Carlos Rosa is a Finance Manager at Quinta do Lago.
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Finance ManagerQuinta Do Lago Nov 2022 - Apr 2024Quinta Do LagoPrepare timely and accurate financial reports for Group companies, incluiding balance sheet, incomestatement, and cash flow statementCoordinate and suport all the financial departments namely; accounts receivable, accounts payable, F&Band general accountsLiase with the audit team and advisors on scope, goals and timingLead and ensure compliance with internal review control for accounting transactions and perform thenecessary procedures and documentationSupport the… Show more Prepare timely and accurate financial reports for Group companies, incluiding balance sheet, incomestatement, and cash flow statementCoordinate and suport all the financial departments namely; accounts receivable, accounts payable, F&Band general accountsLiase with the audit team and advisors on scope, goals and timingLead and ensure compliance with internal review control for accounting transactions and perform thenecessary procedures and documentationSupport the monthly consolidation process ensuring accurate, efficient and timely reporting of groupresults, supervise and ensure adherence to timetable by business divisionsSupport the periodic (monthly and annual) external financial report processes to produce the annualstatutory accountsSupport the external and internal audit processes, ensuring a smooth and efficient process andimplementation of audit findings and recommendationsProvide support on accounting policy and other tecnical accounting mattersDevelop and lead projects to improve the efficiency of departments Show less -
Business Unit Managing Partner / Coordinator Of Tourism Knowledge CenterGrupo Moneris Aug 2015 - Oct 2022AlbufeiraManage the Business Unit and the staff teamManage the customer portfolioNegociate and prepare proposals for accounting and consulting servicesElaborate with the administration the anual budgetAnalise the monthly deviationsEnsure the functioning of the Quality Management SystemAnalise the market and identify business oportunitiesCoordinate and supervise accountinh and tax servicesAnalise managements reports of the companies and meet with the clientes explaining… Show more Manage the Business Unit and the staff teamManage the customer portfolioNegociate and prepare proposals for accounting and consulting servicesElaborate with the administration the anual budgetAnalise the monthly deviationsEnsure the functioning of the Quality Management SystemAnalise the market and identify business oportunitiesCoordinate and supervise accountinh and tax servicesAnalise managements reports of the companies and meet with the clientes explaining the results and identifiying opportunities for fiscal efficiencyCoordinate and supervise the accounts of clientes companies and tax declarationsAnalise and follow the evolution of the Tourism SectorElaborate the Hospitality Semester Barometer Elaborate the Hospitality YearbookAnalise the financial incentives available for Tourism Sector Show less -
General ManagerOndamarhotel Jul 2012 - Aug 2015AlbufeiraPlan, organize and manage all hotel services Manage budgets and financial plans as well as control expenditure and maximize revenueManage all the departments to ensure the smooth running of the hotelUndertake strategies to achieve sales and profit targetsAnalise staff performanceCoordinate capital improvement projects to maintain/upgrade quality standards and property imageProvide high standards for customer serviceResolve contractual and commercial issues and… Show more Plan, organize and manage all hotel services Manage budgets and financial plans as well as control expenditure and maximize revenueManage all the departments to ensure the smooth running of the hotelUndertake strategies to achieve sales and profit targetsAnalise staff performanceCoordinate capital improvement projects to maintain/upgrade quality standards and property imageProvide high standards for customer serviceResolve contractual and commercial issues and disputesDeal with customers complaints and commentsSupervise maintenance, supplies, renovations and furnishingsPlan and implement the annual budget of exploitationPromote the hotelAnalyze sales figures and develope marketing strategiesDeal with contractors and suppliersEnsure compliance with licensing laws, health and safety and other statutory regulations Show less
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Finance Director And Chief Financial OfficerOndamarhotel Dec 2003 - Jun 2012AlbufeiraPrepare operating budgets, treasury and investmentAnalise the monthly accounts and perform analisys of monthly and accumulated deviationsAnalise suppliers and negotiate terms and conditions of paymentControl current accounts of customers, suppliers, Social Security and FinancesManage the general and analytical ledger Reporting to the heads of departments the balance of their sectionsMeasure financial risksNegociate outstanding debts to improve financial… Show more Prepare operating budgets, treasury and investmentAnalise the monthly accounts and perform analisys of monthly and accumulated deviationsAnalise suppliers and negotiate terms and conditions of paymentControl current accounts of customers, suppliers, Social Security and FinancesManage the general and analytical ledger Reporting to the heads of departments the balance of their sectionsMeasure financial risksNegociate outstanding debts to improve financial performanceAnalise Balance Sheets and Cash Flow statementsProceed with the closing of annual accounts for financial yearExecute and delivery of tax returns: Mod 22, IES, VAT, DMR and personal income tax withholdings. Show less
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Professional TrainerQuarteira Association Of Entrepreneurs Mar 2007 - Nov 2007QuarteiraLecture the following Professional courses: 1.micro and small business management, 2.business strategy, 3.general accounting and taxation, 4.balance score card
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Chartered Accountant (Toc)Golfbookings Jan 2001 - Nov 2003AlmancilPrepare operating budgets and treasuryControl the treasury, accounts of customers, suppliers and StateOrganise and launch documents in accountingEstablish the accounting and tax results, completion, execution and delivery of tax returns: Form 22 Annual Statement, VATProcess the payroll
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Chartered Accountant (Toc)Rogério Bota, Accounting Services Feb 2000 - Nov 2000QuarteiraPrepare and launch documents in accountingEstablish the accounting and tax results, completion, execution and delivery of tax returns: Form 22 Annual Statement, VAT
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Management ControllerEcléctica Oct 1998 - Sep 1999BoliqueimeControl stocks, calculate Sales margins, prepare purchase ordersPrepare and negotiate customers budgetsControl current accounts of customers and suppliers
Carlos Rosa Education Details
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Degree In Business Management -
Escola De Hotelaria E Turismo Do AlgarveDegree In Hospitality Management -
Master In Business And Administration (Mba)- Corporate Finance
Frequently Asked Questions about Carlos Rosa
What is Carlos Rosa's role at the current company?
Carlos Rosa's current role is Finance Manager at Quinta do Lago.
What schools did Carlos Rosa attend?
Carlos Rosa attended Universidade Do Algarve, Escola De Hotelaria E Turismo Do Algarve, Universidade Do Algarve.
Not the Carlos Rosa you were looking for?
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Carlos Rosa
Dean At Iade - Creative University | Columnist At Diário De Notícias | Creative Leadership | Innovation Specialist | Visual ArtistLisbon -
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Carlos Rosa
Phd At Codes, Uni. Tasmania, In Physical Volcanology Of The Iberian Pyrite Belt (Vms)Lisboa -
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