Diego Santos

Questioner
DISC Type : c

Gerente de planejamento financeiro at LM Mobilidade

São Paulo, São Paulo, Brazil

Overview

Diego Santos is an experienced FP&A Manager at LM Mobilidade with a strong background in financial planning, product pricing (BNPL, Leasing), and credit risk. A graduate of Centro Universitário FMU, he leads budgeting, forecasting, and long-term strategic planning, drawing on previous key roles at Koin and Volkswagen Financial Services.

During his nearly four-year tenure at the fintech company Koin, he advanced from Analyst to Coordinator and was part of a period that saw over 200% growth.

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Financial Planning & Analysis
Leads budget cycles, forecasting, and long-term strategic financial planning in his current managerial role.
Credit Risk Management
Developed significant expertise in credit provision, portfolio analysis, and delinquency reduction during his time at Koin.
Financial Product Pricing
Has solid knowledge in pricing and analyzing a wide range of financial products, including BNPL, leasing, and working capital loans.

Media Appearances

Diego has no verified media appearances

Work History

10-2025
Gerente de planejamento financeiro at LM Mobilidade
3-2024 - 10-2025
Coordenador de Portfólio e Parcerias at Koin
9-2022 - 3-2024
Supervisor de Riscos de Portfólio at Koin
1-2022 - 9-2022
Analista de Riscos de Portfólio at Koin
12-2019 - 1-2022
Analista de planejamento financeiro at Volkswagen Financial Services Brasil

Education

2011 - 2016
Bacharelado from Centro Universitário FMU | FIAM-FAAM
2007 - 2009
Tecnólogo from Universidade Estácio de Sá

More Information

Social Presence :

Prographics :

Exp : 14 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Gerente de planejamento financeiro at LM Mobilidade
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Insights For Selling To Diego

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diego is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Diego

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Diego move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Diego take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Diego

Personality Compatibility


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