Kalil Gebrim Rodrigues,巴西圣保罗州<s:1> o jos<s:1> dos Campos市金融专家
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Kalil Gebrim Rodrigues

Verified Expert  in Finance

Management Consulting Expert

Location
圣保罗州 -巴西圣保罗州
Toptal Member Since
January 13, 2022

Kalil参与了20多个战略项目, 最初在贝恩公司担任顾问,后来在巴西航空工业公司担任战略经理, Nubank, and others. Reporting directly to upper management, he has worked on various topics, such as mergers and acquisitions (M&A)双方,定价,OKR管理,市场进入等. Kalil找到了一种方法来继续学习和从事自由职业的相关项目.

Career Highlights

Associate Consultant
Bain & Company

Education Highlights

Bachelor's Degree
航空技术学院(ITA)

Case Studies

Work Experience

Part-time CFO

2021 - PRESENT
Serra&Mar Elementary School
  • 与学校董事会和非政府机构的法律顾问一起进行五年战略规划,重点关注学校的可持续发展和筹款需求.
  • 建立excel模型,预测学校五年的收入和预算成本.
  • 根据三报表财务模式制作月度状况报告, 并将调查结果提交给了一家非政府组织的律师.
重点领域:预算建模,财务规划 & Analysis (FP&A), Part-time CFO, Business Strategy, Costs, Financial Modeling, Reporting, Financial Reporting Dashboards, Revenue Modeling, Revenue Analysis, Sales Forecasting, Three-statement Modeling, Startups, Excel 365, Financial Reporting, CFO, Marketing Strategy, Business Design, Revenue & Expense Projections, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions, Financing

Head of Strategy and Business Planning

2021 - PRESENT
AAWZ
  • 为巴西的IFA行业撰写了总体市场状况报告,该报告产生了超过20万美元的销售额,并被巴西主要新闻媒体(Valor)作为行业的参考市场份额.
  • 创建了一个种子轮融资平台,帮助一家四人公司在2021年底之前实现100万美元的经常性收入.
  • 为10家中型公司客户实施战略计划和软件功能,咨询服务销售总额超过100万美元.
  • 参与了A轮融资的重要讨论, developing models, 以及推动讨论的演讲.
  • 创建excel模型,预测SaaS平台的销售额,并为金融科技公司预算FTE增长.
Focus areas: Business Planning, Financials, Strategy, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Mergers & Acquisitions (M&A), Market Entry, Sales Planning, Management Consulting, Finance, Fintech, Income Statements, Business Plan Consulting, Presentations, M&A (Buy-side), M&A (Sell-side), M&A建模,业务策略,财务建模,目标 & Key Results (OKRs), Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Dashboards, Small & Medium-sized Enterprises (SME), Pitch Decks, Startups, Growth Strategy Consultants, Revenue Analysis, Excel 365, Financial Reporting, CFO, SaaS, Valuation, Marketing Strategy, Business Design, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions, Financing

Business Architect

2019 - 2020
Nubank
  • 将easinvest(一家市值超过260亿美元的经纪公司)作为麦肯锡领导的统一工作组的一部分,协调整合到Nubank的投资业务部门.
  • Created excel models to support FP&财务投资业务单位年度预算编制流程.
  • Supervised integration (processes, people, 被收购的管理资产超过1亿美元的投资管理公司(AUM).
  • Managed a team responsible for setting, reviewing, 并报告投资业务部门的okr.
  • 创建与巴西财富咨询领域相关的内部市场报告.
Focus areas: Objectives & Key Results (OKRs), Mergers & Acquisitions (M&A), Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Strategy, Fintech, Income Statements, Business Plan Consulting, Presentations, M&A (Buy-side), M&A (Sell-side), M&A Modeling, Business Strategy, Financial Modeling, Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Post-merger Integration, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Pricing, Growth Strategy Consultants, Revenue Analysis, Pitch Decks, Startups, Excel 365, Financial Reporting, SaaS, Valuation, Marketing Strategy, Business Design, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Subscription Pricing, Subscriptions, Financing

Strategic Planning Manager

2018 - 2019
Tok&Stok
  • 管理一个团队,为超过15人制定定价策略,超过40个家居装饰类别的000个sku, 预测销售和需求,优化库存.
  • 与仓库运营团队建立仓库扩展模型,以满足需求和销售目标.
  • 在麦肯锡团队的帮助下,制定了一个分类优化策略,以优化销售和产品利润.
Focus areas: Sales Forecasting, Sales Planning, Pricing, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Strategy, Income Statements, Business Plan Consulting, Presentations, Business Strategy, Three-statement Modeling, Excel Expert, Forecasting, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Business Models, Data Analysis, Dashboards, Revenue Analysis, Excel 365, Financial Reporting, Valuation, Marketing Strategy, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions

Strategic Planning Expert

2016 - 2018
Embraer
  • 修订了商用飞机零部件的定价策略. 与主要航空公司重新谈判了超过1000万美元的合同.
  • 与供应商建立VMI合同,以降低零件采购成本和营运资金需求.
  • 通过收购小型成熟公司,为进入新市场(二手飞机零部件市场)制定商业计划.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Pricing, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Income Statements, Business Plan Consulting, Presentations, M&A Modeling, Business Strategy, Excel Expert, Forecasting, Post-merger Integration, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Growth Strategy Consultants, Excel 365, Financial Reporting, Valuation, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions

Associate Consultant

2014 - 2016
Bain & Company
  • 为一家拥有100万销售人员的化妆品公司的直销制定了分层薪酬计划.
  • 为巴西最著名的家具品牌修改定价策略, 对许多类别的500多个sku进行基准测试.
  • 在Excel VBA和SQL上为当地一家时尚零售商构建销售预测和分类规划工具. 培训内部团队使用和维护设备.
  • 在Excel VBA和SQL上为巴西一家大型保险公司构建成本分析和产品盈利工具. 重新分配了超过50亿美元的错误分配成本.
Focus areas: Pricing, Mergers & Acquisitions (M&A)、市场进入、销售计划、成本分析&A Modeling, M&A (Buy-side), M&A (Sell-side), Excel VBA, Microsoft Excel, Microsoft PowerPoint, SQL, Strategy, Management Consulting, Finance, Income Statements, Product Costing, Business Plan Consulting, Presentations, Programming, Business Strategy, Financial Modeling, Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Post-merger Integration, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Software as a Service (SaaS), Small & Medium-sized Enterprises (SME), Growth Strategy Consultants, Revenue Analysis, Excel 365, Financial Reporting, CFO, SaaS, Valuation, Marketing Strategy, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions
2010 - 2014

计算机工程学士学位

航空技术学院(ITA) -位于巴西o Jose dos Campos

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