Business Consultant
Current
Jan 2023 - Present
AeroLeads people directory · profile
Daniel Moreira, Cfa Email & Phone Number
Finance Professional | UCLA MBA
at
CorePoint 1 Management Consulting
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Finance Professional | UCLA MBA
Location
Los Angeles, California, United States
Who is Daniel Moreira, Cfa? Overview
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Quick answer
Daniel Moreira, Cfa is listed as Finance Professional | UCLA MBA at CorePoint 1 Management Consulting, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Moreira, Cfa.
Daniel Moreira, Cfa previously worked as Business Consultant at Corepoint 1 Management Consulting and Independent Consultant at Self-Employed. Daniel Moreira, Cfa holds Master Of Business Administration (Mba), Cum Laude from Ucla Anderson School Of Management.
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CorePoint 1 Management Consulting
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Profile bio
About Daniel Moreira, Cfa
Experienced and trusted finance professional with a global perspective acquired from being French-Brazilian and working across North and South America in industries ranging from infrastructure to investment management to tech. I consider myself to be a low-ego, business-oriented ethical leader and team player, who can communicate and influence effectively at all levels of the organization.Fluent in English, French, Portuguese and Spanish. MBA from UCLA Anderson.Specialties: Financial Analysis, Investment Management, M&A, Viability Studies & Valuation, Strategic Planning, FP&A, Business Development, Budgeting, Forecasting, Cross-functional Business Partnership, Negotiations.
Listed skills include Business Strategy, Negotiation, Forecasting, Logistics, and 27 others.
Current workplace
Daniel Moreira, Cfa's current company
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12 roles
Daniel Moreira, Cfa work experience
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Independent Consultant
Current
Self-Employed
Corporate Finance: Outsourced CFO, Strategic Planning, FP&A, Budgeting, Viability Studies, Valuation, AccountingPrivate Wealth Advisory: Investment Management & Tax Advisory
Sep 2017 - Present
Consulting Cfo
Directly supported the CEO in achieving transformative milestones for Africa mobile video service startup StarNews Mobile. Responsible for FP&A, investor relations, banking relations, treasury, accounting, accounts payable & accounts receivable.- Raised $1.8 millon seed capital round- Supported 16x Monthly Paying Active Users growth to in 2 years to 1.2.
Dec 2018 - Jan 2021
Consulting Cfo
New Love Films
Finance & Accounting- Managed a documentary movie production company’s accounting and financial reporting function- Resolved all accounting and reporting issues within three weeks of start date- Identified and realized sizeable tax savings opportunities through improved cost and revenue accountingReal Estate- Underwrote deals and advised on partners'.
Sep 2017 - Dec 2018
Mba Summer Associate
Conducted a research project covering Sovereign Wealth Funds and presented key findings and strategic recommendations to a panel of PAAMCO Associate and Managing Directors
Jun 2016 - Aug 2016
Investment Officer
Joined the Investment Committee of an asset management firm focused on Brazilian equities with R$ 150 million in AUM; conducted bottom-up, fundamental investment research in Brazilian equities and headed international client relations- Developed and executed an action plan for expanding the investor base abroad, establishing ongoing relationships with 10+.
Feb 2014 - Oct 2014
Portfolio Manager
Allexois Investment Fund
Structured and managed an investment fund following a value investing strategy focusing on Brazilian equities; closed and returned investor capital upon joining Set Investimentos- Cumulative net return of 246% vs. 43% for the Bovespa Index from Jan'09 to Jul'14 (performance includes personal portfolio which was rolled into Allexois Fund).
Jun 2012 - Jul 2014
Co-Founder
Brio Produtos Naturais
Co-founded a social entreprise engaged in the design and manufacture of bath and body products made of all-natural brazilian materials with distribution in several Brazilian states
Jun 2011 - Mar 2013
Strategic Planning And M&A Manager
Rejoined the Holding Co's Strategic Planning and M&A team, which, under the CEO, devised the 5-year strategic and operational plans for the group's 14 businesses and conducted in-house M&A activities (Over R$ 1 billion in annual revenue and 4000+ employees)- Performed market analysis and identified M&A opportunities for the Logistics business unit, which.
Feb 2009 - Feb 2011
Financial Planning And Control Manager
Took over the BU's finance function, supervising a 40+ person team. - Implemented Holding Co financial directives- Coordinated the implementation of operational improvement projects, such as that of a scheduled import container pickup system that markedly improved operational efficiency
Feb 2008 - Feb 2009
Financial Planning Coordinator
Joined the Group's container terminal operator in Rio de Janeiro to support its CEO in managing large-scale improvement and expansion projects, implement reporting and operational control improvements and managing the annual budgeting process. Supervised a 4-person team.
Jul 2007 - Feb 2008
Financial Planning Analyst
Joined the Holding company of a group of 14 affiliated businesses concentrated on logistics and infrastructure concessions, including two of the largest container terminals in Brazil. Worked directly with the Group's Administrative and Finance Director in evaluating M&A projects, being the main point of contact with financial institutions for project.
Jul 2005 - Jun 2007
3 education records
Daniel Moreira, Cfa education
Master Of Business Administration (Mba), Cum Laude
Bsba, Finance & International Business, Minor In Economics, Cum Laude
Baccalauréat Scientifique, Spécialité Mathématiques, Mention Bien
Lycée François Mitterrand
FAQ
Frequently asked questions about Daniel Moreira, Cfa
Quick answers generated from the profile data available on this page.
What company does Daniel Moreira, Cfa work for?
Daniel Moreira, Cfa works for CorePoint 1 Management Consulting.
What is Daniel Moreira, Cfa's role at CorePoint 1 Management Consulting?
Daniel Moreira, Cfa is listed as Finance Professional | UCLA MBA at CorePoint 1 Management Consulting.
Where is Daniel Moreira, Cfa based?
Daniel Moreira, Cfa is based in Los Angeles, California, United States while working with CorePoint 1 Management Consulting.
What companies has Daniel Moreira, Cfa worked for?
Daniel Moreira, Cfa has worked for Corepoint 1 Management Consulting, Self-Employed, Starnews Mobile, New Love Films, and Paamco.
How can I contact Daniel Moreira, Cfa?
You can use AeroLeads to view verified contact signals for Daniel Moreira, Cfa at CorePoint 1 Management Consulting, including work email, phone, and LinkedIn data when available.
What schools did Daniel Moreira, Cfa attend?
Daniel Moreira, Cfa holds Master Of Business Administration (Mba), Cum Laude from Ucla Anderson School Of Management.
What skills is Daniel Moreira, Cfa known for?
Daniel Moreira, Cfa is listed with skills including Business Strategy, Negotiation, Forecasting, Logistics, Strategy, Supply Chain, Business Planning, and Mergers And Acquisitions.
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