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
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