Highly motivated and goal-driven professional with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Hi, I’m
Sofia Dias Carneiro
Porto
Summary
Overview
9
years of professional experience
Work History
SAVILLS FINANCIAL CONSULTANTS
Finance Consultant
07.2019 - Current
Job overview
- Produced annual analysis, statistics and metrics.
- Developed business models to forecast operating expenses and revenue based on market conditions.
- Performed weekly and monthly research and analysis on current market trends.
- Trained and coached new employees in company process and procedures.
- Led the latest recruitment process.
- Provided exceptional service to clients and accommodated specific consulting needs.
- Assisted clients with budgeting and cash flow management.
- Participated in several meetings with banks and investors
- Incorporation of ESG criteria to target sustainable finance
- Participated in business development holding responsibility over proposals and presentations
PRICEWATERHOUSECOOPERS (PwC)
Associate Auditor
01.2015 - 01.2017
Job overview
- Assisted in planning work on assigned segments of audits.
- Reviewed transactions, documents, records and reports for accuracy and effectiveness.
- Coordinated with clients to perform tests on organizational internal controls.
- Checked information against guidelines for accuracy and compliance.
- Prepared financial statements, disclosures and comments.
- Reconciled financial data and reported on discrepancies.
- Completed audits into different sectors.
- Interviewed business owners to understand needs and explain audit scope.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Interviewed auditees to gather data needed to conduct audits.
- Assessed internal control risks of network through information system audits.
MILLENNIUM BCP
Client Bank Advisor/Sales
01.2015 - 09.2015
Job overview
- Consistently ranked top 3 on the sales manager’s ranking
- Engaged with customers to build rapport and loyalty.
- Assessed customer needs and utilized suggestive selling techniques to drive sales
- Answered customer questions about products and services
- Attended the post-graduation at the same time
GFH – SGPS
Trainee
07.2014 - 12.2014
Job overview
- Engineering and construction company
- Internship
Education
Bayes Business School (formerly Known As Cass)London
Master of Science from Banking And Finance
07.2019
University Overview
Catolica University of Portugal Portugal
Bachelor of Science from Economics
2014
University Overview
- First-class honours 2011 - 2014 2014 Excellence Award (awarded to the best student of the year)
- Monetary prize 4.000€ 2012 & 2013 Merit Scholarship
CATÓLICA UNIVERSITY OF PORTUGAL
Post Graduation from Business and Economics
2015
University Overview
Full Merit Scholarship (1st and 2nd semester)
Skills
- Trend analysis expertise
- Financial statements expertise
- Finance
- Financial planning
- Excel and PowerPoint
- Relationship Management
- Advanced English (C1)
Languages
Portuguese
Native language
English
Proficient
C2
Timeline
Finance Consultant
SAVILLS FINANCIAL CONSULTANTS
07.2019 - Current
Associate Auditor
PRICEWATERHOUSECOOPERS (PwC)
01.2015 - 01.2017
Client Bank Advisor/Sales
MILLENNIUM BCP
01.2015 - 09.2015
Trainee
GFH – SGPS
07.2014 - 12.2014
Bayes Business School (formerly Known As Cass)
Master of Science from Banking And Finance
Catolica University of Portugal
Bachelor of Science from Economics
CATÓLICA UNIVERSITY OF PORTUGAL
Post Graduation from Business and Economics
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