Alex S.

Project Manager

Financial and IT BPO (FP&A Analyst, Controllership and IT) Ad Hoc
4/1/2023 - 5/1/2023

Developed expertise in financial modeling and performed extensive walk-through tests on accounting entries as well as accounts payable and receivable. Provided evaluations and recommendations to enhance administrative, operational, and innovation processes. Conducted requirement analysis documentation for system development, designed UI mockups, performed quality assurance on websites and social networks, and offered information security guidance. Created a comprehensive playbook of economic-financial and accounting analyses, incorporating layout design, textual elaboration, and the creation of detailed reports, charts, and dashboards with key performance indicators, all aligned with usability heuristics. Modeled scenarios to improve financial returns on immediate liquidity and long-term investments, founded on robust data and studies. Issued recommendations to ensure better adherence to accounting principles and tax regulations from Federal Revenue Service, the Federal Accounting Council, and international accounting standards. Delivered fiscal consultancy encompassing international economic conjuncture, financial and accounting compliance, and IT. Played a significant role in due diligence processes.

Scrum Master, Product Owner, Systems Analyst, Contract Representative
7/1/2022 - 3/1/2023

Represented clients for contractual issues and managed team dynamics effectively. Executed IT activities guided by the Scrum Guide and SBOK management while acting as a Product Owner and Domain Expert in Tax Defense and Tax Credit Recovery projects. Functioned as a Business Analyst and Requirements Analyst, facilitating requirements elicitation and documentation. Conducted reverse engineering in legacy systems to modernize them into a single unified system.

Demonstrated expertise as a Data Analyst and in digital and graphic design, creating UX wireframes and UI mockups, and designing screens, reports, and playbooks. Conducted QA testing, including documentation of test scenarios, test scripts, and test cases; performed manual functional testing with Alpha and Dynamic black box testing methods on system and integration walkthroughs. Supported project monitoring through status dashboards and pipelines, managing stories, tasks, and activities in the backlog for quick and continuous deliveries.

Assumed roles of ScrumMaster and Project & People Manager, including substituting for the coordinator and ScrumMaster/Project Manager during vacation periods. Managed six projects and coordinated a DevOps Scrum Team of 25 members working remotely from nine different regions, using scaled Scrum frameworks such as LeSS, Nexus, and SAFe, with elements of Extreme Programming (XP). Managed Kanban boards in Redmine and artifacts related to scaled Scrum methodologies.

Facilitated as a T-shaped professional between Business and DevOps areas. Contributed to the multiplication of knowledge through presentations and the creation of YouTube playlists on management and technology topics to orient the ScrumTeam. Conducted onboarding for new developers in projects and Redmine.

Public Accounting and Systems Migration Consultant
12/1/2012 - 1/1/2022

Developed expertise in standard and specific accounting procedures, as well as the preparation of budgetary, financial, and accounting statements including RREO LRF, Health, Education, COC, and RGF. Acquired proficiency in converging accounting practices to International Public Sector Standards (IPSAS) mandated by CFC and STN, and International Private Sector Standards (IAS and IFRS) mandated by CFC and CVM. Served as a business analysis domain expert, conducting functional and requirements analysis for the integration, creation, or enhancement of ERP and Business Intelligence systems. Spearheaded the implementation of internal and external control systems, focusing on automatic audit of values and compliance. Mastered script creation and ETL modeling using QlikView. Delivered instruction on accounting applied to the public sector, covering the new MCASP, MDF, and PCASP, and in Business Intelligence utilizing Oracle BI. Conducted thorough process analysis using BPMN methodology.

Public Accounting and IT Consultant (Ad Hoc)
2/1/2012 - 11/1/2012

Consulted in Public Accounting and Systems for SIAFIC, focusing on budgetary, financial, and accounting administration in various regions. Leveraged skills in data extraction and report/dashboard generation using the BI/OLAP tool FlexVision. Drove convergence of new public accounting practices to align with International Standards, National Treasury directives, and Federal Accounting Council requirements. Conducted in-depth process analysis utilizing BPMN and performed comprehensive data analysis. Excelled in functional and requirements analysis for client migration and integration to the public sector ERP system and Business Intelligence frameworks. Acted as a facilitator in Design Thinking sessions, fostering innovation and collaborative problem-solving. Automated functional and black-box tests with Selenium IDE to enhance software reliability. Compiled thorough documentation, including playbooks for accounting procedures and technical records for onboarding future employees, as well as crafting detailed system manuals with process flows for client and user dissemination. Managed change initiatives effectively and created instructional and promotional videos to support user adoption and training.

IT and Audit Specialist Accountant & IT Product Manager (Product Owner)
10/1/2010 - 1/1/2012

Held the role of Product Manager, Product Owner, and Domain Expert for a project focused on management, compliance, and audit. Executed IT activities encompassing controllership, financial and systems expertise, and auditing. Operated under a mix of PMBOK and Scrum methodologies, where product backlogs were created, ordered, and prioritized for access by the Scrum team and monitored by the Scrum Master. Managed backlog items, wrote and organized Sprint Planning, and facilitated Kanban demonstrations of achieved tasks. Acted as the bridge between client demands and developers, maintaining daily communication with clients and financial/IT staff, and provided weekly feedback to sponsors showing the product's increasing value.

Facilitated Design Thinking sessions and served as a support specialist for financial, accounting, compliance, auditing, and IT management in real estate asset management and controllership units. Conducted system integration and ETL processes from initial meetings with key users to coordination with managers and analysts. Performed requirement analyses, data integrations/migrations, and led weekly feedback meetings to demonstrate value delivery. Created a comprehensive technical playbook for integration flows, ensuring accelerated deliveries through established methodologies and process steps, enabling continuous integration and delivery.

Performed functional and requirements analysis, reverse-engineered systems, managed database modeling, data warehouses, business intelligence construction, and created ad hoc SQL queries. Managed status and pipelines spreadsheets for project control and tasked with fast and continuous deliveries. Developed compliance reports, dashboards with BI tools, focusing on financial, accounting, economic, operational, risk, and performance indicators. Drafted the chart of accounts for malls and hotels, and documented the compliance system and external audits. Automated functional black-box tests and supported reverse due diligence processes, ensuring credibility and confronting new investor due diligence in joint ventures or business combinations.

Managed Change Management processes and Service Level Agreements (SLA) with a focus on client services through key performance indicators (KPIs). Crafted instructional and informational videos to support various projects.

Instructor (Ad Hoc) in the Professional Training Course for Public Servants in Budget, Financial, and Accounting Areas of the Government of the Federal District (GDF)
2/1/2010 - 3/1/2010

Developed expertise in budgeting, finance, and public accounting through comprehensive coursework. Gained proficiency in data extraction, analysis, and transformation to create management reports and ensure accountability using the OLAP tool Oracle Business Intelligence (BI).

Instructor (Ad Hoc) at the Internal Control Auditors Training Course of the Finance Secretariat of the Federal District Government
11/1/2009 - 12/1/2009

Acquired expertise in budgeting, finance, public accounting, and public debt through specialized training courses. Developed skills in the Financial and Accounting Administration System of the Federal District, ensuring proficient management of financial operations. Gained experience in data extraction, data analysis, and data transformation for the creation of management and accountability reports utilizing the OLAP Oracle BI tool.

Administrative and Financial Assessor of the Public Debt Board & IT Project Manager
12/1/2008 - 6/1/2010

Executed administrative activities related to advisory roles and financial BackOffice operations. Managed the preparation of budgets and financial programming for both national and international credit operations associated with the Public Debt of the Federal District. Developed advanced spreadsheets using Excel, conducted Ad Hoc SQL queries, and generated reports via Oracle OBIEE Dashboards and Crystal Reports for data analysis.

Served as the Product Owner, Domain Expert, and developer for the Debt Management System, Guarantees, and Assets (gDAH) of the Government of the Federal District. This role concentrated on eliminating various spreadsheets to mitigate information security risks and prevent data loss, while enhancing the accuracy and speed of managerial and legal information generation. Managed full-stack development from functional analysis and reverse engineering of user spreadsheets to BPMN, UX Design, data modeling, system development, change management, and structural and functional testing. Developed BI reports and dashboards to support the control and management of debts, guarantees, and assets, encompassing end-to-end project management.

Proficiency demonstrated in using advanced Excel functionalities, creating complex SQL queries, developing Oracle OBIEE Dashboards, and generating Crystal Reports. Utilized BPMN for process mapping, and conducted UX design and data modeling. Oversaw change management procedures, performed rigorous structural and functional testing, and created BI reports and dashboards.

Chief Financial Officer
6/1/2007 - 10/1/2008

Developed expertise in cost calculation and budget preparation for various projects. Specialized in financial management and control, including aging analysis, receiving contractual values, and prioritizing payments to suppliers and service providers chronologically. Gained significant experience in personnel management, ensuring efficient team operations. Managed the circulation and administration of contracts with clients, suppliers, and banks. Demonstrated strong ability in monitoring project quality and maintaining high levels of customer satisfaction. Held responsibility for the company's budgets, financial planning (FP&A), purchases, payments, and billing functions. Oversaw and directed the management of construction projects, ensuring successful delivery and adherence to financial and quality standards.

Systems Analyst and Senior Full Stack Developer & IT Project Manager
1/1/1994 - 5/1/2007

Developed proficiency in daily data extraction and analysis to monitor and control expenses for government agencies using Business Intelligence (BI) tools and Ad Hoc SQL queries. This involved data collection through ETL processes, loading data into databases, and utilizing pre-modeled OLAP/Data Warehouse systems. Served as a Requirements Analyst/UX Researcher, UX Designer, DBA, and Full Stack Developer for electronic document management and collection and guarantees control systems. Successfully developed a frequency monitoring system for the Department of Education and contributed to the public school enrollment system using VB6, SQL Server, Oracle, Access, and Crystal Reports. Delivered courses on data extraction and Business Intelligence, prepared budgetary-financial management reports using Oracle DB (ETL | BI) for ad hoc data extraction, and supported financial planning through advanced data analysis, SQL/Oracle, Excel, and VBA programming over a seven-year period. Demonstrated project management skills throughout various assignments.

Accounting at UNICESP / DF
2005 - 2009

Controllership, Auditing, Accounting Expertise, and Higher Education Teaching at Isaac Newton College / BA – IBEP / DF
2009 - 2011

Project Management at UDF University Center
2011 - 2011