Marco Bole
Managing Partner, Consulting and Finance
Business Administrator, specialist in finance and consulting
What clients say“Marco brings distinctive experience in auditing and consulting for the third sector, combining deep sector knowledge with a financial and controls-oriented perspective that lends confidence to decision-making.”
Overview
Managing Partner at SGEx Perícias, Marco Bole works as a finance professional, auditor, expert and specialist in condominium associations, nonprofit associations and third-sector entities. He has more than 13 years of experience in auditing, finance and human resources, at both Brazilian and multinational companies, with projects carried out in Brazil and abroad.
He has built and managed budgets at Brazilian and multinational companies, directly overseeing annual figures above 200 million, preparing projections and analyzing financial, budgetary and economic scenarios. He has worked on audit engagements across a range of industries, at small, medium-sized and large companies.
In human resources, he has worked across every subdivision of the function, delivering major projects for the implementation of integrated systems, process design and modeling, and activity control and management.
He has solid experience as an expert and finance professional in engagements such as business valuations, condominium association audits and the implementation of internal controls.
Areas of Practice
- Audits of Condominium Associations and Nonprofit Associations
- Corporate Finance
- Business disputes, in litigation and out of court
- Investigative, Preventive and Special Audits
- Rendering of accounts
- Company valuation and due diligence
- Labor and human-resources audits and expert examinations
- Expert examinations and technical evidence in arbitral tribunals
- Disputes involving commercial representation (sales agency) agreements
- Advance production of expert evidence
- Expert examinations in marital and family disputes
- Economic-financial rebalancing of contracts and concession agreements
- Preliminary expert examinations in judicial and out-of-court reorganization and bankruptcy proceedings
- Tax-related expert examinations in judicial and administrative proceedings
- Preparation of technical evidence for internal control departments, courts of audit and regulators
- Banking, financing and loan-related expert examinations
- Technical Expert Assistance and Evidence Strategy
- Tax Expert Examinations – judicial and administrative proceedings
- Attachment of revenue (penhora de faturamento) and financial receivership
- Judgment enforcement, compliance and liquidation of awards
What clients say“Few professionals combine auditing, finance and an understanding of the third sector with Marco's depth. His ability to identify risks and turn complex analyses into practical recommendations makes a real difference.”
Academic Background
- Bachelor's degree in Business Administration, Universidade Paulista, São Paulo, Brazil.
- Advanced training course in project and process management.
- Advanced training course in investments and capital markets.
- Advanced training course in corporate finance, budgeting, and financial management and planning.
- Advanced training course in labor processes and routines and human resources.
Professional Registrations
- Registered with the Regional Administration Council of São Paulo (CRA-SP) under no. 149998.
Experience and Highlights
- Co-founder of Grupo SGEx.
- Head of Condominium Associations and Third-Sector Practice.
- Former Budget and Finance Specialist at Astellas Pharma Brasil.
- Former Human Resources Projects Specialist at Fox International Channel.
- Former Auditor at Mazars, an audit and consulting firm.
Contact
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