Our Essence:

Patria is, essentially, a long-lasting and resilient entrepreneurial Partnership, that continually assesses the environment and identifies trends. We quickly adapt our investments and product offering to capture investment opportunities derived from such analysis, delivering consistent results to our clients and creating long-lasting impact for all our stakeholders. We are home to professionals who carry this entrepreneurial spirit as a live and dynamic Partnership, where new members are welcome, and we evolve with their expertise and cultural characteristics. We know how to transform ideas into real business opportunities and are engaged in the development and perpetuation of the Partnership.

About Patria:

Patria is made of high performers like you. Behind every result we achieve as a team, there are talented people with unique set of skills: From an entrepreneurial spirit to high a performance mindset. From high-level expertise to a hands-on approach.

It is through these qualities that we have fostered trusting relationships with each of our clients. We proudly highlight our high returns to our investors coupled with our unwavering commitment to ethical values.

That’s why we have been known as the regional and sector specialist in alternative asset management with on-the-ground expertise everywhere we operate. Patria anticipates trends to create long-lasting impact for all our stakeholders for over 35 years. We envision to keep delivering consistent results to better serve our clients.

This position will be based in our Office in Brazil in an full in person work model. {We are looking for local Talent!}

Commercial Planning Associate

Main Responsibilities:

- Lead strategic analysis of the company’s consolidated results through the development of financial reports, identifying key business drivers and communicating operational and financial performance

- Support corporate planning processes, including the annual operating plan, 3-year strategic plan, monthly forecasts, and business performance analyses

- Analyze commercial performance by distribution channel, identifying trends, opportunities, and risks to support strategic decision-making

- Evaluate profitability by client, product, and segment, providing insights to optimize commercial strategies and resource allocation

- Collaborate with commercial teams to align financial planning with go-to-market strategies, pricing models, and sales targets

- Develop KPIs, metrics, and dashboards to monitor and interpret business unit performance

- Assist in special projects for the CFO, Executive Board, and senior leadership

- Drive process improvements to enhance efficiency by implementing and reviewing tools and workflows

- Validate revenue and expense allocations by comparing actual results against budgeted figures

- Conduct and guide financial research and data-driven projects

- Provide analytical support to internal teams within the scope of the role

Requirements:

Minimum of 5 years of progressive experience in Financial Planning

Bachelor’s degree in Accounting, Business Administration, Economics, or Engineering

Fluency in English and Spanish ideal

Knowledge of Brazilian GAAP, tax regulations, and corporate legislation is a plus

Advanced proficiency in Microsoft Office, programming languages (python, R)

Diversity:

At Patria we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization's needs at the time.