Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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CESAR FREITAS

Draper,UT

Summary

Proficient trilingual (Portuguese, English, and Spanish) professional with over 5 years of Financial Planning and Analysis (FP&A), Budget Control, and Revenue Management experience. Proven track record in overseeing accounts payable (AP), accounts receivable (AR), and reconciliation procedures while formulating data-driven strategic recommendations. Possess exceptional leadership, analytical,organizational, and time management skills.

Overview

5
5
years of professional experience

Work History

Financial Manager

Lumos Management Group
Salt Lake City, UT
02.2022 - Current
  • Responsible for managing finances, structuring financial processes, and creating customized financial plans that serve seven separate companies within the group and its stakeholders.
  • Lead and coordinate the preparation of financial statements, budgets, forecasts, and other financial reports to ensure accuracy and compliance with applicable regulations and reporting requirements.
  • Improve the efficiency of accounts payable (AP) and accounts receivable (AR) processes by streamlining procedures, increasing data accuracy, and reducing late payments and discrepancies. Utilize technology and automation to simplify and expedite the process, reducing manual effort and improving accuracy. Monitor and analyze performance metrics to identify and address issues quickly, improving overall efficiency and accuracy. Develop and implement best practices and policies to ensure proper procedures and data management. Implement internal controls to ensure compliance with applicable laws and regulations.

Financial Manager

Lumos Language School
Salt Lake City, UT
06.2019 - 02.2022
  • Ensure accuracy and timeliness of payments, monitor the quality and quantity of transactions and analyze existing processes for potential improvement.
  • Produce detailed financial reports with insightful recommendations for senior management to drive strategic decisions.
  • Support the professional and technical development of collaborators by administering regular training sessions on financial best practices

Education

MS - Data Science

Eastern University
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10.2023

MBA - Accounting and Finance

São Judas Tadeu University
01.2019

Bachelor’s degree - Business Administration

Paulista University
01.2016

Skills

  • Financial Resource Management
  • Strategy Development
  • Proactive and Focused
  • Hands on
  • Business Performance Improvement
  • Strength in Financial Planning

Accomplishments

  • Generated significant cost savings by identifying and eliminating inefficient processes.
  • Reduced transaction fees by 30% by making agreements with third-party companies.
  • With excellent management strategies employed daily, the business was able to not only prepare to expand with another school campus, but also double their number of clients.

Timeline

Financial Manager

Lumos Management Group
02.2022 - Current

Financial Manager

Lumos Language School
06.2019 - 02.2022

MS - Data Science

Eastern University

MBA - Accounting and Finance

São Judas Tadeu University

Bachelor’s degree - Business Administration

Paulista University

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