01Basic
Build the base
- Budgeting
- Getting out of debt
- Emergency fund
- Interest rates in Brazil
- Fixed income
- First steps
Financial management · Business strategy · Business development
Renato Soares
Management and finance professional with 20+ years of experience.
Administration, sales leadership, strategic management and financial advisory. Open to opportunities in finance, international trade and project management in Spain.
About me
Two decades across management and finance.
Renato Soares
Rio de Janeiro → Spain
I bring more than twenty years of experience in administration, sales and finance. My career includes supervising operations and teams, market development, regional sales management and, since 2019, financial advisory focused on budgeting, cash flow, expense analysis, investments and decision support.
My work combines strategic vision, analytical skills, disciplined execution and long-term relationships with clients and management.
I lived in Dublin, Ireland, in 2015-2016. Advanced English and continuously improving Spanish round out my profile for multicultural environments.
- years of professional experience
- 23+
- years in financial advisory
- 7+
- academic degrees
- 4
- languages
- 3
Professional experience
A career of steady progression.
From administrative supervision to regional management and financial advisory.
- Jul 2026 → present
Índigo FinançasRemote
Founder
- Conceived and structured a financial-education initiative for different levels of knowledge.
- Content and learning-track planning; building digital channels.
Own project in development, separate from my professional activity.
- Jul 2019 → present
Assesso Assessoria de ComunicaçãoSão Paulo · hybrid
Financial Consultant
- Financial planning and budgeting, cash flow, expenses and obligations, focused on predictability.
- Management analysis of costs, suppliers and operational needs to support leadership decisions.
- Involvement in negotiations and follow-up of contracts and financial commitments.
- Economic and market scenario analysis to inform financial decisions.
Communications firm serving the hospital sector.
- Jan 2013 → May 2019
Fitoway / FTW Sports NutritionRio de Janeiro
Regional Sales Manager and Sales Representative
- Progressed from sales representative to regional sales manager.
- Client and channel relationships, growing and maintaining the portfolio.
- Planning sales initiatives and tracking sales targets and KPIs.
- Leading and training sales teams.
- Jun 2003 → Jun 2012
Fitas FlaxRio de Janeiro
Administrative and Sales Supervisor
- Coordinated administrative and sales routines: operations, contracts and sales support.
- Financial controls, including accounts payable and receivable.
- Led, mentored and trained staff.
Skills
Transferable capabilities.
Financial management
Financial planning, budgeting, cash flow and expense analysis.
Business
Sales management, business development, negotiation and client relationships.
Leadership
Team leadership and training, process organisation and routine management.
Markets and investments
Economic scenario analysis, investments and capital markets.
Strategy
Strategic management, prioritisation and decision support.
International communication
Intercultural communication, adaptability and bridging finance and sales.
Tools: Excel.
Focus areas in Spain
Where I want to contribute.
I'm looking to continue my career in Spain in three areas, building on the foundation I developed in Brazil.
- Finance
Financial planning, budgeting, cash flow and scenario analysis: the core of my work since 2019.
- International trade
Business development, negotiation and client and channel relationships, plus languages and multicultural experience.
- Project management
Planning, team coordination, process organisation and tracking targets and KPIs.
International experience
Dublin, Ireland (2015-2016): English studies and professional experience in a multicultural environment.
Education
Education and languages.
Education
MBA in Economics and Investment Banking
USP/ESALQ, University of São Paulo. Final stage; thesis defence scheduled for January 2027.
Postgraduate degree in Corporate Finance
Specialisation in finance.
MBA in Business Management and Strategic Planning
Business management and strategy.
Bachelor's in Business Administration
Business Administration.
Applied research
Incentivised vs. non-incentivised debentures in Brazilian corporate financing (2015-2024), with a sector breakdown and an Eletrobras case study.
Languages
Financial certifications
ANBIMA
Track record of professional certifications in the Brazilian financial market.
EFPA Europe
Recognition process in progress.
Own initiative
Índigo Finanças.
Founder · Jul 2026 → present · in PortugueseA financial-education initiative I founded in July 2026: learning tracks for different levels of knowledge, covering budgeting, investments and markets. Work in progress.
See @indigofinancas02Intermediate
Invest with method
- Equities
- Fixed income in depth
- Funds, indices and abroad
- Taxation
- Analysis and trading
- Building a portfolio
- Behaviour
03Advanced
Master the market
- Risk
- Interest rates
- Credit
- Companies
- Derivatives
Content samples
Índigo Finanças is an educational initiative, separate from my professional activity, and does not provide investment advice.
Contact
Let's talk.
Professional invitations, recruitment, partnerships and networking.
Also onLinkedIn →