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Skills

  • Budgeting
  • Financial Analysis
  • Financial Management
  • Financial Planning
  • Financial Services
  • Investment Management
  • Process Design
  • Profit and Loss Analysis
  • Risk Management
  • Wealth Management

Services

  • Fractional CFO

    $70/hr Starting at $3K Ongoing

    Dedicated Resource

    My CFO Our CFO-as-a-Service solution is based on two pillars. Technical deliverables: It's the part of My CFO that supports the performance of the company's CFO and CEO, where financial management maturity...

    BudgetingFinancial AnalysisFinancial ManagementFinancial PlanningFinancial Services

About

Finance consulting firm, delivering strategic solutions globally.

We are Otto Finance – a Brazil-based financial consulting firm with deep expertise in Corporate Finance, M&A, Financial Planning & Analysis (FP&A), and strategic decision-making support.

Over the past years, we’ve helped organizations across Brazil, the United States, Chile, and Argentina achieve financial maturity, unlock growth opportunities, and drive long-term value — delivering over 100 successful Corporate Finance projects.

🔧 Our Services:
Corporate Finance as a Service (Controlling, FP&A, Treasury, and Strategic Finance)
CFO as a Service (outsourced strategic financial leadership)
Budgeting, Forecasting & Flow Modeling
Business Plan & Investor Pitch Development
M&A Advisory – including company valuation & financial due diligence
Financial Dashboard Development (Power BI & Excel)

💼 Why Choose Otto Finance?
Proven track record and industry expertise
Multidisciplinary team of financial experts
Strong commitment and tracking customer success
Agile project management with PMO monitoring via Asana

We bring together technical excellence and a hands-on, flexible approach — adapting to your business reality and speaking the language of results.

📍 Headquartered in Brazil – Supporting clients worldwide
👨‍💼 10+ full-time financial specialists in FP&A, Treasury, Controlling, and Corporate Finance
📈 100+ successfully delivered projects
🚀 20+ ongoing engagements

Looking to scale your business or freelance capacity? Let’s connect: @ottofinance

Founded: 2020

Meet the Team

  • Felipe Carvalho

    Felipe Carvalho

    Finance Consultant

Work Terms

Hourly or fixed price terms. Payment methods to be discussed.

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