toptal.com
Contact us: +1.888.867.7001
Mauro F. Romaldini, ACMA CGMA, Finance Expert in London, United Kingdom
Mauro F. Romaldini, ACMA CGMA

Finance Expert in London, United Kingdom

Member since March 20, 2017
Mauro has helped more than ten privately owned companies raise $150+ million in debt bonds in the international market and improved their financial management—including cash management and forecasting. He has created, managed, and improved the financial processes and forecasts for startups, mid-size companies, and large corporations (HP). He freelances to support companies' efforts to improve their finances and to scale.
Mauro is now available for hire
Hire Mauro

Career Highlights

Education

Select Certifications

Industry Expertise

  • Finance
  • Banking
  • Investment Banking
  • Healthcare Services
  • Textiles & Apparel
  • Cosmetics, Beauty Supply & Personal Care Products
  • Pharmaceuticals
  • Financial Modeling

Other Expertise

  • Brazil
  • Finance Strategy
  • Financial Management
  • Financial Modeling
  • Fintech
  • Forecasting
  • SME/SMB Financing

Employment

  • Business Development Advisor

    2017 - PRESENT
    SlidePiper
    • Connected a startup with potential partners and buyers in the UK.
    • Built new offerings for the SaaS solution to increase the addressable market.
    • Introduced the startup to potential investors.
    • Advised on the business strategy that focused on the commercial angle.
    • Advised on improvements to the investor pitch deck.
    Focus areas: Business Planning

  • Mentor

    2018 - 2019
    Fintech Circle
    • Supported startups in building their business plans.
    • Introduced financial modeling to startups to support external fundraising efforts.
    • Advised on the business strategy with a focus on finance and commercial expansion.
    • Built presentations to support the development of internal processes of startups.
    • Was invited to become a lecturer on their website focused on fintech and startups.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Business Planning, Business Advisory

  • Part-time CFO

    2017 - 2018
    TruMyle
    • Supported the preparation of the pitch deck for a presentation that led to connections with over ten potential investors (angels, accelerators, and incubators) in a day.
    • Researched the market which led to a change in approach to the strategy and product development.
    • Participated in board meetings—influencing the company's strategy and product development.
    • Built a financial model for projections and to support the business idea.
    • Connected the company to potential investors which led to five meetings to present the startup's idea in a week.
    • Built flexible financial models, strategic offering, risk register, metrics and business plan for the startups within the transportation, insurance, and venture capital sectors.
    Focus areas: Financial Modeling, Pitch Decks, Business Planning, Corporate Finance, Strategy, Startup Funding

  • Financial Consultant

    2017 - 2017
    Relio Systems
    • Supported the high-level management to build company strategy, with a focus on funding, structuring the financial area, and studying go-to-market opportunities.
    • Researched the electrical energy supply market to find potential competitor's energy solution offering and compared it with Relio's solution.
    • Searched for non-equity sources of funding (grants, trade finance, debt).
    • Engaged my network in Brazil, India and Europe to identify potential Relio customers and provide leads for sales.
    • Analyzed and selected support administrative/financial systems to be used once the company was actively trading. Zoho for CRM and Xero for accounting are the main potential systems for this initial phase (easy-to-use and low cost).
    • Prepared an action plan with priorities, chose the people in charge of them, and followed the stage to completion; assembled a control panel to ensure that they were being followed up on.
    Focus areas: Business Planning, Financial Modeling, Strategy

  • Financial Consultant

    2016 - 2016
    EzeeHop
    • Supported this startup company in building the financial and commercial aspects of its go-to-market strategy.
    • Researched the market to find information about the potential of a solution, a car-sharing solution that uses only electric cars and has a specific niche target.
    • Built a financial model for a 5-year P&L and cash flow forecast based on market research and assumptions from experts.
    • Conducted a meeting with the CEO to discuss findings and propose strategies based on the forecasts and market research.
    • Searched potential sources of funding, equity (VCs, accelerators, etc.), and non-equity (e.g., grants, loans) to support initial investments.
    Focus areas: Finance Strategy, Financial Planning & Analysis (FP&A)

  • VP of Operations

    2015 - 2016
    Startup Europe India Network
    • Engaged with this company from the beginning; focused on connecting the European and Indian startup ecosystems in cooperation with the European Commission's Startup Europe Program.
    • Created and managed the financial management processes and controls as part of the founding team.
    • Chose and managed a CRM (HubSpot) and financial systems.
    • Managed the business development team in several countries across Europe and India—leading to a network of over ten volunteers and 500 readers of the newsletter.
    • Built a financial model of potential returns and financing needs of the startup.
    • Created and managed business-development processes in order to attract potential customers, partners, and users.
    Focus areas: Pitch Decks, Financial Modeling, Financial Management, Budgeting, Business Planning, Financial Planning & Analysis (FP&A), Strategy, Financial Systems

  • Deal Intermediation Consultant

    2014 - 2015
    Independent Work
    • Intermediated a cross-border hospitality real estate deal between an investor and seller.
    • Searched potential targets in the European hospitality real estate sector valued between EUR $25 million and $100 million.
    • Prepared a financial model of potential returns for the investor; taking into consideration potential occupancy, daily rates, and property's potential value fluctuation.
    • Dealt with real estate agents that had the power of attorney given by the property owners and introduced them to the investors. Conducted meetings related to the deal.
    Focus areas: Mergers & Acquisitions (M&A)

  • Customer Support Consultant

    2013 - 2014
    PKB Privatbank
    • Supported customer needs related to account management and investments, with a total of $200+ million assets under management.
    • Coordinated the internal processes for loan requests, new account creation, investment management, and customer support.
    • Advised customers and intermediaries on investment options.
    • Trained new personnel on customer management and internal processes.
    Focus areas: Asset Liability Management (ALM)

  • Partner, Financial Management

    2012 - 2013
    Queluz Gestao de Ativos
    • Managed the finance and operations with a team of five directly reporting to me and ten indirect subordinates; was in charge of a USD $2.4+ million budget.
    • Built processes and implemented a system to manage profit, revenues, and cost centers. This led to the first effective cost control system in the company.
    • Built financial models to analyze the potential for issuing debt bonds and raising funds for medium-size companies (turnover between $50-200 million) and new investment funds (i.e., hedge, equity, forex).
    • Controlled and improved the processes for cash management and budget functions.
    • Managed relationship with banks, suppliers, and customers (CFOs and CEOs).
    Focus areas: Cost Reduction & Optimization, Cost Efficiency, Debt Capital Markets, Pitch Decks, Cash Flow Forecasting, Corporate Finance, Finance Strategy, Financial Systems, Financial Data, Capital Investment Appraisals, Working Capital Management, Capital Structure Analysis, Capital Raising, Capital Structuring, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A)

  • Financial Consultant

    2008 - 2010
    Queluz Gestao de Ativos
    • Mapped the internal operations, financial processes, and systems; also managed their improvement.
    • Built financial models to access debt structuring, M&A, and fund structuring operations—raised $150 million in debt.
    • Drew and implemented a trade settlement system—lowering settlement errors by 90%.
    • Created and managed an internal cash flow forecast model.
    • Supported the fund's management area on the NAV calculation and newsletter preparation for investors.
    Focus areas: Valuation Modeling, Fund Analysis, Financial Modeling, Financial Systems, Discounted Cash Flow (DCF), Cash Flow Forecasting, Working Capital Management, Capital Structuring, Capital Raising, Financial Planning & Analysis (FP&A), Financial Management, Corporate Finance, Mergers & Acquisitions (M&A)

  • Financial Manager

    2005 - 2008
    HMS Servicos Medicos
    • Structured the company from the beginning. It was created by doctors that had left a bigger practice and needed support for managing the new company.
    • Built all the financial and administrative processes and systems from scratch.
    • Created and managed the cash flow and P&L forecast, which had less than 5% variation from actual within a 6-month period.
    • Managed the relationships with suppliers and banks. Was responsible for managing the company's bank account and coordinating procurement with support from administrative personnel for separation of tasks (procurement and payment functions).
    • Controlled the fiscal financial report with the support of external accountant.
    Focus areas: Cash Flow Calculation, Cash Flow Forecasting, Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Systems, Financial Management

  • Financial Analysis Consultant

    2003 - 2004
    Independent Work
    • Mapped the hospitality market in Sao Paulo, Brazil.
    • Analyzed the financial returns from individual hotels for investors and hotel management companies. Presented to hotel investors the difference between risk and returns of the investment (as compared to those for hotel managers).
    • Helped renegotiate a contract between investors and hotel management company.
    • Searched for potential clients within hotel investors and requested their authorization to represent them in the renegotiation process.
    Focus areas: Business Development, Cash Flow Forecasting, Business Planning, Financial Data

  • Receivables Analyst

    2002 - 2003
    Hewlett-Packard
    • Collected up to $100 million in due invoices from clients.
    • Supported the manager in preparing a financial model to control receivables.
    • Participated in the area's strategy meetings, preparing presentations on metrics, and indicating major risks.
    • Supported the introduction of online sales in the receivables area.
    • Prepared financial models, as requested, to be used to present to the financial director.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Data

Other Experience

  • How Is the International Money Transfer Market Evolving? (Publication)
    https://www.toptal.com/finance/market-research-analysts/international-money-transfer
    With the global workforce becoming increasingly mobile, international money transfers (“remittances”) have equally grown in prominence, passing the $530 billion a year mark in 2016. Fees for transfers are at an all-time low, thanks to pressure from bodies such as the UN, which is providing consumers with more value. But how are transfer companies responding to this pressure and what steps are they taking to differentiate themselves from the rest of the pack?

Education

  • Certified Master of Business Administration (CMBA) Degree in Strategy
    2010 - 2012
    HEC Paris - Paris, France
  • Master's Degree in Finance
    2007 - 2008
    Brazilian Business School - São Paulo, Brazil
  • Bachelor's Degree in Business Administration
    1997 - 2004
    Pontificia Universidade Catolica de São Paulo - São Paulo, Brazil
  • Bachelor's Degree in International Relations
    1996 - 2001
    Pontificia Universidade Catolica de São Paulo - São Paulo, Brazil

Certifications

  • Chartered Global Management Accountant (CGMA) and Associate (ACMA)
    MAY 2017 - PRESENT
    CIMA | Chartered Institute of Management Accountants

To view more profiles

Join Toptal
Share it with others
Hire the top 3% of freelance finance experts TM