Luiz Felippe Carvalho

• Performed 3 roles at the company: Assistant Controller, FP&A Manager, and currently Director of Financial Planning & Analysis
• Responsible for company's weekly payroll.
• Established and led the financial planning and analysis department to support all business units.
• Conducted detailed analysis of company P&Ls, Balance Sheets, and Cash Flow Statements, and presented findings during monthly and quarterly senior meetings.
• Implemented PowerBI reports to assist on financial analysis, including Expenses, Sales & Delivery, and Labor reports.
• Designed and implemented the first company-wide profit-sharing plan.
• Led the fuel supply planning for both refined fuels and propane gas.
• Spearheaded internal due diligence and financial analysis for a company valuation that resulted in a successful sale of the Propane & Refine Fuels divisions in 2024.
• Led the implementation of various new systems, such as corporate credit cards and Accounts Payable software.

Bellevue/OH

• Responsible for Cost Control and Analysis in a manufacturing environment.
• Provide executives with daily reports on warehouse movement, raw material usage and production.
• Lead month-end reconciliation between inventory, warehouse and books
• Work closely to CFO in budget preparation and budget adjustments.
• Responsible for Accounts Payable for the company.
  

Cleveland/OH

• Top-performer Operations Analyst in volume and accuracy, processing and analyzing account and transactions requests for investment clients.
• Working closely with Business Processing, creating fast resolution for investment documents coming from branches.
• Responsible for trend analysis and continuous improvement projects.
  

Columbus/OH

• Brokerage support by entering trades in the capital markets when field associates could not perform them.
• Assisted investment research and analysis to help advisors and clients with investments portfolio.
• Special projects to create corporate solutions to improve processes and quality control.
  

Columbus/OH

• Responsible for guiding dealership and customers through refinancing and end-of lease procedures. Trained staff on different information systems.
• Researched, analyzed and processed financial transactions. Conducted evaluations with BMW representatives to find creative solutions.