José Santos

Finance & Strategy Advisor

José Santos
Porto, Portugal

Experience

Jan 2022 - Present
2 years 3 months
Portugal

Independent Consultant

Have been collaborating closely with the Founders and CEOs in addressing complex financial and strategic issues - spanning from acting as a trusted advisor to CEO, to assuming a transactional focused role in M&A and capital raising projects. Most relevant projects included:

  • Acted as a sparring partner to the founder of several SMEs
  • Served as a chief of staff to the founder of several blue chip firms
  • Involved in several non-recurring projects ranging from budgeting, forecasting, and business planning to M&A live deal support
May 2021 - Jun 2022
1 year 2 months
Portugal

Finance & Strategy PMO

Stunning Capacity

Consulting boutique formed by a former BCG. During this experience, I worked alongside the founder on a multitude of projects including:

  • Acted as a trusted advisor to the founder of a PE-backed firm, also a former BCG, having promoted and implemented several transformational initiatives. Most relevant initiatives included: (a) Designed and executed a streamlined procurement operating model (b) Led the annual budgeting process across the firm (c) Created a comprehensive dashboard to assess and monitor the performance of the different business units across the organization
  • Steered and executed several go/no-go investment cases in the context of Venture Building
  • Led and executed a healthcare project, building a comprehensive diagnosis dashboard
Jan 2020 - Feb 2021
1 year 2 months
Portugal

Manager

LGG Advisors

As a member of the Management Team at LGG Advisors, I was responsible for:

  • Leading teams consisting of Project Managers, Associates, and Analysts
  • Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity funds and PE-backed clients. Most relevant projects included: (a) Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity (b) Played a strategic finance partner role for a US-based PE-backed firm (c) Coordinated consulting teams on several projects for a leading UK-based Advisory firm
  • Steering and executing strategic initiatives across the organization
  • Coordinating recruitment and training across the firm
Sep 2017 - Jan 2020
2 years 5 months
Portugal

Project Manager

LGG Advisors

As one of the first hires at LGG Advisors, I collaborated alongside the founder and former Barclays Investment Banker. During this experience, I was responsible for:

  • Leading and executing M&A, capital raising, and finance & strategy projects on behalf of the Private Equity and Venture Capital clients. Most relevant projects included:
  • Full IM and financial modelling for £600 million equity and debt capital for a leading UK-based property developer
  • Full IM and financial modelling for $250 million equity and debt capital for a leading Israeli-based Investment Bank
  • Coordination and execution of a buy-side financial and commercial due diligence for an European Venture Capital
  • Execution of a buy-side commercial due diligence for a leading European Private Equity
  • Financial Planning and Analysis for a US-based private equity portfolio company
  • LBO modelling for a leading Israeli investment bank in the context of a take-private US publicly listed company
  • Sourcing and engaging with Private Equity and Venture Capital clients
  • Supervising teams of Associates and Analysts
  • Coordinating the recruitment and L&D across the firm
Sep 2016 - Mar 2017
7 months
Portugal

Financial Analyst Intern

Inter-Risco

  • Responsible for highlighting the Portuguese macroeconomic key drivers, and both the domestic corporate landscape and entrepreneurial environment
  • Delineated a survey with the most relevant European Placement Agents regarding the 3rd fund's fundraising
  • Presented a set of Portuguese private equity key metrics based on domestic private equity annual reports

Summary

Core competencies include Financial Modelling, Market and Industry Research, Competitive Landscape, Benchmarking Analysis, Business Planning, Valuation, Due Diligence, Strategic Planning, Budgeting and Forecasting, Investor Presentations, Project Management, Design Thinking, Team Management, Leadership, and Business Development.

Languages

Portuguese
Native
English
Advanced

Education

Oct 2015 - Jun 2017

Católica Porto Business School

Finance · Porto, Portugal

Oct 2010 - Jun 2015

Porto University Economics and Management

Business Administration · Porto, Portugal