Strategic & Financial Planning Department Manager

Fundação Bradesco

https://fundacao.bradesco/

As Strategic Planning & Statistics Coordinator at Fundação Bradesco, I was responsible for developing and implementing the foundation’s strategic planning framework and leading data-driven decision-making processes. My efforts focused on aligning institutional goals, creating actionable strategies, and leveraging data analytics to enhance operational efficiency and educational outcomes across 40 schools serving over 200,000 students annually.

Expanded Contributions and Key Achievements

  • Strategic Framework Development: Designed and implemented a Balanced Scorecard-based strategy, cascading measurable objectives across 40 schools and administrative areas. This initiative aligned teams, improved transparency, and ensured the effective execution of organizational goals.
  • Data-Driven Decision Making: Introduced advanced dashboards and predictive analytics models, transforming raw data into actionable insights. These tools reduced decision-making timelines by 25%, improved reporting accuracy, and empowered executives to act with confidence.
  • Innovation Through Systems: Spearheaded the adoption of Oracle Enterprise Performance Management (EPM) and an Executive Strategy Management platform. These systems automated financial reporting, increased data accuracy, and streamlined operational workflows, reducing inefficiencies by 30%.
  • Financial Stewardship: Led meticulous planning and execution of an R$850 million annual budget while managing a R$5.5 billion investment portfolio. Implemented cost-saving measures and optimized resource allocation, contributing to the foundation’s long-term financial sustainability.
  • Comprehensive Institutional Assessments: Developed large-scale evaluation programs to monitor and improve educational performance for over 200,000 students annually. These assessments aligned with national standards and informed data-driven improvements to educational policies.
  • Team Leadership and Development: Directed and mentored a team of 32 professionals across four departments—Planning, Statistics, Finance, and Accounting. Fostered a collaborative and high-performing team culture while mentoring emerging leaders.
  • Research and Educational Impact: Leveraged my academic expertise to design and execute research projects, including satisfaction surveys and benchmarking studies. These efforts directly influenced strategic decisions and operational improvements.

Some Key Numbers

Annual budget managed in Canadian dollars

Areas under my responsibility: Strategic Planning, Statistics, Accounting, and Controllership

Invested in Canadian dollars

Major career promotions in 9 years of work

employees managed directly

AUTOMATION
Responsible for the implementation of the controllership and accounting system

average annual yield increase in financial investments

KPIs Developed and monitored to align with corporate goals