Fátima Sofia Palma Email & Phone Number

Lisboa, Portugal

Director of Finance & Administrative Department at GI 10 Investimentos e Gestão, SGPS.A Group with 11 companies namely: Atlas Seguros - BIC Seguros - GI Capital Solutions - GI Insurance Portugal.Responsible for managing financial, accounting and administrative functions of all entities of the Group.This includes coordinating Statutory Accounting, Legal and Tax requirements, Treasury Management, Budget Process, Internal and External Reporting, Internal Control, Audit process, management of HR (including payroll) as well as Office Management.

PROJECT: Reorganization of the Finance Department- Review of tasks performed in order to redefine/implement procedures to achieve an appropriate and effective internal control system- Review/Redesign Chart of Accounts and accounting policies according to Local Gaap- Introduction of Cost Center accounting- Review business interfaces rules with ERP in accordance with accounting standards - Support the Board in all business related matters required

Lisbon Area, Portugal

Manager of Finance & Fiduciary Division with a team of 8 persons in Portugal assuring, namely: - Responsibility over Accounting, Taxes, Invoicing, Collections, AP and Treasury areas, Internal and External Reporting working closely with the Iberian CFO & Controller and the Finance Hub teams located in India, Madrid and UK. - Financial Planning & Analysis, working closely with the business areas and the CEO to prepare the following regular information: • MOR (Monthly Operating Reporting) with analysis of monthly P&L • Annual Budget and monthly analysis of deviations (vs Bud, vs Refor, vs PY) • Monthly Reforecast for all lines of expenses & revenue • Strategic plan (prepared annually for the following triennium) - Responsible for the preparation of statutory accounts/financial statements according to Local Gap and all related local requirements and tax deliveries (Chartered Accountant). - Assuring the internal and external audit as well as all contacts with all local Official Entities and local Insurer Supervisor. - Support the Management/CEO coordinating all local decisions related to Human Resources, Legal, Compliance, IT and Facilities DepartmentsOther:January 2011 - Speaker, in representation of Marsh, at a Conference in a local HR Association regarding financial impact in Companies due to new labor/social security laws in force at January 2011.http://www.apg.pt/index.php?id=112&tbl=noticias&n=2

Financial Markets DepartmentCapital Markets - Middle OfficeDaily control of results performance (Income Statement), transactions and mark-to-market & mark-to-model of BES’ portfolio (proprietary trading) in capital markets (fixed income and equity). The tasks performed included, on a regular basis, the preparation of informative reports (quantitative and qualitative) directly analyzed by the Financial Direction, BES’CFO, as well as external entities (namely Rating Agencies and Auditors).

Senior Auditor at the FSI (Financial Services Indutry) Audit DivisionAudit experience in Financial Institutions, Banking, Insurance, and Investment Management, as well as Government and Healthcare sectors.Other projects: Internal Control, Credit Analysis, Sarbanes-Oxley Act – Section 404.The functions performed included the participation on the planning of each audit/project, the coordination of the team members during the projects development, as well as the work review and report of conclusions to the Manager in charge.Working on Lisbon’s Office, also performed audits and other projects on Africa (Cape Verde, Angola), Madrid and Paris.

Financial Management & Controllership

Concluded @ April 2015.

University Degree In Management

Activities and Societies: Soccer Team player (1998-2003)