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Jose

Finance & Strategy Advisor

Porto, Portugal

Independent consultant with 7+ years’ experience in advising leading mid-market Private Equity firms and their portfolio companies – ranging from €100 million to €1 billion AUM. Led and executed end-to-end projects with different levels of complexity – spanning from M&A and capital raising projects to performing a dual role as a strategic finance partner and chief of staff in several PE- and VC-backed companies. Was also responsible for sourcing and engaging with Private Equity and Venture Capital clients, as well as coordinating teams comprised of Project Managers, Associates, and Analysts. Core competencies include Project Management, Change Management, Value Creation Planning and Execution, Financial Modelling, Business Planning, Budgeting and Forecasting, Investor Presentations, Valuation, Market and Industry Research, Competitive Landscape, Benchmarking Analysis, Design Thinking, Team Management, and Business Development.

Domain experience

Relevant Total Experience: 7 years

Seniority Level: Manager

Sector Experience: 

Alternative Finance Asset Management and Custody Banks Consumer Services Data and Analytics Durable Goods Distribution Food and Staples Retailing Food Retail Food, Beverage and Tobacco General Merchandise Stores Health Care Equipment and Services Homefurnishing Retail Household and Personal Products Human Resource and Employment Services Insurance Internet and Direct Marketing Retail IT Services Leisure Equipment Stores Leisure Products Multiline Retail Non-Durable Goods Distribution Personal Finance and Planning Pharmaceuticals, Biotechnology and Life Sciences Real Estate Management and Development Renewable Electricity Research and Consulting Services Specialty Stores

Skills

Skilled in: Corporate Development, Commercial Due Diligence, Financial Due Diligence, Bolt-on acquisitions, Financial Planning & Analysis (FP&A), Buy-and-Build, Controlling, Value Creation & Enhancement, Strategic Finance, Private Equity & Growth Capital, Sell-side M&A

Technical Skills: SQL, Microsoft Excel, PowerPoint, Microsoft Office, Visual Basic for Applications (VBA), PowerBI, HubSpot

Languages: Portuguese, English

Work Experience

Independent Consultant

Finance & Strategy Advisor

1/1/2023

 

- Now

Have been collaborating closely with the Founders and CEOs in addressing complex financial and strategic issues - spanning from acting as a trusted advisor to CEO, to assuming a transactional-focused role in M&A and capital raising projects. Most relevant projects included: ❖ Managed a team of former Bain and Roland Berger consultants (Senior Associate and Associate level) in a project for a $5B group, leading the design and implementation of the holding company’s governance model and consolidated business plan ❖ Acted as a sparring partner to the founder of multiple SMEs, driving and executing several transformational initiatives across portfolio companies, resulting in a 16 p.p. margin expansion post-execution ❖ Involved in several non-recurring projects ranging from budgeting, forecasting, and business planning to M&A live deal support

Stunning Capacity (consulting boutique formed by ex-MBBs)

Finance & Strategy Project Management Office (PMO)

01/05/2021

 

- 01/06/2022

Consulting boutique formed by a former BCG. During this experience, I worked alongside the founder on a multitude of projects including: ❖ Acted as a trusted advisor to the founder of a PE-backed firm, also a former BCG, having promoted and implemented several revenue expansion and cost optimization initiatives, resulting in 15 p.p. enhancement post-execution. Most relevant initiatives included: - Designed and executed a streamlined procurement operating model - Led the annual budgeting process across the firm - Created a comprehensive dashboard to assess and monitor the performance of the different business units across the organization ❖ Steered and executed several go/no-go investment cases in the context of Venture Building ❖ Led and executed a healthcare project, building a comprehensive diagnosis dashboard

LGG Advisors

Manager

01/01/2020

 

- 01/02/2021

As a member of the Management Team at LGG Advisors, I was responsible for: ❖ Leading teams consisting of Project Managers, Associates, and Analysts ❖ Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity funds and PE-backed clients. Most relevant projects included: - Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity - Played a strategic finance partner role for a US-based PE-backed firm - Coordinated consulting teams on several projects for a leading UK-based Advisory firm ❖ Steering and executing strategic initiatives across the organization. Initiatives helped to retain three key clients and engage with nine new clients, contributing approximately to €1.5 million in additional revenues and a 20 p.p. increase in margin. ❖ Coordinating recruitment and training across the firm

LGG Advisors

Project Manager

01/09/2017

 

- 01/01/2020

As one of the first hires at LGG Advisors, I collaborated alongside the Founder, also a former VP at Barclays Investment Bank in London. During this experience, I was responsible for: ❖ Leading and executing M&A, capital raising, and finance & strategy projects on behalf of the Private Equity and Venture Capital clients. Most relevant projects included: - Full IM and financial modelling for £600 million equity and debt capital raising for a multi-billion-dollar investment firm - Full IM and financial modelling for $250 million equity and debt capital for a leading Israeli-based Investment Bank - Coordination and execution of a buy-side financial and commercial due diligence for an European Venture Capital - Execution of a buy-side commercial due diligence for a leading European Private Equity - Financial Planning and Analysis for a US-based private equity portfolio company - LBO modelling for a leading Israeli investment bank in the context of a take-private US publicly listed company ❖ Sourcing and engaging with Private Equity and Venture Capital clients ❖ Supervising teams of Associates and Analysts ❖ Coordinating the recruitment and L&D across the firm

Education

Católica Porto Business School

Finance

01/01/2015

 

- 31/12/2017

FEP U. Porto – Economics and Management

Business Administration and Management

01/01/2010

 

- 31/12/2015

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