Kalil Gebrim Rodrigues
验证专家 in 金融
欧博体育app下载专家
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.
案例研究
工作经验
兼职首席财务官
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.
战略和业务规划主管
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.
业务架构师
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.
策略策划经理
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.
战略规划专家
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.
助理顾问
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.
其他的经验
教育
计算机工程学士学位
航空技术学院(ITA) - São Jose dos Campos, Brazil
Skills
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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