Jorge Moreira

Experience

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  Banco BPI

  Aug 2007 - Oct 2011

  Commercial Assistant

  Fourth biggest Portuguese Private Bank.Mission: Execution of Front-Office and Commercial functions, having as main tasks the presential customer service, cash operations, general administrative support in all existing tasks in the branch and in the commercialization of banking products and services. Report to Branch Manager.

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  Banco Best

  Nov 2011 - Sept 2013

  Private Banker

  Portuguese Private Bank specialized in Wealth Management.Mission: To ensure the personalized and permanent monitoring of a wallet of high-net-worth customers, identifying their needs and goals in order to ensure a careful and efficient management of their financial investment portfolio. Report to Team Leader.

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  OTS - Operative Textile Solutions, Lda

  Dec 2014 - Feb 2016

  Financial Manager

  Start-up integrated into a textile group, based in Guimaraes, with the scope to internationalize its activities. In 2014 OTS employed approximately 150 employees and the Group´s turnover was about 12 million euros.Mission: Development and execution accountability of both economic strategy and financial planning including budgetary control and business risk management. Management of the company´s relationship with stakeholders. Reporting to the Board. • Coordination of accounting and financial and administrative policy of the company • Negotiation with creditors • Evaluation and monitoring of investment projects • Calculate and analyze business profitability by customer order • Treasury management and forecasting future financial needs • Active management of balance sheet and activities to generate cash flow.📈 ACHIEVEMENT(2018) | Project of launching a start-up| Turnover in the first year reached 1 M Euro: – Business plan development in collaboration with the Board, including external environment study (industry, macro variables) and identification of possible competitive advantages of the group, from a systemic perspective. Strategic analysis tools – PITCH, 5 Porter´s Forces and PMI. Show less

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  Riscos & Diametros SA

  Feb 2016 - Sept 2017

  Financial Controller

  SME operates in the HVAC market with around 50 employees. A Group with international presence with business units in Angola, Mozambique and Qatar. In 2016, revenues stood at 4 million euros.Mission: In direct liaison with the CFO, ensure the analysis and disclosure of company´s main KPIs and strategic projects, ensuring reliability on the information that supports business risk management.• Cost structure optimization and cost accounting system design • Implementation of management control procedures and tools • Analysis, production and monitoring of financial, operational and management information. 📈 ACHIEVEMENT(2018) | Implementation of a reporting system and performance indicators | Cost Structure Optimization: – Development and implementation of a management control and reporting system adjusted to the needs of the company, to allow monitoring the operational and financial activity and to serve as a support for strategic decisions making by the CFO. The analysis of the cost structure together with the introduction of KPIs allowed efficiencies in the first year of around 10%. Show less

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  Hawkclaw Capital Advisors, Lda.

  Sept 2017 - Mar 2021

  Financial Analyst

  Independent investment firm, that provides investment advisory services as well as reception and transmission of orders in relation to financial instruments – operating under the supervision of the Portuguese Securities Market Commission (CMVM).Mission: Reporting directly to the CIO, monitor the operational, financial, and strategic activities of the companies, which integrate or may integrate the investment portfolio of Hawkclaw. • Analysis of the economic and financial performance of companies and benchmark with main “peers” and industry • Development of models for financial analysis and forecasting • Investment valuation • IT project • M&A operations analysis📈 ACHIEVEMENT(2018) | Information System Development and Implementation: – Leadership in a project to develop and implement a computer system that allowed to reduce the cost of working hours regarding the treatment of information in the investment portfolio, minimizing occurrence of errors and ensuring a greater, faster and more reliable information in the decision-making process. Show less

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  Workinov II, Arquitetura e Construção Lda

  Mar 2021 - Mar 2022

  Financial Director

  SME operates in the residential segment with around 24 employees. It has interests in others companies. In 2020 the revenue stood at 2,5 million euros. Mission: Reporting directly to the General Manager and Owners, responsible for the supervision of the operations and definition and implementation of all the financial policy of the Group. Strategic partner of the Corporation.•Preparation of monthly and annual financial reports. Control of accounting and financial data • Strategic position ensuring the implementation of the financial strategy and supervision of the Group operations • Establishing and developing relations with senior management and external partners and stakeholders • Partner in M&A operations and other investment opportunities • Suggest changes or improvement for increasing the efficiency of operations. Show less

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  Bramp - Metais e Polímeros de Braga, Lda.

  Apr 2022 - Sept 2022

  Financial Director

  SME operates in the production of components and products in injected plastic for the automotive, electronics and industrial sectors. In 2021 Bramp employed about 100 employees and the company’s turnover reached 10,5 million euros.Mission: Reporting to the owners, the main goal was to optimize the company financial structure, assuming an effective cash flow allocation, managing risks with the goal to maximize the return on capital invested. • Leadership, coordination and supervision of the following areas: accounting, taxes, management control, treasury, purchasing, banking, insurance, legal, fleet management and human resources • Ensuring the relationship between the company and other key stakeholders • Ensuring timely legal and fiscal obligations, as well as internal control and compliance • Production of management reports, analysis of deviations, forecasting, corrective measures, ensuring the reliability of information and the respective timing • Conducting internal audits and monitoring of external audits • IT project Show less

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  Outvise

  Jul 2022 - now

  Freelancer
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  Footprime - Portuguese Shoe Manufacturers

  Nov 2022 - now

  SME operates in the footwear industry. In 2022 revenues stood at 9 million euros and the “Gross Merchandise Value” surpassed 10 million euros. Mission: Enhance revenue growth by offering operational guidance, ensure effective compliance, accounting and treasury policies are in place and working, and provide the much-needed financial clarity to evaluate future decisions while leading the organization to digital transformation.• Work on strategic roadmap, finance-lead initiatives that can improve P&L and foster revenue growth • Proceed with accounting entries and ensure their correct allocation • Analyze business metrics • Ensure compliance with financial plan, assessing financial needs and optimizing the resource allocation • Implementation of a costing system by customer, department and distribution channel. Show less

  • CFO | Partner

    Mar 2024 - now

  • Financial Director

    Nov 2022 - now