NATHALIA CASÉRIO BRBORICH
Barcelona
Summary
With over 10 years in the insurance and banking industries, I have led teams and initiatives to enhance operational efficiency, optimize product portfolios, and improve customer satisfaction.
Specializing in finance, I combine analytical expertise with a results-driven approach, collaborating closely with C-level executives to drive growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Planning Consultant
Freelance
Barcelona
01.2022 - Current
- I offer personalized financial strategies, including budgeting, investment planning, and resource allocation, to help individuals achieve their financial goals.
Financial and Insurance Planning Leader
Itaú Unibanco Bank
São Paulo
08.2018 - 12.2021
- Managed strategic sales plans, budgeting, financial planning, and KPI monitoring for an insurance business worth approximately R$1.7 billion
- Developed financial models for new products of insurance
- Collaborated with C-level executives to support decision-making by creating strategic implementation presentations.
Strategic Planning Leader
Itaú Unibanco Bank
São Paulo
08.2015 - 08.2018
- Led a team to maximize results across 4,000 branches, ensuring satisfaction for 13.5 million clients.
- Implemented the Franchise execution model, optimizing products, managing projects, and training staff, which drove a R$200 million revenue increase over 3 years.
Senior Analyst in Strategic Planning and Projects
Itaú Unibanco Bank
São Paulo
07.2013 - 08.2015
- Led the implementation of five projects across 4,000 branches, delivering an estimated R$300 million in cost savings and enhanced customer service.
- Reviewed retail offerings, achieving a 40% increase in sales efficiency.
Credit Risk Analyst
Itaú Unibanco Bank
São Paulo
01.2010 - 07.2013
- Managed the credit risk portfolio, focusing on reducing Provision for Loan Losses expenses.
Treasury Intern
Souza Cruz (BAT)
Rio De Janeiro
01.2009 - 12.2009
- Managed cash flow and supported financial operations closing.
Pension Fund Intern
Icatu Hartford
Rio De Janeiro
01.2007 - 01.2009
- Developed marketing materials, banners, and client-facing content.
Volunteer Finance Manager
AIESEC RJ
Rio De Janeiro
01.2007 - 01.2008
- Oversaw financial resources and investments while also developing and monitoring the office budget for Rio de Janeiro.
Education
Master's Degree - Decision Drivers in Life Insurance Contracting
FGV EAESP - SÃO PAULO SCHOOL OF BUSINESS ADMINISTRATION
06.2020
Bachelor's Degree - Business Administration with an emphasis in finance
FEDERAL UNIVERSITY OF RIO DE JANEIRO
01.2010
Skills
- Strategic Planning
- Business Forecasting
- Financial Management
- Performance Analysis
- Budget Forecasting
- Financial Analysis
- Staff Training
- Financial Budgeting
- Stakeholder Management
- Customer Satisfaction
- Verbal and written communication
- KPI Development
- Data Analytics
- Team Leadership
- Project Management
Certification
YALE School of Management
Behavioral Science of Management
Harvard Business School Online
Disruptive Strategy
EGADE Business School Technologic de Monterrey
Strategic Innovation and Management in Emerging Markets: Latin America
HBX Core – Harvard Business School Online
§ Business Analytics
§ Economics for Managers
Financial Accounting
Languages
Portuguese
First Language
English
Proficient (C2)
C2
Spanish
Advanced (C1)
C1
French
Intermediate (B1)
B1
Timeline
Financial Planning Consultant
Freelance
01.2022 - Current
Financial and Insurance Planning Leader
Itaú Unibanco Bank
08.2018 - 12.2021
Strategic Planning Leader
Itaú Unibanco Bank
08.2015 - 08.2018
Senior Analyst in Strategic Planning and Projects
Itaú Unibanco Bank
07.2013 - 08.2015
Credit Risk Analyst
Itaú Unibanco Bank
01.2010 - 07.2013
Treasury Intern
Souza Cruz (BAT)
01.2009 - 12.2009
Pension Fund Intern
Icatu Hartford
01.2007 - 01.2009
Volunteer Finance Manager
AIESEC RJ
01.2007 - 01.2008
Master's Degree - Decision Drivers in Life Insurance Contracting
FGV EAESP - SÃO PAULO SCHOOL OF BUSINESS ADMINISTRATION
Bachelor's Degree - Business Administration with an emphasis in finance
FEDERAL UNIVERSITY OF RIO DE JANEIRO
Similar Profiles
Narges AslamiNarges Aslami
Hair and Makeup Artist at FreelanceHair and Makeup Artist at Freelance
MITHUN PALLIYALIMITHUN PALLIYALI
Senior Marketing Specialist at FreelanceSenior Marketing Specialist at Freelance
JAX BAKERJAX BAKER
Production Manager/Supervisor at FreelanceProduction Manager/Supervisor at Freelance