Isabella Motta

Strategy Analyst at Poliedro Educação (2024-12 – Present)

Conducted performance, financial, and product development analyses to support strategic decision-making.
Designed and maintained interactive Power BI dashboards for cross-functional teams, including Sales, Finance, Marketing, and Operations.
Cleaned, organized, and transformed datasets using Power Query (M Language), ensuring data accuracy, consistency, and efficient reporting.
Prepared executive presentation materials for Steering Committee and leadership meetings.

New Business Analyst at Stone Pagamentos (2023-03 – 2024-02)

Responsible for handling consultative sales for e-commerce clients and small entrepreneurs, providing support in the use of gateway payment services. Receive leads through Salesforce, helping clients via email, phone, chat, and WhatsApp. Build and maintain strong relationships with clients, partners, and key stakeholders. Customer service in Portuguese, Spanish, and English.
Generate managerial reports through Salesforce using Excel to analyse and segment leads, creating period indicators, opportunity generation, and focusing on a better sales funnel for enhanced sales tracking and potential client management. Create reports for the team.
Address onboarding area demands, providing support to new clients in the first 3 months, answering questions about fee payments, anti-fraud calibration, and other contract-related queries.
Collaborate with onboarding of new clients team, customer experience, marketing, and CRM teams, sharing insights on lead quality and proposing action plans for acquiring new clients.
Responsible for onboarding new team members, participating in training and assisting in adapting to area activities. Contribute to team development activities to improve teamwork, a sense of belonging, and unity.
Constantly analyse opportunities for process improvements, striving to automate and make day-to-day procedures more efficient.

Audit Trainee at KPMG (2022-09 – 2023-03)

Responsible for auditing and conducting in-depth analysis of all financial reports for international clients in the industrial sector.
Performed accounting and cash flow analyses, reviewed categories, examined investments, and analysed clients' debts. Utilised Excel and KPMG's internal system to compile and generate managerial reports for internal management, identifying insights, action plans, potential improvements, and notes.
Ensured clients' compliance with fiscal and accounting regulations. Analysed specific accounts to identify potential irregularities and ensure the accuracy of information.
Conducted physical inventory counts and reviewed inventory analyses, comparing actual stock with accounting reports.
Initiated initial stock checks.
Investigated releases and minutes from meetings related to debentures and internal procedures, analysing to verify if the information reflected in the financial reports.
Conducted investigations into both material and non-material information, actively searching for discrepancies.
Provided customer support and guidance, addressing inquiries, and auditing fiscal and accounting processes.

Administrative Intern at Banco Bradesco (2019-12 – 2021-05)

Intern in commercial and administrative support, serving high-net-worth clients by providing clarification on inquiries. Responsible for consolidating and sharing financial, investment, and political news with clients. Also responsible for creating and developing communications using PowerPoint.
Monitoring targets for commercial managers by analysing indicators such as products sold, investments made, and month-to-date performance.
Generating reports on economic indices to assist the board in decision-making. Responsible for the administrative and logistics area, overseeing the daily control of approximately twenty couriers tasked with visiting clients' homes/offices to collect signatures, deliver, and collect documents.

Sobre