Italy
Greece
Grenada Citizenship by Investment
Profile
Joana Lopes de Carvalho is an experienced financial strategist, tax adviser, and senior manager with more than two decades of expertise across corporate finance, management consulting, digital transformation, and operational leadership. She has held senior positions in Portugal’s telecommunications, public procurement, consulting, and technology sectors, working with multinational teams and complex organizational environments.
Joana’s background spans financial planning, PMO leadership, business process reengineering, procurement strategy, shared services optimization, and large-scale digital transformation initiatives. Her analytical approach and cross-functional leadership experience make her a trusted adviser to companies navigating regulatory, financial, and operational challenges.
She brings a deep understanding of Portuguese and Angolan business environments, having led high-impact programs, managed strategic budgets, and delivered transformation initiatives across multiple industries.
Experience
Oversees IT financial operations, reporting, budgeting, and performance control across multiple markets within the Euroconsumers network.
Led complex technology and innovation projects in an advanced aerospace and robotics environment, ensuring delivery across multi-disciplinary teams.
Directed PMO practices, financial planning, process optimization, and project governance for large-scale operations. Oversaw P&L, KPIs, and performance reporting across the organization.
Managed SAP ERP programs supporting a large retail group in Angola. Led teams across finance, controlling, BI, and HR. Ensured SLA monitoring, project execution, budgeting, and stakeholder communication.
Delivered a transformation program with 38 initiatives focused on accelerating corporate time-to-market and improving operational workflow.
Directed human resources, finance, IT systems, public procurement processes, and national e-procurement structures. Implemented centralised acquisition programs and supported major public-sector modernization.
Led the centralized treasury department, overseeing cash management, controls, SAP In-House Cash systems, and SOX-compliant internal processes across a 40-person team.
Led business process reengineering, digitalization, and quality certification initiatives across accounting, treasury, and financial operations.
Worked on SAP Finance implementations, business process optimization, and operational redesign for large industrial organizations.
Expertise
- Tax advisory & corporate finance
- PMO leadership & transformation programs
- Digital transformation & systems implementation
- Shared services optimization
- Business process redesign & operational efficiency
- Financial planning, budgeting & P&L management
- SAP ERP, SAP FICO & financial information systems
- Organizational design & governance
- Procurement strategy & framework agreements
- Performance measurement & KPI implementation
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