Donnes

Financial Planning and Analysis

• Support the financial operations of five companies, maintaining active relationships with multiple banks and dozens of bank accounts;
• Act as the finance team’s technical reference, supporting organization, prioritization and execution standards;
• Manage accounts payable and accounts receivable, ensuring predictability and control of cash flow;
• Lead collections management, monitoring delinquency, due dates, follow-ups and recovery actions;
• Operate bank payment registers (borderôs), and handle remittance and return files;
• Monitor credit bureau listings (e.g., Serasa) and legal actions when applicable;
• Build and track financial KPIs, management reports and dashboards;
• Actively participate in improvement, implementation and restructuring projects for financial processes;
• Maintain constant interface with accounting, tax, legal and operations teams.

Financial Analyst

• Connect professionals with firms at strategic moments of growth
• Work alongside one of the main XP Investimentos-accredited offices

Investment Advisor

Operations

• Act as a strategic partner to commercial leadership, translating sales data into actionable guidance
• Design and enhance executive dashboards in Salesforce, ensuring clear visibility of pipeline, forecasts, targets, and account coverage
• Analyze the sales funnel, sales cycles, and manager-level performance, identifying bottlenecks and improvement opportunities
• Produce weekly and monthly reports focused on revenue predictability and commercial efficiency
• Support CRM governance, ensuring data discipline, quality, and standardization
• Contribute to the evolution of the commercial process (SOP), recommending data-driven improvements
• Support forecasting rituals and executive meetings with consistent analyses and strategic insights
• Identify automation opportunities and continuous improvement initiatives within the area

Financial Analyst

Investment Advisor

Sales Operations Analyst – Commercial Intelligence