Financial Advisory Analyst
Deloitte
Keywords
Skills
Trilingual, hardworking and goal oriented Financial Advisory Consultant and holder of a master's in finance degree from Nova SBE.
Passionated about corporate finance, financial modelling, teamwork and innovation. Interested in understanding new business models, market trends, and value-added. Always trying to come up with out-of-the-box ideas.
Swimmer, traveler and sports enthusiast in my spare time.
Tools: Microsoft Excel Expert, SAP ERP, Bloomberg, Salesforce CRM.
Passionated about corporate finance, financial modelling, teamwork and innovation. Interested in understanding new business models, market trends, and value-added. Always trying to come up with out-of-the-box ideas.
Swimmer, traveler and sports enthusiast in my spare time.
Tools: Microsoft Excel Expert, SAP ERP, Bloomberg, Salesforce CRM.
Project history
01/2021
-
09/2021
* Transaction Services in the Financial Industry (Banking, Insurance and Real Estate).
* Financial Due Diligence on the privatization of a public bank (sell-side).
* Impairment loss calculation based on the client's capacity to generate future cash flows and collateral
valuation.
* Financial Due Diligence on the privatization of a public bank (sell-side).
* Impairment loss calculation based on the client's capacity to generate future cash flows and collateral
valuation.
08/2018
-
01/2019
Saving Funds Intern
Empresas Polar
* Analyzed and recorded daily operations related to Savings Funds development, using SAP ERP.
* Built monthly reconciliation of contributions, withholdings and loans from members, as well as those
corresponding to bank accounts and investments.
* Created quarterly reports of Balance Sheet, Income Statement and Cash Flow Statement.
* Increased frequency of loan and withdrawal payments, from monthly to weekly, to support workers in a
skyrocketing-inflation environment.
* Searched and studied different investment options to maximize partners' surplus, aiming for the higher
sharpe ratio that satisfied the risk-averse company's policy.
* Built monthly reconciliation of contributions, withholdings and loans from members, as well as those
corresponding to bank accounts and investments.
* Created quarterly reports of Balance Sheet, Income Statement and Cash Flow Statement.
* Increased frequency of loan and withdrawal payments, from monthly to weekly, to support workers in a
skyrocketing-inflation environment.
* Searched and studied different investment options to maximize partners' surplus, aiming for the higher
sharpe ratio that satisfied the risk-averse company's policy.
04/2018
-
07/2018
Teaching Assistant
Universidad Metropolitana
* Professor Assistant in "Financial Simulation" course, part of Financial Engineering Diploma.
* Taught weekly practical classes. Solving forecasting, simulation, and optimization problems using Oracle
Crystal Ball. VaR and CVaR evaluation.
* Taught weekly practical classes. Solving forecasting, simulation, and optimization problems using Oracle
Crystal Ball. VaR and CVaR evaluation.
Local Availability
Only available in these countries:
Portugal
I am based in Lisbon, only accepting remote jobs.
