SENIOR FINANCIAL EXECUTIVE
JOÃO MARCELO ALVES.
SENIOR FINANCE EXECUTIVE
ENTREPRENEUR
JM
I HAVE +20 YEARS EXPERIENCE IN LEADING FINANCE AND BACK-OFFICE FUNCTIONS AS WELL AS PARTNERING IN BOTH FINANCE AND OPERATIONS ROLES FOCUSED ON SCALING BUSINESSES AND LEVERAGING OPERATIONAL EFFICIENCY ACROSS DIVERSE INDUSTRIES, SUCH AS TECHNOLOGY, HEALTHCARE AND MANUFACTURING.
MY STRENGTHS LIE IN MY INNOVATIVE MINDSET, ACTING AS A BRIDGE BETWEEN BUSINESSES AND TECHNOLOGY TO DRIVE OPERATIONAL EFFICIENCY THROUGH AUTOMATION, PROCESS STRUCTURE AND DESIGN. PROMPT ENGINEER SKILLED IN APPLYING AI LLMs MODELS (CHAT GPT, GEMINI, CLAUDE, MIDJOURNEY, PERPLEXITY) TO LEVERAGE PRODUCTIVITY AND BUSINESS PROCESSES EFFICIENCY.
PREFERENCES
REMOTE LOCATION | TECH COMPANIES & BUSINESS UNITS | DIGITAL TRANSFORMATION
GET TO KNOW ME
01 SKILLS
I EXCEL IN FOSTERING DATA-DRIVEN DECISION-MAKING, LEADING CONTRACT NEGOTIATIONS AND FUNDRAISING, HAVING SUCCESSFULLY SECURED DEBT FUNDING FROM BNDES AND FINEP, AS WELL AS FROM VENTURE CAPITAL FUNDS.
MY EXPERTISE EXTENDS TO BUSINESS ANALYTICS AND FP&A, SELL-SIDE M&A AND A DEEP UNDERSTANDING OF THE TECH SALES CYCLE AND GROWTH ANALYTICS. IN MY PREVIOUS ROLES, I'VE PROVIDED TECHNICAL SUPPORT TO THE BOARD OF DIRECTORS, REPORTING TO INVESTORS AND SUPERVISED ACCOUNTING, TAX, TREASURY, HR AND IT FUNCTIONS.
HARD SKILLS
TREASURY
100%
FP&A
95%
PROCESS AUTOMATION
90%
FUNDRAISING
INVESTMENTS
ACCOUNTING & TAX
M&A
85%
85%
80%
75%
SOFT SKILLS
LEADERSHIP
PROBLEM SOLVING
TEAMWORK
INNOVATIVE MINDSET
ADAPTABILITY
TECH ACUMEN
LIFELONG LEARNING
LANGUAGES
PORTUGUESE
NATIVE
ENGLISH
ADVANCED | CERF C1
SPANISH
INTERMEDIATE | DELE B1
TECH TOOLS
MS EXCEL
FLUENT
APOLLO| PIPEDRIVE
FLUENT
TABLEAU | POWER BI
HEAVY USER
GEN AI LLMs
FLUENT
CLICKUP | JIRA
HEAVY USER
SAP | MV
LIGHT USER
DATARAILS
LIGHT USER
PYTHON
BASIC DEV
02 EDUCATION
SOFTWARE ENGINEERING
ANHANGUERA EDUCACIONAL | ONLINE
2022 - 2023
SPECIALIZATION
CORPORATE FINANCE
NEW YORK UNIVERSITY | NEW YORK, USA
2010 - 2010
SPECIALIZATION
ECONOMICS OF TECHNOLOGY & INNOVATION
ISEG | LISBON, PT
2004 - 2005
INTERNATIONAL PROGRAM, MSc.
BUSINESS ADMINISTRATION, FINANCE
UFBA | SALVADOR, BR
2003 - 2005
MASTER IN SCIENCE
ECONOMICS
UCAM | RIO DE JANEIRO, BR
1996 - 2000
BACHARELOR IN SCIENCE
MECHANICAL ENGINEERING
UERJ | RIO DE JANEIRO, BR
1991 - 1995
BIE, INCOMPLETE
COURSES
PROMPT ENGINEERING
PROMPT ENGINEERING INSTITUTE | ONLINE
2024
GROWTH PROGRAM
STARTSE UNIVERSITY | ONLINE
2022
AI FOUNDATIONS
I2AI ASSOCIAÇÃO INTERNACIONAL DE IA | ONLINE
2020
EXECUTIVE PROGRAM
STARTSE UNIVERSITY | SÃO PAULO, BR
2019
IFRS - NORMAS INTERNACIONAIS DE CONTABILIDADE
BOVESBA | SALVADOR, BR
2008
CONTABILIDADE INTERNACIONAL E AS NORMAS IFRS
IOB | SÃO PAULO, BR
2008
PLANEJAMENTO TRIBUTÁRIO E SOCIETÁRIO
INSTITUTE FOR INTERNATIONAL RESEARCH | SÃO PAULO, BR
2007
03 EXPERIENCE
A UNIQUE JOURNEY: FROM INVESTMENT ANALYST TO TECH CEO
DEVELOPED SKILLS
Leadership, Entrepreneurship, Adaptability, Teamwork, Innovative Mindset, Tech Acumen, Problem Solving, Communication, Lifelong Learning, Fundraising, Investors Reporting, Process Automation, Sales, Treasury.
MAIN ACHIEVEMENTS
-
Development of a unique software in the market for automated management of third-party service providers' performance within a 7-month period.
-
Success in securing funding needed through Venture Capital and Innovation Fund troughout 8 months.
-
Structured an outbound sales process with predictable revenue from scratch.
2019-2024
LAŬ | MEDDRIVEN
CEO | CFO
Spearheaded an early-stage SaaS startup as CEO that pivoted in september 2022, adeptly managing multifaceted roles to propel company growth and operational efficiency.
Executed CFO duties by automating organizational processes, enhancing performance tracking, and streamlining financial reporting for optimal transparency. Expertly led contract negotiations, ensuring meticulous oversight of accounting, tax and treasury operations.
Also drove FP&A, leveraging business analytics for strategic decision-making and fostering robust investor relations through successful fundraising initiatives.
Supporting Sales, innovated pricing strategies and refined customer engagement processes, bolstering satisfaction and retention rates. Forged strategic partnerships, significantly broadening market presence and accelerating business expansion.
2014-2019
PRODOCs
DEVELOPED SKILLS
Leadership, Entrepreneurship, adaptability, Teamwork, Innovative Mindset, Problem Solving, Communication, Process Automation, Accounting & Tax, Valuation, FP&A, Sales.
MANAGING PARTNER | COO
Spearheaded diverse consultancy projects at PRODOCs, a healthcare-focused Strategic Financial Consulting firm, to optimize financial performance.
Led projects in account and treasury structuring for efficient financial management and maximized savings through tax recovery strategies. Enhanced operational efficiency by optimizing contracts and driving FP&A projects with data-driven insights. Assessed economic viability of
healthcare businesses.
MAIN ACHIEVEMENTS
-
Spearheaded 3 Market Study projects and 5 Economic Feasibility projects for Hospitals and Medical Clinics in diverse cities across Brazil.
-
Spearheaded the development of a model for surgical protocols and Tables for managed procedures for DASA's CHN.
-
Structured the FP&A process in collaboration with the sales department of a transportation company, resulting in an 8% increase in gross margin.
DEVELOPED SKILLS
2013-2014
Leadership, Teamwork, Problem Solving, Communication, Lifelong Learning, FP&A, Fundraising, Treasury, Accounting & Tax, Reporting to the Board of Directors.
ISG
MAIN ACHIEVEMENTS
-
Implemented a new Rolling-Forecast model achieving better visibility, agility, control, and simplicity.
-
Changed the annual accounting audit process and provided more accurate reporting to the Board of Directors.
CFO
As the CFO of a large Social Health Organization with an annual budget exceeding R$ 700 million, I oversaw key roles such as Treasury, Accounting & Taxes, FP&A, Corporate Governance, financial and strategic reporting for the Board of Directors, Business Development and Partnerships in both public and private sectors, as well as Institutional Relations.
My main achievements include restructuring back-office processes, leading economic viability analysis for healthcare projects across different states, managing budget execution for two Hospital Public-Private Partnerships (PPPs), designing, and implementing hospital’s cost reduction strategies, fostering national and regional partnerships with hospital service providers and conducting negotiations with Medical Groups and Contractors.
2010-2013
FIEB
DEVELOPED SKILLS
Leadership, Teamwork, Problem Solving, Communication, Reporting to the Board of Directors.
HEAD OF INDUSTRIAL DEVELOPMENT
Spearheaded comprehensive Technical Studies & Research to advance technical knowledge and champion industry interests.
Drove the internationalization of Bahia's industrial sector, successfully attracting foreign investments and partnerships. Formulated dynamic strategies for robust industrial expansion and fortified production chains across the state.
Oversaw International Affairs, Thematic Councils,
and provided strategic counsel to the Presidency
on industrial development initiatives.
MAIN ACHIEVEMENTS
-
Mapped the needs of associated industries and aligned them with deliveries, revising the format of reports and technical events, international missions, and thematic committees. With over 20% savings from the annual budget, carried out necessary improvements in the infrastructure dedicated to employees.
DEVELOPED SKILLS
Leadership, Teamwork, Problem Solving, Communication, Lifelong Learning, Innovative Mindset, M&A, FP&A, Fundraising, Treasury, Accounting & Tax, Investment, Reporting to the Board of Directors.
2006-2010
BAHIA SERVIÇOS DE SAÚDE S.A.
PROMÉDICA GROUP
MAIN ACHIEVEMENTS
-
Led the sell-side acquisition process of 62% of Bahia Health Services S.A. shares by Promédica Group and oversaw the integration of hospital operations.
-
Reduced waste and increased gross profit by over 20% in bariatric, orthopedic, and cardiac surgeries.
-
Achieved a 12% growth in hospital revenue through partnerships with healthcare providers and medical groups, introduction of new services (oncology, cardiac surgery, ERCP), and financing of private procedures.
EXECUTIVE DIRECTOR | CFO
Private hospital with a +R$ 150 million annual budget. Oversaw finance, accounting, Tax, HR, IT and Procurement, achieving debt reduction and lower delinquency rates.
Led 12% revenue growth via new services and partnerships in healthcare provision. Enhanced access for low-income patients and implemented a new ERP system.
Key player in hospital's acquisition by Promédica Group, managing sell-side M&A process and
integration.
THE BEGINNING...
2000-2004
2R METALURGIA
PARTNER | FINANCE DIRECTOR
1996-2000
BANCO MODAL | BANCO ICATU
OPERATIONS MANAGER | TRADER
1992-1994
