2023