Ricardo Lima

Activist
DISC Type : Cd

Analista financeiro sênior at PepsiCo

Osasco, São Paulo, Brazil

Overview

Ricardo Lima is a Senior Financial Analyst at PepsiCo with extensive experience in credit, treasury, and automation. His expertise, developed since 2003, includes financial statement analysis, cash flow projection, and process transformation. He holds a certification in Data Analysis with Microsoft Power BI and a postgraduate degree in Marketing.

Outside of his professional role, Ricardo is an avid reader, using books as a tool for continuous learning and exploration. He is passionate about helping others and believes in contributing to the community, as demonstrated by his advocacy for blood donation and his enjoyment in sharing knowledge with colleagues.

He actively encourages others to donate blood, seeing it as a simple yet powerful way to help people in need.

Personality Overview

Meticulous

Logical And Quick

Perfectionist

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Credit & Risk Analysis
His career is built on analyzing financial statements and defining credit exposure levels for major corporations like PepsiCo and Philip Morris International.
Process Automation
His headline emphasizes "Automation" and "Transformation, " and he has served as an SAP Key User in innovation and implementation projects.
Data-Driven Finance
He is certified in Analyzing Data with Microsoft Power BI (DA-100), underscoring his focus on leveraging data for financial insights.

Media Appearances

PEPcast – PepsiCo Podcast. Featured in Apple Podcasts

See Now

Work History

9-2019
Analista financeiro sênior at PepsiCo
1-2017 - 8-2019
Credit Specialist at Philip Morris International
10-2015 - 12-2016
Credit Analyst at Philip Morris International
9-2014 - 9-2015
Junior Credit Analyst at Philip Morris International
9-2009 - 3-2011
Faturista at Associação hospitalar Sino Brasileiro

Education

2009 - 2011
Pós-graduação em Marketing from Unifieo
2005 - 2008
Bacharel em Publicidade e Propaganda from Faculdade de Ciências da Fundação Instituto Tecnológico de Osasco

More Information

Social Presence :

Prographics :

Exp : 19 Location : Osasco, São Paulo, Brazil Job Level : N/A Designation : Analista financeiro sênior at PepsiCo
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Insights For Selling To Ricardo

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers

DONT's

  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ricardo is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ricardo

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ricardo move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ricardo take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ricardo

Personality Compatibility


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