Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Fabiano Ferreira Montans

Fabiano Ferreira Montans

Derivatives Sales And Structuring
Sao Paulo

Summary

In the last 4 years I have increased product revenue by around 10 times, developing new strategies, carrying out internal training, and restructuring and optimizing processes. Throughout my career, I have aimed to achieve greater efficiency and focus on short and long-term results, with a better risk-return ratio.

Skilled in financial modeling and problem-solving, fostering teamwork and collaboration to drive strategic initiatives and improve organizational performance.

Overview

20
20
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Head Derivatives Sales and Structuring

Ágora Investimentos
02.2021 - 08.2025
  • Increased product revenue by around 10 times
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Worked well in a team setting, providing support and guidance.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Head Equity Derivatives Sales and Structuri

WFlow
01.2017 - 01.2021
  • Implemented the equity & derivatives desk
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked effectively in fast-paced environments.

Financial Director

Wolters Kluwer
01.2015 - 09.2016
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
  • Managed cross-functional teams to successfully execute strategic financial initiatives.
  • Supervised billing, payroll, month-end, reconciliations, general ledger accounting, and numerous other financial processes.
  • Kept company in compliance with applicable local, state, and federal financial regulations.

Treasurer

Claro Brazil
11.2010 - 01.2015
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Drafted treasury reports to support management decision-making needs.
  • Implemented strategies to improve organizational financial performance.
  • Planned and managed BRL 300 mm annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.

Financial Planning Manager

Claro Brazil
06.2009 - 11.2010
  • Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
  • Leveraged advanced financial modeling tools to evaluate potential investment opportunities and monitor performance metrics.
  • Optimized asset allocation strategies by continuously monitoring market trends and adjusting portfolios accordingly.
  • Streamlined budgeting processes for increased efficiency in financial planning operations.

Financial Planning Manager

Cielo
11.2005 - 06.2009
  • Carried out the company's valuation for the IPO
  • Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
  • Leveraged advanced financial modeling tools to evaluate potential investment opportunities and monitor performance metrics.

Education

Bachelor of Administration -

FAAP
05.2001 -

MBA - Executive

FGV
05.2001 -

MBA - Finance

USP - FIA
05.2001 -

Skills

Friendly, positive attitude

Teamwork and collaboration

Customer service

Problem-solving

Verbal communication

Team management

Certification

PQO

Timeline

Head Derivatives Sales and Structuring

Ágora Investimentos
02.2021 - 08.2025

Head Equity Derivatives Sales and Structuri

WFlow
01.2017 - 01.2021

Financial Director

Wolters Kluwer
01.2015 - 09.2016

Treasurer

Claro Brazil
11.2010 - 01.2015

Financial Planning Manager

Claro Brazil
06.2009 - 11.2010

Financial Planning Manager

Cielo
11.2005 - 06.2009

Bachelor of Administration -

FAAP
05.2001 -

MBA - Executive

FGV
05.2001 -

MBA - Finance

USP - FIA
05.2001 -
Fabiano Ferreira MontansDerivatives Sales And Structuring