Fp&a Lead, Value Creation

**Our Essence**:
Patria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually assesses the environment and identifies trends. We quickly adapt our investments and product offering to capture investment opportunities derived from such analysis, delivering consistent results to our clients and creating long-lasting impact for all our stakeholders. We are home to professionals who carry this entrepreneurial spirit as a live and dynamic Partnership, where new members are welcome, and we evolve with their expertise and cultural characteristics. We know how to transform ideas into real business opportunities and are engaged in the development and perpetuation of the Partnership.
**About Patria**:
Patria is made of high performers like you. Behind every result we achieve as a team, there are talented people with unique set of skills: From an entrepreneurial spirit to high a performance mindset. From high-level expertise to a hands-on approach.
It is through these qualities that we have fostered trusting relationships with each of our clients. We proudly highlight our high returns to our investors coupled with our unwavering commitment to ethical values.
That’s why we have been known as the regional and sector specialist in alternative asset management with on-the-ground expertise everywhere we operate. Patria anticipates trends to create long-lasting impact for all our stakeholders for over 35 years. We envision to keep delivering consistent results to better serve our clients.
- This position will be based in our Office in São Paulo in an full in person work model._
**Key Responsibilities**
- Consolidation of Results: Lead the process of consolidating actual results, budgeting, and financial forecasting for over 20 companies in the Patria Private Equity portfolio (and holdings), developing detailed financial models to analyze business scenarios.
- Financial Governance: Responsible for the financial governance report, which includes methodology and cross-sector analyses.
- System Management: Responsible for the development and management of performance consolidation systems (ilevel and Power BI).
- Financial Reports: Prepare and present insightful financial reports to the board and senior management, supporting strategic decision-making.
- Analysis: Support portfolio companies in the preparation, understanding, and depth of analyses in general (e.g., rolling cash forecasts, performance of M&As vs. BP, accounting vs. ilevel reconciliation, goal achievement, debt..).
- Governance Projects: Assist in the development of governance project activities focusing on areas such as risk management, legal, compliance, audits, tax efficiency, corporate restructuring, and M&A transactions.
- Project Management: Manage and monitor strategic financial projects within the portfolio companies.
**Requirements**:
- Educational Background: Bachelor's degree in Finance, Economics, Accounting, or a related field.
- Experience: Minimum of 8 years of solid experience in financial planning and analysis, preferably in dynamic and fast-paced environments.
- Knowledge: Strong understanding of complete financial statements (P&L, cash flow, balance sheet), corporate finance, and business processes.
- Collaboration: Ability to effectively collaborate across teams and influence key stakeholders in decision-making processes.
- Languages: Fluency in English is preferred; proficiency in Spanish is beneficial.
**Work Environment**:
It isn’t just the performance that matters. We also care about the way we achieve our targets. We see our way of working as a differentiator, which contributes to retain the best team, to establish long-term relationships with clients, to expand to other countries, and to attract investors and partners who allow us to generate superior returns:
1. Ethical
2. Aligned to Our Clients' Objectives
3. Associative and Complementary
4. United by a Purpose
5. Disciplined, Criteria-driven and Hands-on
6. Environment that Fosters High-Performance
**Diversity**:
At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.

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