A importância do uso de planejamento e controles financeiros como ferramentas para gestão de uma imobiliária: o caso da Guedes Imóveis e assessoria LTDA.

Abstract

Sometimes managers work with empirical knowledge, which can hinder the search for a future for the company, as it does not have a basis in concrete data to make decisions. In order for them to know where they want their companies to go, it is necessary to use tools aimed at planning, which can be short-term or long-term. One of the main plans are the financial ones, this is developed by the financial sector, aiming to present the data regarding where the company will arrive in financial matters in the future, and for that it is necessary to use tools for financial control suitable for the company. The company studied is Guedes Imóveis e Assessoria LTDA, it is a real estate company located in the city of Palmeira das Missões, a municipality in the northwest of the State of Rio Grande do Sul, the real estate company has been in activity for 7 years. The present study aims to identify the financial control mechanisms that a real estate company uses in its management. The research approach was both qualitative, through a semi-structured interview, and quantitative, through the collection of financial data. The research sample is classified as intentional non-probabilistic, the financial sample was from 2018 to 2020, in relation to the interview, it was carried out with the manager because he has greater participation in the day to day of the company. From this, information was obtained regarding the use of planning and financial tools in the organization, in terms of financial planning, the manager has in mind everything he must accomplish, however he does not have a financial planning itself. With regard to financial tools, the manager has an integrated management system, but does not use the same because he finds the same complex, thus using bank control as a tool for control. In terms of the accounts, the company presented satisfactory indices, however, they showed drops during the analyzed periods. Based on these results, some actions were proposed for the company based on the 5W2H methodology.