Carolina Valério

Observer
DISC Type : ci

Partner & Head of Treasury at FitBank

São Paulo, São Paulo, Brazil

Overview

Carolina Valério is a Partner and Head of Treasury at FitBank, specializing in operational control and financial management. With a background in Engineering from FEI and an Executive MBA from FGV, she leverages Power BI, SQL, Python, and AI to drive data-informed decisions and process improvements.

Her career is marked by a hands-on approach to structuring operational areas, leading teams, and ensuring regulatory compliance in the financial sector.

Personality Overview

Example Seeker

Assertive

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Financial Operations
Her experience spans treasury and operational control, focusing on process efficiency, bank reconciliations, and regulatory compliance at FitBank.
Data-Driven Decisions
Utilizes Power BI, SQL, Python, and Artificial Intelligence to generate strategic insights, enhance operational processes, and support decision-making.
Process Improvement
Has a strong track record of structuring and implementing efficient financial processes, particularly in receivables reconciliation and operational controls.

Media Appearances

Carolina has no verified media appearances

Work History

5-2025
Partner & Head of Treasury at FitBank
5-2024
Partner & Head of Operational Control at FitBank
8-2022 - 5-2024
Partner & Operational Control Coordinator at FitBank
7-2019 - 10-2020
Estagiária de engenharia at ZF Group

Education

7-2015 - 6-2022
Bacharelado em Engenharia from FEI
Executive MBA from FGV - Fundação Getulio Vargas

More Information

Social Presence :

Prographics :

Exp : 4 Location : São Paulo, São Paulo, Brazil Job Level : Mid-senior Designation : Partner & Head of Treasury at FitBank
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Insights For Selling To Carolina

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carolina is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Carolina

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Carolina move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Carolina take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Carolina

Personality Compatibility


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