Quotation Estimate Financial Analyst in Brazil Brasília –Free Word Template Download with AI
Av. Paulista, 1578 – Bela Vista, São Paulo – SP, Brazil
CNPJ: 12.345.678/0001-90 | Tel: +55 (11) 3456-7890
| Client Name: | Empresa Nacional de Infraestrutura S.A. (ENI) |
| Client Address: | Setor Comercial Sul, Quadra 04, Bloco A, Sala 1200 – Brasília – DF, 70304-900, Brazil |
| Project Title: | Engagement of a Senior Financial Analyst – Brasília Operations Division |
| Service Location: | Brasília, Distrito Federal, Brazil |
| Contract Duration: | 12 months (renewable upon mutual agreement) |
This Quotation Estimate is issued by Meridian Capital Advisory Group in response to the formal request from ENI for the recruitment, placement, and ongoing management of a Financial Analyst professional to be based in Brasília, Brazil. The Financial Analyst will be responsible for supporting the Brasília headquarters in all matters pertaining to corporate financial planning, budgeting, variance analysis, and regulatory reporting in compliance with Brazilian accounting standards (CPC/IFRS) and the Central Bank of Brazil (Banco Central do Brasil) guidelines.
The scope of the Financial Analyst engagement includes, but is not limited to:
- Preparation and maintenance of monthly, quarterly, and annual financial statements for the Brasília operations unit.
- Development of detailed financial models, cash-flow projections, and capital expenditure forecasts tailored to the Brasília public-sector and infrastructure portfolio.
- Conducting variance analysis between budgeted and actual performance, with written recommendations presented to the Brasília-based CFO office.
- Monitoring compliance with Brazilian fiscal regulations, including ICMS, PIS/COFINS, and IRPJ obligations specific to the Distrito Federal jurisdiction.
- Supporting the Brasília audit team during internal and external audit cycles, ensuring all documentation meets the standards required by the Tribunal de Contas do Distrito Federal.
- Providing ad-hoc financial analysis and executive dashboards for the Brasília board of directors and senior management.
| Item | Description | Unit | Qty | Unit Price (BRL) | Total (BRL) |
|---|---|---|---|---|---|
| 3.1 | Recruitment & Screening – Financial Analyst (Brasília market) | Lot | 1 | R$ 18,500.00 | R$ 18,500.00 |
| 3.2 | Onboarding & Integration – Financial Analyst at Brasília HQ | Lot | 1 | R$ 7,200.00 | R$ 7,200.00 |
| 3.3 | Monthly Management Fee – Financial Analyst supervision & performance tracking | Month | 12 | R$ 4,800.00 | R$ 57,600.00 |
| 3.4 | Professional Liability Insurance – Financial Analyst (Brasília coverage) | Year | 1 | R$ 6,400.00 | R$ 6,400.00 |
| 3.5 | Regulatory Compliance Review – Brasília / DF specific tax & labor obligations | Lot | 1 | R$ 9,300.00 | R$ 9,300.00 |
| 3.6 | Quarterly Performance Reporting – Financial Analyst KPIs & deliverables | Quarter | 4 | R$ 2,100.00 | R$ 8,400.00 |
| 3.7 | Travel & Logistics – São Paulo to Brasília (initial deployment & 2 follow-up visits) | Lot | 1 | R$ 5,600.00 | R$ 5,600.00 |
| GRAND TOTAL (BRL) | R$ 113,000.00 | ||||
| GRAND TOTAL (USD – reference rate BRL 5.42/USD) | USD 20,848.71 | ||||
- 30% of the total Quotation Estimate value (R$ 33,900.00) due upon signature of the service agreement.
- Monthly management fees (Item 3.3) invoiced on the 5th business day of each month, payable within 15 calendar days via TED/PIX transfer to the Brasília branch account of Meridian Capital Advisory Group.
- Remaining balance (Items 3.1, 3.2, 3.4, 3.5, 3.6, 3.7) payable in two equal installments: 50% at month 6 and 50% at month 12 of the contract.
- Late payments shall accrue interest at the rate of 1% per month plus the CDI rate, in accordance with Brazilian commercial law.
This Quotation Estimate is valid for a period of 30 calendar days from the date of issue (14 June 2025). Should the client wish to proceed beyond this validity window, a revised Quotation Estimate reflecting any market adjustments in the Brasília professional services sector will be issued. Acceptance of this Quotation Estimate constitutes a binding commitment to the terms outlined herein, subject to execution of the definitive service contract.
- The Financial Analyst will be engaged under a CLT (Consolidação das Leis do Trabalho) contract administered by ENI, with Meridian Capital Advisory Group providing recruitment, placement, and ongoing advisory oversight.
- All work performed by the Financial Analyst will be conducted at the Brasília, DF premises of ENI, in compliance with local labor laws and the Distrito Federal's municipal regulations.
- Confidentiality: Both parties agree to maintain strict confidentiality regarding all financial data, models, and proprietary information accessed by the Financial Analyst during the engagement in Brasília.
- Termination: Either party may terminate the service agreement with 60 days' written notice. In the event of early termination, a pro-rata adjustment to the Quotation Estimate will be applied.
- Governing Law: This Quotation Estimate and the resulting contract shall be governed by the laws of the Federative Republic of Brazil, with jurisdiction vested in the courts of Brasília, DF.
Name: Ricardo Almeida Santos
Title: Director of Advisory Services
CNPJ: 12.345.678/0001-90 For ENI – Empresa Nacional de Infraestrutura S.A.
Name: ___________________________
Title: ___________________________
CNPJ: ___________________________ ⬇️ Download as DOCX Edit online as DOCX
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