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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

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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