José Carlos Morais

José carlos morais

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location of José Carlos MoraisVila Nova de Famalicão, Braga, Portugal
Phone number of José Carlos Morais+91 xxxx xxxxx
Followers of José Carlos Morais2000 followers
  • Timeline

    Jan 1998 - Dec 2000

    Auditor

    Navalho, Martins Associados-SROC
    Jan 2001 - Dec 2005

    Financial & Accounting Director

    CarHolding - SGPS, SA
    Jan 2006 - Dec 2011

    Financial Manager

    MAPEI SPA
    May 2013 - Apr 2016

    Senior Analyst | Finance Manager

    DLL | ATHLON Car Lease
    Current Company
    May 2016 - now

    Finance & Administration General Manager

    Toyota Financial Services Portugal
    Porto, Portugal
  • About me

    CFO | Executive Board Member | Finance Manager | Master in Finance

  • Education

    • Eudem

      2008 - 2009
      Executive mba management
    • Católica lisbon school of business and economics

      2011 - 2013
      Master in finance (msc) finance 15 (out of 20)

      #33 European Business School, ranking FT 2011 | Triple Crown AccreditationMain areas of study: Quantitative Methods; Economics; Capital Budgeting; Corporate Finance; Financial Reporting; Valuation; Asset Management; Derivatives; Fixed Income; Corporate Governance; Corporate Restructuring.

    • Iscte - instituto universitário de lisboa

      2004 - 2005
      Pos-graduation advance accounting and tax

      Advanced Education on IAS/IFRS, US GAAP, Advanced Portuguese corporate and VAT Tax, International Tax Planning

  • Experience

    • Navalho, martins associados-sroc

      Jan 1998 - Dec 2000
      Auditor

      Participation on several projects related to financial Financial auditing, fiscal, support and consultancy on several companies linked to diverse business.

    • Carholding - sgps, sa

      Jan 2001 - Dec 2005
      Financial & accounting director

      Managing a team of 7 persons, full responsible, in all group companies,for: Accounting and financial reporting (according to Portuguese GAAP); Full tax responsibilities;Internal controls; Human resources and social security compliance; Budgeting, Forecasting and reporting; IT management;CARHOLDING SGPS, SA – Portuguese holding (group of 19 companies) in the car retail and repair business.

    • Mapei spa

      Jan 2006 - Dec 2011
      Financial manager

      - Budget, forecasting & planning; - Accounting GAAP (Local and International); - Credit collection, risk analysis and management; - Full tax compliance responsibilities including transfer prices; - IT Department, managing the implementation of several business and ERP applications;- Human Resources & Social Security;

    • Dll | athlon car lease

      May 2013 - Apr 2016
      Senior analyst | finance manager

      - Part of local management board; - Full Financial Reporting management;- Accounting (Both Local and IFRS) & Tax compliance; - Bank Supervision Compliance;- Financial Management; - several ad-hoc projects.

    • Toyota financial services portugal

      May 2016 - now

      Toyota Financial Services is the captive bank of TOYOTA Motor Corporation. It provides mobility-related financial services, including loans, leasing and insurance, in line with the group mission to "provide sound financial services that contribute to a prosperous life for Toyota customers and others". As a member of the local Executive Board, I oversee the following areas:- Planning & Control Management; Reporting;- Accounting & Tax;- Pricing & Business Analytics;- Treasury & Liquidity Management;- Various ad hoc projects (IT implementation, product development and setup). Show less

      • Finance & Administration General Manager

        May 2021 - now
      • Finance Manager

        May 2016 - May 2021
  • Licenses & Certifications

    • Portuguese public chartered accountant

      Camara técnicos oficiais de contas
    • How blockchains will change business

      Linkedin
      Jan 2021
      View certificate certificate
    • Humble inquiry: the gentle art of asking instead of telling (getabstract summary)

      Linkedin
      Feb 2021
      View certificate certificate
    • Critical thinking for better judgment and decision-making

      Linkedin
      Jan 2021
      View certificate certificate
    • Blockchain basics

      Linkedin
      Apr 2021
      View certificate certificate
    • Everything as a service (xaas) is the future of business

      Linkedin
      Jan 2021
      View certificate certificate
  • Honors & Awards

    • Awarded to José Carlos Morais
      Master in Finance (MsC) Católica Lisbon School of Business and Economics Oct 2013 Thesis Dissertation: Drivers of Corporate Bankruptcy and Default - Study Concerning Portuguese CompaniesPurpose: Investigate the relevance of financial andeconomic variables as predictors of corporate bankruptcy (default) in Portugal.public Link: http://hdl.handle.net/10400.14/17808