Group Finance Business Partner
2021 - PRESENT
Claranet
- Supported finance teams in Brazil, which gained approximately £34 million in revenue for the fiscal year of 2022, and Portugal and Spain (revenue undisclosed).
- Improved KPI analysis and financial data gathering, ensuring proper mapping of accounts.
- Engaged with local teams on due diligence, M&A activities, budgeting, and forecasting.
Focus areas: Annual Budgets, Key Performance Indicators (KPIs), Accounting, Management Accounting, Internationalization, M&A (Buy-side), Brazil, Microsoft PowerPoint, Microsoft Excel, P&L Forecasting, United Kingdom, India, Income Statements, Cost Efficiency, Financial Reporting, Statement of Cash Flows, Balance Sheets, Costs, International Finance
Senior Finance Business Partner
2019 - 2021
DXC Technology
- Supported business in Spain, Italy, and the US with an expected $16 million in annual revenues and a total contract of over $80 million.
- Managed financials in a project CFO-like position of over ten projects in interaction with the delivery team, including cost control and improvement analysis.
- Consolidated and advised on P&L and KPI information for financial and delivery teams using SAP, Microsoft, and PowerBI.
Focus areas: Rolling Forecasts, Annual Budgets, Financials, Accounting, Costs, Microsoft PowerPoint, Microsoft Excel, Forecasting, Italy, France, India, Income Statements, Cost Efficiency, Cost Reduction & Optimization, Financial Reporting, Cash Flow Calculation, Statement of Cash Flows, Balance Sheets, SAP, Management Accounting, International Finance
FINTECH Circle
- Supported startups in building their business plans.
- Introduced financial modeling to startups to support external fundraising efforts.
- Advised on the business strategy with a focus on finance and commercial expansion.
- Built presentations to support the development of internal processes of startups.
- Acted as a lecturer on their website focused on fintech and startups.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Business Planning, Fintech Consultant, Strategy Planning, Microsoft PowerPoint, Microsoft Excel, Fintech, United Kingdom, Funding Strategy, Consulting, Cost Efficiency, Discounted Cash Flow (DCF), Valuation Modeling, Financial Reporting, Cash Flow Calculation, Startup Funding, Statement of Cash Flows, Balance Sheets, QuickBooks Online, Costs, Management Accounting, International Affairs, Business Management
Business Development Advisor
2017 - 2019
SlidePiper
- Connected a startup with potential partners and buyers in the UK.
- Built new offerings for a SaaS solution to increase the addressable market.
- Introduced the startup to the potential UK and continental European investors, focusing on France.
- Advised on a business strategy that focused on a commercial angle.
- Advised on improvements to the investor pitch deck.
Focus areas: Business Planning, Microsoft PowerPoint, Microsoft Excel, United Kingdom, Business Advisory
TruMyle
- Supported the preparation of a pitch deck for a presentation that led to connections with over ten potential investors, including angels, accelerators, and incubators, in a day.
- Researched the market, which led to a change in approach to strategy and product development.
- Participated in board meetings, influencing the company's strategy and product development.
- Built a financial model for projections and support of a business idea.
- Connected the company to potential investors, which led to five meetings to present the startup's idea in a week.
- Built flexible financial models, strategic offerings, risk registers, metrics, and business plans for startups within the transportation, insurance, and venture capital sectors.
Focus areas: Financial Modeling, Pitch Decks, Business Planning, Corporate Finance, Strategy, Fintech Consultant, Financial Statements, Strategy Planning, Business Strategy, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, Fintech, United Kingdom, Funding Strategy, Income Statements, Cost Efficiency, Cost Reduction & Optimization, Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Costs, Management Accounting, Business Management
VP of Operations
2015 - 2016
Startup Europe India Network
- Engaged with this company from the beginning, focusing on connecting the European and Indian startup ecosystems in cooperation with the European Commission's Startup Europe Program.
- Created and managed financial management processes and controls as part of the founding team.
- Chose and managed a CRM (HubSpot) and financial systems.
- Managed the business development team in several countries across Europe and India, leading to a network of over ten volunteers and 500 readers of the newsletter.
- Built a financial model of potential returns and financing needs of the startup.
- Created and managed business-development processes to attract potential customers, partners, and users.
Focus areas: Pitch Decks, Financial Modeling, Financial Management, Budgeting, Business Planning, Financial Planning & Analysis (FP&A), Strategy, Financial Systems, Strategy Planning, Business Strategy, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, United Kingdom, India, Income Statements, Cost Efficiency, Cost Reduction & Optimization, Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Costs, Management Accounting, International Affairs, International Finance, Business Management
Customer Support Consultant
2013 - 2014
PKB Privatbank
- Supported customer needs related to account management and investments, with a total of $200+ million in assets under management.
- Coordinated internal processes for loan requests, new account creation, investment management, and customer support.
- Advised customers and intermediaries on investment options.
- Trained new personnel on customer management and internal processes.
Focus areas: Microsoft PowerPoint, Microsoft Excel, Financial Services, Switzerland, Private Banking, Financial Consultation, International Finance
Head of Finance
2012 - 2013
Queluz Gestao de Ativos
- Managed finance and operations with a team of five directly reporting to me and ten indirect subordinates. Oversaw a budget of $2.4+ million.
- Built processes and implemented a system to manage profit, revenues, and cost centers. This led to the first effective cost-control system in the company.
- Built financial models to analyze the potential for issuing debt bonds and raising funds for medium-sized companies with a turnover between $50-200 million and new investment funds, i.e., hedge, equity, and forex.
- Controlled and improved processes for cash management and budget functions.
- Managed relationships with banks, suppliers, and customers, including CFOs and CEOs.
Focus areas: Cost Reduction & Optimization, Pitch Decks, Cash Flow Forecasting, Corporate Finance, Finance Strategy, Financial Systems, Financial Data, Capital Investment Appraisals, Working Capital Management, Capital Structure Analysis, Capital Raising, Capital Structuring, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Financial Statements, Strategy Planning, Management, Business Strategy, SME/SMB Financing, Brazil, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, Financial Services, Investment Banking, Financial Consultation, Funding Strategy, Microsoft Dynamics AX, Financial Risk Management, Income Statements, Debt Capital Markets, Cost Efficiency, Discounted Cash Flow (DCF), Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Annual Budgets, Accounting, Costs, Management Accounting, Business Management
Financial Consultant
2008 - 2010
Queluz Gestao de Ativos
- Mapped internal operations, financial processes, and systems and managed their improvement.
- Built financial models to access debt structuring, M&A, and fund structuring operations and raised $150 million in debt.
- Drew and implemented a trade settlement system, lowering settlement errors by 90%.
- Created and managed an internal cash flow forecast model.
- Supported the fund's management area on the NAV calculation and newsletter preparation for investors.
Focus areas: Financial Modeling, Financial Systems, Cash Flow Forecasting, Working Capital Management, Capital Structuring, Capital Raising, Financial Planning & Analysis (FP&A), Financial Management, Corporate Finance, Mergers & Acquisitions (M&A), Financial Statements, Management, SME/SMB Financing, Brazil, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, Financial Services, Investment Banking, Financial Consultation, Funding Strategy, Microsoft Dynamics AX, Financial Risk Management, Income Statements, Debt Capital Markets, Cost Efficiency, Cost Reduction & Optimization, Discounted Cash Flow (DCF), Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Annual Budgets, Accounting, Costs, Management Accounting, Business Management
Financial Manager
2005 - 2008
HMS Servicos Medicos
- Structured the company from the beginning. It was created by doctors that had left a bigger practice and needed support for managing the new company.
- Built all the financial and administrative processes and systems from scratch.
- Created and managed the cash flow and P&L forecast, which had less than 5% variation from the actual within six months.
- Oversaw relationships with suppliers and banks. Managed the company's bank account and coordinated procurement with support from administrative personnel for separating tasks, i.e., procurement and payment functions.
- Controlled the fiscal financial report with the support of an external accountant.
Focus areas: Cash Flow Forecasting, Financial Modeling, Financial Planning & Analysis (FP&A), Financial Systems, Financial Management, Brazil, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, Healthcare Services, Healthcare, Income Statements, Cost Efficiency, Cost Reduction & Optimization, Financial Reporting, Cash Flow Calculation, Business Advisory, Balance Sheets, Accounting, Costs, Management Accounting, Business Management
Financial Analysis Consultant
2003 - 2004
Independent Work
- Mapped the hospitality market in Sao Paulo, Brazil.
- Analyzed financial returns from individual hotels for investors and hotel management companies. Presented the difference between risk and investment returns to the hotel investors compared to those for hotel managers.
- Helped renegotiate a contract between the investors and a hotel management company.
- Searched for potential clients among the hotel investors and requested their authorization to represent them in the renegotiation process.
Focus areas: Cash Flow Forecasting, Business Planning, Financial Data, Brazil, Microsoft PowerPoint, Microsoft Excel, Business Advisory, Balance Sheets, Business Management
Receivables Analyst
2002 - 2003
Hewlett Packard Enterprise
- Collected up to $100 million in due invoices from clients.
- Supported the manager in preparing a financial model to control receivables.
- Participated in the area's strategy meetings, preparing presentations on metrics and indicating major risks.
- Supported the introduction of online sales in the receivables area.
- Prepared financial models, as requested, to be used to present to the financial director.
Focus areas: Financial Planning & Analysis (FP&A), Financial Data, Brazil, Microsoft PowerPoint, Microsoft Excel, Balance Sheets