Renata Berbert

About Renata Berbert

Strategic FP & A & Finance Transformation Leader driving scalable processes, advanced reporting, and robust database design to enable data-driven decision-making.+ Expert in budgeting, forecasting, complex financial modeling, and ROI analysis.+ Proven track record of implementing ERP systems, architecting integrations, and elevating data governance.+ Trusted partner to executives and cross-functional teams, aligning strategy, improving efficiency, and maximizing business impact.+ Influencing operational excellence and financial / business discipline.

Experience

1. Fp & a Director

   Amerit Fleet Solutions

   Nov 2017 — Present · Walnut Creek, CA, US

   Recruited to help develop the major fleet maintenance provider’s FP & A department following a massive PE investment. Provide stakeholders across the organization with deep analytics and KPI-backed insights that articulate risk and surface strategic opportunities. Support, monitor, and execute month-end close procedures and partners with multiple function leaders to collect inputs required for monthly forecasting and annual strategic planning and budgeting processes. Report directly to the FP & A Director.Key Accomplishments:+ Created monthly report for the company’s board and investors. Partnered developing an underlying financial model that generates a per customer P&L and multiple operational KPIs.+ Identified opportunity to provide monthly P & Ls to the Business Solutions team, enabling managers to track financial performance for each operational unit and make strategic decisions that directly improve EBITDA.+ Created and presented monthly corporate report that enabled executives to track monthly actual/budget variations for each department and leverage data to implement controls around key spending areas.+ Reduced corporate expenses 5% and eliminated inaccuracies in financial reporting – such as incorrectly allocated add-back expenses – by establishing and enforcing financial guidelines across the company.+ Leveraged project management methodologies to improve data extraction and drive automation, enabling, for example, more detailed monthly costs center reporting by delivering more qualified performance insights.+ Uncovered annual savings after creating a KPI for core operational expenses, which surfaced issues with charges associated with the company’s main SG & A vendors.+ Spearheaded preparation of new operational analyses for different departments, including fuel expenses analysis for the Safety Dept. and vehicle maintenance analysis for Operational Dept.

Education

• FGV - Fundação Getulio Vargas

  Master of Business Administration (MBA), Finanças

  2002 — 2004

• UNIFACS

  Bachelor of Business Administration (BBA), Administração de Empresas

  1997 — 2000

• Hult International Business School

  Master of Business Administration (M.B.A.), MBA

  2015 — 2016

• Insper Instituto de Ensino e Pesquisa

  Master’s Degree, Corporate Finance

  2014 — 2015

• Yale School of Management

  Executive Education Women's Leadership Program

• MIT Professional Education

  Data Leadership: Transforming Corporation’s to Leverage Data, AI, and Cloud Computing

Skills

• Microsoft Excel
• Powerpoint
• Startup Development
• Business Intelligence
• Microsoft Office
• Strategic Financial Planning
• Business Analysis
• Forecasting
• Business Process
• Accounting
• Cross-Functional Team Leadership
• Tableau
• Management
• Project Planning
• Corporate Finance
• Financial Modeling
• Project Management
• Strategic Planning
• Teamwork
• Business Strategy
• Business Planning
• Financial Reporting
• Sap Crm
• Budgeting
• Financial Accounting
• Analytical Skills
• Budgets
• Finance
• Business Process Improvement
• Financial Analysis
• Sap
• Microsoft Word
• Team Leadership
• Erp
• Leadership
• Business Development
• Negotiation
• Data Analysis
• Taxonomy