Kalil Gebrim Rodrigues, 金融 Expert in São José dos Campos - State of São Paulo, Brazil
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Kalil Gebrim Rodrigues

验证专家  in 金融

欧博体育app下载专家

位置
São José dos Campos - State of São Paulo, Brazil
至今成员总数
2022年1月13日

Kalil has worked on over 20 strategic projects, initially as a consultant at 贝恩 and later as a strategy manager at 巴西航空工业公司, Nubank, 和其他人. 直接向上级领导汇报, 他研究过各种各样的课题, 如合并和收购(M&A) on both sides, pricing, OKR management, market entry, etc. Kalil finds a way to keep learning and working on relevant projects in freelancing.

职业生涯突出

战略规划专家
巴西航空工业公司
助理顾问
贝恩 & 公司

教育强调

学士学位
航空技术学院(ITA)

案例研究

工作经验

兼职首席财务官

2021年至今
塞拉&Mar小学
  • Conducted 5-year strategic planning exercise with school board and NGO counsel focused on school sustainability and fundraising needs.
  • Created excel models to forecast revenue and budget cost for five-years of school operation.
  • Crafted monthly status reports on a three statement financial model, 并将调查结果提交给了一家非政府组织的律师.
Focus areas: 预算建模, 财务规划 & 分析(FP&A), 兼职首席财务官, 商业策略, 成本, 金融建模, 报告, 财务报告仪表板, 收入模型, 收入分析, 销售预测, Three-statement建模, 创业公司, Excel 365, 财务报告, 首席财务官, 营销策略, 业务设计, 收入 & 费用预测, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅, 融资

战略和业务规划主管

2021年至今
AAWZ
  • Crafted General Market Condition Report for the IFA industry in Brazil that generated over $200k in sales and was featured in major Brazil news outlet (Valor) as a reference market share for the industry.
  • Created a seed round fundraising pitch deck to help a four-person company reach $1 million in recurring revenue by the end of 2021.
  • Implemented a strategic plan and software capabilities on ten medium company clients totaling over $1 million in consulting service sales.
  • Participated in significant discussions for series A funding rounds, 开发模型, 以及推动讨论的演讲.
  • Created excel models for forecasting sales for the SaaS platform and budget FTE growth for fintech.
重点领域:商业计划, 金融类股, 策略, Excel VBA, Microsoft Excel, 微软演示文稿, 谷歌表, 合并 & 收购(M&A), 市场准入, 销售计划, 欧博体育app下载, 金融, Fintech, 收入报表, 商业计划咨询, 演讲, M&A(买方),M&A(卖方),M&一个建模, 商业策略, 金融建模, Objectives & 关键结果(OKRs), Three-statement建模, Excel专家, 预测, 敏感性分析, 市场研究, 总潜在市场(TAM), 商业模式, 数据分析, 指示板, Small & 中型企业(SME), 球场上甲板, 创业公司, 成长策略顾问, 收入分析, Excel 365, 财务报告, 首席财务官, SaaS, 估值, 营销策略, 业务设计, 收入 & 费用预测, 业务转型, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅, 融资

业务架构师

2019 - 2020
Nubank
  • Coordinated integration of Easynvest (an over $26 billion broker) into Nubank's investment business unit as part of a unified task force led by McKinsey.
  • 创建excel模型来支持FP&A process for yearly budgeting financial investment business unit.
  • 监督集成(流程), 人, and technology) of an acquired investment management company with over $100 million in assets under management (AUM).
  • 管理一个负责设置的团队, 回顾, and reporting OKRs in the investments business unit.
  • Created internal market reports relative to the wealth advisory space in Brazil.
重点领域: & 关键结果(OKRs),合并 & 收购(M&A), Excel VBA, Microsoft Excel, 微软演示文稿, 谷歌表, 策略, Fintech, 收入报表, 商业计划咨询, 演讲, M&A(买方),M&A(卖方),M&一个建模, 商业策略, 金融建模, Three-statement建模, Excel专家, 预测, 敏感性分析, 全力投入, 市场研究, 总潜在市场(TAM), 商业模式, 数据分析, 金融类股, 指示板, 定价, 成长策略顾问, 收入分析, 球场上甲板, 创业公司, Excel 365, 财务报告, SaaS, 估值, 营销策略, 业务设计, 收入 & 费用预测, 业务转型, 营销计划, 市场策, 订阅的价格, 订阅, 融资

策略策划经理

2018 - 2019
托托&斯多克
  • Managed a team that established pricing strategy for over 15,超过40个家居装饰类别的000个sku, forecasting sales and demand and optimizing inventory.
  • Modeled warehouse expansion with the warehouse operations team to meet demand and sales goals.
  • Developed an assortment optimization strategy with the help of the McKinsey team hired to optimize sales and product margins.
重点领域:销售预测, 销售计划, 定价, Excel VBA, Microsoft Excel, 微软演示文稿, 谷歌表, 策略, 收入报表, 商业计划咨询, 演讲, 商业策略, Three-statement建模, Excel专家, 预测, 财务规划 & 分析(FP&A), 收入预测, 市场研究, 商业模式, 数据分析, 指示板, 收入分析, Excel 365, 财务报告, 估值, 营销策略, 业务设计, 发现, 收入 & 费用预测, 业务转型, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅

战略规划专家

2016 - 2018
巴西航空工业公司
  • Revised the pricing strategy for commercial aircraft parts. Renegotiated over $10 million in contracts with major airlines.
  • Established VMI contracts with suppliers to lower parts acquisitions costs and working capital needs.
  • Created a business plan for new market entry (used aircraft parts market) through acquisition of small established companies.
关注领域:合并 & 收购(M&A), 策略, 定价, Excel VBA, Microsoft Excel, 微软演示文稿, 收入报表, 商业计划咨询, 演讲, M&一个建模, 商业策略, Excel专家, 预测, 全力投入, 财务规划 & 分析(FP&A), 收入预测, 市场研究, 总潜在市场(TAM), 商业模式, 数据分析, 金融类股, 指示板, 成长策略顾问, Excel 365, 财务报告, 估值, 业务设计, 发现, 收入 & 费用预测, 业务转型, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅

助理顾问

2014 - 2016
贝恩 & 公司
  • Structured a tiered compensation plan for direct sales to a cosmetics company with one million sales associates.
  • Revised the pricing strategy for the most prominent furniture brand in Brazil, benchmarking over 500 SKUs over many categories.
  • Built sales forecasting and an assortment planning tool on Excel VBA and SQL for a local fashion retailer. Trained internal team on usage and maintenance of devices.
  • Built a cost analysis and product profitability tool on Excel VBA and SQL for a major insurer in Brazil. Reallocated over $5 billion in previously misallocated costs.
关注领域:定价、合并 & 收购(M&A), 市场准入, 销售计划, 成本分析, M&A建模,M&A(买方),M&(卖方), Excel VBA, Microsoft Excel, 微软演示文稿, SQL, 策略, 欧博体育app下载, 金融, 收入报表, 产品成本计算, 商业计划咨询, 演讲, 编程, 商业策略, 金融建模, Three-statement建模, Excel专家, 预测, 敏感性分析, 全力投入, 财务规划 & 分析(FP&A), 收入预测, 市场研究, 总潜在市场(TAM), 商业模式, 数据分析, 金融类股, 指示板, 软件即服务(SaaS), Small & 中型企业(SME), 成长策略顾问, 收入分析, Excel 365, 财务报告, 首席财务官, SaaS, 估值, 营销策略, 业务设计, 发现, 收入 & 费用预测, 业务转型, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅
2010 - 2014

计算机工程学士学位

航空技术学院(ITA) - São Jose dos Campos, Brazil

金融

定价、合并 & 收购(M&A), 金融建模, Three-statement建模, 预测, 市场研究, 总潜在市场(TAM), 数据分析, 收入模型, 财务报告, 估值, 收入 & 费用预测,M&A建模,M&A(买方),M&A(卖方),财务规划 & 分析(FP&A), 财富管理, Profitability Analysis, 首席财务官

输出的软件

Microsoft Excel, 微软演示文稿, 谷歌表, Excel 2016, Google Slides

Data & 分析软件

SQL,熊猫

其他

Excel VBA, 市场准入, 成本分析, 策略, Objectives & 关键结果(OKRs), 欧博体育app下载, 金融类股, 信息收集, 市场规模, 关键绩效指标(kpi), 商业计划咨询, 业务规划, 演讲, 商业策略, Excel专家, 敏感性分析, 全力投入, 收入预测, 商业模式, 指示板, Small & 中型企业(SME), 报告, 财务报告仪表板, 收入分析, 成长策略顾问, Excel 365, 业务设计, 业务转型, 营销计划, 市场策, 定价模型, 订阅的价格, 订阅, 销售计划, Fintech, 收入报表, 增长战略, 销售预测, 预算建模, 编程, 兼职首席财务官, 球场上甲板, SaaS, 营销策略, 融资, Python 3, 金融, 产品成本计算, 软件即服务(SaaS), 成本, 创业公司, 发现

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