Experience

Banco Português de Gestão

• Portugal
• Banking
• 1 - 100 Employee

• Director | Organization and Human Capital

  • Feb 2019 - Present

  > Creation, implementation and management of a new Framework / Platform of Standards and Instructions (policies, regulations, processes, manuals and procedures);> Implementation of a new Digital Document Management Platform/Software (new physical and digital archive framework, workflows, etc.);> Implementation of a new Platform/Software for process mining, enterprise architecture, performance and process management - Processes, Risks and Controls;> Support to the executive board in Corporate Governance subjects;> Creation and review of internal regulations related to Organization and HR; > Design a set of new Organization and HR processes (ex. Recruitment & Selection, Onboarding, Offboarding, Training, Performance Evaluation, Payroll, etc.);> Definition and implementation of a robust Training Plan;> Definition of a new Performance Evaluation Framework;> Compensation & Benefits;> HR Budget Planning;> Payroll Control. Show less

• Director | Financial Markets

  • Feb 2017 - Feb 2019

  > Bank’s Portfolio Management (Equities, Fixed Income and Derivatives Instruments);> Supervise Asset management activities, discretionary mandates, brokerage services and liquidity management;> Risk Management (credit risk, interest rate risk, liquidity risk);> Prepare detailed reports on performance indicators (to the Board of Directors and to Specialized Committees); > Prepare the annual budget in accordance with the business plan; > Monitor legislation and regulation in financial markets and financial reporting (ex. MiFID II, IFRS, etc.). Show less

• Director | NPL

  • Apr 2016 - Jan 2017

  Responsible for establish and manage the NPL division (define responsibilities, procedures and negotiation).

• Director | Commercial Department

  • May 2013 - Mar 2016

  > Responsible for commercial activities and the department team, including tasks such as: fundraising and customer management; analysis, preparation and decision-making about active and passive operations; contracts and implementation of operations; internal reporting; external reporting/supervision; organization, operationalization and management of the commercial department;> Added responsibility over the Corporate Finance team (from Jan. 2015 to Mar. 2016).



Novo Banco, S.A. - Cabo Verde

• Cape Verde

• Chief Executive Officer | CEO

  • Sep 2010 - Apr 2013

  > Responsible for establishing Novo Banco (commercial bank held by Cape Verde’s Postal Services, Social Security and other public entities) in Cape Verde with direct responsibility over various processes, such as: selection and recruitment; definition of human resources policy; implementation of the information system; creating departments and offices; establishment and operationalization of branches; elaboration of internal regulations (procedures manuals, work orders and internal instructions); definition of circuits and internal reporting procedures (branches, credit, operations, risk, financial and accounting); definition of circuits and procedures to report to the regulator; creating and formatting the bank’s portfolio of products and services; and definition of the marketing and communication strategy. > Responsible for the Executive Board, including the following tasks: institutional relations; negotiation of credit lines; preparation and updating of the business plan; preparation of operational plans and annual budgets; decision on active and passive operations; production and update of internal regulations; management of the information systems; safety; asset and liabilities management; correspondent banks; compliance; risk management; management of human resources; and legal affairs. Show less



Banco Português de Gestão

• Portugal
• Banking
• 1 - 100 Employee

• Corporate Finance Deputy Director

  • Jul 2008 - Sep 2010

  > Carried out projects in the field of financial advisory services: economic and financial valuation of companies/projects; financial structuring and arrangement; financial restructurings; project finance; organizational and strategic restructurings and advisory in negotiation processes.> Sectors of economic activity covered (companies, business groups and institutions of social economy): energy, banking, hospitality and tourism, real estate, health/elderly and social economy.> Advisory services to create a new financial institution in an African country with typology of commercial bank/postal, social development oriented - including the preliminary project presentation, followed by the preparation of the constitution documents (including the economic and financial viability study and the corporate governance and corporate control models, among other), obtaining the operating license, definition and implementation of the functional structure and monitoring model and integration in management (2008/2010).> Technical advisory for the elaboration of economic and financial viability study of Housing Security Fund - African country (2010).> Technical advisory in the context of the creation of the National System of Social Interest Housing - African country (2009/2010).> Technical advisory within the structure, regulation and the creation of a Fund of Social Interest Housing, comprising the respective economic and financial viability study - African country (2009/2010). Show less

• Corporate Finance Analyst

  • Nov 2004 - Jun 2008

  > Advisory services to an organization of Brazilian cooperatives for setting up a new financial institution in Brazil, with typology of commercial bank, dedicated in particular to the social economy (2005/2010).> Responsible for accounting, financial and documentary audits for a government business entity (2008/2009).> Financial advisory and financing arrangement for a senior resort complex in Portugal (2008/2009).> Preparation of the Project Finance model for the conception, construction, operation and management of the drainage system, sewage treatment and rejection of a Municipality in Portugal – advisory services to one of the competing consortia in a public tender, launched by the respective City Council (2007/2009).> Valuation of a corporate group operating in Portugal in the energy sector – Mini hydropower and wind farms (2005/2009).> Valuation of projects in the energy sector – Photovoltaic plants (2008).> Financial restructuring of a Housing Cooperative, aiming at economic and financial sustainability (2008).> Strategic and financial advisory to a national business group belonging to the sector of health and long-term care, including the valuation of their portfolio of projects (2006/2008).> Hoteliers and tourist assets valuation of a corporate group operating in Portugal (2006). Show less



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Consultant

  • Feb 2003 - Nov 2004

  > Employee Benefits - Consulting in the fields of life insurance, personal injury, health and pensions; Managing a portfolio of clients - large national and international companies. > Employee Benefits - Consulting in the fields of life insurance, personal injury, health and pensions; Managing a portfolio of clients - large national and international companies.



Tabaqueira

• Tobacco Manufacturing
• 300 - 400 Employee

• Commercial Department

  • Nov 2001 - Apr 2002