João Cavalcanti Albuquerque Lacombe
Summary
Finance professional with extensive FP&A experience, proficient in financial modeling, forecasting, variance analysis, and strategic reporting. Proven ability to deliver actionable insights, streamline operations, and enhance decision-making. International background with a multicultural and entrepreneurial approach. Skilled communicator adept at collaborating across diverse teams and managing relationships with external stakeholders.
Overview
13
13
years of professional experience
1
1
Certification
Work History
FP&A and Institutional Relations
OX Engenharia
2022.10 - 2025.03
- Developed cash flow models and forecasted revenues, improving financial predictability by 20%.
- Implemented monthly variance analysis reports, reducing budget deviations by 15%.
- Coordinated accounting activities across partner companies and public agencies, enhancing compliance and timely reporting.
Wealth Management Analyst
Guide Investimentos
2022.04 - 2022.10
- Managed portfolios of high-net-worth clients, contributing to a 12% portfolio growth.
- Conducted investment analysis and developed personalized financial strategies.
Co-founder
Food Delivery Startup
2020.08 - 2021.06
- Built lean logistics operations, managing a team to deliver 500+ orders monthly.
- Improved customer retention rates by 30% through direct client engagement.
Operations Manager
Fazenda Ibitira
2016.06 - 2017.08
- Negotiated strategic partnership with Eucatex, resulting in a 25% increase in revenue from wood sales.
- Led logistics and operations, improving efficiency and reducing costs by 10%.
Equity Sales Trader
Banco Safra
2013.05 - 2016.06
- Managed trading activities for high-net-worth clients, increasing client portfolio returns by 15%.
- Developed internal financial reports aiding strategic decision-making.
Trading Desk Intern
Mirae Asset Securities
2012.04 - 2013.05
- Supported traders with market analysis, contributing to timely and informed investment decisions.
- Generated client-focused investment strategies.
Education
Master of Science - Sports Management
University of New Haven
01.2019
Bachelor of Business Administration - undefined
Fundação Armando Álvares Penteado
01.2015
Skills
- Budgeting and forecasting skills
- Strategic planning and forecasting
- Budget variance assessment
- Cash flow forecasting
- Financial budgeting
- Stakeholder relationship management
- Diverse team management
- Data-informed strategy development
- Supportive interpersonal skills
- Collaborative teamwork
- Client support
- Adaptable to changing environments
Certification
- CPA-20 Certification (ANBIMA) – valid until Oct 2025
- Advanced Excel – Financial Modeling | Impacta Tecnologia
- Fluent in English, native Portuguese
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
FP&A and Institutional Relations
OX Engenharia
2022.10 - 2025.03
Wealth Management Analyst
Guide Investimentos
2022.04 - 2022.10
Co-founder
Food Delivery Startup
2020.08 - 2021.06
Operations Manager
Fazenda Ibitira
2016.06 - 2017.08
Equity Sales Trader
Banco Safra
2013.05 - 2016.06
Trading Desk Intern
Mirae Asset Securities
2012.04 - 2013.05
Bachelor of Business Administration - undefined
Fundação Armando Álvares Penteado
Master of Science - Sports Management
University of New Haven