Rafael Souza
Orlando,FL
Summary
Results-driven professional with a proven track record in enhancing business performance. Possesses a strong analytical mindset, logical reasoning, and strategic vision, excelling at evaluating scenarios to drive revenue growth, boost productivity, and improve efficiency while reducing costs. Highly skilled in project management and team leadership, with a strong focus on aligning technical concepts with business objectives. Exceptional at driving process improvements that consistently lead to enhanced organizational success
Overview
16
16
years of professional experience
Work History
Principal Consultant
Souza e Quirino
São Paulo, Brazil
09.2017 - 07.2024
- Developed and implemented financial strategies to maximize profits. Specializing in data analysis, driving strategic initiatives such as increasing revenue through cross-sell analyses, and identifying key correlations. Resulting in an average revenue increase of 12%.
- Identified and capitalized on business opportunities through in-depth data exploration, resulting in cost savings, such as reducing raw material waste and cutting expenses.
- Provided guidance on capital investments and budgeting decisions.
- Conducted analyses on cash flow projections in order to optimize liquidity management strategies.
- Managed sensitive data while cultivating strong relationships across all organizational levels, fostering trust and collaboration.
- Consulted on the creation of a customer database based on relational data structures, enhancing data organization and accessibility.
- Provided comprehensive financial management for clients, including accounts payable and receivable, cash flow management, payroll, financial reporting, budgeting, cost control, and profit/loss analysis, resulting in improved financial health.
- Calculated and prepared checks for utilities, taxes, and other payments.
- Expert in Excel with extensive experience in developing complex financial models, automating reporting processes, and creating interactive dashboards and created performance benchmarks to monitor and evaluate organizational achievements.
- Proficient in leveraging Excel's advanced features to enhance data analysis and support strategic decision-making.
- Adept at integrating Excel with other data tools and platforms to drive business efficiency. Transformed operational metrics and planned systems for business models.
- Negotiated and reviewed business contracts and financial models with profitability and financial success in mind.
Senior Data Manager
Pagbank
São Paulo, Brazil
02.2015 - 09.2017
- Led and restructured a team of 10 at PagBank, a NYSE-listed digital financial services platform with a Total Payment Volume of $97 billion in 2023
- Placed the right people in the right roles, streamlined processes, optimized workflow, and introduced data-driven decision-making practices, resulting in a 23% increase in team productivity
- Automated report delivery by creating data-driven dashboards and 20 key reports to address non-standard user queries, while preparing interactive data visualizations with Power BI to simplify complex data insights, enhancing overall reporting efficiency, accuracy, and enabling stakeholders to make more informed decisions
- Presented critical reports, including Product Profitability Analysis, Financial Projections, and Sales Performance Reports, to senior leadership, conducted ad hoc planning studies, and provided in-depth financial analysis, facilitating informed decision-making
- Spearheaded IT management for the implementation of a sales platform using Agile methodologies and the Scrum framework, driving collaboration with the commercial team
- This platform was designed to create structured customer databases, facilitate the sale of card machines, and provide dashboards for tracking customer TPV (Total Payment Volume) growth
- This strategic initiative streamlined processes and boosted sales efficiency.
Senior Strategic Planning Advisor
Prismah (Latam pass)
São Paulo, Brazil
09.2012 - 01.2015
- Conducted financial and budgetary analyses to support strategic decisions and ensure the viability of proposed initiatives, including responsibility for business planning, valuation, and go-to-market strategies.
- This was for a startup joint venture between leading companies in the loyalty segment, Aimia and Multiplus Fidelidade.
- At the time, Aimia, a global leader in loyalty management, had revenues of CAD 1.3 billion in 2018, while Multiplus, a leading Brazilian loyalty program, had over 25 million members.
- Created detailed financial models in Excel using pivot tables and advanced functions, leading to more accurate forecasting and budget allocation.
- Raced the source of data issues and uncovered patterns causing downstream problems.
- Led the development and implementation of long-term strategies for the organization by conducting market research, analyzing competitive trends, setting strategic goals, and aligning initiatives with overall corporate objectives.
- This involved collaborating with cross-functional teams, defining key performance indicators (KPIs), and monitoring progress to ensure strategic alignment and successful execution.
Senior Data Analyst
Natura
São Paulo, Brazil
10.2011 - 09.2012
- Collected, analyzed, and interpreted data to identify trends, patterns, and insights while cleansing, validating, and transforming data to ensure accuracy and consistency. Developed and maintained data flow diagrams, data models, dashboards, and reports to support business decision-making.
Junior Data Analyst
Cielo
São Paulo, Brazil
12.2008 - 03.2011
- Started career as a Data Intern and was promoted to Junior Data Analyst after one year.
- Responsible for updating and developing dashboards and KPIs related to active customers, churn, and TPV (Total Payment Volume) by regions in Brazil.
Education
Hybrid Master of Science - Technology Management: Data Science
Avila University
Kansas, MO08.2026
MBA - Business Management -
FGV
São Paulo, BrazilBachelor degree in Economics and Corporate Finance -
FECAP
São Paulo, BrazilSkills
- Team Management
- Conflict Resolution
- Data trending
- Project leadership
- Coaching and Mentoring
- Budget Analysis
- Business performance improvement
- Financial Forecasting
- Staff leadership and development
- Strategic and financial planning expert
- Budgeting and financial management
- Process Implementation
Languages
English
Professional
Portuguese
Native/ Bilingual
Spanish
Elementary
Timeline
Principal Consultant
Souza e Quirino
09.2017 - 07.2024
Senior Data Manager
Pagbank
02.2015 - 09.2017
Senior Strategic Planning Advisor
Prismah (Latam pass)
09.2012 - 01.2015
Senior Data Analyst
Natura
10.2011 - 09.2012
Junior Data Analyst
Cielo
12.2008 - 03.2011
Hybrid Master of Science - Technology Management: Data Science
Avila University
MBA - Business Management -
FGV
Bachelor degree in Economics and Corporate Finance -
FECAP
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