Jose Santos - Independent Consultant

Q: Where is Jose based?

Jose is based in Porto, Portugal .

Q: What languages does Jose speak?

Jose speaks the following languages: Portuguese (Native), English (Advanced) .

Q: How many years of experience does Jose have?

Jose has at least 8 years of experience. During this time, Jose has worked in at least 5 different roles and for 4 different companies . The average length of individual experience is 1 year and 7 months . Note that Jose may not have shared all experience and actually has more experience.

Q: What is Jose's latest experience?

Jose's most recent position is Independent Consultant at Independent Consultant .

Q: What companies has Jose worked for in recent years?

In recent years, Jose has worked for Independent Consultant , Finance & Strategy PMO Consulting Boutique , and LGG Advisors .

Q: Which industries is Jose most experienced in?

Jose is most experienced in industries like Professional Services , Banking and Finance , and Real Estate . Jose also has some experience in Healthcare .

Q: Which business areas is Jose most experienced in?

Jose is most experienced in business areas like Finance , Strategy and Planning , and Project Management . Jose also has some experience in Investments, M&A & Venture Capital and Business Intelligence .

Q: Which industries has Jose worked in recently?

Jose has recently worked in industries like Professional Services , Banking and Finance , and Real Estate .

Q: Which business areas has Jose worked in recently?

Jose has recently worked in business areas like Finance , Strategy and Planning , Investments, and M&A & Venture Capital .

Recommended expert

Porto, Portugal

Experience

Jan 2023 - Present

3 years 1 month

Independent Consultant

Multi-region pricing assessment for a Fortune Global 500 (~$29B ARR), covering price waterfall/GTN, commercial policy, discount and rebate governance, deal management, and pricing systems. Facilitated in-person country workshops, partnered with regional pricing leads, delivered maturity assessments, and a roadmap of high-impact pricing initiatives. Worked cross-functionally across Finance, Sales, Marketing, and Asset Management to map processes, identify governance gaps, and evaluate tooling.
Strategic review for a leading global fintech firm (~$500M ARR), focused on identifying and prioritizing growth opportunities. Work included conducting customer research, benchmarking performance against direct and indirect competitors, and developing the market and financial model. Collaborated closely with an independent consultant and former LEK Partner (London office) throughout the engagement.
Led the strategic review and operating model design for a $5B multi-sector holding company comprising 29 portfolio companies. Spearheaded the development of the holding company’s business plan from the ground up, including projecting the impact of strategic initiatives and associated synergies. Advised on the design and implementation of a comprehensive governance model to align decision-making across the group. Managed a high-performing team of former Bain and Roland Berger consultants (Senior Associate and Associate levels) throughout the engagement.
Advised on the fundraising strategy for a €300M high-end European real estate development, including the development of a robust valuation model and assessment of funding options across both equity and debt capital markets (ECM and DCM). Worked alongside a former Accenture Managing Director throughout the engagement.

May 2021 - Jun 2022

1 year 2 months

Consultant

Finance & Strategy PMO Consulting Boutique

Acted as a trusted advisor to the founder of a PE-backed firm, also a former BCG, having promoted and implemented several revenue expansion and cost optimization initiatives, resulting in 15 p.p. enhancement post-execution. Designed and executed a streamlined procurement operating model. Led the annual budgeting process across the firm. 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

Manager

LGG Advisors

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.
Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity.
Played a strategic finance partner role for a US-based PE-backed firm.
Coordinated consulting teams on several projects for a leading UK-based Advisory firm.
Steering and executing strategic initiatives across the organization. Initiatives helped to retain three key clients and engage with nine new clients, contributing approximately to €1.5 million in additional revenues and a 20 p.p. increase in margin.
Coordinating recruitment and training across the firm.

Sep 2017 - Jan 2020

2 years 5 months

Project Manager

LGG Advisors

Leading and executing M&A, capital raising, and finance & strategy projects on behalf of the Private Equity and Venture Capital clients.
Full IM and financial modelling for £600 million equity and debt capital raising for a multi-billion-dollar investment firm.
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 a 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

Financial Analyst Intern

Inter-Risco SCR

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

Independent consultant with 8+ years’ experience in advising leading mid-market Private Equity firms and their portfolio companies – ranging from €100 million to €1 billion AUM. Led and executed end-to-end projects with different levels of complexity – spanning from M&A and capital raising projects to performing a dual role as a strategic finance partner and chief of staff in several PE- and VC-backed companies.

Also responsible for sourcing and engaging with private equity and venture capital clients, as well as managing high-performing teams composed of former Bain and Roland Berger consultants at the Senior Associate and Associate levels.

Core competencies include Project Management, Change Management, Value Creation Planning and Execution, Financial Modelling, Business Planning, Budgeting and Forecasting, Jose Santos Investor Presentations, Valuation, Market and Industry Research, Competitive Landscape, Benchmarking Analysis, Design Thinking, Team Management, and Business Development.

Skills

Microsoft Office: Word, Powerpoint, Excel (Powerquery And Powerpivot)
Visual Basic For Applications (Vba)
Power Bi
Smartsheet
Sql
Hubspot
Trello
Zoho Projects
Notion
Tableau

Languages

Portuguese

Native

English

Advanced

Education

Oct 2015 - Jun 2017

Católica Porto Business School

Master's Degree in Finance · Finance · Porto, Portugal

Oct 2010 - Jun 2015

Porto University Economics and Management

Bachelor's Degree in Business Administration · Business Administration · Porto, Portugal

Profile

Created

January 2024

Last Update

December 2025

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Jose based?

Jose is based in Porto, Portugal.

What languages does Jose speak?

Jose speaks the following languages: Portuguese (Native), English (Advanced).

How many years of experience does Jose have?

Jose has at least 8 years of experience. During this time, Jose has worked in at least 5 different roles and for 4 different companies. The average length of individual experience is 1 year and 7 months. Note that Jose may not have shared all experience and actually has more experience.

What roles would Jose be best suited for?

Based on recent experience, Jose would be well-suited for roles such as: Independent Consultant, Consultant, Manager.

What is Jose's latest experience?

Jose's most recent position is Independent Consultant at Independent Consultant.

What companies has Jose worked for in recent years?

In recent years, Jose has worked for Independent Consultant, Finance & Strategy PMO Consulting Boutique, and LGG Advisors.

Which industries is Jose most experienced in?

Jose is most experienced in industries like Professional Services, Banking and Finance, and Real Estate. Jose also has some experience in Healthcare.

Which business areas is Jose most experienced in?

Jose is most experienced in business areas like Finance, Strategy and Planning, and Project Management. Jose also has some experience in Investments, M&A & Venture Capital and Business Intelligence.

Which industries has Jose worked in recently?

Jose has recently worked in industries like Professional Services, Banking and Finance, and Real Estate.

Which business areas has Jose worked in recently?

Jose has recently worked in business areas like Finance, Strategy and Planning, Investments, and M&A & Venture Capital.

What is Jose's education?

Jose holds a Master in Finance from Católica Porto Business School and a Bachelor in Business Administration from Porto University Economics and Management.

What is the availability of Jose?

Jose is immediately available full-time for suitable projects.

What is the rate of Jose?

Jose's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.