Diana Casanova

Diana Casanova Email and Phone Number

Director of Finance @ PandaDoc
Lisbon, Portugal
Diana Casanova's Location
Cascais, Lisbon, Portugal, Portugal
Diana Casanova's Contact Details
About Diana Casanova

Experienced finance leader focused on building teams for sustainable businesses. I have a long-term vision, resourcefulness and innovation to solve complex problems in rapidly changing contexts. My actions are driven by integrity and impact.Starting as an auditor at EY accelerated my growth, learning, adaptability and stress management in fast-paced environments. Since then, I have primarily worked in the tech sector. 𝐈𝐓𝐄𝐍 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬: Led the Controlling function with 3 direct reports. • Significantly improved revenue recognition procedures by automating the process. • Managed the budget cycle and BvA analysis, establishing solid partnerships with business owners and providing insights to the executive team. • Contributed to standardizing financial processes while merging with Claranet.𝐔𝐧𝐢𝐩𝐥𝐚𝐜𝐞𝐬: Led the Finance team with 4 direct reports. • Ensured timely and accurate financial data by reducing the closing time; • Added controls in the Quote-to-Cash process, including revenue recognition automations and detailed reconciliation of the revenue and cash accounts, fixing exceptions to limit errors. • Secured R&D tax incentives, significantly lowering CIT in Portugal. • Defined the European tax strategy for the group, building processes with Avalara to increase compliance.𝐏𝐚𝐧𝐝𝐚𝐃𝐨𝐜: Working with 2 direct reports, I play 2 roles:- 𝑫𝒊𝒓𝒆𝒄𝒕𝒐𝒓 𝒐𝒇 𝑷𝒂𝒏𝒅𝒂𝑫𝒐𝒄 𝑷𝒐𝒓𝒕𝒖𝒈𝒂𝒍: • Established the subsidiary, built an Accounting team, implementing Financial, HR and Legal processes to ensure full compliance. • Overseeing operations in Portugal (from 0 to +115 employees). • Facilitated the integration of relocated employees (+50) by securing Tech Visa, Social Security benefits, and Startup Certification. • Manage relationships with tax authorities, immigration services, banks and other stakeholders. • Secured R&D tax incentives, significantly reducing CIT.- 𝑯𝒆𝒂𝒅 𝒐𝒇 𝑭𝒊𝒏𝒂𝒏𝒄𝒆: • Implemented a global Procure-to-Pay process, resulting in over 90% pre-approved spend and increased visibility over expenses. • Rolled out a global Expense Management tool, streamlining processes and enhancing controls. • Developed global cash flow forecasts and managed cash flow, increasing business predictability and providing valuable insights to the executive team. • Conducted monthly global P&L and Balance Sheet reviews, ensuring the accuracy of financial data. • Prepared monthly reporting packages to advise and support executive decision-making.

Diana Casanova's Current Company Details
PandaDoc

Pandadoc

View
Director of Finance
Lisbon, Portugal
Website:
pandadoc.com
Employees:
822
Diana Casanova Work Experience Details
  • Pandadoc
    Director Of Finance
    Pandadoc
    Lisbon, Portugal
  • Pandadoc
    Head Of Finance
    Pandadoc Feb 2021 - Present
    San Francisco, California, Us
    • Implemented the Procure-to-Pay process globally, resulting in over 90% pre-approved spend and increased visibility over expenditures.• Rolled out a global Expense Management tool, streamlining processes and enhancing controls.• Managed company acquisitions in Poland and the US, ensuring legal and accounting compliance.• Developed global cash flow forecasts and managed cash flow, increasing controls and business predictability, providing valuable insights to the executive team.• Conducted monthly global P&L and Balance Sheet reviews, ensuring the accuracy of financial data.• Prepared monthly reporting packages to advise and support executive decision-making.
  • Pandadoc
    Director / Country Manager Of Pandadoc Portugal
    Pandadoc Feb 2021 - Present
    San Francisco, California, Us
    • Oversee operations in Portugal, establishing local processes in Finance, HR, and Legal, and growing the team from 0 to over 115 employees.• Built and currently lead the accounting team in Portugal.• Facilitated the integration of relocated employees (over 50) by securing Tech Visa, Social Security benefits, and Startup Certification.• Manage relationships with tax authorities, immigration services, banks and other stakeholders.• Secured R&D tax incentives, resulting in significant tax savings.
  • Pandadoc
    Director / Country Manager Of Pandadoc Poland
    Pandadoc Aug 2021 - Jun 2022
    San Francisco, California, Us
    • Established the Polish subsidiary, defining local processes in Finance, HR, and Legal, and growing the team from 0 to over 100 employees.• Managed the relocation of over 100 employees to Poland.
  • A Televisão
    Co-Founder And Administrator
    A Televisão Jun 2011 - Present
    Lisboa, Lisboa, Pt
    • Co-Founder of website dedicated to share news about television;• Coordination of the freelancer journalists’ team (10 - 20 team members) as well as organization of several initiatives, such as contests, awards and others;• Daily writing of articles related to television;• Achieve strong social media presence across multiple platforms while developing effective marketing strategies to drive new traffic to the website; Facebook: +157K Likes; Instagram: +31K Followers; Twitter: +9.3K Followers; Youtube: +2.9K Subscribers. • Manage performance analytics of content and identification of new channels to optimize website visibility;• Strong recognition and visibility in the entertainment industry.
  • Uniplaces
    Finance Manager
    Uniplaces Mar 2019 - Feb 2021
    Lisbon, Pt
    Main responsibilities:• Team Leadership: planning, coordination and supervision of the finance team; • Controlling & Accounting: P&L review vs Budget and Forecast; cash flow management; financial statements preparation; audit management;• Legal & Fiscal: fiscal optimization in countries Uniplaces operates in (UK, Portugal, Spain, Italy, France, Germany); Contracts' review; R&D Tax incentives secured, resulting in significant tax savings;• Financial Reporting: forecast preparation (Cash flow, P&L and Balance Sheet); monthly report analysis; • Data Science: ad hoc analysis using MySQL to support operational decision making and optimize processes.
  • Iten Solutions
    Financial Controller Supervisor
    Iten Solutions Dec 2015 - Mar 2019
    Lisboa, Pt
    My role at ITEN Solutions involved mainly the following areas:• Team Leadership: promoting the motivation and team spirit fundamental for the objectives to be met on time and ensuring the quality of the financial information delivered to the stakeholders;• Processes' Optimization: redesigning and automation of processes in the areas of Financial Control and Contracts/Projects' Analysis, ensuring a significant increase in efficiency and an improvement on the financial information reported; • Controlling & Reporting: Contracts/Projects Analysis; development of reporting layouts; implementation of analytical procedures to financial information; monthly reporting to Heads of BUs and areas' Managers; KPI reporting to support decision making; • Budget & Forecasting: Participation in the Annual Budgeting process; monthly monitorization of Actuals versus Budget and Forecast.
  • Lundbeck
    Controller - Distribution & Logistics
    Lundbeck Sep 2014 - Dec 2015
    Valby, Copenhagen, Dk
    My role at Lundbeck Portugal involved four main areas, namely:• Controlling & Reporting: daily monitorization of market data, through different platforms, and reporting to Country Manager; KPIs analysis; Sales forecast; monthly reporting to headquarters, Infarmed, Apifarma and other national entities, regarding market data and stock & sales information; Intrastat reporting; • Distribution & Logistics: Management of the stock and sales entire process, from stock entries to invoicing and including returns processing; • Accounting: routine transactions booking, accruals calculation and period closing procedures; accounts and stock reconciliations; • Treasury: receipts booking; accounts receivable collection; ageing analysis.
  • Ey
    Senior Auditor
    Ey Sep 2011 - Sep 2014
    London, Gb
    Throughout the years I worked with EY, I had the opportunity of getting involved in a wide range of businesses, and perform financial audits to different companies in different countries (Portugal and Angola). The main tasks accomplished were the understanding of the businesses and the internal controls implemented to provide advice or recommendations for improvement; and, the analysis of the financial statements of the companies, either in local GAAP, IFRS or US GAAP. Furthermore, I was responsible for team coordination in projects in diverse sectors (e.g.Tivoli Hotels, Sonair, etc), both learning and trying to provide on-the-job training as a continuous learning experience in the company. Lecturer in Accounting as well as Excel applied to financial analysis and auditing procedures, in different training sessions;Main sectors and clients:• Tourism and hospitality sector | Tivoli Hotels, JJW Hotels, Palácio da Lousã; • Oil and Gas industry | Chevron, Sonangol, BP Portugal, AS 24;• Airline Corporations | Sonair;• Technology | Canon Portugal, Siemens Portugal;• Retail and Industry | Tintas Robbialac, Grupo Monte d’Alva.
  • Heidrick & Struggles
    Internship
    Heidrick & Struggles Sep 2010 - Dec 2010
    Chicago, Il, Us
    During the three months of the internship with Heidrick and Struggles I was able to develop some skills regarding clients’ relationship management and a commercial attitude that has been important in my career. The main tasks performed were the organization and support of the project called «Prémio Excelência no Trabalho», which involved contacts with clients, data analysis as well as the preparation of the final reports to be given to the participants. This project consisted in a survey taken by the companies registered, both by the management and the employees, and whose main objective was to award the companies with the best HR practices in Portugal.
  • Markbiz, Lda.
    Summer Internship
    Markbiz, Lda. Jul 2007 - Sep 2007
    In the three months of the summer internship with Markbiz, I was able to experience the creation and organization of marketing initiatives, the conception of proposals to present to clients, both in Portugal and Angola, as well as being part in the ideas’ brainstorm and great stimulus to creativity and innovation throughout that period.Furthermore, the job also involved online research for suppliers and the contact with potential international suppliers, requesting quotations and products information.

Diana Casanova Skills

Auditing Internal Controls Financial Analysis Accounting Financial Reporting Financial Accounting Microsoft Excel Team Spirit Management Corporate Finance Ifrs Assurance External Audit Internal Audit Business Planning Financial Audits Business Strategy Finance Controlling Forecasting Reporting And Analysis Team Leadership Risk Assessment Marketing Marketing Strategy Social Media Critical Thinking Financial Controller Kpi Reports Market Analysis Google Analytics Communication Reporting Market Data Market Intelligence Budgeting Financial Risk Risk Management Business Intelligence Gaap Us Gaap Stock Management Sales Process Market Development Process Optimization Financial Planning It Controls Statutory Accounting Revenue Assurance Sql Proactive Monitoring Corporate Social Responsibility Consumer Behaviour Distribution Logistics

Diana Casanova Education Details

  • Nova School Of Business And Economics
    Nova School Of Business And Economics
    Agility And Adaptability
  • Católica Lisbon School Of Business And Economics
    Católica Lisbon School Of Business And Economics
    International Taxation
  • Nova School Of Business And Economics
    Nova School Of Business And Economics
    General
  • Iscte - Instituto Universitário De Lisboa
    Iscte - Instituto Universitário De Lisboa
    Business Administration
  • Iscte - Instituto Universitário De Lisboa
    Iscte - Instituto Universitário De Lisboa
    Management

Frequently Asked Questions about Diana Casanova

What company does Diana Casanova work for?

Diana Casanova works for Pandadoc

What is Diana Casanova's role at the current company?

Diana Casanova's current role is Director of Finance.

What is Diana Casanova's email address?

Diana Casanova's email address is di****@****ail.com

What schools did Diana Casanova attend?

Diana Casanova attended Nova School Of Business And Economics, Católica Lisbon School Of Business And Economics, Nova School Of Business And Economics, Iscte - Instituto Universitário De Lisboa, Iscte - Instituto Universitário De Lisboa.

What are some of Diana Casanova's interests?

Diana Casanova has interest in Management, Cinema And Tv, Entrepreneurship, Travelling, New Technologies, Sports.

What skills is Diana Casanova known for?

Diana Casanova has skills like Auditing, Internal Controls, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Team Spirit, Management, Corporate Finance, Ifrs, Assurance.

Who are Diana Casanova's colleagues?

Diana Casanova's colleagues are Jeff Nolin, Andrey Maksimovich, Anastasia Mylashevska, Matthew Bokuniewicz, Mariel Rowe-Heupler, Jesse Boyd, Steven Brackenhoff.

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