• Lead Financial Strategy & Operations • Deliver comprehensive financial planning, forecasting (people costs, non-people costs, and capital expenditures), and insightful performance reporting. • Serve as a trusted advisor to leadership, providing strategic recommendations on financial impacts and supporting key investment decisions. • Optimize financial performance through cash flow management, ROI maximization, and scalable cost structure initiatives. • Proactively manage risks and opportunities, and develop mitigation plans. • Develop business cases, and financial models to assess opportunities • Conduct rigorous financial analysis to assess the ROI and financial impact. • Develop and manage detailed financial plans, budgets, and forecasts • Provide regular financial reporting and updates to senior leadership on performance vs targets • Partner cross-functional to achieve business objectives and drive organizational change. • Effectively communicate and influence financial and non-financial audiences at all levels. • Champion Continuous Improvement • Lead initiatives to enhance FP&A processes, leveraging best practices, streamlining workflows, and implementing technology solutions.

• Act as the primary point of contact for VP+ stakeholders on "Special Projects." • Lead high-impact deep dives into complex topics like revenue leakage, product profitability, and margin optimization. • Structure the problem, identify the levers, and define the success criteria. • Lead the design and measurement of pilots and business experiments. • Run deep-dive discovery, identifying root causes across sales, product, usage, and financial data. • Define, standardize, and govern the core metrics for the Finance organization. • Act as the "Business Architect" in partnership with Technology teams. • Ensure that the transition from raw data (Salesforce/ERP) to the reporting layer is logically sound, well-documented, and reconciled to the penny. • Serve as a consultant to VP+ leadership. • Facilitate strategic reviews, translate technical data constraints into business terms, and manage the "Data Roadmap" for the CFO. • Synthesize complex analytical findings into crisp, high-impact decks that lead with the "So What" and end with a clear call to action. • Ensure senior leadership has access to "Practical Dashboards"- views that prioritize clarity and strategic snapshots over technical density.

• Insurance quotations; • CRM platforms; • Proactive calls to customers (internal and external); • Submission of proposals to insurers; • Receipt and forwarding of policies and payment slips (boletos); • Monitoring and collection of commissions (insurer x broker x dealership); • Renewal process; • Tracking of payments; • Portfolio renewals; • Claims follow-up; • Opening and tracking of tickets, service requests and claims, with feedback to clients.

• Prospecting and building relationships with clients • Financial diagnostics and needs analysis • Marketing and selling financial and insurance solutions • Managing and expanding a client portfolio • Consultative approach with a long-term focus