Mauro F. Romaldini, ACMA CGMA, Finance Expert in London, United Kingdom
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Mauro F. Romaldini, ACMA CGMA

Verified Expert  in Finance

Bio

Mauro has helped more than ten privately owned companies raise $150+ million in debt bonds in the international market and improved their financial management—including cash management and forecasting. He has created, managed, and improved the financial processes and forecasts for startups, mid-size companies, and large corporations (HP). Mauro freelances to support companies' efforts to improve their finances and to scale.

Career Highlights

Head of Finance
Queluz Gestao de Ativos

Education Highlights

Bachelor's Degree
Pontifical Catholic University of São Paulo

Certification Highlights

Chartered Global Management Accountant (CGMA) and Associate (ACMA)
CIMA | Chartered Institute of Management Accountants

Case Studies

Work Experience

Group Finance Business Partner

2021 - PRESENT
Claranet
  • Supported finance teams in Brazil, gaining approximately £34 million in revenue for the fiscal year of 2022, and Portugal and Spain (revenue undisclosed).
  • Managed the automation of KPI collection and improved its analysis.
  • Engaged with local teams on due diligence, M&A activities, budgeting, and forecasting.
  • Improved financial data gathering, ensuring proper mapping of accounts.
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 (Cost-down), Financial Reporting, Cash Flow Calculation, Statement of Cash Flows, Balance Sheets, SAP, Management Accounting, International Finance, CFO

Mentor

2018 - 2019
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, 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

Part-time CFO

2017 - 2018
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, 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 (Cost-down), Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Costs, Management Accounting, Business Management, CFO

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 Managers, 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 (Cost-down), Valuation Modeling, Financial Reporting, Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Costs, Management Accounting, International Affairs, International Finance, Business Management, CFO

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 Consultant, 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 (Cost-down), 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 Consultant, 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 Managers, 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 Consultant, Funding Strategy, Microsoft Dynamics AX, Financial Risk Management, Income Statements, Debt Capital Markets, Cost Efficiency, Cost Reduction & Optimization (Cost-down), 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 Managers, Brazil, Microsoft PowerPoint, Microsoft Excel, Forecasting, P&L Forecasting, Healthcare Services, Healthcare, Income Statements, Cost Efficiency, Cost Reduction & Optimization (Cost-down), 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 and strategy workshops, 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
2010 - 2012

Certified Master of Business Administration (CMBA) in Strategy

HEC Paris - Paris, France

2007 - 2008

Master's Degree in Finance

Brazilian Business School - São Paulo, Brazil

1997 - 2004

Bachelor's Degree in Business Administration

Pontifical Catholic University of São Paulo - São Paulo, Brazil

1996 - 2001

Bachelor's Degree in International Relations

Pontifical Catholic University of São Paulo - São Paulo, Brazil

MAY 2017 - PRESENT

Chartered Global Management Accountant (CGMA) and Associate (ACMA)

CIMA | Chartered Institute of Management Accountants

Finance

Cash Flow Calculation, Business Advisory, Statement of Cash Flows, Balance Sheets, Finance Strategy, Financial Managers, Forecasting, P&L Forecasting, Financial Modeling, Financial Planning & Analysis (FP&A), Cash Flow Forecasting, Accounting, Management Accounting, International Finance, Cost Efficiency, Cost Reduction & Optimization (Cost-down), Startup Funding, Corporate Finance, Funding Strategy, Private Banking, M&A (Buy-side), CFO, Budgeting, Mergers & Acquisitions (M&A), Capital Structuring, Capital Raising, Capital Structure Analysis, Working Capital Management, Capital Investment Appraisals, Discounted Cash Flow (DCF), Valuation Modeling, Financial Reporting, Financial Systems

Output Software

Microsoft PowerPoint, Microsoft Excel

Industry Expertise

Financial Services, Healthcare, Banking & Finance, Debt Capital Markets

Geographic Expertise

United Kingdom, Brazil, Italy, France, Switzerland, India

Data & Analysis Software

Financial Data, QuickBooks Online, Power Pivot

Other

Business Strategy, Strategy Planning, SME/SMB Financing, Management, Financial Statements, Fintech, Financial Consultant, Consulting, Fintech, Rolling Forecasts, Annual Budgets, Investment Banking, Healthcare Services, Microsoft 365, SAP, Costs, Internationalization, Business Management, SaaS, Strategy, Business Planning, Pitch Decks, Growth Strategy, Income Statements, Microsoft Dynamics AX, Financials, Financial Risk Management, International Affairs, Key Performance Indicators (KPIs)

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