Richard Costa Barbosa
Controller @David Miami
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WORK HISTORY
Controller @David Miami
Miami, FL, US
Managed and monitored the Month-End Close process, including annual budget process, Quarterly Rolling Forecast (QRF) development, and ensuring accurate and up-to-date forecasts for both business units. This also involved creating the annual presentation and the 5-year plan. Implemented and developed new financial models using Power BI and Power Queries within Excel, ensuring data accuracy, compliance, and driving Business Process Improvement. Developed a new pricing model to support the account team in client negotiations, providing accurate and transparent project profitability. Additionally, implemented a Staff Plan vs. Realized analysis to improve client profitability and contribution margin. Implemented, and conducted weekly meetings with the leadership, and Account Directors from New York and Miami to share and discuss client financial information, enhancing profitability visibility, addressing risks, and supporting new opportunities to achieve financial goals. Consolidated financial figures for DAVID Global, providing the Global CFO with financial analysis, and crucial data for strategic decision-making. Tracked and reviewed all financial operations and duties, including revenue recognition, journal entries, general ledger reconciliations, CoStar schedules, internal and external controls, performance management, and financial reports, ensuring all bookkeeping was compliant with regulations. Managed cash flow, led cash flow projections, monitored cash balances and fund availability, facilitated intercompany cash settlements, and oversaw accounts payable and receivable. Skills: Excel advanced, Power BI, Financial software as SAP BFC Finance, Concur, ARC, Carta AP, CoStar, SAP Ariba, Generative AI, IBM Planning-Cognos, IBM Analytics, ERP SAP, Protheus Totvs, Python and Dax languages, SQL, ThinkCell, Power Query, Power Point, Word, Outlook, Slack, Google Workspace, Teams, Zoom, One Drive and Box.
EDUCATION
Pontifícia Universidade Católica do Rio Grande do Sul
MBA, Technology for Business: AI, Data Science & Big Data
Instituto BBS - Brazilian Business School
Master of Business Administration - MBA, MBA EXECUTIVE
Universidade Presbiteriana Mackenzie
Postgraduate Degree, CONTROLLERSHIP
Universidade Paulista
Bachelor's degree, ACCOUNTING SCIENCES
Universidade Cidade de São Paulo
Bachelor's degree, BUSINESS ADMINISTRATION
SKILLS
ABOUT RICHARD COSTA BARBOSA
Finance and accounting professional with over than 25 years’ experience in Finance, planning and analysis, and financial performance in segments across Banking, Advertising, Education, and Infrastructure industry, performed large number of strategic insights based on data driven. Knowledge of Finance and Accounting concepts, such as Business Plan, Risk & Opportunities, IFRS (International Financial Reporting Standards), Balance Sheet, Ledger, P&L, Financial Statements, Dashboard, feasibility of projects/investments and invested company. Skilled in FP & A, Pricing, Performance, Business Continuity Plan, Audit, Compliance and Controls, implementing technology in the business, KPI, Financial Modeling, and automation of process. Implemented: Financial models, Power BI and automation process as results increase accuracy, elimination of manual tasks and support strategics decisions for the growth of the company. Lead the implementation of BCP (Business Continuity plan), BIA (Business Impact Analysis) and workaround, resulting in obtaining the BCP Certificate.
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