Paul Goodman

• Assisted in client networking and acquisition, contributing to surpassing R$1,000,000.00 in investments within the first two months of the club.

• Developed an advanced Excel spreadsheet to track dividend payment projections and historical data, optimizing decision-making processes.

• Personally managed the execution of stock buy and sell orders through the homebroker platform, alongside the portfolio manager.

• Played a key role in planning and organizing strategic presentations and meetings to engage existing clients and attract potential investors.

• Managed the financial operations of two out of eight franchise stores, overseeing payments of bills and employee salaries, bank reconciliation, inventory control, and revenue reporting. This led to a more structured financial system, enabling better budgeting and planning.

• Maintained daily communication with store managers to monitor operational processes and address any issues or inefficiencies.

• Created and delivered weekly performance presentations to shareholders, providing key insights into store performance and financial health.

• Negotiated payment extensions with suppliers during periods of cash flow constraints, ensuring financial stability and operational continuity.

• Conducted market research to determine the best store location, combining on-site visits and online analysis. Identified a high-value space with great potential in an outlet mall.

• Established direct partnerships with influencers, which played a crucial role in attracting new customers during the store’s launch.

• Negotiated a strategic partnership with a university located in the same mall, successfully converting students into recurring customers.

• Managed the store’s financial operations, including bank reconciliation, inventory control, supplier and employee payments, and detailed financial tracking in spreadsheets. This provided a clear and structured view of the store’s budget.

• Played an active role in key business decision-making processes, including pricing strategies, product selection, marketing campaigns, and operational improvements. Regularly analyzed performance metrics and market trends to propose adjustments that optimized revenue and customer experience.

• Due to the store’s rapid success within six months, we expanded by purchasing the adjacent property, increasing operational capacity and enhancing the overall customer experience.