9 Empregos para Cfp - Brasil
Private Banker - Consultor de investimentos (CVM, CEA, CFP)
Publicado há 4 dias atrás
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VAGA PARA NÍVEL BRASIL
Se você já é do mercado financeiro, e pensa em atuar em um modelo 100% alinhado com os interesses do cliente, podendo utilizar diversas plataformas (como BTG, XP, Ágora, Safra, C6.), recebendo um repasse atrativo, venha conversar conosco e conhecer o projeto da API CAPITAL Investimentos.
Em pouco mais de 2 anos de estrada superamos a marca de 400 clientes e ~R$700 milhões sob consultoria, contamos com uma estrutura de apoio ao banker com o uso de sistemas de terceiros (consolidador, CRM) e sistemas proprietários.
Responsabilidades
- Prospeção de clientes;
- Elaboração de planos de investimento personalizados para seus clientes, com recomendações sem conflito de interesse;
- Acompanhar e avaliar o desempenho dos investimentos dos clientes e fazer ajustes quando necessário;
- Estudar, estudar e estudar. Para poder entregar um trabalho diferenciado para seu cliente.
Buscamos profissionais que já possuem acima de R$ 25 milhões de carteira e que aceitem modelo de remuneração 100% variável.
Private Banker - Consultor de investimentos (CVM, CEA, CFP)
Hoje
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Descrição Do Trabalho
VAGA PARA NÍVEL BRASIL
Se você já é do mercado financeiro, e pensa em atuar em um modelo 100% alinhado com os interesses do cliente, podendo utilizar diversas plataformas (como BTG, XP, Ágora, Safra, C6.), recebendo um repasse atrativo, venha conversar conosco e conhecer o projeto da API CAPITAL Investimentos.
Em pouco mais de 2 anos de estrada superamos a marca de 400 clientes e ~R$700 milhões sob consultoria, contamos com uma estrutura de apoio ao banker com o uso de sistemas de terceiros (consolidador, CRM) e sistemas proprietários.
Responsabilidades
- Prospeção de clientes;
- Elaboração de planos de investimento personalizados para seus clientes, com recomendações sem conflito de interesse;
- Acompanhar e avaliar o desempenho dos investimentos dos clientes e fazer ajustes quando necessário;
- Estudar, estudar e estudar. Para poder entregar um trabalho diferenciado para seu cliente.
Buscamos profissionais que já possuem acima de R$ 25 milhões de carteira e que aceitem modelo de remuneração 100% variável.
Product Owner - Wealth Management
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About the Role
We are seeking a Business Analyst to drive requirements gathering, user interface design, and functional specifications for a high-impact greenfield initiative: a new wealth management platform built on Oracle Database, with a Java backend and Angular frontend. You will play a central role in shaping the application from the ground up and leveraging AI to accelerate and improve the delivery of requirements.
Key Responsibilities
- Collaborate with stakeholders to capture and refine business requirements, ensuring clarity, accuracy, and completeness.
- Partner with UI/UX designers and developers to define and validate UI requirements and user journeys.
- Break down requirements into PBIs (Product Backlog Items) to support Agile delivery.
- Document technical aspects for the UI, backend services, and integrations, ensuring developers understand what is needed.
- Apply AI-driven tools and methods to accelerate requirement gathering, analysis, and documentation.
- Contribute to building internal tools and accelerators that can be leveraged across projects.
- Ensure requirements align with wealth management best practices, including security, goal planning, and regulatory compliance.
Required Qualifications
- Proven experience as a Business Analyst in wealth management.
- Ability to understand UI design and development from the ground up and translate UI/UX needs into actionable requirements.
- Familiarity with Oracle, Java, and Angular technologies.
- Strong understanding of services architecture to effectively communicate requirements to developers.
- Innovative mindset and strong interest in leveraging AI to improve processes and accelerate requirement delivery.
- Excellent communication skills and ability to thrive in a fast-paced, greenfield environment.
- Curiosity and proactive attitude toward building tools and processes that benefit other projects using AI.
Location : Tampa, US (Hybrid – 50% in the office) – as a Contractor
OR remote from Brazil – as a Contractor
Product Owner - Wealth Management
Hoje
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Descrição Do Trabalho
About the Role
We are seeking a Business Analyst to drive requirements gathering, user interface design, and functional specifications for a high-impact greenfield initiative: a new wealth management platform built on Oracle Database, with a Java backend and Angular frontend. You will play a central role in shaping the application from the ground up and leveraging AI to accelerate and improve the delivery of requirements.
Key Responsibilities
- Collaborate with stakeholders to capture and refine business requirements, ensuring clarity, accuracy, and completeness.
- Partner with UI/UX designers and developers to define and validate UI requirements and user journeys.
- Break down requirements into PBIs (Product Backlog Items) to support Agile delivery.
- Document technical aspects for the UI, backend services, and integrations, ensuring developers understand what is needed.
- Apply AI-driven tools and methods to accelerate requirement gathering, analysis, and documentation.
- Contribute to building internal tools and accelerators that can be leveraged across projects.
- Ensure requirements align with wealth management best practices, including security, goal planning, and regulatory compliance.
Required Qualifications
- Proven experience as a Business Analyst in wealth management.
- Ability to understand UI design and development from the ground up and translate UI/UX needs into actionable requirements.
- Familiarity with Oracle, Java, and Angular technologies.
- Strong understanding of services architecture to effectively communicate requirements to developers.
- Innovative mindset and strong interest in leveraging AI to improve processes and accelerate requirement delivery.
- Excellent communication skills and ability to thrive in a fast-paced, greenfield environment.
- Curiosity and proactive attitude toward building tools and processes that benefit other projects using AI.
Location : Tampa, US (Hybrid – 50% in the office) – as a Contractor
OR remote from Brazil – as a Contractor
Manager, Financial Planning & Analysis
Publicado há 24 dias atrás
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_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Manager, Financial Planning & Analysis
Who is Mastercard?
Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.
Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
Overview
The Brazil Local Finance - FP&A team is looking for a Manager FP&A to drive our customer experience strategy forward by consistently innovating and problem-solving. The ideal candidate is passionate about the customer experience journey, highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.
Role
- Gathering raw data from Hyperion, MyMPA, etc
- Structuring information (criteria and process definition)
- Measuring Business and Financial KPIs
- Building reports, dashboard, tools, P&Ls (Products, Merchants, etc)
- Updating recurring reports and presentation
- Consolidating Forecast, Budget for Brazil
- Supporting Regional information requests
- Ad Hoc Reports for Brazil
All About You
The ideal candidate for this position should:
- Proven work experience within Finance / FP&A organization.
- Hands-on experience with financial and statistical software
- Expertise in MS Excel (creating spreadsheets and using advanced formulas)
- Familiarity with finance databases
- Understanding of Enterprise Resource Planning systems (ERP)
- Excellent analytical skills
- Ability to present financial data using detailed reports and charts
- Demonstrable strategic thinking skills
- Confidentiality in handling sensitive financial information
- BS degree in Finance, Accounting or Economics
- Fluency in English
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Analyst, Financial Planning and Analysis
Publicado há 6 dias atrás
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ABOUT WHIRLPOOL CORPORATION
Whirlpool Corporation (NYSE: WHR) is a leading kitchen and laundry appliance company, in constant pursuit of improving life at home and inspiring generations with our brands. The company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including Whirlpool, KitchenAid, JennAir, Maytag, Amana, Brastemp, Consul, and InSinkErator. In 2023, the company reported approximately $19 billion in annual sales, 59,000 employees, and 55 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com.
**The team you will be a part of**
The Latin America Financial Planning & Analysis (LAR FP&A) team is responsible for consolidating and analyzing the financial performance of the entire Latin America region, delivering insightful reports to the global corporate team and regional senior leadership.
Our scope includes regional financial closings, historical performance analyses, and the development of monthly, quarterly, annual, and long-range (LRP) outlooks. We focus on the key financial statements of the business - Profit & Loss (P&L), Cash Flow, and Working Capital - providing a comprehensive and strategic perspective of both business results and market trends.
The team is dynamic, highly analytical, and business-oriented, with a broad view of the company and the region.
**This role in summary**
We are seeking a Analyst - Financial Planning & Analysis (FP&A) to join the LAR FP&A team.
In this role, you will support the consolidation, reporting, and analysis of the region's financial performance, partnering closely with both country teams and our shared services center to ensure accurate and timely deliverables. You will also help identify and implement process improvements to increase efficiency and accuracy in our reporting and forecasting routines.
This position offers an excellent opportunity for an analytical and detail-oriented finance professional to develop regional experience, strengthen business acumen, and contribute to operational and process enhancements.
**Your responsibilities will include**
+ _Prepare accurate financial reports, presentations, and outlooks (monthly, quarterly, annual, and LRP) for regional and global leadership._
+ _Support variance analysis by identifying key drivers, risks, and opportunities._
+ _Partner with the shared services center to review and improve FP&A and FCF processes, ensuring timely, accurate, and standardized deliverables._
+ _Assist in ad hoc analyses and scenario modeling to support decision-making._
+ _Proactively suggest and help implement process and reporting improvements to enhance efficiency and transparency._
+ _Ensure compliance with internal controls, corporate policies, and reporting standards._
**Minimum requirements**
+ _Bachelor's degree in Finance, Accounting, Economics, Business Administration, Engineering, or a related field._
+ _2-4 years of experience in financial planning & analysis, financial reporting, or business analysis, preferably in a multinational or regional environment._
+ _Strong understanding of financial statements (P&L, Cash Flow, Working Capital) and experience with budgeting, forecasting, and variance analysis._
+ _Strong analytical skills, with the ability to work with large volumes of data and extract meaningful insights._
+ _Solid communication and interpersonal skills to collaborate effectively with different teams and geographies._
+ _Advanced or fluent English._
**Preferred skills and experiences**
+ _Ability to manage multiple priorities and deadlines in a dynamic setting._
+ _Advanced proficiency in Data Analytics, Data Lake and Microsoft Excel (including complex financial modeling) and financial reporting tools._
+ _Experience working with shared services or centralized reporting structures._
+ _Advanced or fluent Spanish_
**What we offer**
+ _One day of home office per week;_
+ _Flexible schedule_
+ _"No dress code"._
+ _Wellhub_
+ _Transportation voucher, Shuttle buses or Free parking at the company;_
+ _Food voucher;_
+ _Meal on site;_
+ _Benefits such as payment-deducted or social loans, health plan, dental plan, life insurance, and private pension plan compatible with the market;_
+ _Employee Support Program, with 24-hour assistance from legal, social, financial, social workers, and psychologists;_
+ _Daycare assistance or Nursery at the company;_
+ _Services available on-site: beauty and aesthetics salon, internal bank agency, laundry, cafeteria, restaurant, and lactation room;_
+ _Two weeks of remote work from anywhere;_
+ _After 5 years with the company, eligible employees can take four weeks of paid leave;_
+ _Discount on products through Compra Certa._
+ _Discount on insurance (pet, auto, home, bike, travel, and more)_
+ _Extended maternity/paternity leave_
**Additional information**
_This position is located in São Paulo, Brazil, about 15 minutes away from Sacomã Metro station on the Green Line. Here is where our Spare Parts Distribution Center and the Administrative Headquarters of the following departments are concentrated:Compra Certa (e-commerce), Technology, Customer Service, Logistics, Controllership, Treasury, Tax, Legal, Human Resources, Communication, Supplies, and Digital._
Connect with us and learn more about Whirlpool Corporation
See what it's like to work at Whirlpool by visiting Whirlpool Careers ( . Additional information about the company can be found on Facebook ( , Twitter ( , LinkedIn ( , Instagram ( and YouTube ( .
Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.
Sr. Professional I, Financial Planning & Analysis
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Sr. Professional I, Financial Planning & Analysis
Job Description
We're Concentrix. The global technology and services leader that powers the world's best brands, today and into the future. We're solution-focused, tech-powered, intelligence-fueled. With unique data and insights, deep industry expertise, and advanced technology solutions, we're the intelligent transformation partner that powers a world that works, helping companies become refreshingly simple to work, interact, and transact with. We shape new game-changing careers in over 70 countries, attracting the best talent.
Our game-changers around the world have devoted their careers to ensuring every relationship is exceptional. And we're proud to be recognized with awards such as "World's Best Workplaces," "Best Companies for Career Growth," and "Best Company Culture," year after year.
Join us and be part of this journey towards greater opportunities and brighter futures.
The Global Opex team is responsible for managing the financial planning & analysis, budget monitoring, conceptualizing & operationalizing analytical reports for decision support, and ensuring that the company's accounting procedures & reporting conform to generally accepted accounting principles. The team helps in decision-making regarding Opex with focus on trends, critical metrics, efficiency and commercial improvements for accounts/organization.
**What you will do in this role**
In everything we do, we believe in doing right by and for people - our clients, their customers, our people, our community, and our planet.
+ Monthly financial reporting and analysis of performance for Global IT Opex
+ Assist in month end closing and make sure the accruals for opex functions are in right balance.
+ Understand financial aspects of the IT business and highlight the opportunities for savings and risks
+ Perform modeling and financial analysis relating to investments
+ Work with Senior Executives to drive cost reductions and process improvement
+ Coordinate and prepare annual budgets and quarterly forecasts for expense and capital
+ Analyze key drivers of costs to implement actionable measures
+ Performing duties during month-end financial close processes
+ Analyzing and reporting current and past financial data
+ Suggesting budgets and forecasts and process improvements
+ Exploring cost opportunities and work with various departments to drive cost efficiency
+ Developing initiatives and policies that may improve financial growth
+ Performing ad-hoc analyses as needed
**Your qualifications**
We embrace our game-changers with open arms, people from diverse backgrounds, who are curious and willing to learn. Your natural talent to help others and go beyond WOW for our customers will fit right in with what we do and who we are.
Concentrix is a great match if you have:
+ Degree in F&A from a university or a professional F&A certification;
+ 10+ years of relevant work experience in Finance;
+ Excellent analytical & Strong communication skills, both written and verbal;
+ Proven experience collaborating with international stakeholders in a global business environment
It will be a plus if you:
+ Proficient in Microsoft Office suite of applications,
+ Demonstrated ability to multi-task, prioritize, and meet timelines on deliverables.
+ Self-starter, sense of urgency, and works well under ambiguity
+ Sense of professionalism and ability to develop relationships
+ Strong attention to detail
**What's in it for you**
We challenge conventions to deliver outcomes unimagined by creating customer experiences that go beyond WOW.
In this role, we offer benefits that help support your unique lifestyle:
+ Work from Home
_To be considered for this position, please ensure your application includes an updated resume in English. Applications without this requirement may not be reviewed._
**Power the best version of you!**
At Concentrix, we invest in our game-changers because we know that when our people thrive, our clients and their customers thrive.
If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440k+ game-changers around the globe call Concentrix their "employer of choice."
**Concentrix is an equal opportunity employer**
_We're proudly united as one team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, age, gender identity, sexual orientation, religion, ethnicity, family or parental status, national origin, disability, or any other classification protected by applicable national laws._
Location:
PHL Work-at-Home
Language Requirements:
English (Required)
Time Type:
Full time
**If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents (
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Planning, Financial & Support Professional - Consultor Sr
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Descrição do perfil:
Responsável pelas atividades de planejamento financeiro e orçamento bem como contratações e aquisições, realizando o acompanhamento de orçado e realizado, forecast, provisão bem como rotinas nos sistemas de suporte e condução de processo de contrações e pagamentos de fornecedores para garantir o adequado controle financeiro e operacional.
Principais Atividades:
- Aplicar as diretrizes estabelecidas pela empresa em linha com as políticas e procedimentos internos (ex.: financeiro, aquisições e contratações, contas a pagar, entre outras)
- Suportar a área na resolução de dúvidas relativas ao tema de Planejamento e Controle- Suportar na elaboração do Plano Industrial
- Elaborar orçamentos (Budget / Forecast) - CAPEX e OPEX
- Elaborar prévias e provisões financeiras
- Suportar nas atividades relacionadas ao fechamento contábil
- Acompanhar os contratos da área
- Suportar nas atividades relacionadas as operações do Sistema SAP para cargas de informações, bem como acompanhamento e conferências
- Realizar a gestão e arquivamento de documentos da área que suportam a atividade
- Suportar nas atividades relacionadas aos pagamentos da área
- Revisar, aprimorar, consolidar e reportar KPIs da área referente ao tema
- Suportar o processo de contratação de fornecedores para os projetos relativos ao tema da área;
- Acompanhar e elaborar estudos de tendências e melhores práticas de mercado, sugestões de melhoria interna e aprimoramento contínuo dos processos;
- Elaborar e validar a viabilidade econômica projetos de investimentos / iniciativas de otimização;
- Suportar o processo de aprovação dos projetos de investimentos nas reuniões de CAC;
- Consolidar e analisar as variações Real x Plan;
- Elaborar relatórios mensais de acompanhamento dos investimentos;
- Consolidar e analisar analises ex-post dos projetos de investimentos.
Conhecimento, experiência e formação:
- Budget Management;
- Pacote Office- Conhecimento de Processos, Normativos e Legislações Específicas (ex.: Compras, Contas a Pagar, Financeiro, similares)
- Experiencia em processos de negócios, aquisição de bens e serviços, suprimentos, PDCA, Forecast
- Formação superior completa: Adm, Economia, tecnologia da informação;
Planning, Financial & Support Professional - Consultor Sr
Hoje
Trabalho visualizado
Descrição Do Trabalho
Descrição do perfil:
Responsável pelas atividades de planejamento financeiro e orçamento bem como contratações e aquisições, realizando o acompanhamento de orçado e realizado, forecast, provisão bem como rotinas nos sistemas de suporte e condução de processo de contrações e pagamentos de fornecedores para garantir o adequado controle financeiro e operacional.
Principais Atividades:
- Aplicar as diretrizes estabelecidas pela empresa em linha com as políticas e procedimentos internos (ex.: financeiro, aquisições e contratações, contas a pagar, entre outras)
- Suportar a área na resolução de dúvidas relativas ao tema de Planejamento e Controle- Suportar na elaboração do Plano Industrial
- Elaborar orçamentos (Budget / Forecast) - CAPEX e OPEX
- Elaborar prévias e provisões financeiras
- Suportar nas atividades relacionadas ao fechamento contábil
- Acompanhar os contratos da área
- Suportar nas atividades relacionadas as operações do Sistema SAP para cargas de informações, bem como acompanhamento e conferências
- Realizar a gestão e arquivamento de documentos da área que suportam a atividade
- Suportar nas atividades relacionadas aos pagamentos da área
- Revisar, aprimorar, consolidar e reportar KPIs da área referente ao tema
- Suportar o processo de contratação de fornecedores para os projetos relativos ao tema da área;
- Acompanhar e elaborar estudos de tendências e melhores práticas de mercado, sugestões de melhoria interna e aprimoramento contínuo dos processos;
- Elaborar e validar a viabilidade econômica projetos de investimentos / iniciativas de otimização;
- Suportar o processo de aprovação dos projetos de investimentos nas reuniões de CAC;
- Consolidar e analisar as variações Real x Plan;
- Elaborar relatórios mensais de acompanhamento dos investimentos;
- Consolidar e analisar analises ex-post dos projetos de investimentos.
Conhecimento, experiência e formação:
- Budget Management;
- Pacote Office- Conhecimento de Processos, Normativos e Legislações Específicas (ex.: Compras, Contas a Pagar, Financeiro, similares)
- Experiencia em processos de negócios, aquisição de bens e serviços, suprimentos, PDCA, Forecast
- Formação superior completa: Adm, Economia, tecnologia da informação;