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José SantosJS

José Santos

Finance & Strategy Advisor

€563/day
London, GB
3-7 years

Average response time: 1 hour

About José

Independent consultant with 6+ 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. Throughout my career, I was also responsible for sourcing and engaging with Private Equity and Venture Capital clients, as well as coordinating teams comprised of Project Managers, Associates, and Analysts.
  • English

    Native or bilingual

  • Portuguese

    Native or bilingual

Can work on-site
London (up to 50km)

Experience

  • Freelancer
    Finance & Strategy Advisor
    PRIVATE EQUITY
    January 2023 - Today (3 years and 6 months)
    Have been collaborating closely with the Founders and CEOs in addressing complex financial and strategic issues - spanning from performing a strategic finance partner role, to assuming a transactional-focused role in M&A and capital raising projects. Most relevant projects included:
    ❖ Performed an interim strategic finance partner role for a VC-backed firm
    ❖ Acted as a trusted advisor to the founder of several blue chip firms
    ❖ Involved in several non-recurring projects ranging from budgeting, forecasting, and business planning to fundraising support
    Chief of Staff Private Equity Strategic planning Project Management (PMO) Corporate Finance Corporate strategy Benchmarking and Competitive Analysis Go-to-Market (GTM) Strategy Business analysis Business intelligence Investor documents Design Thinking Change and Transformation Management
  • Stunning Capacity (consulting boutique formed by ex-MBBs)
    Finance & Strategy PMO
    PRIVATE EQUITY
    May 2021 - June 2022 (1 year and 1 month)
    Lisbon, Portugal
    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
    ❖ Steered and executed investment cases in the context of a Venture Builder go/no-go investment decision
    ❖ Led and executed for a healthcare project, building a comprehensive diagnosis dashboard
    Chief of Staff Project Management (PMO) Private Equity Strategic planning Go-to-Market (GTM) Strategy Corporate Finance Business analysis Business model Business plan Business intelligence Design Thinking Investor documents Change and Transformation Management
  • LGG ADVISORS
    Manager
    PRIVATE EQUITY
    January 2020 - February 2021 (1 year and 1 month)
    London, United Kingdom
    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 and Venture Capital clients. Most relevant projects included:
    -> Played a strategic finance partner role for a US-based Private Equity firm
    -> Performed a strategic finance partner role for a portfolio company of a leading European Private Equity
    -> Coordinated several projects for a leading UK-based Advisory firm
    ❖ Steering and executing strategic initiatives across the firm
    ❖ Coordinating recruitment and training across the firm
    Private Equity Project Management (PMO) Corporate Finance Business plan Business model Investor documents Banking and Financial Services Business analysis Business intelligence Business development Go-to-Market (GTM) Strategy Design Thinking Change and Transformation Management

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Education

  • Master of Finance
    Católica Porto Business School
    2017
    Master's degree, Finance, General
  • Bachelor's degree, Business Administration and Management, General
    FEP U. Porto – Economics and Management
    2015
    Bachelor's degree, Business Administration and Management, General

Skill set

Categories