João Gilberto Leal

Multidisciplinary professional with experience across financial services, corporate finance, investment management, operations, and international projects.

Background includes financial analysis, accounting and financial reporting, cash flow and budget control, investment advisory, process improvement, data analysis, and operational quality assurance. Recent AI expert engagements include Accounting & Finance and Healthcare Administration projects, evaluating complex professional workflows and AI-generated outputs for accuracy, completeness, reasoning, policy adherence, and operational consistency.

Certified Financial

Planner (CFP) and CEA, with a Bachelor's Degree in Production Engineering, advanced English, and experience working in multicultural environments. Strong analytical and problem-solving skills, with proficiency in Excel, Power BI, VBA, Python, reporting, and process automation.

Accounting & Finance Expert at MERCOR (2026-01 – Present)

• Participated in an expert project focused on evaluating complex accounting and financial tasks and AI-generated professional outputs.
• Applied financial analysis, accounting concepts, and professional judgment to assess accuracy, completeness, reasoning, and compliance with task requirements.
• Reviewed financial and operational scenarios, identified inconsistencies, and provided structured expert feedback to improve output quality.

Healthcare Administration Expert at MERCOR (2026-01 – Present)

• Participated in an expert project involving healthcare administrative and operational workflows, policies, documentation, and quality-review scenarios.
• Evaluated complex cases involving operational decisions, policy application, workflow compliance, and professional documentation.
• Reviewed AI-generated responses for correctness, completeness, clarity, and adherence to provided policies and operational requirements.
• Identified unsupported actions, documentation gaps, workflow inconsistencies, and potential compliance issues while providing detailed expert assessments.

SPORTS BROADCAST COORDINATOR at HBS - HOST BROADCAST SERVICES - FIFA (2024-11 – Present)

• Coordination of broadcasts and real-time problem-solving; work in multicultural and multidisciplinary teams.
• Monitoring of quality and efficiency indicators aligned with international broadcast standards; operational process automation and executive reports.
• Budget control related to technical equipment and materials.

INVESTMENT ADVISOR at SANTANDER (2024-09 – 2024-11)

• Client relationship management and prospecting; investment portfolio management and implementation of customized strategies.
• Financial consulting, market monitoring, executive presentations, internal controls, and process automation.

WEALTH MANAGEMENT SPECIALIST at ITAÚ UNIBANCO (2022-06 – 2024-08)

• Fundraising and new client acquisition; investment portfolio management; recognized specialist in 2022 (NPS 100).
• Risk profile definition, asset allocation strategy development, scenario monitoring, financial planning, and product control.

INVESTMENT ADVISOR at CAPITALE PRIVATO / XP INVESTIMENTOS (2019-12 – 2022-06)

• Fundraising and new client acquisition; investment portfolio management; financial consulting and client relationship management.
• Technical market analysis, financial reports, and executive presentation development.

BACKOFFICE at CAPITALE PRIVATO / XP INVESTIMENTOS (2019-01 – 2019-12)

• Co-leader of the NPS Project, increasing score from 79 to 94; advisory support and process optimization.
• Automation of financial report generation; cash flow control (accounts payable and receivable) and document management.

Bachelor's Degree in Production Engineering – Pontifical Catholic University of Rio de Janeiro / PUC Rio (2016)