Cátia Santos

Cátia Santos Email and Phone Number

Fractional CFO | Financial Consultant @ Freelance
Lisbon, Portugal
Cátia Santos's Location
Sintra, Lisbon, Portugal, Portugal
Cátia Santos's Contact Details

Cátia Santos work email

Cátia Santos personal email

n/a
About Cátia Santos

CFO | Strategic Financial Leadership | Business & Financial Controlling | Legal & HR Oversight | Team ManagementAs a Finance leader, I'm focused on improving cash flow, increasing profitability, and helping businesses grow. I believe in building structured systems that support scalable growth while maintaining flexibility. I believe in creating efficient, user-friendly processes that provide clarity and certainty to all stakeholders, ensuring smooth operations and informed decision-making.I hold a degree in Economics from ISCTE-IUL and spent a semester at Université Paris X - Nanterre. I started my career at Deloitte, where I gained valuable experience into financial analysis and risk management. With 18 years of experience in finance, my career has primarily been in companies within the tech sector. For the past 10 years, I have worked as a CFO for Portuguese companies, one with 200 employees, and for a UK-based company.I follow the principle "What gets measured gets managed. What gets measured gets done," which I learned from Keith Cunningham during The 4 Day MBA in 2018 and this supports my focus in data-driven decisions and improving financial performance.Alongside my expertise in finance, I also have experience in HR, with a solid understanding of both the operational and technical aspects of people management. Additionally, I have experience handling legal matters with support from external law firms, ensuring effective compliance and risk management.At RUPEAL Group, coaching sessions helped me focus on personal development and leadership. I’ve completed coaching and NLP training, recognizing that self-awareness and growth are key to be a more conscious person and professional.

Cátia Santos's Current Company Details
Freelance

Freelance

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Fractional CFO | Financial Consultant
Lisbon, Portugal
Website:
bloq.it
Employees:
8
Cátia Santos Work Experience Details
  • Freelance
    Fractional Cfo | Financial Consultant
    Freelance
    Lisbon, Portugal
  • Bloq.It
    Vp Of Finance
    Bloq.It Aug 2024 - Present
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  • Payara Services Ltd
    Chief Financial Officer
    Payara Services Ltd Apr 2021 - Jul 2024
    At PAYARA group I reported to the CEO.I was responsible for the Finance and Operations of the PAYARA group (UK, US and PT companies).The role was 100% remote and I worked with people all over the world.My role was about managing and supporting the Finance & Operations team with care, empathy, and truth. Our teams role was about giving attention to numbers, and financial and operational processes. It was to provide certainty about what is happening, about real data, to clearly show where we are. It was also about concluding about our objectives, where we want to go, and when. And, finally, our daily focus was on what we can do to move the needle and get where we want to go.Main tasks:* Design and prepare accurate monthly financial reporting with real, budgeted, and forecast data (controlling);* Changed our on-premises Accountancy software to SaaS software (XERO and TOCOnline)* Designed and prepare the weekly treasury report with real and forecast data;* Manage the relationship and negotiations with banks;* Manage the contacts and relationships with our external lawyers;* Use the Objectives and Key Results (OKR) framework to define and track objectives and outcomes. Knowing what we want to achieve, it is easier to align initiatives with outcomes. It is also important to know where we are. It is like coaching: point A (where we are) and point B (to where we want to go).* Work in internal processes with the following goal: make sure Payara runs smoothly.
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  • Darwinlabs
    Chief Financial Officer
    Darwinlabs Mar 2020 - Apr 2021
    Lisboa, Portugal
    In darwinLabs I reported to the CEO and I was one of the three Board of Director's members.Main tasks:* Design and present an accurate monthly financial reporting with real, budgeted, and forecast data (controlling);* Design and present the weekly treasury report with real and forecast data (13 weeks);* Manage of the relationship and negotiations with banks;* Manage with an external supplier the PT2020 application;* Design and present HR database and HR metrics;* Respect budgets and deadlines.
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  • Rupeal
    Cfo (Finance, Hr, Legal, Procurement)
    Rupeal Dec 2015 - Jan 2020
    Lisboa E Região, Portugal
    In RUPEAL group (KWAN, invoiceXpress, and ClanHR), a Group with 180 employees, I reported to the CEO and I was one of the three Board of Director's members.I had a team of 9 people.We created, restructured, internalized, and centralized processes in order to achieve the following results:* a culture focus on people;* a better cash flow;* better profits;* giving certainty and confidence to our Board of Directors and to all RUPEAL people.Main tasks:* Designed and prepared an accurate monthly financial reporting with real, budgeted, and forecast data (controlling); * Designed and prepared the weekly treasury report with real and forecast data;* Managed the relationship and negotiations with banks;* Managed the external audits;* Managed the relationship and negotiations with suppliers;* Designed and prepared HR database and HR metrics;* Managed the contacts and relationship with our external lawyers;* Worked daily in the mindset, processes, and procedures in order to have HR focus on people;* Team Leadership. I gave feedback, confronted, recognized, worked side by side, in order for them (and me) to grow, to learn, to feel happy with us;* Used the Objectives and Key Results (OKR) framework to define and track objectives and outcomes;* Respected budgets and deadlines.
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  • Peep - Educar Para Empreender (Associação)
    Financial And Administrative Coordinator
    Peep - Educar Para Empreender (Associação) Feb 2015 - Nov 2015
    Lisboa E Região, Portugal
    Main tasks:* Microsoft Office 365 implementation in PEEP and the Youth Start - Entrepreneurial Challenges project (project management and reporting through SharePoint online);* Financial analysis;* Budget projects management and financial reporting preparation; * Implementation of new administrative procedures and improvement of others.PEEP - Educar para Empreender (Associação), is a not-for-profit association that has as its mission to help in the development and implementation of programs related to entrepreneurship education and training, accomplished through research projects, capacity building, and public policy development.
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  • Esri Portugal
    Head Of Division - Accounting And Controlling
    Esri Portugal Feb 2012 - Jan 2015
    Lisbon Area, Portugal
    I reported to Finance and HR Director and I managed two people.Main tasks:* Financial analysis;* Balance sheet analysis; * Income statement analysis; * Budget deviation analysis;* Compliance with legal and tax obligations; * Monthly and annual financial close;* Budget management; * Preparation of financial and operational reports; * Implementation of processes optimization; * Configuration and parameterization of ERP system;* Collaboration and support to other departments, including analysis and optimization of processes.
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  • Wipro Limited, Sucursal Em Portugal (Best Buy Europe)
    Banking Team Leader
    Wipro Limited, Sucursal Em Portugal (Best Buy Europe) Jun 2010 - Dec 2011
    Lisbon Area, Portugal
    Reporting to Finance Director and in-charge of a team of 11 people, responsible for performing Banking tasks for the Best Buy Europe Group Companies located in the following markets: Germany, Ireland, Portugal (The Phone House), and UK (The Carphone Warehouse).Main tasks: * Team management and assessment;* Daily tasks monitoring and review; * Ensure the timely and accurate accomplishment of SLA's and the reporting to local teams and other departments;* Identification of solutions to address existing problems;* Management of new projects; * Enforcement of the best practices introduction; * Implementation, verification, and improvement of the internal procedures controls (SOX);* Analyze, control, and report of the accountancy accounts under Banking responsibility;Management of a professional and commercial relationship with the customer (Best Buy Europe Companies).
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  • Mco2 - Sgps, S.A.
    Senior Analyst
    Mco2 - Sgps, S.A. Feb 2010 - Jun 2010
    Responsible for monitoring project investments integrated and related to the Renewable Energy Sector.MCO2 - Sociedade Gestora de Fundos de Investimento Mobiliário, S.A. - Management investment funds Company, as the New Energy Fund (NEF) and the Luso Carbon Fund (LCF).
  • Deloitte & Associados, Sroc, S.A.
    Financial Audit Senior In The Manufacturing, Consumer Business, Energy & Resources Department
    Deloitte & Associados, Sroc, S.A. Sep 2006 - Feb 2010
    Lisbon Area, Portugal
    I reported to the client manager and I managed teams between one to four members.Main tasks:* Analysis based on the financial accounts framed in the accountancy legislation (IFRS/IAS, local GAAP's) and fiscal legislation in force;* Review and preparation individual and consolidated financial statements and its annexes;* Preparation of audit reports; * Analysis and documentation of the internal procedures control, risks identified, and improvements recommended (SOX); * Diagnosis and evaluation of the Sistema de Normalização Contabilística (SNC), the Portugal accounting standard in force.Main responsibilities: * Team management and assessment;* Responsible for coordinating the audit fieldwork; * Responsible for reporting the findings of the fieldwork to the audit manager;* Responsible for the communication and preliminary discussion of risks, improvement points, and audit points to the client; * Management of a professional and commercial relationship with the customer. Most relevant projects:* Audit Senior: Lusoponte Group, Lafarge Group, NAV Portugal, Hoya, FCC Logística, Mitsui andsome Nutrinveste Group Companies.* Member of the audit team: Cepsa, Endesa Portugal, Procter & Gamble, Provimi and Repsol Polímeros.
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  • Linklaters - Sucursal Em Portugal
    Trainee - Knowhow And Information Unit
    Linklaters - Sucursal Em Portugal Feb 2006 - Jun 2006
    Lisbon Area, Portugal
    Traineeship framed in the graduation, specifically in the Innovation of Economics Seminar.The qualification awarded from the stage evaluation and the stage report evaluation was of 16 values (16 in 20).
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Cátia Santos Skills

Analysis Auditing Financial Accounting Finance Management Accounting Business Strategy Microsoft Office Microsoft Excel Financial Reporting Sap R/3 Business Planning Economics Management Consulting Budgets Internal Audit Financial Analysis Team Management Microsoft Office Excel Microsoft Office Word Microsoft Office Powerpoint Microsoft Office Outlook Powerpoint Internal Controls Erp Primavera Professional V.8 Office 365 Oracle Audit Outlook Microsoft Dynamics Crm Microsoft Enterprise Project Management Primavera Office Extensions Sharepoint Moodle Office Sway Wix Prezi Ccp Canva Team Leadership Project Management Leadership Business Analysis

Cátia Santos Education Details

Frequently Asked Questions about Cátia Santos

What company does Cátia Santos work for?

Cátia Santos works for Freelance

What is Cátia Santos's role at the current company?

Cátia Santos's current role is Fractional CFO | Financial Consultant.

What is Cátia Santos's email address?

Cátia Santos's email address is ca****@****ra.fish

What schools did Cátia Santos attend?

Cátia Santos attended Iscte - Instituto Universitário De Lisboa.

What skills is Cátia Santos known for?

Cátia Santos has skills like Analysis, Auditing, Financial Accounting, Finance, Management, Accounting, Business Strategy, Microsoft Office, Microsoft Excel, Financial Reporting, Sap R/3, Business Planning.

Who are Cátia Santos's colleagues?

Cátia Santos's colleagues are Jessica Massena, Luciano Vagner, Tai-Tinh Pho, Lorenzo Gama, Joana Nascimento, Tiago Almeida, Jugal Singh Kahlon.

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