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Felipe Teixeira Holzmann

Felipe Teixeira Holzmann

Data/BI Analyst

Roquette | São Paulo, Brazil

Technologies

My Portfolio Highlights

My New Track

SQL Fundamentals

My New Course

Introduction to Python

My New Project

Analyze International Debt Statistics

Data juggler, effortlessly balancing variables to unlock insights.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to Python

course

Intermediate Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Roquette | Oct 2021 - Present

BI / Dashboard Analyst

N/A

China Construction Bank (CCB Brasil) | May 2018 - Nov 2021

Business Intelligence-Analyst

Planing and Finance Department - Business Intelligence Division • Support Corporate Business management with reports and studies; • Help to implement set of methodologies, processes and tools to change raw data into meaningful and useful information to enable a better strategic, tactical and operational decision making; • Automated reporting process that it was possible to generate reports, queries and search tools to give sense of current and past state; • Using Alteryx for ETL's and Tableau to improve visualization and speed of analysis; • Keep track of the banks production and spread rate, generating reports to Commercial VP; • Create high-level reports to the Directors and Vice President - planned and ad hoc.
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China Construction Bank (CCB Brasil) | Sep 2014 - May 2018

Analyst

Planing and Finance Department • Product planning, budgeting and forecasting for all levels of the commercial branches; • Create and maintenance of MIS reports, trends and management dashboards, with partitions by product, bank levels, branches, customer and managers; • Definition of concepts, rules, targets and management of variables for bonuses for the commercial area, including corporate programs and seasonal or special campaigns; • Maintenance of the corporate CRM system of the bank, interfacing between the commercial areas and the IT department; • Management and analysis of costs, income and P&L relative to all branches of the bank, with strategic proposals for improving or modifying certain lines of business; • Formulation and analysis of special studies, aiming at identifying business opportunities and support for the high level management strategy; • Statistical analysis of estates and cities in order to identify localized opportunities and evaluate the viability for the opening of new branches.

China Construction Bank (CCB Brasil) | Feb 2016 - Dec 2017

Recovery Analyst - Securitization Team

Credit Recovery Department • Help in gathering and analyzing credit portfolio for securitization • Elaborate and maintain expense list of all clients on the securitization; • Keep track of all recovery information and report to outside company managers; • Coordinate and consolidate information from Legal, Infrastructure and Accounts Payable to maintain record and bookkeeping data.

BIC Banco | May 2008 - Sep 2014

Analyst

Financial Planning and Control Department • Calculation of the exchange and credit letters of the bank, for purposes of evaluating profitability; • Calculation and analysis of the expenses of the bank and its branches; • Registration and analysis of information about banking products in the bank interface system for MIS; • Collection of information from the bank for further analysis in the various management and accounting statements; • Organization and monitoring of video conferences for control and creation of reports, during the period from May 2008 to May 2010; • Control of special occurrences between branches and the central administration to control information and further analysis; • Creation of a database to record and control occurrences and extraordinary operations; • Gerogetown University contact in the MBA course in the case of "Strategic alignment business oriented Middle Market Banks in Brazil, compared to other markets, after world-wide crisis" - March 2010; • Statistical data analysis of states and municipalities for future bank operations; • Feasibility research to create new branches in cities across Brazil; • Calculation and definition of the Budget of several Products for the agencies and their managers; • Creation of internal rules for standards and process definition.

Itaú Unibanco | Jun 2004 - Dec 2007

Internship

Compliance and Internal Controls for the Capitals Market and Private Banking Department • Monitoring risk activities and money laundering prevention; • Creation and maintenance of indicators for internal controls and risks (dashboard), and following up of results of the action plans; • Preparation of reports for the Internal Controls and Risk Committee; • Preparation of management control for operational risks; • Enforcement of the Six Sigma concepts at Banco Itaú S/A.

My Education

Take a look at my formal education

Master of Business Administration (MBA), Inteligência CompetitivaInstituição de Ensino FIPE | 2017
Bacharel, AdministraçãoUniversidade Presbiteriana Mackenzie | 2007

About Me

Felipe Teixeira Holzmann

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