Finance Manager

• Jan 2023 - Present

Senior Financial Planning Analyst

• Sep 2022 - Jan 2023

• Design and implementation of revenue streams reconciliation and reporting(from billing and financial controlling to board reporting) • Insights on revenue deviations from forecast, budget and LY and propose corrective measures • Dashboard design and improvement on Unit4 FP&A tool (in-house ERP system) • Variance justification to board from recognised revenue to monthly/annual recurring revenue, identifying potential issues and act accordingly • Design and implementation of revenue streams reconciliation and reporting(from billing and financial controlling to board reporting) • Insights on revenue deviations from forecast, budget and LY and propose corrective measures • Dashboard design and improvement on Unit4 FP&A tool (in-house ERP system) • Variance justification to board from recognised revenue to monthly/annual recurring revenue, identifying potential issues and act accordingly

Financial Analyst

• Sep 2018 - Sep 2022

• Work closely with 2 out of 4 business units, by creating a real and active partnership with operations whilst reporting directly to CFO and the board • Actively support operations by adding value on their decision making process throught financial reporting on their business unit performance • Increasing productivity by creation and automation of standard and ad-hoc reports, tools, Excel and Data Studio dashboards; familiar with Tagetik Reporting tool • Building partnerships and maintaining strong relationships with all business managers and their teams • Monthly presentation of financial performance and business reviews, full year forecasts and budget variances, including understanding financial opportunities and risk. • Work in close partnership with the individual budget holders and the group consolidation team to provide accurate, timely and comprehensive annual budgets as well as monthly re-forecasts Show less

Senior Analyst Corporate Finance

• Dec 2015 - Sep 2018

Senior Consultant Corporate Finance - Financial Services Industry • Assistance in the preparation of the prospective financial statements for a Real Estate fund, under a buy-side deal • Financial projections' review of a highway concession under project finance agreement • Financial assumptions' revision of the Portuguese public bank investees, which involved CF critical revision, WACC computation and multiple valuation • Valuation of a public company under the assumption of being partially or wholly privatised, including scenario assessment • Performing Portuguese asset management industry market research and preparation of pitches • Credit risk appraisal to an Angolan bank, for a set of projects from agriculture to services, using qualitative data and performing financial analysis through DCF valuation method • Forensic corporate finance auditing in the context of fraud and misuse of funds Show less

Financial Advisor

• Apr 2014 - Dec 2015

M&A and HNWI advisory Portuguese boutique • Conducting market research to create a pipeline of potential clients to carry M&A deals (either nationwide or internationally - through Woodbridge LLC) • Produced two offering memorandum (industrial and IT), implemented DCF evaluation method and developed pro-forma financial analysis • Performed MBO modelling (DCF) and evaluation of the exit strategies • Direct exposure with clients and establishment of business network contacts • Involvement in marketing campaigns to advertise companies nationwide and internationally • Advising, monitoring, daily updates to clients' portfolios and, on a monthly basis, consolidation of client's portfolio positions to assess its rate of return Show less

Financial Analyst

• Jul 2013 - Apr 2014

• Financial Analysis to all European countries of CGI, including Australia • Reporting on the accounts receivable and billing overview to all European Countries and Australia • Technical support on the analysis of those reports • Financial Analysis to all European countries of CGI, including Australia • Reporting on the accounts receivable and billing overview to all European Countries and Australia • Technical support on the analysis of those reports

Consulting Intern

• Aug 2012 - Sep 2012

• Department of Project Finance internship • Consulting service to State entities such as Associação Regional de Saúde de Lisboa e Vale do Tejo and Associação Regional de Saúde do Norte • Good insights about Public and Private Partnerships on health care • Department of Project Finance internship • Consulting service to State entities such as Associação Regional de Saúde de Lisboa e Vale do Tejo and Associação Regional de Saúde do Norte • Good insights about Public and Private Partnerships on health care

Outros

• Feb 2010 - Feb 2010

ACAPO - Association of Blind and Partially Sighted People of Portugal - Coimbra Administrative work; Data collection and organisation; Gained insight into financial implications and budget constraints. ACAPO - Association of Blind and Partially Sighted People of Portugal - Coimbra Administrative work; Data collection and organisation; Gained insight into financial implications and budget constraints.