Kalil Gebrim Rodrigues, Finance Expert in São José dos Campos - State of São Paulo, Brazil
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Kalil Gebrim Rodrigues

Verified Expert  in Finance

Management Consulting Expert

Location
São José dos Campos - State of São Paulo, Brazil
Toptal Member Since
January 13, 2022

Kalil has worked on over 20 strategic projects, initially as a consultant at Bain and later as a strategy manager at Embraer, Nubank, and others. Reporting directly to upper management, he has worked on various topics, such as mergers and acquisitions (M&A) on both sides, pricing, OKR management, market entry, etc. Kalil finds a way to keep learning and working on relevant projects in freelancing.

Excel ExpertBusiness TransformationMarket SizingManagement ConsultingBusiness Plan ConsultingGrowth Strategy ConsultantsPost-merger IntegrationMarket ResearchRevenue & Expense ProjectionsFinancial ModelingMergers & Acquisitions (M&A)Financial ReportingValuationPart-time CFOFintechDashboarding & Business IntelligenceMerger IntegrationMarket Entry

Career Highlights

Business Architect
Nubank
Strategic Planning Expert
Embraer
Associate Consultant
Bain & Company

Education Highlights

Bachelor's Degree
Aeronautics Institute of Technology (ITA)

Case Studies

Work Experience

Part-time CFO

2021 - PRESENT
Serra&Mar Elementary School
  • Conducted 5-year strategic planning exercise with school board and NGO counsel focused on school sustainability and fundraising needs.
  • Created excel models to forecast revenue and budget cost for five-years of school operation.
  • Crafted monthly status reports on a three statement financial model, and presented findings to an NGO counsel.
Focus areas: Budget Modeling, Financial Planning & Analysis (FP&A), Part-time CFO, Business Strategy, Costs, Financial Modeling, Reporting, Financial Reporting Dashboards, Revenue Modeling, Revenue Analysis, Sales Forecasting, Three-statement Modeling, Startups, Excel 365, Financial Reporting, CFO, Marketing Strategy, Business Design, Revenue & Expense Projections, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions, Financing

Head of Strategy and Business Planning

2021 - PRESENT
AAWZ
  • Crafted General Market Condition Report for the IFA industry in Brazil that generated over $200k in sales and was featured in major Brazil news outlet (Valor) as a reference market share for the industry.
  • Created a seed round fundraising pitch deck to help a four-person company reach $1 million in recurring revenue by the end of 2021.
  • Implemented a strategic plan and software capabilities on ten medium company clients totaling over $1 million in consulting service sales.
  • Participated in significant discussions for series A funding rounds, developing models, and presentations to move discussions forward.
  • Created excel models for forecasting sales for the SaaS platform and budget FTE growth for fintech.
Focus areas: Business Planning, Financials, Strategy, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Mergers & Acquisitions (M&A), Market Entry, Sales Planning, Management Consulting, Finance, Fintech, Income Statements, Business Plan Consulting, Presentations, M&A (Buy-side), M&A (Sell-side), M&A Modeling, Business Strategy, Financial Modeling, Objectives & Key Results (OKRs), Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Dashboards, Small & Medium-sized Enterprises (SME), Pitch Decks, Startups, Growth Strategy Consultants, Revenue Analysis, Excel 365, Financial Reporting, CFO, SaaS, Valuation, Marketing Strategy, Business Design, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions, Financing

Business Architect

2019 - 2020
Nubank
  • Coordinated integration of Easynvest (an over $26 billion broker) into Nubank's investment business unit as part of a unified task force led by McKinsey.
  • Created excel models to support FP&A process for yearly budgeting financial investment business unit.
  • Supervised integration (processes, people, and technology) of an acquired investment management company with over $100 million in assets under management (AUM).
  • Managed a team responsible for setting, reviewing, and reporting OKRs in the investments business unit.
  • Created internal market reports relative to the wealth advisory space in Brazil.
Focus areas: Objectives & Key Results (OKRs), Mergers & Acquisitions (M&A), Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Strategy, Fintech, Income Statements, Business Plan Consulting, Presentations, M&A (Buy-side), M&A (Sell-side), M&A Modeling, Business Strategy, Financial Modeling, Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Post-merger Integration, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Pricing, Growth Strategy Consultants, Revenue Analysis, Pitch Decks, Startups, Excel 365, Financial Reporting, SaaS, Valuation, Marketing Strategy, Business Design, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Subscription Pricing, Subscriptions, Financing

Strategic Planning Manager

2018 - 2019
Tok&Stok
  • Managed a team that established pricing strategy for over 15,000 SKUs in over 40 categories of home decor, forecasting sales and demand and optimizing inventory.
  • Modeled warehouse expansion with the warehouse operations team to meet demand and sales goals.
  • Developed an assortment optimization strategy with the help of the McKinsey team hired to optimize sales and product margins.
Focus areas: Sales Forecasting, Sales Planning, Pricing, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Google Sheets, Strategy, Income Statements, Business Plan Consulting, Presentations, Business Strategy, Three-statement Modeling, Excel Expert, Forecasting, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Business Models, Data Analysis, Dashboards, Revenue Analysis, Excel 365, Financial Reporting, Valuation, Marketing Strategy, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions

Strategic Planning Expert

2016 - 2018
Embraer
  • Revised the pricing strategy for commercial aircraft parts. Renegotiated over $10 million in contracts with major airlines.
  • Established VMI contracts with suppliers to lower parts acquisitions costs and working capital needs.
  • Created a business plan for new market entry (used aircraft parts market) through acquisition of small established companies.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Pricing, Excel VBA, Microsoft Excel, Microsoft PowerPoint, Income Statements, Business Plan Consulting, Presentations, M&A Modeling, Business Strategy, Excel Expert, Forecasting, Post-merger Integration, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Growth Strategy Consultants, Excel 365, Financial Reporting, Valuation, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions

Associate Consultant

2014 - 2016
Bain & Company
  • Structured a tiered compensation plan for direct sales to a cosmetics company with one million sales associates.
  • Revised the pricing strategy for the most prominent furniture brand in Brazil, benchmarking over 500 SKUs over many categories.
  • Built sales forecasting and an assortment planning tool on Excel VBA and SQL for a local fashion retailer. Trained internal team on usage and maintenance of devices.
  • Built a cost analysis and product profitability tool on Excel VBA and SQL for a major insurer in Brazil. Reallocated over $5 billion in previously misallocated costs.
Focus areas: Pricing, Mergers & Acquisitions (M&A), Market Entry, Sales Planning, Cost Analysis, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Excel VBA, Microsoft Excel, Microsoft PowerPoint, SQL, Strategy, Management Consulting, Finance, Income Statements, Product Costing, Business Plan Consulting, Presentations, Programming, Business Strategy, Financial Modeling, Three-statement Modeling, Excel Expert, Forecasting, Sensitivity Analysis, Post-merger Integration, Financial Planning & Analysis (FP&A), Revenue Projections, Market Research, Total Addressable Market (TAM), Business Models, Data Analysis, Financials, Dashboards, Software as a Service (SaaS), Small & Medium-sized Enterprises (SME), Growth Strategy Consultants, Revenue Analysis, Excel 365, Financial Reporting, CFO, SaaS, Valuation, Marketing Strategy, Business Design, Discovery, Revenue & Expense Projections, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions
Image of Name Your Price: 4 Counterintuitive Pricing Strategy Tips publication
Publication

Name Your Price: 4 Counterintuitive Pricing Strategy Tips

https://www.toptal.com/finance/pricing-analysts/pricing-strategy-tips
2010 - 2014

Bachelor's Degree in Computer Engineering

Aeronautics Institute of Technology (ITA) - São Jose dos Campos, Brazil

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