Paulo Antonio De Souza Moulatlet

Operations Associate

Canada0 mo experience

Key Highlights

Developed a reporting system for $55M+ client assets.
Strong foundation in data management and systems thinking.
Aspiring to merge technology with aerospace industry.

Stackforce AI infers this person is a Fintech professional with a focus on data management and customer service.

Contact

Skills

Core Skills

Data ManagementProject ManagementCustomer Service

Other Skills

Technical WritingMicrosoft ExcelOrganization SkillsCommunicationPoint of Sale (POS) SystemsCreativity and InnovationEthical Decision MakingLeadershipInvestmentsFinanceWealth Management ServicesData Entry

About

Third-Year BBA Candidate in Management of Information Systems. I'm developing a deep foundation in systems thinking, data management, and enterprise technology. My goal is to bring these skills into the aerospace industry. Open to internships, research opportunities, and conversations with anyone working at the intersection of aerospace and emerging technology.

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Moulatlet financial

Financial Advisor Assistant

May 2024 – Jan 2026 · 1 yr 8 mos · Surrey, British Columbia, Canada · On-site

Developed and implemented a structured Excel-based reporting system to centralize and validate
$55M+ in client asset data, improving audit readiness and reducing reporting discrepancies.
Executed 900+ data transactions across multiple financial systems with 100% documentation
compliance to support client onboarding.
Digitized and standardized client record workflows, reducing retrieval time by 25% and
increasing operational efficiency.
Conducted due diligence and product research to enhance advisor recommendations and
strengthen compliance documentation.

Technical WritingMicrosoft ExcelData ManagementProject Management

Audi canada

Lot Attendant

Apr 2023 – Aug 2023 · 4 mos · Richmond, BC · On-site

Performed bank runs for the financial team to ensure timely processing of deposits and financial
documentation.
Prepared vehicles for the sales floor by cleaning interior and exterior, maintaining the
presentation standards Audi customers expect.
Chauffeured customers to and from the dealership, providing a professional and courteous
experience for customers.
Aided in lot maintenance and administrative duties.
Drove vehicles between ports and dealerships to support efficient inventory and logistics flow.

Organization SkillsCustomer Service

Real canadian superstore

Deli Worker

Jun 2021 – Dec 2022 · 1 yr 6 mos · Surrey, British Columbia, Canada · On-site

Prepared, sliced, weighed, and packaged deli products with high food safety and hygiene
standards.
Stocked and rotated dairy and deli inventory, ensuring freshness, presentation, and accurate
labeling.
Aided customers in selecting products, responding to inquiries and providing recommendations.
Maintained cleanliness and organization of deli counters, equipment, and refrigerators.
Checked expiration dates and removed expired or damaged products to maintain quality
standards.
Collaborated with team members and supervisors to meet daily operational demands.

Customer ServiceCommunication