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Bernardo Kovalski

@bernardokovalski

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Finance leader and FP&A specialist driving data-driven growth and operational savings.

Brazil

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What I'm looking for

I seek a strategic finance role partnering with leadership to build models, drive margin improvement, scale operations and support investor/banking engagements.

I am a finance leader and strategic FP&A specialist with hands-on experience advising founders, C-level executives and commercial teams across real estate, packaging and investments. I build multi-scenario financial models, dashboards and management reports to translate complex financial data into clear, actionable recommendations.

My work has delivered measurable impact: I generated over BRL 2.5M in recurrent savings, reduced paper fibre consumption by 20% across four plants, cut time-to-market and design-failure risk by 70%, and sped advisor onboarding by 20% through targeted training. I also supported investor and banking discussions with robust stress-testing and validated business plans.

I hold certifications as a CEA and AAI financial advisor and bring advanced Excel, Power BI and financial modeling skills combined with cross-functional project leadership. I seek roles where I can partner with senior leadership to shape strategy, improve margins and scale operations efficiently.

Experience

Work history, roles, and key accomplishments

Head of Financial Advisory

Corporate Investimentos 360°

Nov 2024 - Oct 2025 (11 months)

Provided FP&A and strategic finance advisory, building multi-scenario financial models and dashboards to support C-level decision-making and investor discussions; reduced advisor onboarding time by 20%.

Financial Modeling FP&A Management Reporting Dashboards Scenario Modeling Investor Relations Strategic Finance Stakeholder Management

Sales Executive

Vitacon

Jan 2024 - Oct 2024 (9 months)

Acted as finance business partner for high-ticket B2C real estate, building FP&A models for pricing and portfolio strategy and preparing investment memoranda to support sales to HNWI clients.

FP&A Financial Modeling Pricing Strategy Sales Enablement Commercial Finance Excel

Financial Advisor

Portel Consultoria Financeira

Jul 2023 - Jan 2024 (6 months)

Advised clients on hedging strategies and financial planning, ensuring alignment with risk policies and regulatory compliance frameworks.

Financial Planning Hedge Strategies Risk Management Regulatory Compliance Financial Analysis Excel

Packaging Engineer

Smurfit Westrock

Sep 2017 - Feb 2023 (5 years 5 months)

Supported FP&A and commercial teams with regional market and financial analysis, delivered ERP–BI integrations that accelerated reporting 80% and generated BRL 2.5M in recurrent savings through supply chain and packaging efficiency improvements.

Packaging Engineering Cost Optimization Supply Chain ERP Integration Financial Analysis Sustainability Project Management Data Integration

Education

Degrees, certifications, and relevant coursework

Escola Superior de Propaganda e Marketing – ESPM

Trade Marketing, Trade Marketing

2021 - 2021

Completed a Trade Marketing program with applied knowledge in go-to-market strategy, shopper behavior, channel management, promotional planning, and integrated brand activation.

Clemson University

Certificate in Packaging Management, Packaging Management

2021 - 2021

Grade: Distinction

Completed coursework in Packaging Management with emphasis on sustainable packaging, supply chain optimization, project management, and delivered a top-ranked applied project adopted as a program reference.

Fundação Getúlio Vargas

Strategic Management, Strategic Management

2021 - 2021

Completed a Strategic Management program focused on financial analysis and planning, cost management, performance evaluation, HR strategy, and corporate governance frameworks.

Universidade Tecnológica Federal do Paraná

Bachelor of Engineering, Mechanical Engineering

2008 - 2015

Grade: Performance Coefficient: 0.7485

Activities and societies: Led academic research in maintainability-driven product design funded in partnership with Volvo Trucks; completed exchange at INSA Toulouse.

Earned a Mechanical Engineering degree with strengths in mechanical systems design, manufacturing processes, automation, materials science, and project-based engineering; graduated among the top 5 and completed an exchange year at INSA Toulouse.