Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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João Cavalcanti Albuquerque Lacombe

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
10.2022 - 03.2025
  • 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
04.2022 - 10.2022
  • 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
08.2020 - 06.2021
  • 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
06.2016 - 08.2017
  • 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
05.2013 - 06.2016
  • 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
04.2012 - 05.2013
  • 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
10.2022 - 03.2025

Wealth Management Analyst

Guide Investimentos
04.2022 - 10.2022

Co-founder

Food Delivery Startup
08.2020 - 06.2021

Operations Manager

Fazenda Ibitira
06.2016 - 08.2017

Equity Sales Trader

Banco Safra
05.2013 - 06.2016

Trading Desk Intern

Mirae Asset Securities
04.2012 - 05.2013

Bachelor of Business Administration - undefined

Fundação Armando Álvares Penteado

Master of Science - Sports Management

University of New Haven

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João Cavalcanti Albuquerque Lacombe