Carla Gois
Orlando,FL
Summary
Experienced Finance Analyst with more than a decade of financial sector expertise, adept at driving organizational growth through strategic planning, financial analysis, and market insights. Proven track record in developing and executing business strategies, optimizing financial performance, and delivering invaluable insights to stakeholders. Dedicated to achieving exceptional results through meticulous analysis, innovative problem-solving, and collaborative leadership. Seeking to contribute expertise to a dynamic organization, making a significant impact on financial decision-making and overall business performance.
Overview
18
18
years of professional experience
Work History
Bank account manager - Enterprise accounts
Itau Bank
01.2017 - 01.2018
- I led the enterprise accounts customer service team, fostering strong relationships and managing significant financial transactions with the bank
- My primary focus was enhancing customer experience through effective communication and ensuring customer satisfaction, by providing personalized solutions tailored to their needs, such as credit offerings and financial solutions.
Account Manager - Personal Accounts
Banco Itaú S.A.
01.2009 - 01.2017
- I was responsible for acquiring new individual and corporate clients, and I was also responsible for anti-money laundering, document fraud prevention, and credit interviews
- Market development through acquiring new clients and establishing new distribution channels, and strengthening presence in the existing client portfolio
- Channel development, sales program implementation, and management of sales pipeline and deliveries
- Networking with company directors to meet the business to match and offer the best financial services.
Senior Business Analyst
Financeira Banco Itaú S.A
01.2006 - 01.2009
- My extensive experience includes recruitment and personnel management, as well as leadership of multidisciplinary teams to address internal and external challenges, involving various departments, suppliers, and clients
- Furthermore, I possess strong proficiency in crafting strategic plans and business development initiatives, along with forming strategic partnerships for new ventures, and consortia, and enhancing product portfolios.
Cashier Team Lead
C&A Modas
01.2000 - 12.2004
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
- Communicated with customers and team members to solve problems.
- Processed both cash and card purchases and returns.
Education
MBA: Executive - Business Management -
FGV - Fundação Getúlio Vargas
Bachelor of Business Administration -
Unifeso
Skills
- Address
- Phone
- Link
- Customer Relationship Management
- Strategic Planning
- Leadership & Team Management
- Sales Strategy Development
- Financial Expertise
- Market Development & Channel Management
- Networking & Relationship Building
- Strategic Partnerships
- Performance Measurement & KPI
- Conflict Resolution
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Client Relationship Management
- Relationship Building
- Customer Satisfaction
- Customer Relationships
- Goal-Oriented
- Relationship building and management
- Sales Development
- Account oversight
- Client Relationship Building
- Issue Resolution
- Networking skills
- Team Training
- Goals and performance
Personal Information
Title: Financial Analyst
Languages
Portuguese
Native or Bilingual
English
Professional Working
Spanish
Professional Working
Timeline
Bank account manager - Enterprise accounts
Itau Bank
01.2017 - 01.2018
Account Manager - Personal Accounts
Banco Itaú S.A.
01.2009 - 01.2017
Senior Business Analyst
Financeira Banco Itaú S.A
01.2006 - 01.2009
Cashier Team Lead
C&A Modas
01.2000 - 12.2004
MBA: Executive - Business Management -
FGV - Fundação Getúlio Vargas
Bachelor of Business Administration -
Unifeso
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