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SOC Attestation
Independent opinion attesting to the commitment of service providers to sound internal controls
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Audit and review of financial statements
Credibility of your company's accounting activities in accordance with the legislation in force
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Assurance of Non-Financial Reports
It aims to meet the needs of the business, being able to contemplate different bases and sectorial and global development guidelines
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Assurance of Integrated Reporting and Sustainability Reports
Differential for rendering accounts and demonstrating the engagement of organizations in relation to sustainable practices and their generation of value
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Assistance in accounting definitions
Quality, comparability and transparency of financial information in your company
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Accounting, Labor and Tax Compliance
Permanent diagnostics and advice to raise the level of controls and mitigate risks
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Pre-Audit Diagnosis
Diagnostics capable of offering support according to the purpose and needs of the business
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Assessment reports for consolidations, spin-offs, and mergers
Technical evaluation of net assets at book value or of net assets adjusted to market prices
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Capital Markets
Complete analysis and preparation for strategic fundraising operations
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Business Consulting
Approaches compatible with technologies that support corporate decision-making and stimulate innovation
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Strategy & Transactions
Performance of operations and capital structure to enable more efficient corporate transactions
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FIDS – Forensic, Investigation & Dispute Services
Identification, protection and prevention of risks to preserve business integrity and security
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Risk and Compliance - BRS
Risk management, process improvement to achieve strategic objectives
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Business Restructuring and Recovery
Assertive plans and agile actions to recover your company's strategy and performance
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Global Mobility Services
International mobility programs in compliance with local tax legislation and optimized costs
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Home page
Financial Statements
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Transfer Pricing
Review or elaboration of calculations that allow the most assertive compliance in operations abroad
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Labor & Social Security
Identification of existing risks and opportunities according to the current moment and future perspectives
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Direct tax
Agile strategies for complying with laws and enabling regional and sectoral tax incentives
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Indirect tax
Specialized support capable of increasing legal certainty involving different laws and jurisprudence
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International Tax
Analysis and planning of scenarios in different jurisdictions, with integration into the Brazilian scenario
Qualifications
Bachelor's degree in Business Management from Universidade Presbiteriana Mackenzie, in Accounting Sciences from Trevisan Business School, and a MBA in Finances from FIA-USP. The executive is also certified in International Financial Reporting Standards (IFRS) by ACCA, actively registered with the CRC (Brazilian Regional Accounting Council), in addition to being a certified auditor of entities regulated by the CVM and entities regulated by the BCB.
Experience
More than 15 years of professional experience in providing auditing and advisory services to large, medium and small national and international financial institutions. He works on advisory projects in financial and accounting risk management, especially in matters related to financial instruments, in addition to due diligence processes, review and implementation of internal controls.
Expertise in Brazilian and international accounting standards (BRGAAP, IFRS, USGAAP), in Brazilian and international auditing standards (BRGAAS, ISA, AICPA, PCAOB), as well as in standards related to internal processes and controls (COSO).
Among the companies served are multiple, commercial and investment banks, investment funds including structured funds and private equity funds, brokers and distributors, insurance companies, private pension entities and fintechs.
The executive is one of the authors of the International Accounting Standards Manual, published on January 2009 by Editora Atlas and has specialization in implementation and review of Hedge Accounting.