Verônica Sarmento Da Silva
Bergamo,BG
Summary
I am an economist with over 10 years of solid experience in the financial sector, including 5 years as an investment advisor. My primary objective is to assist individuals and companies in making better financial decisions to ensure a peaceful and secure life. My extensive experience in customer service, financial planning, controllership, and problem-solving equips me with the skills necessary for the role of Industrial Controller.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Investment Consultant
TRAAD - Wiser Investor
11.2023 - Current
- Provided personalized investment consultancy, utilizing technology and expertise to monitor and rebalance investment portfolios based on market conditions and investor profiles
- Increased portfolio efficiency and helped clients achieve their financial goals through transparent and client-focused service.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all aspects of the role.
Investment Advisor
Monte Bravo
04.2019 - 11.2023
- Offered tailored financial advice, focusing on clients’ goals and risk profiles, enhancing client satisfaction and retention.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Team Leader
Monte Bravo
01.2023 - 06.2023
- Led a team of advisors, ensuring the delivery of high-quality service and resolving client issues promptly.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Market Intelligence Analyst
Regal Rexnord
07.2018 - 04.2019
- Conducted market analysis and provided strategic insights to improve service offerings, client satisfaction and commercial results.
- Presented key findings from market research studies at executive-level meetings, shaping strategic planning discussions across departments.
FP&A
Regal Rexnord
11.2016 - 06.2018
- Managed financial planning and analysis, supporting business decisions and enhancing financial performance
- Implementation and monitoring of the company's budget and sales forecast, always aligning with the objectives of stakeholders.
- Streamlined financial reporting processes by automating data extraction and consolidation tasks.
- Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
Controller Analyst
Grupo Exicon S/A
05.2015 - 11.2016
- Restructured the Controllership sector, prepared reports for management, and supported various departments with performance improvement information, focusing on client satisfaction and operational efficiency.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
Junior Controller Analyst
South Service Trading - Grupo Exicon S/A
03.2014 - 05.2015
- Controlled financial operations for import and distribution, managed budgets vs actual
- Streamlined financial reporting processes for improved efficiency and timely delivery of reports.
- Enhanced financial accuracy by conducting thorough analysis and validation of accounting data.
- Revenues, and analyzed operational performance, ensuring client needs were met accurately and efficiently.
Finance Controller
Grupo Exicon S/A
01.2014 - 03.2014
- Reduced month-end closing time by implementing efficient reconciliation processes and procedures.
- Conducted thorough risk assessments to identify potential areas of concern in company operations, providing actionable insights for risk mitigation efforts.
Internal Marketing Development
Canada Export Centre
12.2012 - 03.2013
- Conducted market analysis, document translation, and product presentation preparation for a Canadian company entry into the Brazilian market
- Collaborated with cross-functional teams to develop integrated marketing initiatives.
- Participated in international industry events and investor meetings, enhancing client relations and communication.
Professional Development
01.2012 - 12.2012
Pursuing certification and courses (MBA and English) to further my career.
Junior Consultant
SEBRAE
08.2011 - 12.2011
- Focused on solving key business issues and implementing management tools for micro-enterprises, improving client business operations and satisfaction.
Business Guidance Agent
SEBRAE
04.2011 - 08.2011
- Visited micro-enterprises, assessed business situations, and recommended management tools to solve identified problems, ensuring high client satisfaction.
Education
Post-Graduate, Management Controller -
Universidade Federal Do Rio Grande Do Sul
Porto Alegre, Brazil01.2015
MBA -
Fundação Getulio Vargas / FGV
Porto Alegre, Brazil01.2013
Bachelor, Economic Sciences -
Fundação Universidade Federal Do Rio Grande
01.2011
Skills
- Customer Relationship Management
- Conflict Resolution
- Effective Communication
- Analytical Thinking
- Financial Planning and Advice
- Market Analysis
- Client-focused Solutions
- Exceptional Problem-Solving Skills
- Strong Analytical Abilities
- Financial Risk Management
- Investment performance analysis
Certification
CFP - Certified Financial Planning
Languages
English
Bilingual or Proficient (C2)
Spanish
Elementary (A2)
Italian
Intermediate (B1)
Honors and awards
Academic Laureate
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Investment Consultant
TRAAD - Wiser Investor
11.2023 - Current
Team Leader
Monte Bravo
01.2023 - 06.2023
Investment Advisor
Monte Bravo
04.2019 - 11.2023
Market Intelligence Analyst
Regal Rexnord
07.2018 - 04.2019
FP&A
Regal Rexnord
11.2016 - 06.2018
Controller Analyst
Grupo Exicon S/A
05.2015 - 11.2016
Junior Controller Analyst
South Service Trading - Grupo Exicon S/A
03.2014 - 05.2015
Finance Controller
Grupo Exicon S/A
01.2014 - 03.2014
Internal Marketing Development
Canada Export Centre
12.2012 - 03.2013
Professional Development
01.2012 - 12.2012
Junior Consultant
SEBRAE
08.2011 - 12.2011
Business Guidance Agent
SEBRAE
04.2011 - 08.2011
Post-Graduate, Management Controller -
Universidade Federal Do Rio Grande Do Sul
MBA -
Fundação Getulio Vargas / FGV
Bachelor, Economic Sciences -
Fundação Universidade Federal Do Rio Grande
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