Jose Santos - Independent Consultant

Q: Where is Jose based?

Jose is based in Porto, Portugal .

Q: What languages does Jose speak?

Jose speaks the following languages: Portuguese (Native), English (Advanced) .

Q: How many years of experience does Jose have?

Jose has at least 8 years of experience. During this time, Jose has worked in at least 5 different roles and for 4 different companies . The average length of individual experience is 2 years and 8 months . Note that Jose may not have shared all experience and actually has more experience.

Q: What is Jose's latest experience?

Jose's most recent position is Independent Consultant at Independent Consultant .

Q: What companies has Jose worked for in recent years?

In recent years, Jose has worked for Independent Consultant and Finance & Strategy PMO Consulting Boutique .

Q: Which industries is Jose most experienced in?

Jose is most experienced in industries like Banking and Finance , Professional Services , and Energy . Jose also has some experience in Information Technology , Real Estate , and Healthcare .

Q: Which business areas is Jose most experienced in?

Jose is most experienced in business areas like Finance , Strategy , and Project Management . Jose also has some experience in Investments and M&A , Marketing , and Business Intelligence .

Q: Which industries has Jose worked in recently?

Jose has recently worked in industries like Energy , Banking and Finance , and Information Technology .

Q: Which business areas has Jose worked in recently?

Jose has recently worked in business areas like Finance , Strategy , and Investments and M&A .

Recommended expert

Porto, Portugal

Check rate

Experience

Jan 2023 - Present

3 years 5 months

Independent Consultant

Acted as a domain expert to an AI lab across two specialisms. As a management consulting expert: building market sizing models, grading and developing MBB-style strategic decks and storylines (spanning pure strategic reviews to highly tactical case-specific presentations), and training models to review, improve, and develop strategy outputs to MBB standards. As an Investment Banking and Private Equity expert: developing and stress-testing financial models from scratch – including DCFs, LBO models, merger models, and trading and transaction comparables.
Go-to-market strategy and execution for a portfolio company of a €250M European renewables group. Work included market screening and deep-diving into shortlisted markets across regulatory framework, public incentives, market sizing and growth projections, key growth drivers, competitive landscape, entry model definition (greenfield, M&A, and financial/strategic partnerships), and funding landscape assessment (bank and private equity appetite for renewable energy assets). Worked within the strategy arm of a Big Four consulting firm, leading a team of four consultants and reporting directly to the partner, also an independent consultant and former LEK Partner (London office).
Multi-region pricing assessment for a Fortune Global 500 (~$29B ARR), covering price waterfall/GTN, commercial policy, discount and rebate governance, deal management, and pricing systems. Facilitated in-person country workshops, partnered with regional pricing leads, delivered maturity assessments, and a roadmap of high-impact pricing initiatives. Worked cross-functionally across Finance, Sales, Marketing, and Asset Management to map processes, identify governance gaps, and evaluate tooling.
Strategic review for a leading global fintech firm (~$500M ARR), focused on identifying and prioritizing growth opportunities. Work included conducting customer research, benchmarking performance against direct and indirect competitors, and developing the market and financial model. Collaborated closely with an independent consultant and former LEK Partner (London office) throughout the engagement.
Led the strategic review and operating model design for a $5B multi-sector holding company comprising 29 portfolio companies. Spearheaded the development of the holding company's business plan from the ground up, including projecting the impact of strategic initiatives and associated synergies. Advised on the design and implementation of a comprehensive governance model to align decision-making across the group. Managed a high-performing team of former Bain and Roland Berger consultants (Senior Associate and Associate levels) throughout the engagement.
Advised on the fundraising strategy for a €300M high-end European real estate development, including the development of a robust valuation model and assessment of funding options across both equity and debt capital markets (ECM and DCM). Worked alongside a former Accenture Managing Director throughout the engagement.

May 2021 - Jun 2022

1 year 2 months

Consultant

Finance & Strategy PMO Consulting Boutique

Acted as a trusted advisor to the founder of a PE-backed firm, also a former BCG, having promoted and implemented several revenue expansion and cost optimization initiatives, resulting in 15 p.p. enhancement post-execution. Designed and executed a streamlined procurement operating model. Led the annual budgeting process across the firm. Created a comprehensive dashboard to assess and monitor the performance of the different business units across the organization.
Steered and executed several go/no-go investment cases in the context of venture building.
Led and executed a healthcare project, building a comprehensive diagnosis dashboard.

Jan 2020 - Feb 2021

1 year 2 months

Manager

LGG Advisors

Leading teams consisting of Project Managers, Associates, and Analysts.
Engaging, coordinating, and executing multiple high-profile projects on behalf of the Private Equity funds and PE-backed clients.
Performed a PMO role on a transformational project for a portfolio company of a leading European Private Equity.
Played a strategic finance partner role for a US-based PE-backed firm.
Coordinated consulting teams on several projects for a leading UK-based Advisory firm.
Steering and executing strategic initiatives across the organization. Initiatives helped to retain three key clients and engage with nine new clients, contributing approximately to €1.5 million in additional revenues and a 20 p.p. increase in margin.
Coordinating recruitment and training across the firm.

Sep 2017 - Jan 2020

2 years 5 months

Project Manager

LGG Advisors

Leading and executing M&A, capital raising, and finance & strategy projects on behalf of the Private Equity and Venture Capital clients.
Full IM and financial modelling for £600 million equity and debt capital raising for a multi-billion-dollar investment firm.
Full IM and financial modelling for $250 million equity and debt capital for a leading Israeli-based Investment Bank.
Coordination and execution of a buy-side financial and commercial due diligence for a European Venture Capital.
Execution of a buy-side commercial due diligence for a leading European Private Equity.
Financial Planning and Analysis for a US-based private equity portfolio company.
LBO modelling for a leading Israeli investment bank in the context of a take-private US publicly listed company.
Sourcing and engaging with Private Equity and Venture Capital clients.
Supervising teams of Associates and Analysts.
Coordinating the recruitment and L&D across the firm.

Sep 2016 - Mar 2017

7 months

Financial Analyst Intern

Inter-Risco SCR

Responsible for highlighting the Portuguese macroeconomic key drivers, and both the domestic corporate landscape and entrepreneurial environment.
Delineated a survey with the most relevant European Placement Agents regarding the 3rd fund's fundraising.
Presented a set of Portuguese private equity key metrics based on domestic private equity annual reports.

Industry Experience

See where this freelancer has spent most of their professional time.

Experienced in Banking and Finance, Professional Services, Energy, Information Technology, Real Estate, and Healthcare.

Banking and Finance

Professional Services

Energy

Information Technology

Real Estate

Healthcare

Business Area Experience

See which departments and functions this freelancer has contributed to most.

Experienced in Finance, Strategy, Project Management, Investments and M&A, Marketing, and Business Intelligence.

Finance

Strategy

Project Management

Investments and M&A

Marketing

Business Intelligence

Summary

Independent consultant with 9+ 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. Also responsible for sourcing and engaging with private equity and venture capital clients, as well as managing high-performing teams composed of former Bain and Roland Berger consultants at the Senior Associate and Associate levels.

Skills

Microsoft Office: Word, Powerpoint, Excel (Powerquery And Powerpivot)
Visual Basic For Applications (Vba)
Power Bi
Smartsheet
Sql
Hubspot
Trello
Zoho Projects
Notion
Tableau

Languages

Portuguese

Native

English

Advanced

Education

Oct 2015 - Jun 2017

Católica Porto Business School

Master's Degree in Finance · Finance · Porto, Portugal

Oct 2010 - Jun 2015

Porto University Economics and Management

Bachelor's Degree in Business Administration · Business Administration · Porto, Portugal

Statistics

Experience

Total positions 5

Experience in Banking and Finance 6 y

Avg length 1 y 8 m

Longest experience 3 y 4 m

Expertise

Recent roles Independent Consultant, Consultant, Manager

Main industries Banking and Finance, Professional Services, Energy

Main business areas Finance, Strategy, Project Management

Qualifications

Highest degree Master

Profile

Created

January 2024

Last Update

May 2026

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Frequently asked questions

Have questions? Find more information here.

Where is Jose based?

Jose is based in Porto, Portugal.

What languages does Jose speak?

Jose speaks the following languages: Portuguese (Native), English (Advanced).

How many years of experience does Jose have?

Jose has at least 8 years of experience. During this time, Jose has worked in at least 5 different roles and for 4 different companies. The average length of individual experience is 2 years and 8 months. Note that Jose may not have shared all experience and actually has more experience.

What roles would Jose be best suited for?

Based on recent experience, Jose would be well-suited for roles such as: Independent Consultant, Consultant, Manager.

What is Jose's latest experience?

Jose's most recent position is Independent Consultant at Independent Consultant.

What companies has Jose worked for in recent years?

In recent years, Jose has worked for Independent Consultant and Finance & Strategy PMO Consulting Boutique.

Which industries is Jose most experienced in?

Jose is most experienced in industries like Banking and Finance, Professional Services, and Energy. Jose also has some experience in Information Technology, Real Estate, and Healthcare.

Which business areas is Jose most experienced in?

Jose is most experienced in business areas like Finance, Strategy, and Project Management. Jose also has some experience in Investments and M&A, Marketing, and Business Intelligence.

Which industries has Jose worked in recently?

Jose has recently worked in industries like Energy, Banking and Finance, and Information Technology.

Which business areas has Jose worked in recently?

Jose has recently worked in business areas like Finance, Strategy, and Investments and M&A.

What is Jose's education?

Jose holds a Master in Finance from Católica Porto Business School and a Bachelor in Business Administration from Porto University Economics and Management.

What is the availability of Jose?

Jose is immediately available full-time for suitable projects.

What is the rate of Jose?

Jose's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.