Caroline Silva
Vancouver
Summary
Finance and Industrial Engineering professional with 5+ years of experience in financial analysis, expense management, forecasting, and performance reporting in high-demand environments. Experienced in monitoring KPIs, developing dashboards, and providing actionable insights to support strategic decision-making. Skilled in Excel, process optimization, and cross-functional collaboration. Completed Post-Baccalaureate Diploma in Finance at Douglas College (Aug 2025).
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Administrative Associate (Middle Office)
Banco BV
São Paulo
01.2018 - 01.2022
- Supported compliance, reporting, and corporate expense management, including corporate card programs and employee reimbursements.
- Improved accuracy and efficiency in transaction processing and financial reporting.
- Delivered insights on expense trends to leadership, aiding cost optimization initiatives.
Commercial Analyst / Trading Desk
Banco BV
São Paulo
01.2018 - 01.2022
- Developed dashboards and analytical tools to improve visibility and transparency of financial and operational performance, supporting planning and forecasting initiatives (FP&A).
- Supported planning, forecasting, and analysis of operational expenses, contributing to cost optimization and departmental efficiency.
- Monitored KPIs and prepared performance reports, providing actionable insights for leadership decision-making.
Junior Trader
Banco BV
São Paulo
01.2018 - 01.2022
- Executed trades and monitored portfolio performance, providing market analysis and reporting to support risk management and strategic decisions.
- Participated in operational process improvements to enhance efficiency and accuracy.
Equity Sales Trader
XP Inc.
São Paulo
03.2022 - 03.2023
- Prepared weekly and monthly performance and variance reports, providing leadership with timely intelligence for strategic decisions and expense management.
- Supported retail and institutional clients with analysis, market insights, and trade execution.
- Identified opportunities for process improvements, enhancing financial reporting workflows.
Pleno Equity Sales Trader
Lifetime Investimentos
São Paulo
03.2023 - 07.2023
- Monitored client portfolio KPIs and delivered actionable financial insights supporting investment decisions and performance optimization.
- Contributed to operational process enhancements, improving efficiency and reporting accuracy.
- Collaborated cross-functionally to identify opportunities for cost reduction and performance improvement.
Student Assistant, Finance Department
Douglas College
New Westminster
01.2024 - 09.2024
- Built and tested financial analysis tools and dashboards to enhance student understanding of Excel, data analysis, and forecasting concepts, aligned with FP&A practices.
- Collaborated with instructors to optimize course content, improving comprehension of financial reporting, budgeting, and performance metrics.
- Provided one-on-one support to students, reinforcing analysis skills, problem-solving, and data-driven decision-making.
Administrative Assistant
Nosso Ar Refrigeração e Climatização
São Paulo
02.2016 - 06.2017
- Managed financial and administrative processes, including invoices, supplier accounts, and reconciliations, improving operational efficiency and accuracy of expense reporting.
- Implemented workflow and reporting process improvements, enabling data-driven insights for management decision-making.
- Supported ad hoc projects, providing financial analysis and recommendations to optimize operational performance.
Education
Post-Baccalaureate Diploma - Finance
Douglas College
08.2025
Bachelor’s Degree - Industrial Engineering
Universidade Presbiteriana Mackenzie
12.2021
High School with Technical Diploma - Business Administration
ETEC Irmã Agostina
01.2015
Skills
- Financial Planning & Analysis (FP&A)
- Forecasting
- Budgeting
- Retail & Operational Expense Management
- Performance Monitoring
- KPI Reporting
- Financial Reporting
- Data Analysis
- Microsoft Excel (Advanced)
- Financial Modeling
- Process Improvement
- Six Sigma Green Belt
- Cross-functional Collaboration
Certification
- Six Sigma Green Belt
- PQO Operações
- CEA (Certified Investment Specialist – Brazil)
Timeline
Student Assistant, Finance Department
Douglas College
01.2024 - 09.2024
Pleno Equity Sales Trader
Lifetime Investimentos
03.2023 - 07.2023
Equity Sales Trader
XP Inc.
03.2022 - 03.2023
Senior Administrative Associate (Middle Office)
Banco BV
01.2018 - 01.2022
Commercial Analyst / Trading Desk
Banco BV
01.2018 - 01.2022
Junior Trader
Banco BV
01.2018 - 01.2022
Administrative Assistant
Nosso Ar Refrigeração e Climatização
02.2016 - 06.2017
Post-Baccalaureate Diploma - Finance
Douglas College
Bachelor’s Degree - Industrial Engineering
Universidade Presbiteriana Mackenzie
High School with Technical Diploma - Business Administration
ETEC Irmã Agostina
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