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marcelo
Financial Strategy Analyst
Contato
Competências
Experiencia demostrada en Microsoft Excel Expert.
Experiencia demostrada en SQL.
Experiencia demostrada en Power BI.
Experiencia demostrada en Python.
Experiencia demostrada en Bloomberg.
Formação acadêmica
Idiomas
Resumo
Financial Strategy Analyst buscando nuevas oportunidades
Experiência
Financial Strategy Analyst
Designed a monthly FP&A reporting process consolidating 4+ reports into a 10-KPI dashboard, cutting turnaround to a day. Consolidated 3 years of financials into a U.S. GAAP-style report. Created ANA, a Microsoft Copilot Studio AI agent trained on 3 years of data, used daily by the CEO to support decisions
Equity Analyst, Student Managed Investment Fund
Managed a Russell 2000 equity portfolio, adhering to strict fiduciary mandates to maximize risk-adjusted performance. Leveraged Bloomberg to analyze sector KPIs, constructing DCF models to identify 3 mispriced software equities. Monitored portfolio holdings weekly against investment theses, identifying deterioration and recommending 5 exits to preserve capital.
Financial Analyst Intern
Built a Power BI dashboard consolidating 80+ ARC metrics, significantly improving senior leadership visibility. Developed a GPU investment model to forecast ROI and capacity scenarios, informing hardware allocation decisions. Engineered an AI agent that recommends KPIs and accelerates Power BI edits
Founder & Operations Lead
Mitigated supply chain risk by maintaining proactive and consistent communication with 20+ international suppliers. Sustained ~30% margins amid severe market volatility by performing pricing analysis using real-time market research. Oversaw accounting and financial operations to maintain strong controls and provide reliable insights for decision-making
Investment Research Externship
Analyzed industry trends, challenges, and risks across energy markets, evaluating 5+ leading firms for investment. Delivered a 20-minute executive briefing on investment risks, growth drivers, and actionable opportunities. Used Perplexity AI to narrow the startup research pipeline to 5+ firms within one month
Treasurer
Maintained a $65K+ budget, built driver-based forecasts, monthly P&L/OpEx, and variance analytics to guide prioritization. Directed large-scale fundraising operations with external partners. Collaborated with UCF SG to secure over $20K in funding, supporting 70+ students to attend the national conference
Director of Financial Analytics
Coordinated fundraising events in partnership with CSC and Orlando City. Communicated biweekly financial reports and forecast updates to ALPFA board, guiding resource allocation. Created and reviewed 20 forecasting projects, providing structured feedback to improve assumptions and reporting quality