Jorge Getulio Veiga Neto

Jorge Getulio Veiga Neto FP&A | FINANCIAL MANAGEMENT | CONTROLLER | RISK Executive with solid experience in finance, controllership and risk management, combining strategic and operational vision to support data-driven financial decisions. Proven expertise in process structuring, KPI management and implementation of corporate governance, with strong applicability in medium and large companies. Qualifications Summary • Leadership of multifunctional teams (internal and outsourced) in Financial Operations, Strategic Planning, Budgeting, Reporting and Treasury, leading projects in national and international markets; • Expertise in financial planning and analysis (FP&A), valuation, capital markets processes and development of financial market systems (Internal Controls, Risk and Compliance); • Proficiency in market studies of the financial sector, with broad knowledge of products and services, Compliance, internal controls, Back Office (controllership), Middle Office, Risk Management, Fixed Income, Private Credit, Equities, Foreign Exchange and Real Estate markets; • Active participation in IPO processes, mergers, acquisitions and corporate restructurings, with expertise in financial due diligence, governance and regulatory compliance; • Skilled in relationships with regulatory and self-regulatory bodies in Brazil and abroad; • Experience in developing data management processes and policies, identifying areas for process automation to increase efficiency; • High capability in creating, implementing and managing KPIs, handling, analyzing and interpreting data sets, structuring reports for presentation to the Board and Executive Committee; • Implementation and integration of ERP systems focused on process automation, improved financial control and increased data accuracy; • Management of multidisciplinary teams, focusing on excellence and relationship with senior management and their strategies, sharing decisions, aligning objectives and adjusting processes for application nationwide; Professional Experience PARAMIS CAPITAL 06/2023 – present Independent financial market company operating in Investment Banking and Asset Management COO | Chief Operations Officer Reporting to: CEO & Executive Committee • Leadership of Risk, Internal Controls and Compliance operations, achieving 100% regulatory compliance in CVM audits; • Optimization of cash flow management and implementation of continuous financial forecasting, reducing forecast variances by 20% in the first half-year; management of financial operations focused on cash flow and predictive analysis via Power BI dashboards, supporting strategic board decisions; • Development and execution of strategic action plans, contributing to the launch of 7 new financial products targeting retail investors; • Management of 4 simultaneous interdepartmental projects with multidisciplinary squads (including AWS/Power BI data analysts), delivering on time with high impact; • Creation of partnerships with 3 financial institutions, expanding the product distribution base for retail investors, contributing to AUM growth; Highlights: Led the structuring of Paramis’ FII IPO, from the roadshow to CVM approval, raising R$125 million in the initial offering and an additional R$50 million in the follow-on. HELIUS CAPITAL GESTÃO DE RECURSOS 08/2020 – 05/2023 Independent financial market company in Asset Management COO | Chief Operations Officer Reporting to: CEO & Executive Committee • Leadership of Risk, Internal Controls and Compliance departments, ensuring 100% adherence to CVM and ANBIMA regulatory standards during audits; • Management of accounting and financial reporting with a regulatory focus, using practices compliant with CVM 555 and ICVM 558, significantly reducing errors; • Creation of internal control processes focused on financial data, reducing accounting and tax rework by 35%; • Coordination of debt fundraising activities and M&A operations, structuring Helius’ structured debenture operation; • Managed the asset manager’s registration process with CVM and ANBIMA, enabling operations to start in less than 6 months; development and monitoring of strategic KPIs aligned with the company’s growth plan, tracked through monthly dashboards for the board; • Leadership of 5 key projects (Compliance, Risk, Product, IT, Legal), delivering 100% on time and integrating tools such as Power BI and Azure; Highlights: Structured 2 investment funds and Helius’ debt structuring (debenture). Coordinated the arbitrage manager’s strategy during the merger between Localiza and Unidas, ensuring compliance and proper handling of negotiations with the CVM. This effort enabled the investment fund to access a financing line with significantly more favorable financial terms, originally available only to Unidas’ individual shareholders. QUELUZ ASSET MANAGEMENT 03/2008 – 08/2020 Independent financial market company operating in Investment Banking, Financial Consulting, and Asset Management Senior Financial Risk & Credit Manager | 01/2015 – 08/2020 Reporting to: CEO & Executive Committee • Management of the implementation and activities of Risk and Internal Controls areas, monitoring operations to eliminate risks; • Conducting credit analysis using credit evaluation guidelines for Middle Market and Corporate segments; • Involvement in projects for the recovery of overdue corporate debts totaling approximately R$500 million; • Development of analyses and foundations for financial models for new business; • Structuring complete economic-financial models and Valuation; • Analysis of investment strategies aiming to optimize the risk/return ratio; • Creation of new funds – Offshore, Multimarket, Fixed Income, Equities, FIDC, FII & FIP, supporting portfolio management according to client and/or market needs; • External funds analysis; • Conducting market studies proposing investments in external funds; • Implementation of quantitative tools and models for portfolio management and position control; Highlights: Developed the liquidity risk management manual and system in compliance with ANBIMA code guidelines and ICVM 522 requirements; and created a Compliance manual in accordance with CVM Instruction No. 558. Financial Risk Manager – 07/2013 – 01/2015 Reporting to: COO • Development and management of Market, Liquidity, Credit and Operational Risk, ensuring compliance with CVM regulations, reporting to the Chief Operating Officer; • Participation in board meetings, presenting management information to support decision-making; • Portfolio performance management, implementing quantitative tools and models; • Implementation and testing of risk models, conducting stress scenario modeling; • Pricing of illiquid assets within portfolios; • External funds analysis; • Interface with investment funds, proposing fixed income and equity investment strategies; • Planning and execution of hedge operations using derivatives, primarily options; Highlight: Creation of an “algotrading” system for PAIR TRADING operations. Finance & Risk Analyst | 08/2011 – 07/2013 Highlights: Creation of the database system, enabling integrated management of funds and managed portfolios. Back Office & Middle Office Analyst | 03/2008 – 08/2011 Highlights: Creation of a management control model. FIRST NACTIONAL BANK, CA, USA| Business Analyst 09/2005 – 12/2006 SAPUCAIA MÁQUINAS E MOTORES | Engineer Analyst 01/2003 – 08/2004 Academic Background and Foreign Languages • Project Management MBA – Instituto Brasileiro de Mercado de Capitais | IBMEC, RJ – 2016 • Risk Management Specialization – Stock Exchange and Futures Market | BM&F, RJ – 2010 • Business & Marketing Extension – University of California Los Angeles (UCLA), USA – 2007 • Bachelor’s Degree in Electrical Production Engineering – Pontifícia Universidade Católica | PUC-Rio – 2003 • English – Fluent | Spanish – Intermediate Training Market Risk Management / Equity Investment Analysis: Escola Fundamentalista – ANBIMA | Credit and Risk Management Extension / Financial Investment Consulting Extension – FGV | Direct Mailing Marketing Management – UCLA.