Fátima Sofia Palma

Fátima Sofia Palma Email and Phone Number

CFO @ Simplefy | Smart Financial Partners @ Simplefy
Fátima Sofia Palma's Location
Lisboa, Lisbon, Portugal, Portugal
About Fátima Sofia Palma

Finance professional with over 20 years of experience gained in multinational environment and functions that allowed an overview of the Company Business and liaison with all areas, team management and strategic view.I've been in charge of the coordination of all Finance and Administrative areas, including Accounting, Taxes, Invoicing and Collections, as well as Financial Planning and Analysis which allowed me to work closely with business areas in order to prepare both revenue and expenses annual budget and monthly reforecast (including periodically control of the Sales Funnel for New Business with the Sales Director). Additionally supported the local Management in decisions related to HR, Compliance, Facilities and Legal matters assuring contact with necessary external parties.This experience, combined with 5 years in Financial Audit (in one of the Big Four’s) at the beginning of my career gave me skills which I considered to be crucial in any multicultural and multinational environment such as strong Communication and interpersonal skills, teamwork and leadership spirit, flexibility, resilience and ability to work under pressure in a changing environment.

Fátima Sofia Palma's Current Company Details
Simplefy

Simplefy

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CFO @ Simplefy | Smart Financial Partners
Fátima Sofia Palma Work Experience Details
  • Simplefy
    Chief Financial Officer
    Simplefy Apr 2023 - Present
    Lisboa, Portugal
  • Gi 10 Investimentos E Gestão - Atlas Seguros - Bic Seguros - Gi Capital Solutions - Gi Insurance Pt
    Finance Director
    Gi 10 Investimentos E Gestão - Atlas Seguros - Bic Seguros - Gi Capital Solutions - Gi Insurance Pt Sep 2014 - Apr 2023
    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.
  • Atlas Seguros - Bic Seguros
    Project Manager - Business Partner
    Atlas Seguros - Bic Seguros Jun 2014 - Aug 2014
    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
  • Marsh
    Finance Manager
    Marsh Dec 2009 - Jan 2014
    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
  • Banco Espírito Santo
    Capital Markets Controller
    Banco Espírito Santo Sep 2008 - Nov 2009
    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).
  • Deloitte
    Audit - Senior Consultant
    Deloitte Sep 2003 - Aug 2008
    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.

Fátima Sofia Palma Education Details

Frequently Asked Questions about Fátima Sofia Palma

What company does Fátima Sofia Palma work for?

Fátima Sofia Palma works for Simplefy

What is Fátima Sofia Palma's role at the current company?

Fátima Sofia Palma's current role is CFO @ Simplefy | Smart Financial Partners.

What schools did Fátima Sofia Palma attend?

Fátima Sofia Palma attended Iseg - Lisboa School Of Economics & Management, Iscte - Instituto Universitário De Lisboa.

What are some of Fátima Sofia Palma's interests?

Fátima Sofia Palma has interest in Poverty Alleviation.

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