Nexteam
Lucas Eliezer Almeida

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Lucas Eliezer Almeida

Languages
English
Portuguese

Lucas Eliezer Almeida

Lucas is a valuation and financial modeling consultant with over three years of experience in deal advisory and strategic financial analysis. At Big 4 Company, he specializes in purchase price allocation, impairment, and fair value analysis while leading teams of junior consultants and improving project outcomes. He has prepared detailed financial models and reports across the banking, technology, and retail sectors, utilizing methodologies such as DCF and multiple valuations. As a freelance consultant, Lucas developed valuation assumptions and enhanced investor presentations for a middle-market investment bank. Proficient in Power BI and advanced Excel and holds extensive training in corporate finance, LBO modeling, and equity valuation.

Education & Certifications

Bachelor's Degree in Economics

Mackenzie Presbiterian University

2021 - 2024

Investment Banking Certificate

365 Financial Analyst

- 2024

Financial Analysis Certificate

365 Financial Analyst

- 2024

Investment Analysis Certificate

365 Financial Analyst

- 2024

fulltime

Brazil

Skills & Expertise
Financial ModelingFair Value AnalysisPPAMarket Research3-Statement Financial ProjectionsInvestment Insights DevelopmentStrategic AdvisoryTax Analysis & ComplianceAdvanced Microsoft OfficePower BI

Case Studies

1 / 2
Client Forecasting Model

Client Forecasting Model

Industry Expertise

Investment Banking & Corporate Finance
Financial Advisory & Deal Strategy
Taxation & Compliance
Career Highlights
Deal Advisory & Strategy Pl. Consultant

Big 4 Company

Valuation Assumptions & Market Analysis Consultant

Investment Banking firm

Deal Advisory & Strategy Junior Consultant

Big 4 Company

Tax Trainee - State and Local Tax (SALT)

Big 4 Company

Employment
Big 4 Company

Deal Advisory & Strategy Pl. Consultant

Oct 2024 - Present
  • Leading coordination and review of junior consultants and trainees, ensuring accurate and timely financial models and analyses;
  • Providing constructive feedback and technical guidance to enhance team performance and project outcomes;
  • Specializing in purchase price allocation (PPA), impairment, fair value, and CPC 32 standards;
  • Actively developing client relationships and driving process improvements for enhanced project management efficiency;
  • Preparing detailed financial reports in both English and Portuguese, presenting findings, and offering strategic recommendations to clients.
Investment Banking firm

Valuation Assumptions & Market Analysis Consultant

Aug 2024 - Aug 2024
  • Developed valuation assumptions and market multiples for Convirza, a call-tracking company, to support investment insights;
  • Conducted comprehensive market studies to identify trends and inform strategic decisions;
  • Collaborated with the CEO to refine strategic and financial presentations for investor pitches.
Big 4 Company

Deal Advisory & Strategy Junior Consultant

Sep 2022 - Oct 2024
  • Developed dynamic financial projections using three-statement models to assess company performance;
  • Applied valuation methodologies, including discounted cash flow (DCF), multiples, and discounted dividends, across sectors such as banking, insurance, retail, and technology;
  • Conducted in-depth market research and prepared comprehensive reports and memoranda;
  • Supported audits and collaborated with audit teams to conduct financial reviews effectively.
Big 4 Company

Tax Trainee - State and Local Tax (SALT)

Jan 2022 - Sep 2022
  • Analyzed invoices for taxes, including ICMS, IPI, PIS, COFINS, and ISS;
  • Gained an in-depth understanding of tax legislation across various Brazilian states;
  • Conducted studies to identify ICMS credit opportunities, supporting compliance and optimization efforts.

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