Financial Advisor at Ataraxis Wealth Management supporting clients in financial planning. Focused on building clientele, educating clients, and developing financial solutions.
About the role
- Chief Financial Officer overseeing financial management and compliance for Younited's Portuguese branch. Collaborating with the Country CEO and ensuring regulatory adherence in the fintech sector.
Responsibilities
- Financial Management: Manage all financial operations, cash flow management, and financial reporting. Ensure accurate and timely financial data is available for decision-making.
- Regulatory Compliance: Ensure compliance with all financial regulations and requirements, including the preparation and submission of regulatory reports to Banco de Portugal, such as Credit Reporting Center (CRC) submissions and financial statements.
- Tax Management: Accountable for preparation and submission of all tax reporting and declarations, such as VAT or Corporate Tax, ensuring compliance with local tax laws and regulations.
- Audit Coordination: Responsible for overseeing audit exercises, leading interactions with external auditors, and coordinating with internal teams to ensure accurate outcomes and adherence to deadlines.
- Legal Representative: Work alongside the Country CEO as the legal representative of the entity in Portugal, representing the company in legal matters, and operating with the support of a comprehensive insurance policy.
Requirements
- Educational Background: Bachelor’s degree in finance, Accounting, or a related field. A master’s degree or professional certification (e.g., CPA, CFA) is highly desirable.
- Experience: Extensive experience in senior financial management roles, preferably within the regulatory environment of the financial regulated sector. Start-up experiences will be highly valued.
- Language Proficiency: Fluent in Portuguese, with proficiency in English. Spanish valued.
- Technical Skills: Strong numerical and analytical skills with advanced proficiency in Excel and financial management software.
- Attention to Detail: Exceptional attention to detail, ensuring accuracy and compliance in all financial reporting and operations.
- Startup Mindset: Exceptional strategic thinking and problem-solving skills. Proven ability to thrive in dynamic, fast-paced environments, adapting to changing circumstances and driving continuous improvement.
- Based in Lisbon.
Benefits
- Permanent contract
- Flexibility (hours, remote work, etc.)
- Competitive compensation package
- Central Lisbon office space
- Occasional travel is expected within our Barcelona and Paris offices
- Opportunity to be part of an inclusive and diverse team (with various nationalities) in a dynamic environment
- Fun and learning at our local and international events and charitable activities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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