Summary
Overview
Work History
Education
Skills
Websites
Languages
Personal Information
Timeline
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Caroline Sofiatti Yoshida

São Paulo

Summary

Finance Executive | CFO | Strategy and Management With over 15 years of experience in international finance, I currently serve as CFO at SG Global Group, reporting directly to the Board of Shareholders. I oversee financial control, accounting, taxation, treasury, legal, compliance, corporate governance, general administration, and human resources. My role involves developing and implementing long-term financial strategies, including forecasting, trend analysis, and identifying growth opportunities. I also manage financial risks, implementing policies to mitigate market, credit, liquidity, and operational risks. I have a strong background in controlling, accounting, budgeting, forecasting, financial planning, treasury management, banking relations, investor relations, strategic planning, mergers and acquisitions, credit management, risk management, fraud prevention, and auditing. In addition, I have managed human resources, legal, and supply chain departments in my other companies where I held finance and management positions, and successfully implemented ERP systems such as SAP and Oracle. My experience includes in-depth knowledge of BR GAAP, IFRS, and US GAAP, as well as corporate, tax, and commercial laws. I have led significant negotiations and due diligence processes in corporate mergers and acquisitions. I am recognized as an effective negotiator, focused on delivering excellence to stakeholders and adding value to the business. As a strategic business partner, I understand the critical role of finance in achieving business success.

Overview

8
8
years of professional experience

Work History

Chief Financial Officer

SG Global Group
09.2023 - Current
  • Overseeing financial control, accounting, taxation, treasury, legal, compliance, corporate governance, general administration, and human resources
  • Developing and implementing long-term financial strategies, forecasting, trend analysis, and identifying growth opportunities
  • Managing financial risks and implementing policies to mitigate market, credit, liquidity, and operational risks.

Controller

SG Global Group
01.2023 - 09.2023
  • Responsible for controlling, accounting, budgeting, forecasting, financial planning, treasury management, banking relations, investor relations, strategic planning, mergers and acquisitions, credit management, risk management, fraud prevention, and auditing
  • Managed human resources, legal, and supply chain departments
  • Implemented ERP systems such as SAP and Oracle.

FP&A Specialist - BU Investments

Nubank
12.2020 - 04.2023
  • Supervised monthly closing activities, financial variance analysis, financial modeling and indicators, interdepartmental alignment, KPI monitoring, audit support, budget and account control, monthly reporting, SAP system implementation, reduction of closing timelines, and system transitions.

Financial Manager

Vérios Investimentos
08.2016 - 12.2020
  • Structured the initial financial and administrative operations of a fintech startup, managed investments, implemented financial processes, conducted cash flow projections, analyzed new projects, implemented job and salary plan, oversaw compliance, conducted audits, prepared budget and forecast reports, coordinated compliance and accounting audits, and implemented tax regimes.

Education

Executive MBA - Investment Banking

Saint Paul Escola de Negócios
06.2021

MBA in People Management - Human resource Management

Centro Universitário FMU | FIAM-FAAM
12.2018

Bachelor's Degree in Administration - Administration and Business

UNINOVE
12.2009

Skills

  • Strategic financial planning
  • Financial Reporting
  • Performance metrics analysis
  • Audit Coordination
  • Financial Strategy Development
  • Risk Management

Languages

Inglês
Português
Italiano

Personal Information

Title: CFO SG Global Group | Financial Manager | Management Reports | Budget | Internal Controls | Planning | Controllership

Timeline

Chief Financial Officer

SG Global Group
09.2023 - Current

Controller

SG Global Group
01.2023 - 09.2023

FP&A Specialist - BU Investments

Nubank
12.2020 - 04.2023

Financial Manager

Vérios Investimentos
08.2016 - 12.2020

Executive MBA - Investment Banking

Saint Paul Escola de Negócios

MBA in People Management - Human resource Management

Centro Universitário FMU | FIAM-FAAM

Bachelor's Degree in Administration - Administration and Business

UNINOVE
Caroline Sofiatti Yoshida