Claudia Forni de Almeida in

Claudia Forni de Almeida

Critic · DISC type C
Gerente de Riscos Financeiros at Crefisa
📍 São Paulo, São Paulo, Brazil

Claudia Forni de Almeida is an experienced Financial Risks Manager at Crefisa with deep expertise in Market Risk, ALM, and Treasury. Educated at Insper, people who have worked with her describe her as an extremely competent and diligent professional with clear knowledge of complex financial products.

Outside of her core responsibilities, Claudia follows market innovations and financial inclusion, sharing thoughts on major IPOs and technologies that improve accessibility. She actively supports the professional development of her network and engages with topics like disruptive innovation and demographic shifts in the workforce.

She possesses a distinguished and specialized career focused on Treasury, ALM, and risk management across several major international banks in Brazil.

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Experience
35 Years
Current Role
Gerente de Riscos Financeiros
Location
São Paulo, São Paulo, Brazil
Personality Overview

How Claudia shows up

Information Seeker
Critic
ROI Driven

They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Claudia cares about

Financial Risk Management
Her entire career is built on deep, consolidated experience in Market Risk, ALM, and Liquidity management for major financial institutions like Crefisa and Safra.
Treasury & ALM
She has specific, hands-on experience controlling and planning for Treasury and Asset Liability Management (ALM) products from her time at ABN AMRO and Banco Sudameris.
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Career

Work history

8-2024
Gerente de Riscos Financeiros
Crefisa
8-2019 - 6-2024
Especialista de gestão de riscos
SONDA
10-2008 - 1-2019
Gerente de planejamento financeiro
Safra
9-2002 - 10-2008
Coordenador financeiro
ABN AMRO Bank N.V.
7-1989 - 9-2002
Coordenador de gestão de risco
Banco Sudameris Brasil S.A.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2010
CFM
Insper Instituto de Ensino e Pesquisa
1990 - 1994
Bachelor
Centro Universitário FMU | FIAM-FAAM
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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