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Mateus Juliotti

@mateusjuliotti

Finance Trainee at Omnilink, developing AI-powered reconciliation tools and cash flow projections for business decisions.

Brazil
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At Omnilink, I developed an AI-powered reconciliation tool using Manus to improve financial productivity. I also created a knowledge management platform to standardize customer service responses and streamline support.

In my current Finance Trainee role, I build cash flow projections and assess debt structures for a new business project. I also forecast budget accounts for the 2027 financial budget.

At Grant Thornton, I developed financial models for valuation work, including Purchase Price Allocation, impairment testing, and investment fund unit valuation. I prepared executive presentations and supported due diligence, particularly in the energy sector.

Earlier, I supported corporate finance work at Smart Fit and developed investment and transaction analyses with Investing Insper. My work has included financial modeling, valuation, market research, and executive materials.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

IP

IB na Prática

Financial Modeling, Financial Modeling

Financial Modeling course from IB na Prática, completed in November 2026.

Insper logoIN

Insper

Bachelor's Degree, Economics

Bachelor's Degree in Economics from Insper, completed in June 2025.

ANBIMA logoAN

ANBIMA

CPA-20 Certification, Finance

CPA-20 Certification from ANBIMA, completed in June 2025.

CS

Colégio Visconde de Porto Seguro

High School Diploma, High School

High School Diploma from Colégio Visconde de Porto Seguro, completed in December 2019.

BS

Brookfield High School

High School Exchange Program, High School Exchange Program

High School Exchange Program at Brookfield High School, completed in January 2019.

Tech stack

Software and tools used professionally

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