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Skills
Experience
Customer Financial Services (CFS) Specialist
FedEx
2022-11 -
Member of the European Ship‑To‑Collect Business Partner Team, advising and supporting the European organization and its largest strategic customers on invoicing, cash application, invoice disputes and collections. Project‑managed customer‑specific invoicing solutions, mitigated bad‑debt risk and contributed to revenue growth. Provided continuous support for complex setups and requirements, acting as a key liaison between stakeholders and customers. Awarded a Bravo Zulu for resolving multiple billing issues, generating over €2 million in revenue and ensuring customer retention.
Customer Relationship Manager
SOFID – Sociedade Para o Financiamento do Desenvolvimento
2018-09 - 2022-10
Managed business relations, lead and prospect pipelines, and coordinated email, phone and face‑to‑face meetings with clients. Produced activity reports, organized seminars, delivered public presentations and trained staff from other financial institutions. Conducted negotiations and travel to promote financial development projects. Lectured at Universidade de Macau and completed specialized courses on financial inclusion, interpersonal communication, and anti‑money‑laundering compliance.
Risk Analyst
SOFID – Sociedade Para o Financiamento do Desenvolvimento
2014-01 - 2018-09
Performed risk, financial and market analysis of investment projects, including credit proposal elaboration and pre‑analysis reporting. Assisted in implementing the Impairment Model and Internal Capital Evaluation (ICAAP) Model. Participated in a Cooperation Finance work group (ODA) for the Portuguese Foreign Affairs Ministry and delivered training to partner institutions such as CGD and GPEARI. Completed a European Academy course on Technical Assistance for European Structural and Investment Funds (2014‑2020).
Promoter
Deutsche Bank
2011-03 - 2013-10
Provided customer support, opened accounts and promoted a range of financial products including OTC transactions, term deposits and credit solutions. Prepared credit proposals and performed economic pre‑evaluations of companies. Completed the “Salles Efficient” course and obtained a licence for DMIF compliance. Recognised as Best Promoter and achieved the highest growth in 2011.
Education
Business and Administration Bachelor’s Degree, Faculdade de Economia da Universidade Nova de Lisboa (NOVA SBE)
Languages
Portugais
fluent
Anglais
fluent
Last updated: 10 hours ago