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Carlos RozaCR
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Carlos Roza

@carlosroza

Back Office Analyst at GHIA - MFO, improving investment portfolio operations and automating internal workflows with AI.

Brazil
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At GHIA - MFO, I consolidate and maintain client investment portfolios in Comdinheiro and manage onshore and offshore fee controls. I also develop financial spreadsheets and work on automating internal workflows with Artificial Intelligence.

As a Researcher at FAPEMIG (Minas Gerais Research Foundation), I collect, process, and analyze data, develop statistical analyses and reports, and structure databases to support decision-making.

At Kaza Capital (BTG Pactual), I analyzed data from approximately 100 clients as an Investment Advisor and prepared reports and presentations. Earlier, as a Back Office Analyst there, I maintained customer databases, supported data quality, and automated routines in Excel.

My economics studies at Federal University of Uberlândia include a thesis analyzing Central Bank of Brazil monetary policy instruments through data collection, cleaning, analysis, and visualization. I use Python, R, and SQL for data analysis, alongside Power BI and Excel.

Experience

Work history, roles, and key accomplishments

GM
Current

Back Office Analyst

GHIA - MFO

Jun 2026 - Present (5 months)

Consolidate and maintain client investment portfolios, manage fee controls, and develop financial spreadsheets. Lead initiatives to automate workflows using AI.

Education

Degrees, certifications, and relevant coursework

Federal University of Uberlândia logoFU

Federal University of Uberlândia

Master of Science (M.Sc.), Economics

2025 -

Pursuing a Master of Science in Economics with expected completion in December 2026.

AL

Alura

Python for Data Science Track, Data Science

2026 - 2026

Completed Python for Data Science Track, Data Literacy with Python, and Trail Data Science.

MM

Macro Analysis (Análise Macro)

R Programming for Data Analysis, Data Analysis

2025 - 2025

Completed R Programming for Data Analysis and Modeling and Forecasting with R.

AN

ANCORD

Ancord Certification, Financial Markets

2022 - 2024

Essential qualification for financial market professionals with emphasis on regulatory compliance and ethics.

CC

Corporate Finance Institute (CFI)

Accounting Fundamentals, Finance

2021 - 2021

Completed Accounting Fundamentals and Reading Financial Statements.

Federal University of Uberlândia logoFU

Federal University of Uberlândia

Bachelor of Science (B.Sc.), Economics

2020 - 2024

Completed Bachelor of Science in Economics with a thesis on Central Bank of Brazil monetary policy instruments.

Tech stack

Software and tools used professionally

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