Financial Transformation Expert

Há 4 dias


São Paulo, Brasil beBeeTransformation Tempo inteiro

Our Global Transaction Banking (GTB) team is seeking an experienced financial professional to join our Sao Paulo-based transformation initiatives. As a senior expert, you will lead impactful projects in the financial industry, focusing on corporate banking solutions, trade finance, and cash management. Key Responsibilities: Conduct gap analysis, requirements gathering, and validation to define practical solutions and perform comparative assessments with a strategic focus on GTB. Drive and support initiatives in Trade Finance & Working Capital and Cash Management, including documentary trade, factoring/receivables finance, supply chain finance/export & agency finance, and cash pooling/sweeping/virtual accounts/liquidity dashboards. Plan, oversee, and coordinate project deliverables within defined time and cost parameters. Prepare and deliver project reporting to senior management through presentations and executive updates. Coordinate workshops and meetings with internal and external stakeholders for strategic alignment and requirements validation. Define and execute testing initiatives in collaboration with IT teams. Evaluate and ensure alignment and coordination between Business, IT, Operations, Risk, and other stakeholders to meet client needs. Support change management and successful adoption of new systems or processes. Must-Have Qualifications: Knowledge of PIX rules, reconciliation, and immediate settlement. Understanding of Brazilian regulations (BACEN) and international trade finance standards. Proven experience participating in the implementation of PIX, including setup, rules, reconciliation, and immediate settlement. Minimum 3 years of experience in financial consulting, institutional or corporate banking, or related sectors. Hands-on expertise in GTB with working knowledge in at least one of the following areas: Trade Finance & Working Capital, Cash Management. Proven skills in requirements gathering, senior-level reporting, IT liaison, and testing. Familiarity with corporate banking platforms such as Finastra, Temenos, Oracle Flexcube, Kyriba, or similar. Experience with digital and API-based GTB solutions. Fluent English (written and spoken). Spanish is a strong plus. Nice to Have: Experience with ERP/Treasury Management Systems (TMS) such as SAP Treasury, Kyriba, Oracle Treasury, or Finastra. Familiarity with process automation (RPA) and liquidity dashboards (Power BI, Tableau). Experience in operational and liquidity risk management. Exposure to cross-border payments, FX, and international trade finance projects. Proficiency in agile methodologies (Scrum, Kanban), workshop facilitation, and requirements discovery. Relevant certifications such as CPA-20, CTP, CFA; graduate degrees (Master's or specialization) in Finance, Economics, International Business, or Risk Management.



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