Portugal
Spain
Italy
Greece
Grenada Citizenship by Investment
Profile
Joana is a senior financial professional with extensive experience in Corporate Finance, Controlling, and Fiscal Representation. As a Certified Management Accountant (CMA) and Certified Management Consultant (CMC), she bridges the gap between complex regulatory requirements and practical financial execution.
Her expertise is particularly focused on the Portuguese market, where she provides specialized fiscal representation for non-resident individuals and entities. This includes navigating the nuances of NIF acquisition, banking coordination, and tax compliance for international investors under the D7, D8, and Golden Visa frameworks.
With a background in multinational leadership at organizations like Faurecia and GKN Automotive, Joana brings a process-oriented, "Continuous Improvement" methodology to every engagement. Her approach ensures that international clients maintain full transparency and structural integrity in their Portuguese financial affairs.
Experience
Directing management accounting and business process improvement initiatives, ensuring administrative organization aligns with strategic growth and fiscal compliance.
Led Record-to-Report (R2R) operations, overseeing accounting cycles, segregation of duties, and financial reporting for a global leader in automotive technology.
Managed cash flow, liquidity, and risk management strategies. Implemented change management protocols to optimize treasury operations.
Providing coaching, interpersonal communication guidance, and strategic consultancy for startups and established business owners.
Spearheading corporate event planning, co-creation, and implementation strategies for executive-level networking and development.
Expertise
- Fiscal Representation for Non-Residents
- Management Accounting (CMA Certified)
- Tax Accounting & Compliance
- Business Process Improvement
- Cash Flow & Risk Management
- Administrative Organization & PMO
- Continuous Improvement Methodologies
- Public Speaking & Communication (Toastmasters)
- Team Leadership & Coaching