Open to opportunities

Rafael Ivan da Rocha

@rafaelivandarocha

Strategy, Finance & Operations senior manager and consultant with 10+ years guiding C-level leaders and restructuring growth.

Brazil

Message

What I'm looking for

I’m looking to lead strategy-to-execution transformations—portfolio, supply chain, finance and turnaround—partnering with C-level leaders and teams to deliver measurable profitability and operational results.

I’m a Strategy, Finance and Operations Sr. Manager and Consultant with +10 years’ experience, traditionally assisting and directly reporting to C-Level Executives and Managing Partners of +30 companies.

I built international, multidisciplinary expertise across Tech-Enabled Services, Private Equity, Retail & E-Commerce, Industrial Manufacturing, Logistics, Hospitality—translating ambiguity into commercial, operational and financial outcomes.

In client delivery, I lead portfolio optimization and project implementation (redefining portfolio setting logic, improving sales and profitability margin, and reducing investment in stocks). I also support M&A sell-side and turnaround work, including carve-outs and operational and financial turnaround initiatives.

My approach combines strategy with execution: supply-chain optimization through tailor-made demand forecast models, PPS redesign (Processes, People and Systems), and rigorous financial planning—paired with hands-on leadership of small-to-mid teams.

Experience

Work history, roles, and key accomplishments

Current

Project Delivery Leader

Current

Peers Consulting

Jan 2025 - Present (1 year 5 months)

Led portfolio optimization for a tools retailer, increasing sales and profitability margin while reducing stock investment by resetting portfolio logic and implementing recommendations. Mentored teams across 10k+ SKUs and delivered supply-chain improvements with COGS reductions equivalent to the company’s EBIT margin.

Portfolio Optimization Tools Retail Profitability Project Delivery Mentorship COGS Reduction

Supply Chain Optimization Leader

Peers Consulting

Jan 2023 - Jan 2024 (1 year)

Enabled a plastic goods distributor to reduce stock levels by 50% and cut out-of-stock episodes by 80% by designing and implementing a tailored supply-chain demand forecast model. Supported distressed-turnaround financial planning and operations, redesigned core supply-chain processes, and assisted sell-side M&A preparations; also helped reposition a HealthTech & AI startup’s operations into healt

Supply Chain Optimization Financial Planning Designing Operational Processes M&A Sell Side Support

Strategy & Market Entry Consultant

Self Employed

Jan 2020 - Jan 2022 (2 years)

Advised a law firm on improving core businesses and advancing its LegalTech startup, supporting strategic planning for growth and execution. Planned and supported a French last-mile delivery startup’s market entry into the US.

Strategic Planning Consulting Delivery Legal Tech Go To Market Planning Stakeholder Management

Strategic Planning Consultant

Certisign

Jan 2014 - Jan 2018 (4 years)

Increased EBITDA margin to above 25% from 7% within one year by driving process reengineering, corporate reorganization, and staff re-dimensioning. Supported private equity buy-side due diligence and led HR strategic planning by redesigning performance assessment and variable compensation metrics and policies.

Strategic Planning Reengineering

Operations Manager

LiberID

Led Treasury, FP&A, and controllership and modeled the company’s first supply-chain structure, integrating sales, supply, and production planning for IoT equipment and client onboarding. Designed and implemented a first PPS (Processes, People and Systems) operating structure, training people and overseeing system selection and rollout; led 3 direct reports.

Treasury FP&A Controllership PPS Operating Model Operations Management IoT Supply Planning