Kalil Gebrim Rodrigues
Verified Expert in Finance
Management Consulting Expert
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.
Career Highlights
Education Highlights
Case Studies
Expertise
- Business Strategy
- Financial Modeling
- M&A Modeling
- Management Consulting
- Market Entry
- Mergers & Acquisitions (M&A)
- Pricing
- Strategy
Work Experience
Part-time CFO
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.
Head of Strategy and Business Planning
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.
Business Architect
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.
Strategic Planning Manager
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.
Strategic Planning Expert
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.
Associate Consultant
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.
Education
Bachelor's Degree in Computer Engineering
Aeronautics Institute of Technology (ITA) - São Jose dos Campos, Brazil
Skills
Finance
Pricing, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Forecasting, Market Research, Total Addressable Market (TAM), Data Analysis, Revenue Modeling, Financial Reporting, Valuation, Revenue & Expense Projections, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Financial Planning & Analysis (FP&A), Wealth Management, Profitability Analysis, CFO
Output Software
Microsoft Excel, Microsoft PowerPoint, Google Sheets, Excel 2016, Google Slides
Data & Analysis Software
SQL, Pandas
Other
Excel VBA, Market Entry, Cost Analysis, Strategy, Objectives & Key Results (OKRs), Management Consulting, Financials, Information Gathering, Market Sizing, Key Performance Indicators (KPIs), Business Plan Consulting, Business Planning, Presentations, Business Strategy, Excel Expert, Sensitivity Analysis, Post-merger Integration, Revenue Projections, Business Models, Dashboards, Small & Medium-sized Enterprises (SME), Reporting, Financial Reporting Dashboards, Revenue Analysis, Growth Strategy Consultants, Excel 365, Business Design, Business Transformation, Go-to-market Plans, Go-to-market Strategy, Pricing Models, Subscription Pricing, Subscriptions, Sales Planning, Fintech, Income Statements, Growth Strategy, Sales Forecasting, Budget Modeling, Programming, Part-time CFO, Pitch Decks, SaaS, Marketing Strategy, Financing, Python 3, Finance, Product Costing, Software as a Service (SaaS), Costs, Startups, Discovery
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