Rafael Mazaia Mosca Lobo

Analista de FP&A Sênior | Valuation e Business Plan | Porto Bank @ Porto

About

Economist with experience in M&A, Valuation, Fundamental Analysis, and commercial roles in the financial market. Skilled in financial modeling, DCF, multiples, decision-making support, and preparation of materials for M&A transactions. CNPI-certified and holds an MBA in Investments and Private Banking from Ibmec. Check out my Valuation Sample of BTG Pactual at the link below: https://bit.ly/sample_btg

Country

Brazil

City

São Paulo

Industry

Banking

Skill

International Finance, Financial Markets, Teamwork, Credit Analysis, Leadership, Customer Relationship Management (CRM), Customer Service, Financial Services, Mergers & Acquisitions (M&A), Sales Processes, Sales Management, Sales, Business, Banking Services, Communication, Stock Market, Financial Analysis, Financial Accounting, Financial Modeling, Inglês

Experience

Analista de FP&A Sênior | Valuation e Business Plan | Porto Bank

Porto

2025-11 - Present · 11 mos

São Paulo, Brasil

M&A and Valuation Analyst

GlobalTrevo Consulting

2023-7 - 2025-11 · 2 yrs 5 mos

São Paulo, São Paulo, Brasil

Experience in company valuation, with emphasis on Discounted Cash Flow (DCF), market multiples, and book value approaches. Skilled in financial modeling for scenario simulations and decision support. Conducts fundamental analysis, integrating operational, financial, and strategic aspects. Proficient in interpreting and structuring financial statements (P&L, Balance Sheet, and Cash Flow). Prepares key M&A materials, including teasers, information memorandums, and investor presentations. Supports due diligence processes, working alongside legal, accounting, tax, and operational teams. Experience managing virtual data rooms and maintaining relationships with internal and external stakeholders.

Financial Advisor

EQI INVESTIMENTOS

2021-6 - 2022-3 · 10 mos

Florianópolis, Santa Catarina, Brazil

My responsibility was to capture new clients and distribute investment products. • Featured among the team's best NPS scores.

Sales Development Representative

EQI INVESTIMENTOS

2020-10 - 2021-5 · 8 mos

Florianópolis, Santa Catarina, Brazil

My responsibility was to prospect new clients.

Intern

TemporadaLivre

2018-3 - 2019-2 · 1 yr

Maringá, Paraná, Brazil

My responsibility was to manage accounts receivable and assist with administrative and financial reports.

Education

Ibmec

Investimentos e Private Banking

2020-8 - 2022-12 · 2 yrs 5 mos

Universidade Estadual de Maringá

Economics

2015 - 2019 · 4 yrs

> Students' union of Economics José James da Silveira (CAECO) – 2015- 2018 Member of the Board of Directors of UEM – 2017-2018. • Responsible for exercising administrative guidance and monitoring the budget and financial execution of the university. Secretary-General – 2017-2018. • Responsible for all the bureaucratic and documental part of the institution. Treasurer – 2015-2016. • Budgetary and operational planning of the institution as well as cash flow control.