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Felipe Poggi

Felipe Poggi

CFO | Finance Transformation | FP&A & Controlling Leadership | Financial Governance

Talento
LisbonMembro desde 21 de outubro de 2026
Financial Planning & Performance ManagementTreasury & Cash Flow Management
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Financial Planning & Performance ManagementTreasury & Cash Flow Management

Sobre

Seasoned international finance executive with extensive experience leading financial governance, controlling and operational finance across multi-entity organizations in Europe and Latin America. Proven track record driving finance transformation, strengthening internal controls and supporting international expansion. Professional experience spanning commodities trading, fintech and global services organizations, overseeing financial operations exceeding €250M annual revenue and partnering closely with CEOs and founders to strengthen governance, improve financial visibility and drive strategic growth.

Track record leading complex financial transformations including corporate carve-outs, finance transformation mandates and international expansion structuring across multi-entity organizations.

Experiência

Head of Controlling, Accounting and Internal Control at Altamira Trade AG (2025-04 – Present)

Reporting directly to the Founder & CEO

  • Lead group controlling, accounting governance and financial reporting for a Switzerland-based commodities trading group generating €230M+ annual revenue (~€11M gross profit; ~€4M EBITDA), operating across a multi-entity international structure.
  • Play a central role in the financial structuring and international expansion strategy of the group, leading the establishment and operational setup of new entities across multiple jurisdictions.
  • Manage interactions with auditors, banks and legal advisors, supporting corporate structuring, financing processes and regulatory compliance.
  • Achievements
  • Strengthened financial governance and audit readiness across the group’s multi-jurisdiction structure.
  • Implemented structured group accounting policies and internal control frameworks across newly established international entities (Portugal, Monaco and Mexico).
  • Established financial reporting and reconciliation processes, improving visibility over trading margins and operational performance.

Head of FP&A at Inspired Education Group (2024-06 – 2024-12)

Finance Transformation Mandate - Reporting to Regional CFO

  • Led financial planning, reporting and operational finance governance for Inspired’s Portuguese network of international schools serving ~5,700 students and generating €85M+ annual revenue.
  • Led finance transformation initiatives focused on process improvement, revenue protection and enhanced financial visibility across school operations.
  • Partnered with IT and operational teams to strengthen financial systems, billing processes and management reporting.
  • Key Initiatives
  • Refined monthly management reporting with greater cost and revenue granularity, enabling school-level performance analysis and improving decision-making.
  • Developed and implemented a structured invoice workflow model, strengthening financial controls and approval processes; later replicated across other regions of the group.
  • Led the financial implementation of a system for recording, reconciliation and billing of extracurricular activities, eliminating historical billing gaps and strengthening control over this revenue stream.

Chief Financial Officer at Pluxee - Formerly Sodexo Pass Portugal (2022-04 – 2024-06)

  • Led the financial carve-out and migration to an independent operating model, transitioning from a longstanding banking partnership to establish the company’s standalone financial structure for a €250M fintech platform serving 14K corporate clients, 50K merchants and 200K consumers.
  • Directed financial governance, accounting, controlling and financial planning (budgeting, forecasting and long-term planning), partnering with executive leadership to align financial strategy with business objectives and ensure stability throughout the business transition.
  • Oversaw treasury, cash flow management, working capital cycles and capital expenditures, ensuring efficient capital allocation and financial sustainability.
  • Managed a finance organization of 12 professionals (5 direct reports) and led the legal function, acting as Data Protection Officer (GDPR).
  • Achievements
  • Successfully led the financial transition to an independent operating model following the conclusion of the partnership with Millennium BCP, preserving operational continuity and profitability and seamless support for the extensive consumer, client and merchant network.
  • Delivered +5% year-on-year revenue growth through contractual price adjustments and new business development initiatives.
  • Implemented strengthened internal controls and cost optimization initiatives, generating approximately €150K annual savings.
  • Optimized invoicing, accounting and reporting processes, improving data reliability and resolving an annual revenue gap of approximately €100K.

Senior Controllership Manager (Mobility & Expense) LATAM at Sodexo Pass Brazil (2019 – 2022)

  • Led financial planning, performance management and consolidation for the LATAM Mobility & Expense business line (€220M annual turnover), with exposure to regional and global executive leadership reporting.
  • Directed budgeting, forecasting and cash flow management across multiple countries, ensuring financial alignment with regional strategic objectives.
  • Partnered with IT and operations to develop automation tools and performance monitoring frameworks, improving the accuracy and efficiency of financial reporting (OGM and KPI indicators).
  • Led profitability analysis, cost management initiatives and transfer pricing coordination across countries (~€2.5M annual flows) while monitoring financial impact of major projects and CAPEX.
  • Achievements
  • Identified ~€300K cost reduction opportunities and supported initiatives generating ~€150K additional revenue across the LATAM business line.
  • Improved efficiency and reliability of financial reporting through process automation and enhanced analytical frameworks.
  • Strengthened financial controls and compliance across multiple LATAM markets, supporting regional governance and reporting consistency.

Controllership Manager LATAM at Sodexo Pass Brazil (2016 – 2018)

  • Led financial consolidation and reporting for the LATAM region (€6.1B turnover) across 9 countries, providing visibility of regional financial performance to headquarters.
  • Directed regional budgeting and financial planning processes, managing the LATAM HQ operating budget (€10M OPEX) and delivering detailed variance analysis to support strategic decision-making.
  • Oversaw cost management and financial control initiatives across the regional structure, including operational expenses, travel and administrative costs.
  • Acted as a key finance liaison between regional operations and headquarters, strengthening communication, reporting discipline and alignment on financial performance.
  • Achievements
  • Delivered €100K annual cost savings through optimization of travel and operational expenses.
  • Strengthened financial transparency and reporting discipline across the regional structure through enhanced variance analysis and consolidation processes.
  • Improved alignment between regional operations and headquarters, supporting more informed financial and strategic decision-making.

Senior Financial Analyst at Sodexo Pass Brazil (2012 – 2015)

  • Led financial planning, cost management and performance monitoring for key business areas, supporting budgeting and rolling forecasts across the organization.
  • Oversaw CAPEX (€18M) and OPEX (€250M) monitoring and control, ensuring disciplined cost management and accurate P&L reporting.
  • Developed and implemented product-level KPIs and profitability tracking frameworks, strengthening visibility over operational performance and business results.
  • Coordinated financial consolidation and monthly closing processes, delivering reporting to local leadership and headquarters.
  • Achievements
  • Developed internal financial controls and monitoring mechanisms that strengthened budget compliance and financial discipline.
  • Improved accuracy and timeliness of financial reporting, enhancing decision-making and supporting operational planning.

Service Specialist at Hale and Hearty Soups (2010-12 – 2011-02)

Work and Travel USA. Life and work experience in New York, USA.

English Teacher at FISK (2003 – 2010)

CEO & Founder at Prime English (2010 – 2012)

Private English teaching venture serving ~100 students, developing customized learning programs using Cambridge-based teaching materials.

Formação

MBA in Finance with emphasis on Controllership and Auditing – FGV - Fundação Getúlio Vargas (2018)

Bachelor in International Relations – ESAMC (2011)

Competências

CFOFinance TransformationFP&A & Controlling LeadershipFinancial Governance

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