
Timeline
About me
CFO | Executive Board Member | Finance Manager | Master in Finance
Education
Eudem
2008 - 2009Executive mba managementCatólica lisbon school of business and economics
2011 - 2013Master 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 - 2005Pos-graduation advance accounting and taxAdvanced Education on IAS/IFRS, US GAAP, Advanced Portuguese corporate and VAT Tax, International Tax Planning
Experience
Navalho, martins associados-sroc
Jan 1998 - Dec 2000AuditorParticipation 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 2005Financial & accounting directorManaging 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 2011Financial 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 2016Senior 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 - nowToyota 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 - nowFinance Manager
May 2016 - May 2021
Licenses & Certifications
Portuguese public chartered accountant
Camara técnicos oficiais de contas- View certificate
How blockchains will change business
LinkedinJan 2021 - View certificate
Humble inquiry: the gentle art of asking instead of telling (getabstract summary)
LinkedinFeb 2021 - View certificate
Critical thinking for better judgment and decision-making
LinkedinJan 2021 - View certificate
Blockchain basics
LinkedinApr 2021 - View certificate
Everything as a service (xaas) is the future of business
LinkedinJan 2021
Honors & Awards
- Awarded to José Carlos MoraisMaster 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
Languages
- enEnglish
- poPortuguese
- spSpanish
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