Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Rodrigo Zwieskowski Aguilar

Salisbury,MD

Summary

Accomplished at Itau BBA (Biggest wholesale banking in latin america), passed in CFA level 2, adept in data analysis and pricing strategy, fostering teamwork to achieve goals. Expertise in enhancing financial outcomes through strategic sales in banking solutions to agribusiness (credit, derivatives, options), financial planning, using tools like Excel, Power BI and Power Apps to drive decision-making.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sr Strategist Specialized Sales | Agribusiness

Itau BBA
09.2022 - Current
  • Management of the legal obligation of the bank to transfer rural credit operations during the last 3 harvest years 22/23, 23/24 and 24/25 to wholesale customers.
  • Create and monitor commercial actions for sales of banking products to wholesale customers in the agribusiness sector (revenue > R$ 30mm per year) such as Working Capital, Rural Loans, Export/Import Financing, Derivatives, Options and government credit lines.
  • Created and maintained precise and accurate models, charts and reports.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Developed trading strategies to maximize returns on investments.

FP&A Analyst

Itau BBA
01.2021 - 09.2022
  • Evaluated and analyzed variety of financial results and indicators such as capital expenditures, depreciation, proposal and investment opportunities to improve financial results.
  • Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
  • Prepared special studies, analysis and recommendations in areas such as budgets, forecasts, financial plans and statistical reports.

Pricing Analyst

Itau BBA
01.2019 - 12.2020
  • Performed profitability calculations (ROE/RAROC) for credit operations above USD 300kk to help leadership decide whether it is a viable operation.
  • Monitored competitors' pricing activities to make effective decisions that would improve company revenue.
  • Monitor the portfolio's bank credit spread and whether the portfolio's pricing by sector/rating is adequate.
  • Create and ensure that sales team is following price governance.

Product Engineering Intern

Meritor
01.2018 - 01.2019
  • Created and led the weekly planning for all projects with international plants (São Paulo, Brazil | Cameri, Italy | Troy, USA | Mysore, India).

Education

Bachelor of Science - Mechanical Engineering

Fundação Educacional Inaciana | FEI
São Bernardo Do Campo, SP, Brazil
12.2020

1 Month Course - Mechanical Engineering

University of Kansas
Lawrence, KS
06.2016

Skills

  • Extensive experience with data analysis (Excel, VBA, SQL, Python, Power BI and Tableau)
  • Pricing strategy
  • Portfolio Management
  • Teamwork and Collaboration
  • Project Management

Certification

CFA level 2 passed.

Languages

Portuguese
Native or Bilingual
English
Full Professional
Spanish
Limited Working

Timeline

Sr Strategist Specialized Sales | Agribusiness

Itau BBA
09.2022 - Current

FP&A Analyst

Itau BBA
01.2021 - 09.2022

Pricing Analyst

Itau BBA
01.2019 - 12.2020

Product Engineering Intern

Meritor
01.2018 - 01.2019

Bachelor of Science - Mechanical Engineering

Fundação Educacional Inaciana | FEI

1 Month Course - Mechanical Engineering

University of Kansas
Rodrigo Zwieskowski Aguilar