Elyseu S.

Business Finance Specialist (FP&A Team / Tech & Product BP)

Brazil6+ years experienceAvailable now$6,800/mo

Compare at US rates $20,400/mo?

AI Experience

✨ AI Experience - Uses AI to enhance FP&A processes, particularly financial modeling, forecasting, and analysis, alongside automation tools such as Excel, SQL, Power Query, Power BI, and Looker Studio.

🧠 Claude - Uses Claude to support financial modeling and explore ways to improve forecasting and FP&A workflows.

Notable Highlight

6+ years in FP&A with U.S. market experience. Built and automated financial planning, CapEx management, forecasting, and reporting processes from scratch. Works hands-on with AI Experience and Claude - the AI Experience section above has the examples.

Experience Summary

Senior FP&A professional with 6+ years of experience across SaaS, tech, eCommerce, retail, and consulting. Spent nearly 2 years supporting U.S.-based WEX, partnering with product and technology leaders on budgeting, forecasting, CapEx/OpEx planning, business cases, and investment decisions. Owned R&D budgeting and forecasting while supporting new-market financial modeling, including revenue, conversion, promotional spend, payroll, infrastructure, and vendor costs. Built financial models, dashboards, and recurring reporting processes from scratch, and conducted cash-flow analysis and cross-functional business partnering.

Key Achievements

At WEX, built and automated a CAPEX management and reporting process that provided Product Managers with near real-time visibility into team allocation and investment performance. The solution, which started with one business unit, was standardized across the organization. Developed dashboards supporting approximately $157M in portfolio investments and evaluated 50+ projects representing approximately $178M in software development investments. At Blip, supported budgeting for two entities with 1,600+ employees and approximately R$1B in revenue while developing financial models and KPI dashboards that improved reporting accuracy by 20%.

Skills

FP&ABudgeting & ForecastingFinancial ModelingAdvanced ExcelFinancial PlanningP&L AnalysisCash Flow AnalysisBalance Sheet AnalysisCapEx & OpEx PlanningR&D Cost PlanningScenario ModelingROI AnalysisBusiness PartneringManagement ReportingPower BILooker StudioSQLPower QueryData AnalysisDashboard DevelopmentReporting AutomationeCommerce FinanceSaaS FinanceStrategic FinanceU.S. Market Experience

Work Experience

Business Finance Specialist

SSA · Qatar · Remote · Mar 2026 - Present

Partner with CPO, CTO, CFO, and senior leadership to position FP&A as a strategic business partner for Product & Tech, supporting financial decision-making across 10+ business verticals and influencing investment prioritization for a QAR1B+ tech portfolio.
Collaborate with tech and finance leadership, 14+ product squads, and 100+ engineers to translate software development activities into financial outcomes, leading tech cost allocation, capacity planning, and capitalization (CAPEX/OPEX) tracking across dozens of initiatives, improving cost visibility and ROI visibility for 10+ business verticals.
Approve Tech & Product headcount planning and cost allocation, supporting hiring decisions, optimizing team structures, and aligning resource allocation with strategic and financial targets defined by leadership.
Manage controllership of software and infrastructure spending, including IT vendor evaluation, approval for new IT spending, savings tracking, and detailed allocation of shared services (e.g., AWS, Datadog), driving cost efficiency and visibility and building detailed financial decks for Product & Tech financial performance.
Streamline financial planning processes by implementing scenario analysis, rolling forecasts, and scalable financial models, improving forecast speed, accuracy, and flexibility for the global FP&A team and Product & Tech executive decks.

Senior Financial Planning Analyst

WGC · United States of America · Remote · May 2023 - Feb 2025

Collaborate with tech, finance, and senior product leadership teams to drive 100+ strategic initiatives and deliver actionable insights through financial modeling, budget management, and variance analysis for 10 distinct LOBs in a $7.22B SaaS multinational American company.
Develop and automate capex and ROI tracking processes for 116 agile teams in software development using tools like Jira, ADO, Planview, Daptiv, and Google Looker Studio, ensuring alignment with operational investment goals and cost-efficiency in 10 LOBs, partnering with 6 senior managers.
Create comprehensive management dashboards to monitor ~$157M of portfolio management return margins (ROI) of 100+ initiatives and key financial KPIs for 8 product managers, including capital and expenses allocation, ratios, labor ratios, and production costs.
Streamline financial planning processes by performing scenario analysis, rolling forecasts, business cases, and project portfolio evaluations of 50+ new projects to optimize software development investments, ROI, and cost structures of ~$178M.
Partner with procurement, vendor management, and tech leaders to evaluate and implement tools costing ~$10M, track savings, and improve 15% of operational performance across strategic and software development of 100+ projects.

Senior Financial Planning Analyst

BASA · Brazil · Remote · Jun 2022 - May 2023

Conduct month-end closing, P&L analysis, cash flow forecasting, and budget variance analysis of ~R$500M, providing actionable insights into financial performance (ROI) and driving strategic decision-making for 10 managers, the CFO, and the CEO in an AI SaaS multinational software.
Develop and maintain Power BI dashboards and financial models to monitor payroll, expenses, revenue, and KPIs, supporting corporate budgeting, forecasting, and post-M&A integration of a SaaS ~R$120M company, increasing accuracy by 20%.
Coordinate the creation of the 2023 corporate budget for two entities with 1,600+ employees, leveraging advanced financial modeling to align revenue goals of ~R$1B across sales, marketing, and leadership teams.
Produce complex financial models and performance dashboards to track ROI, quota achievement, costs, investment allocation, and revenue by LOB, product, channel, and region/location, improving investment visibility and decision-making for finance, operations, marketing, sales, and CS teams, acting as the key FP&A partner driving data-backed insights that optimize budget allocation, enhance revenue performance, and improve commission reporting accuracy across the organization.
Track and analyze a comprehensive set of KPIs, including MRR, ARR, CAC, CLTV, gross margin, CAPEX, EBITDA, ROI, and operational efficiency metrics (GMV, COGS, AOV, CPA, NDR, CER, etc.), to drive business strategy and optimize performance of 15 departments.
Prepare executive presentations for the CFO, highlighting financial KPIs, rolling forecasts, and scenario analysis, ensuring alignment with organizational objectives in 6 LOBs.

Senior Financial Analyst

DSSE · Brazil · Hybrid · Mar 2021 - Jun 2022

Lead finance and HR departments in a SaaS ~R$1.2M company, managing cash flow and financial operations such as accounts payable, accounts receivable, client indebtedness, payroll, procurement, and vendor contracts while fostering stakeholder relationships.
Develop comprehensive financial analysis, including Profit & Loss (P&L), balance sheets, cash flow forecasting, variance analysis, and budget planning, supported by Power BI dashboards and KPIs for revenue performance, profitability (ROI), and investment efficiency for 5 B2B management softwares with 35K users.
Produce deep financial models, such as Discounted Cash Flow (DCF) with the Gordon Growth Model (GGM), to evaluate mergers and acquisitions (M&A) and provide strategic investment recommendations (by product, channel, and region) to the CEO.
Organize HR operations in a team of 18 employees, including recruitment and terminations, ensuring alignment with organizational strategy.

Financial Controller Consultant

CS · Brazil · On-site · Oct 2020 - Mar 2021

Lead financial consulting services, including month-end closings, preparation of management statements (P&L, balance sheet, cash flow), budget, forecasting, and audits on ERPs, costs, inventory, and taxes for clients in 6 industries, each with ~R$10M+ of revenue.
Automate financial models, dashboards, and reports using Power BI, enhancing data accuracy and providing strategic support through training and tailored solutions that reduced end-month closing time from 5 to 3 working days.
Communicate financial insights and KPIs (revenue, cash flow, profitability, leverage, and efficiency metrics) to directors and shareholders, supporting decision-making and optimizing business outcomes for 10 clients.
Improve advanced financial modeling for budget and forecasting, inventory cost assessments, streamlining cash flow, and cost management processes for the CFO.

Group Financial Controller Consultant

ICS · Brazil · On-site · Aug 2019 - Aug 2020

Perform reporting for finance and accounting, providing senior consultants and shareholders with financial planning analysis and audit support for P&L, cash flow, and balance sheet statements in a Retail (Grocery and Food) company with 600+ employees and 500+ trucks.
Implement data automation, financial models, variance analysis, and cash flow forecasting solutions across the group, consolidating financial data and enhancing decision-making processes, reducing actual vs. budget inaccuracy by 35%.
Conceptualize a centralized management data warehouse for cash flow forecasting, modeling group liabilities, assets (real estate, trucks, inventory), and accounts receivable for collateral management in bank asset guarantees of ~R$20M.
Recommend financial insights to finance directors, CEOs, banks, and shareholders, delivering impactful reports and Power BI dashboards to support strategic management of R$2M daily cash operations.
Implement financial models for rolling forecasts, scenario analysis, cash flow projections, leverage ratios, and inventory cost analysis to ensure financial stability and optimize forecasting processes for 4 group LOBs.

Financial Analyst

HECS · Brazil · On-site · Jan 2018 - Mar 2019

Manage finance and people operations in SaaS software, developing financial models for cash flow, payroll, sales and marketing forecasts, and financial operations.
Supervise operations with accounts payable/receivable, invoicing, and bank invoice processing, ensuring accurate financial transactions of ~R$1M.
Design and manage financial reports, including P&L, balance sheets, variance analysis, and budgeting, providing strategic insights to the CEO and CTO about business performance and ROI.
Define and track KPIs for financial management, business analysis, and HR, aligning with organizational goals, and reduce actual indebtedness rates from 20% to 5% monthly.