Thaisa Archanjo Hiss Ferraz Bertelli
São Paulo
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Solid academic background and knowledge in Finance: New business development, tax compliance and planning, M&A, corporative and social initiative projects building.
By assisting a wide range of Brazilian companies and companies from other countries, sectors and sizes I was able to develop and experience many business models, financial transactions and corporate taxation.
I was able to develop and experience many business models, financial transactions and corporate taxation.
I’m a Dynamic, motivated and enthusiastic professional with creative problem solving skills with sense of urgency and commitment combining a technical background with innovation skills.
Overview
10
10
years of professional experience
Work History
Tax Supervisor
Rödl & Partner
04.2023 - Current
- Conducting tax planning, M&A and consulting projects.
- Reviewed clients tax and finance strategy to determine eligibility for additional tax benefits.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Assessed client tax situations to determine best finance/tax options.
- Creation and control of new business in Tax.
- Team leadership and management.
- Responsible for managing tax and finance areas.
- Creation of training courses for clients.
Tax Manager
SBC Construction Company
08.2019 - 03.2023
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Researched and analyzed tax developments and applications to specific business situations.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Tax Coordinator
Ferrero Brazil
08.2019 - 08.2019
- Prepared finance and tax strategy for Latin America businesses (Brazil, Colombia, Peru, Argentina).
- Professionally negotiated and dealt with Finance, shareholders and Tax Law in confrontational situations.
- Kept case data and contact information up to date to expedite proceedings.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Recommended financial solutions in relation to marketing, sales and supply chain implications.
- Conducted call audits to assess interaction quality, accuracy and service success.
- Participated in team projects such as development of new Ferrero products to Latin America, demonstrating an ability to work collaboratively and effectively.
- Skilled at working independently and collaboratively in a team environment.
- Managed the Brazilian and Latin America BPO procedures efficiently in order to complete all tasks within deadlines.
Tax Consultant
KPMG Brazil
01.2015 - 07.2018
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Offered clients recommendations to reduce tax liabilities.
- Facilitated communication between clients and tax authorities.
- Due Diligence Tax and Compliance projects.
- Conducting M&A, Tax Planning and Tax Compliance projects.
- Member of the KNOW Committee - Women's Leadership
- Member of the VOICES Committee - Diversity and Inclusion.
Marketing Consultant
Cyrela- Brazil Realty
01.2014 - 01.2015
- Consulted with clients on business issues and developed innovative proposals.
- Planned and executed events and marketing programs to increase qualified leads.
- Achieved client vision and marketing objectives by collaborating with various departments.
- Consulted with clients on business issues and developed innovative, high-impact proposals.
- Conducted market research and reported on clients' competition.
- Trainee with job rotation expertise: Human Resources, Sales and Marketing (the most of the time).
Intern Trainee
Tozzini Freire Law Firm
- Completed research, compiled data, and assisted in timely reporting.
- Sorted and organized files, spreadsheets, and reports.
- Participated in workshops and presentations related to projects to gain knowledge.
- Prepared project presentations and reports to assist senior staff.
- Analyzed problems and worked with teams to develop solutions.
- Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.
- Explored new technologies and approaches to streamline processes regarding Tax, Finance and Go to Market analysis.
Education
Specialist in Tax And Finance -
FGV
São Paulo, Brazil01.2018
Incomplete Bachelor - Accounting And Business Management
USP
São Paulo, Brazil01.2016
Specialist in Finance And Tax -
FAAP
São Paulo, Brazil03.2016
Law Degree -
Pontifícia Universidade De São Paulo
São Paulo, Brazil12.2015
Skills
- New Business Development
- High Net Worth Individuals Marketing
- Verbal Communication
- Financial Management
- Internal Control Development
- Staff Oversight
- Client Account Management
- Corporate Partnerships
- Strategy Development
- Inbound and Outbound Marketing
- Project Management
- Sales Reporting
- Developing Presentations and Reports
Certificates
- Cambridge ESOL FCE, CAE certificates.
- EF English New York - Corporate English Course, 2017
- Enforex Barcelona - Advanced Spanish Course, 2015
- Make a wish Foundation - Volunteer, 2019
- PUC SP Public Defender's Office - Volunteer, 2011
- BRZ - Digital Marketing Competition - Winner, 2022
- STARTSE- Startup Developer Competition- Winner, 2019
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Timeline
Tax Supervisor
Rödl & Partner
04.2023 - Current
Tax Manager
SBC Construction Company
08.2019 - 03.2023
Tax Coordinator
Ferrero Brazil
08.2019 - 08.2019
Tax Consultant
KPMG Brazil
01.2015 - 07.2018
Marketing Consultant
Cyrela- Brazil Realty
01.2014 - 01.2015
Intern Trainee
Tozzini Freire Law Firm
Specialist in Tax And Finance -
FGV
Incomplete Bachelor - Accounting And Business Management
USP
Specialist in Finance And Tax -
FAAP
Law Degree -
Pontifícia Universidade De São Paulo
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