Daniel Moreira, Cfa Email & Phone Number

Los Angeles, California, United States

Los Angeles, California, United States

Corporate Finance: Outsourced CFO, Strategic Planning, FP&A, Budgeting, Viability Studies, Valuation, AccountingPrivate Wealth Advisory: Investment Management & Tax Advisory

Los Angeles, California, United States

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 million, and 24x Monthly Revenue growth to $400,000/month- Developed a suite of automated KPIs and financial reports from scratch using Amazon Quicksight, Quickbooks and Fathom, providing a real-time operating and financial picture of the business and allowing for seamless consolidation of holding & subsidiaries financials- Led the company’s finance and accounting functions across 5 African countries- Coordinated accounting, tax and legal advisors- Managed the company's budgeting process and owned the business plan and financial model- Rebuilt accounting and financial statements going back to 2016

Los Angeles, California, United States

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' single-family and multifamily real estate investments in the US, UK and Israel- Managed accounting and oversaw operations of partner's real estate holdings

Irvine, Ca

Conducted a research project covering Sovereign Wealth Funds and presented key findings and strategic recommendations to a panel of PAAMCO Associate and Managing Directors

São Paulo Area, Brazil

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+ US Pension Funds and University Endowments

São Paulo Area, Brazil

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).

São Paulo Area, Brazil

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

São Paulo Area, Brazil

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 involved performing valuation and conducting negotiations and due diligence on deals- Coordinated legal and strategic advisors, and participated in the elaboration of LOIs and SPAs- Supported the Group's executive committee in developing the Group's 5-year strategic plan- Structured and analyzed monthly operational and financial results for presentation to the Executive Committee and Board of Directors

Rio De Janeiro Area, Brazil

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

Rio De Janeiro Area, Brazil

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.

Rio De Janeiro Area, Brazil

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 financing, and liasing with BU leaders to implement Group initiatives, provide project-specific support, and coordinate the annual budgeting process.- Coordinated the obtention of R$ 140 million in project financing from the Brazilian Development Bank- Sourced and managed discussions with the infrastructure arm of a top tier global bank that led to a USD 350 million acquisition offer, ultimately rejected by the Board

Master Of Business Administration (Mba), Cum Laude

Anderson Student Asset Management (ASAM) Fellow - Class of 2017 Teaching Assistant, Negotiations Analysis, Fall 2016 Investment Finance.

Bsba, Finance & International Business, Minor In Economics, Cum Laude

Freshman Heavywheight Crew Georgetown University Student Investment Fund

Baccalauréat Scientifique, Spécialité Mathématiques, Mention Bien