Douglas Schöpfer Pimenta

• Gestão de Controladoria, Planejamento e Análise: Gestor responsável pelo financeiro, contábil, societário, tributário e gerencial das empresas do grupo. Apoio na criação de modelos de M&A e revisão da estrutura de custos e despesas da sociedade. • Gestão do Time de Operações: apoio gerencial nas atividades da área e apoio operacional na gestora de fundos de investimento e carteiras administradas. • Relacionamento com bancos e gestoras: ponto de contato entre a casa, bancos, gestoras e DTVMs parceiros. Responsável pela execução das Due Dilligences e Know Your Partners da gestora.

Controlling, Planning and Analysis Management: Supervised and continuously improved controlling, financial planning, and performance analysis processes, implementing robust financial practices to ensure accurate and reliable accounting and financial information. Relationship with Financial Institutions: Established and maintained strategic relationships with banks and financial institutions, negotiating and structuring credit operations to secure favorable conditions aligned with the company's capital requirements. Business Plan Restructuring: Leadership in restructuring the five-year business plan, defining financial and strategic goals for all areas of the company. Development and implementation of detailed budget by area, promoting efficient and results-oriented financial management.

Definition of Business Strategies: Leadership in the definition and execution of comprehensive business strategies, including fundraising and preparation of budget by area. Effective management of multifunctional teams, promoting a collaborative and results-oriented environment. Strategic Relationship: Development and maintenance of strategic relationships with customers, partners and associates, ensuring alignment with business objectives and promoting sustainable partnerships. Implementation and Support of Services: Responsible for implementing technological solutions for customers and continuously supporting services, ensuring a high level of customer satisfaction and loyalty. Executive Committee Member: Actively participated in the company's Executive Committee, contributing to strategic decision-making and providing valuable insights for the global direction of the organization.

Controlling and Financial Management: Acting as company controller, managing cash, accounting, tax and legal issues, ensuring compliance and financial efficiency. Implementation of Units and Supplier Management: Responsible for implementing the company's three inaugural units and managing suppliers, ensuring quality and punctuality in the delivery of services and products. Development of B2B and B2C Business Models: Development and implementation of business models for the B2B and B2C segments, promoting sustainable growth and market expansion. Executive Committee Member: Active member of the company's Executive Committee, contributing to the definition of corporate strategies and high-level decision-making.

ERPs Analysis and Definition: Analysis of ERPs available on the market and defining the most suitable tool for the company. Team Management: Coordination of internal and third-party teams, including Oracle partners, implementers and support partners. Functional Requirements Documentation: Creation of detailed documentation of functional requirements based on system definitions and business needs. Development and Setup: Monitoring the technical development and functional setup of solutions, ensuring the validation of milestones, final approval and Go Live. Monitoring and Status Reporting: Constant monitoring of the status of initiatives, with regular reports to the board and sponsors, including risk management, scope and budget. Planning e Rollout: Cutover plan elaboration, conducting the rollout and handover process for the support team.

ERP Implementation and Support: Responsible for implementing new modules and supporting Microsoft Dynamics AX ERP. Functional Documentation: Creation of functional and didactic documentation of the integrations developed, ensuring clarity and usability. Policy Development: Creation and implementation of policies for the financial area, effective communication of new guidelines and monitoring of processes. P&L Execution: Participation in the management closing process, compiling, analyzing and producing the monthly P&L report.

Management Report: Responsible for management reporting to minority partners and the Swiss controlling company (Julius Bär), ensuring transparency and accuracy in financial information. Intermediary Payment Flow: Institutionalization and optimization of the intermediary payment flow, promoting efficiency and control. IT Projects Collaboration: Mapping and defining functional and technical requirements for improvements to internal systems. Accounting Conciliation and Budget Management: Responsible for the company's accounting reconciliation, in addition to executing and monitoring the budget, ensuring alignment with financial goals.

Optimization of Accounting Closing Processes: Reduction in the number of business days for accounting closing, improving the efficiency of financial processes. Executive Committee Materials: Participation in monthly accounting closing meetings and responsible for preparing data for the Executive Committee. Annual Management Closing: Responsible for coordinating and executing the final annual management closing.

Reporting Systems Development: Creation of monthly reporting systems for assets, revenues, net new money and customers, providing detailed insights for management. Portfolio Compliance System Implementation: Implementation of a portfolio compliance system by business area and relationship manager, ensuring regulatory compliance. Introduction of New Reports: Introduction of new synthetic and analytical reports, supporting the definition of business strategies. Exposure Analysis by Customer: Survey of exposure per client to issuers of securities and specific products for the commercial area, providing a detailed risk view. Commercial Committee Material: Responsible for preparing material for the Commercial Committee and presenting it to department heads. Participation in the Acquisition Transition: Active participation during the acquisition transition, ensuring a smooth and efficient integration.

Commercial Support: Assistance in maintaining large wealth accounts, meeting customer needs and providing administrative support to the commercial team.

Leadership in the organizational restructuring of the sales and R&D areas. Active participation as an evaluator in two of the company's selection processes, involving more than 200 applicants with an approval rate of just 10%. Effective management of more than 10 project teams, including coordination of research teams located outside of São Paulo (Amsterdam, Netherlands and Recife, Pernambuco). Responsible for the partnership between McKinsey and FGV's Junior Company. Lecture at the 6th Entrepreneurship Week at FGV EAESP with the theme “Feasibility Study Methodology and McKinsey Problem Structuring Methodology” aimed at entrepreneurs.