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Investment Advisor
Investment Advisor at Valor Investimentos who uncovered that 27% of the book generated no revenue and built dashboards to track business performance.
BrazilInvestment Advisor at Valor Investimentos
Built a revenue study by product versus assets under custody, showing that 27% of the book generated no revenue. Grew a book above R$10 million in just over 4 months with more than 30 new accounts.
Financial ModelingRevenue AnalysisPower BIExcelPythonData AnalysisCustomer Relationship Management
Built the cash flow from the start of operations, with controls and dashboards for every inflow and outflow. Ran feasibility analysis and pricing, delivering projects with average returns above 30% on invested capital.
Cash Flow ManagementFinancial ModelingFeasibility AnalysisBudget controlCost ManagementTax ComplianceExcelPower BI
Built Power BI dashboards with contract KPIs, giving leadership real time visibility. Delivered 100% of contract measurements on time, with invoices received, validated and taxed within the accounting month.
Power BIPower AutomateKPI DashboardsContract ManagementProcess AutomationStakeholder Communication
Bachelor's degree in Production Engineering from the Federal University of Ouro Preto, completed in 2025.
Bachelor's degree in Production Engineering from the Federal University of Ouro Preto, completed in 2025.
Technical degree in Building Construction from IFMG Campus Ouro Preto, completed in 2015.
Technical degree in Building Construction from IFMG Campus Ouro Preto, completed in 2015.