Livia Caputo Palareti
Orlando,FL
Summary
Motivated professional with 23 years of experience in the financial sector.
My strengths are commitment, quality work and focus on results.
Dedicated to supporting the company's growth and working as a team.
Overview
23
23
years of professional experience
Work History
Financial Assistant
Solaria Solar and Roofing
01.2025 - Current
- Skills in accounts payable/receivable, budgeting, and financial reporting
- Proficient in QuickBooks and Excel
- Planning
- Executing
- Monitoring
- Organization
- Teamwork
Finance Manager
Positive Visual Communication
09.2018 - 12.2024
- Prepare financial statements, business activity reports, and forecasts
- Issue invoices
- Elaborate budget planning
- Set short and long-term goals
- Monitor the achievement of goals
- Review financial reports and look for ways to reduce costs
- Analyze market trends to maximize profits and find expansion opportunities
- Transparently manage the company's assets and help make financial decisions
Insurance Consultant
Metlife
11.2014 - 09.2018
- Consultancy, family planning for life, home and vehicle insurance
- Ability to listen
- Communication capacity
- Time Management
- Capability Agility in Problem Solving
- Engagement and motivation
Bank Branch Manager
Sicoob
05.2010 - 11.2014
- Director of the largest financial network of credit unions in the health area
- Direct service to clinical hospitals and medical offices.
- Leader of a team with 45 employees.
- Communication
- Delegate Activities
- Lead by Example
- Ability to Manage Conflicts
- Proactivity
- Goals Achieved
Relationship Manager
Citibank
07.2006 - 05.2010
- Direct service to business owners.
- Responsible for a portfolio of 380 clients of high-income companies, focused on investments.
- Analytical Ability
- Focus on Results
- Communication and Negotiation Skills
- Update on Trends and Changes in the Financial Area
Relationship Manager
Santander
04.2002 - 07.2006
- Direct customer service, credit analysis, life insurance advice, home insurance, investment funds
- Manage the Company's Prospective Routines Execute Credit Operations
- Operate Based on Customer Loyalty Recover Credits
- Manage Account Openings Provide Financial Advice
Education
Language - English
Yousa Learning Institute
Orlando, FL09-2026
Language - English
Uceda School
Orlando, FL09-2024
MBA - Finance
FAAP - Foundation Armando Alvares Penteado
Ribeirao Preto, SP, Brazil02-2015
Bachelor of Administration - Management Business
Unicoc
Ribeirao Preto, SP, Brazil07-2004
Skills
- TEAMWORK
- ABILITY TO NEGOTIATE
- ACT STRATEGICALLY
- GOOD COMMUNICATION
- COMMITTED AND RESPONSIBLE
- FLEXIBILITY
LANGUAGES
English Advanced
Spanish Intermediate
Portuguese Fluent
Timeline
Financial Assistant
Solaria Solar and Roofing
01.2025 - Current
Finance Manager
Positive Visual Communication
09.2018 - 12.2024
Insurance Consultant
Metlife
11.2014 - 09.2018
Bank Branch Manager
Sicoob
05.2010 - 11.2014
Relationship Manager
Citibank
07.2006 - 05.2010
Relationship Manager
Santander
04.2002 - 07.2006
Language - English
Yousa Learning Institute
Language - English
Uceda School
MBA - Finance
FAAP - Foundation Armando Alvares Penteado
Bachelor of Administration - Management Business
Unicoc