Daniel Henriques Email & Phone Number

Portugal

Porto, Portugal

Reporting directly to Headquarters in Geneva, main tasks included: (1) Controlling of HQ’ SG&A and Non-Recurring Items; (2) Monthly performance review with gap analysis on SG&A functions performance; (3) Participation in Budget, Strategy Plan and mid-year Forecast exercises

Porto, Portugal

Responsible for: (1) reporting and controlling company’s financial performance (comparison against actual historical figures and budget;(2) liaison with external auditors and (3) assist ExCom with other financial and operational analysis required

Maia, Porto, Portugal

Responsible for the financial reporting and analysis of Sierra’s Corporate Centre (over 20 departments). Analysis included:• Validation of figures proposed by each department during the Budget process, and report Budget execution to each department• Monthly report where main budget variances are explained• Costing & Pricing process (distributing Corporate Centre’s costs by each Sierra’s Business Unit)Other ad-hoc projects, such as:• Participation of a new ERP… Show more Responsible for the financial reporting and analysis of Sierra’s Corporate Centre (over 20 departments). Analysis included:• Validation of figures proposed by each department during the Budget process, and report Budget execution to each department• Monthly report where main budget variances are explained• Costing & Pricing process (distributing Corporate Centre’s costs by each Sierra’s Business Unit)Other ad-hoc projects, such as:• Participation of a new ERP system within Sierra• Elaboration of financial models for new business opportunities Show less

Portugal

Promoted to Senior Analyst in June 2020; engaged in projects for international clients-only with a C-level officers’ target audienceInvolved in several projects such as:• Dedicated resource working with a Private Equity firm focused on investments in the Secondaries Market• Elaboration of Financial Models, Pitches and Investment Memorandums (IM) for several M&A and capital raise transactions• Complex Financial Planning & Analysis (FP&A) projects (Budget Execution and Cash… Show more Promoted to Senior Analyst in June 2020; engaged in projects for international clients-only with a C-level officers’ target audienceInvolved in several projects such as:• Dedicated resource working with a Private Equity firm focused on investments in the Secondaries Market• Elaboration of Financial Models, Pitches and Investment Memorandums (IM) for several M&A and capital raise transactions• Complex Financial Planning & Analysis (FP&A) projects (Budget Execution and Cash Management tool)• Development of VBA-based tools, such as automated trading comps tool and automated presentation formatting tool Show less

Porto E Região, Portugal

Porto E Região, Portugal

CFA Institute Equity Research Challenge participant (target company: Corticeira Amorim).Valuation of adidas AG

Águas Santas

Take-away/cold meats operator

Porto E Região, Portugal

1) Quality control of the individual accounting data of non-financial companies reported in the framework of the IES - Simplified Business Information and ITENF - Quarterly Survey of Non-Financial Companies. It includes the economic and financial analysis of the companies, the validation in the exercise, the verification of the temporal consistency of the data, the comparison with other sources of information, the contact with the companies for clarification of doubts and the registration of… Show more 1) Quality control of the individual accounting data of non-financial companies reported in the framework of the IES - Simplified Business Information and ITENF - Quarterly Survey of Non-Financial Companies. It includes the economic and financial analysis of the companies, the validation in the exercise, the verification of the temporal consistency of the data, the comparison with other sources of information, the contact with the companies for clarification of doubts and the registration of useful information in complementary data bases .2) Data processing of companies with a view to ensuring the production of quality statistical aggregates for companies included in the Central de Balanços, estimates for the National Accounts and for the Balance of Payments / International Investment Position.3) Analysis of shareholdings in / from non-resident entities with the objective of correctly measuring the assets and liabilities of companies, banks and insurance in relation to non-resident entities. Show less

Porto

1) Quality control of the individual accounting data of non-financial companies reported in the framework of the IES - Simplified Business Information and ITENF - Quarterly Survey of Non-Financial Companies. It includes the economic and financial analysis of the companies, the validation in the exercise, the verification of the temporal consistency of the data, the comparison with other sources of information, the contact with the companies for clarification of doubts and the registration of… Show more 1) Quality control of the individual accounting data of non-financial companies reported in the framework of the IES - Simplified Business Information and ITENF - Quarterly Survey of Non-Financial Companies. It includes the economic and financial analysis of the companies, the validation in the exercise, the verification of the temporal consistency of the data, the comparison with other sources of information, the contact with the companies for clarification of doubts and the registration of useful information in complementary data bases .2) Data processing of companies with a view to ensuring the production of quality statistical aggregates for companies included in the Central de Balanços, estimates for the National Accounts and for the Balance of Payments / International Investment Position. Show less

Master'S Degree, Master In Finance

Licentiate Degree, Economics

Final classification of 16,37 marks out of 20