José Lopes

Managing a team of 2, with report to the CFO, my responsibilities go from aligning business targets with Budgeting & Forecasting, to managing & building the reporting & business processes, controls and team, besides various transversal projects, like the new pricing strategy, channel partnership analysis and revision of sales team commissions plan. Main tools used: - PHC - Salesforce - MSFT Excel - PowerBI - Oracle Hyperion Enterprise Performance Management (EPM) - Oracle Smartview

With direct report to the CFO, tasked with building a new department with capabilities of faster & more accurate reporting, more effective & timely business analysis to support management decision making, restructure reporting and build business controlling processes. Main tools used: - PHC - MSFT Excel - Oracle Hyperion Enterprise Performance Management (EPM) - Oracle Smartview

Part of a special task force with the mission to help accounting achieve a year end close with a clean legal audit certification, reporting to the Financial Controller and the Chief Accounting.

Accountable for a team of up to 5 elements depending on the project (interns or junior associates), reported directly to the Team Manager or Partner, being responsible for reviewing accounting and providing insight into the main risk areas while achieving better quality for the client financial statements, presented in a true and accurate way. Sectors worked ranged from a wide spectrum,. Main tools used: - Caseware - MSFT Excel

Part of a team of up to 5 people, I reported to the Senior Auditor or to the Team Manager, assisting their or my colleagues work with diversified assignments, from monitoring client stocks and subsequent quantity and value tests, reconciliation of accounts, transactions support documentation gathering and verification, preparing reports and commentaries on findings as well as diverse legislation research.