• Meet with pre-scheduled, qualified prospects provided weekly • Deliver holistic financial plans (retirement, tax, insurance, estate) • Build and maintain long-term client relationships • Collaborate with internal specialists (estate, tax, retirement)

• Analisar dados operacionais e financeiros, identificando desvios, tendências e oportunidades de melhoria. • Desenvolver dashboards, relatórios e indicadores estratégicos para suporte à diretoria. • Investigar causas de variações nos resultados e propor ações voltadas à eficiência operacional e otimização de processos. • Atuar em parceria com áreas internas, traduzindo dados em insights para tomada de decisão.

• Design, build, and maintain hedge accounting features supporting effectiveness assessment • Collaborate with Product and Delivery on user stories, sprint planning, and supporting documentation • Gather and incorporate client feedback directly • Build and maintain automated testing frameworks • Contribute to a high standard of engineering craft on the team

• Lead the design, configuration, and optimization of SAP S/4HANA Finance solutions • Drive end-to-end solution delivery for Electronic Bank Statement processing, cash reconciliation, payment processing, customer account management • Partner with business stakeholders to translate strategic goals into scalable SAP solutions • Collaborate across Finance, Sales and Order Management, and technical teams • Provide production support, troubleshoot complex functional issues, and implement sustainable solutions • Identify process improvement opportunities and champion innovative approaches • Develop proof-of-concepts and solution prototypes to validate business requirements • Mentor team members by sharing SAP best practices, design standards, and functional expertise