Banco Sofisa S/A

General

• Develop, structure and manage the portfolio of financial products targeted at agribusiness: rural credit modalities (working capital, investment, commercialization), CPR, CRA, CDCA, Funcafé, LCA.
• Analyze market and corporate client demands to identify opportunities for launching or evolving products.
• Coordinate with commercial, credit, legal, compliance and technology teams to enable the full lifecycle of new products — from concept to operation.
• Prepare sales technical materials: product memos, eligibility policies, commercial proposals, portfolio analysis (sector risk, pricing and profitability).
• Monitor portfolio performance: volumes, margins, delinquency, and recommend strategic adjustments.
• Ensure regulatory compliance of products with rules from BACEN, CVM and other supervisory bodies.
• Serve as an internal technical reference for commercial and relationship teams, providing training and enablement on the area’s products.
• Participate in product committees, credit committees and board presentations with analyses and strategic recommendations.
• Monitor market trends, competitive benchmarks and innovations in the agrifinance product ecosystem.

Bank Product Specialist – Agribusiness

Data Analyst

• Plan, execute and optimize digital acquisition campaigns across major paid media channels, including Google Ads, Meta Ads, programmatic, app channels and other platforms.
• Manage and monitor media investments, ensuring optimal budget allocation and maximizing ROI, CPA, CAC and other business metrics.
• Monitor performance indicators daily, identifying optimization and growth opportunities.
• Develop in-depth analyses of results, delivering diagnoses, recommendations and action plans focused on business generation.
• Track and analyze the entire digital acquisition funnel, from traffic generation to conversion and account openings.
• Ensure the quality of digital channel measurement by validating tagging, events, conversions and integrations between platforms.
• Implement and govern tracking for web and mobile apps using tools such as Google Tag Manager and mobile measurement platforms.
• Build dashboards and management reports to monitor results and support decision-making.
• Collaborate with CRM, Product, Technology, BI and Analytics teams to identify continuous improvement opportunities across the customer journey.
• Run tests and experiments (A/B tests, audience tests, creative and bidding strategies) to continuously improve performance.

Senior Paid Media, Data Analyst

Customer Success Manager

• Translate data into actions, develop personalized communications, and identify business opportunities through campaign management and customer behavior analysis;
• Plan, operationalize, and monitor CRM campaigns across multiple channels (email, push, SMS, WhatsApp, and owned channels);
• Build and evolve customer relationship journeys focused on activation, engagement, retention, and re-engagement objectives;
• Develop segmentations and personalization strategies based on customer behavior and data;
• Monitor performance metrics and produce analyses to drive improvements;
• Conduct tests and experiments for continuous optimization of campaigns and journeys;
• Collaborate with Product, Marketing, and Technology teams;
• Support the creation of executive presentations and tracking of results;
• Ensure delivery quality and communication consistency with a focus on customer experience.

CRM Analyst – Mid-Level

Analyst

• Assist in monthly accounting close routines, ensuring deadlines and the quality of information;
• Support the preparation of account reconciliations, investigating and resolving identified discrepancies;
• Contribute to the maintenance and improvement of internal accounting controls;
• Support the preparation of information for financial statements and management reports;
• Assist with internal and external audits by organizing documents and evidence;
• Help monitor accounting and regulatory standards (BACEN, IFRS);
• Support the analysis and accounting of financial transactions (assets, liabilities, revenues and expenses);
• Participate in process improvement and automation projects within the accounting area;
• Ensure the integrity of accounting entries in internal systems.

Junior Accounting Controls Analyst

Consultant

• Prepare, validate and monitor regulatory reports submitted to BACEN (e.g., 3040, 3044, 4966), ensuring quality, consistency and compliance with deadlines
• Ensure compliance with accounting standards, with a focus on IFRS 9 (provisioning and credit classification)
• Support credit risk and collateral management, including analysis, controls and support for regulatory processes (SCR)
• Operate and support processes related to PIX (SPI/DICT), including settlement, reconciliation and operational workflows
• Perform integration, support and continuous improvement of Autbank systems (B9, R9, AS, CC, EB, CB)
• Execute and ensure validation of accounting and regulatory data, ensuring adherence to COSIF
• Serve as an interface between Business, Accounting and IT areas, translating needs and enabling solutions
• Support internal and external audit processes, including requests from BACEN
• Contribute to automation, analysis and report generation using SQL and advanced Excel
• Manage versioning and change control in technology environments using GIT and ITSM tools (Sensr)

Bank Product Specialist – Agribusiness

Senior Paid Media, Data Analyst

CRM Analyst – Mid-Level

Junior Accounting Controls Analyst

Autbank Systems Consultant – IT