RAFAELA COELHO
São Paulo,SP
Resumo
Financial analyst. Graduated in Economics (UFF). Advanced English. Experience in budget monitoring. Conducting market analyses, evaluating financial statements, and company valuation (valuation). My knowledge in the financial area includes: preparation and monitoring of budgets (zero-based, adjusted, and continuous), assessment of assumptions and preparation of strategic scenarios, knowledge of project and business parameters (IRR, payback, NPV, discounted cash flow, comparable multiples analysis, discount rate calculation using CAPM and WACC methods), KPIs. Proficient in Excel (advanced level), Power BI, Power Query, PowerPoint, financial routine.
Visão geral
17
17
anos de experiência profissional
2014
2014
anos de educação superior
Histórico profissional
Financial Analyst
ESSILOR LUXOTTICA
São Paulo, SP
07.2023 - 12.2025
- Preparation of the budget; responsible for monthly actual vs. budget analyses, allocation, KPIs SAP, HFM, reports, and meetings with headquarters (France/Italy), revenue review, and P&L consolidation for closing with accounting.
Financial Analyst
HELEXIA
São Paulo, SP
07.2023 - 07.2025
- Budget preparation; responsible for monthly analyses of actual vs. budget, allocation, KPIs, cash flow and its complexities (data consolidation, analyses, and reporting), SAP, reports, and meetings with headquarters (France), OPEX and CAPEX review for closing with accounting, analysis on activation.
Financial Analyst
DUFRY
São Paulo, SP
01.2023 - 07.2023
- Budget preparation; budget management: calculation, explanation, and dissemination of Actual vs. Budget results; reports for the Board of Directors; implementation of the Prophix system; financial routine and analyses, SAP and HFM systems.
Financial Analyst
FGV
São Paulo, SP
01.2017 - 05.2022
- Budget preparation for FGV; budget management: calculation, explanation, and dissemination of Actual vs. Budget results and preparation of the monthly forecast; reports for the Board of Directors; implementation Hyperion system – Oracle.
Financial Analyst
RIO 2016
São Paulo, SP
06.2015 - 07.2016
- Budget preparation; budget management: Calculation, explanation, and disclosure of actual vs. budgeted results, and preparation of the monthly forecast; Reports.
Project Consultant
LBZ CONSULTORIA/ BS PARTNERS
São Paulo, SP
06.2013 - 05.2015
- Analysis of Financial Statements, Company Valuation using the Discounted Cash Flow method and Comparable Multiples, and Market Analysis.
Budget Analyst
VALE
São Paulo, SP
03.2010 - 11.2010
- Monthly performance analysis of the company's operational areas up to EBITDA (responsible for the fertilizers and energy areas). Preparation of reports and presentations for the executive board, creation of spreadsheets to track actual vs. budgeted results, KPIs, analysis of the fertilizers and energy market to support reports and area performance.
Budget Intern
VALE
São Paulo, SP
08.2009 - 03.2010
- Assistance in the monthly performance analysis of the company's operational areas up to EBITDA. Preparation of reports and presentations for the executive board, preparation of spreadsheets to track actual vs. budgeted. Promoted to budget analyst.
Budget Intern
SOUZA CRUZ
São Paulo, SP
11.2008 - 05.2009
- Monitoring the ledger of one of the portfolio's brands (Free - marketing department), overseeing the implementation of campaigns, analyses related to spending and brand performance after campaigns. Preparation of control spreadsheets (Excel) and PowerPoint presentations.
Formação acadêmica
Bachelor - Economics
UNIVERSIDADE FEDERAL FLUMINENSE
MBA - Financial Management, Controllership, and Auditing
FGV - GETULIO VARGAS FOUNDATION
Extension - Finance
COPPEAD - UFRJ
English - Business English course / project preparation and presentations, meeting simulations, and discussions on business-related topics.
KAPLAN SCHOOL - NEW ZEALAND
Habilidades e competências
- Proactivity in solving potential problems
- Transparency in accountability
- Knowledge of Excel for preparing reports
- Attention to detail in financial reports
Linha do tempo
Financial Analyst
ESSILOR LUXOTTICA
07.2023 - 12.2025
Financial Analyst
HELEXIA
07.2023 - 07.2025
Financial Analyst
DUFRY
01.2023 - 07.2023
Financial Analyst
FGV
01.2017 - 05.2022
Financial Analyst
RIO 2016
06.2015 - 07.2016
Project Consultant
LBZ CONSULTORIA/ BS PARTNERS
06.2013 - 05.2015
Budget Analyst
VALE
03.2010 - 11.2010
Budget Intern
VALE
08.2009 - 03.2010
Budget Intern
SOUZA CRUZ
11.2008 - 05.2009
MBA - Financial Management, Controllership, and Auditing
FGV - GETULIO VARGAS FOUNDATION
Extension - Finance
COPPEAD - UFRJ
English - Business English course / project preparation and presentations, meeting simulations, and discussions on business-related topics.
KAPLAN SCHOOL - NEW ZEALAND
Bachelor - Economics
UNIVERSIDADE FEDERAL FLUMINENSE