Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
SoftwareEngineer

Marco Aurelio Pereira

Financier
Estoril

Summary

Experienced Deputy CFO with over 20 years of experience in financial and planning functions. Working close to the business, has participated in Joint-venture operations, implementation of control structures, integration of departments, business plans and turnaround projects, creation of funds and economic groups, contributing to business development and performance improvement.

Overview

24
24
years of professional experience
9
9
years of post-secondary education
4
4
Languages

Work History

Deputy CFO

ECS Capital SCR, FLITPTREL Portugal SGPS
03.2011 - Current
  • Participated in the Set-up of a Sicav Fund in Luxembourg and its subsidiaries in Portugal (56 entities, ~1bn of GAV)
  • Implemented the Financial structure, including the consolidation process, financial reporting instruments, fiscal unity and internal controls;
  • Manages and performs the quarterly and year-end financial closings, in coordination with Portuguese and Luxembourgish auditors, the Fund's AIFMD and the external service accounting providers (scope:56 entities);
  • Asset and Share deals closing with the execution team, including (I) Due Diligence, (II) integration (iii) restructuring processes (credits, assets, insolvency). Has been involved in the project crow - sale of the Fund and the management company to an American Private Equity investor;
  • Interaction with investors and regulators (CSSF-Luxembourg, CMVM-Portugal);
  • Prepared and implemented a financial restructuring of the fund capital structure (€400 mio);
  • Manages a team of 6.

Corporate Finance & Business Advisory

Baker Tilly Portugal
07.2009 - 02.2011
  • Participated in business development of Baker Tilly Portugal, being responsible for several projects of business advisory and Corporate finance, such as design of management controlling systems, financial analysis, Business plan elaboration and valuations.

Finance Manager

Enerpura-Renewable Energy's
07.2008 - 07.2009
  • Played a role in the turnaround process of a thermal solar collectors company, including the elaboration of restructuring plans, with a new strategy and new business model;
  • Placement process preparation: Due diligence, equity and EV valuation
  • Budget execution (2009).

Finance Manager

Jason Associates
07.2007 - 07.2008
  • Financial and administrative procedures implementation;
  • Annual budget reformulation and execution;
  • Incentive plan design and execution;
  • Financial plan elaboration for the project Ixion/TheStarTracker (a social network for Portuguese talent) web

Finance Manager

Grupo Manuel Champalimaud
05.2007 - 06.2007
  • Responsible for the financial department of the holding
  • Coordination of year end closings and internal audits.

Business Area Controller

Deutsche-Bank
05.2001 - 04.2007
  • Co-responsible for the creation of the new management controlling system for the new division Private & Business Clients;
  • New Risk management framework implementation, in accordance with Basel II requirements;
  • Implementation and design of the Private Banking management controlling system.

Management Controller

L'Oreal Portugal
07.2000 - 01.2001
  • Management Controller of "Produits Professionnels" division with three business areas: L'Oreal, Kerastase, Redken
  • Budget and strategic planning elaboration and reviewing;
  • Monthly closing procedures and reporting;
  • Marketing and sales procedures coordination (financial and informatics flows);
  • Implementation of financial procedures and fiscal (VAT) planning;

Controller

SIEMENS Group, Fujitsu
05.1998 - 06.2000
  • Was part of a team responsible for the implementation of the FUJITSU-SIEMENS joint-venture in Portugal, collaborating on the merger of the two companies' financial, administrative and logistical departments;
  • Part of a European team responsible for the implementation of a new common European SAP platform. Key user of the firm;
  • Responsible for projects and customer orders (both financial and logistical aspects);
  • Managed a team of 3.

Education

MBA - Business Administration And Management

AESE/IESE
Lisbon, Madrid; Bangalore
09.2005 - 06.2007

Executive Master - Management Controlling Systems

INDEG/ISCTE
Lisbon
09.2003 - 06.2004

Master of Science - Degree in Economics -Business Administration Major

Lusíada University
Lisbon
09.1991 - 12.1997

Skills

Business planning

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Affiliations

  • Alumni AESE/IESE
  • ACEGE- Associação Cristã de Empresários e Gestores
  • OCC - Ordem dos Contabilistas Certificados - nº 6570
  • American Club of Lisbon

Timeline

Deputy CFO

ECS Capital SCR, FLITPTREL Portugal SGPS
03.2011 - Current

Corporate Finance & Business Advisory

Baker Tilly Portugal
07.2009 - 02.2011

Finance Manager

Enerpura-Renewable Energy's
07.2008 - 07.2009

Finance Manager

Jason Associates
07.2007 - 07.2008

Finance Manager

Grupo Manuel Champalimaud
05.2007 - 06.2007

MBA - Business Administration And Management

AESE/IESE
09.2005 - 06.2007

Executive Master - Management Controlling Systems

INDEG/ISCTE
09.2003 - 06.2004

Business Area Controller

Deutsche-Bank
05.2001 - 04.2007

Management Controller

L'Oreal Portugal
07.2000 - 01.2001

Controller

SIEMENS Group, Fujitsu
05.1998 - 06.2000

Master of Science - Degree in Economics -Business Administration Major

Lusíada University
09.1991 - 12.1997
Marco Aurelio PereiraFinancier