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Madalena Rocha Alves

Nº5, Cambridge Street, Townsville QLD, 4810, Australia


+61 2096 1262096

MRA.financial.consultant@gmail.com
Date of birth: 08/08/2006
Nationality: Portuguese

JOB APPLIED FOR Financial and bussiness consultant


PERSONAL STATEMENT Experienced goal-driven financial advisor, sucessful in managing financial planning
projects from inception to completion. Excels at interfacing with team members at all
levels to meet and exceed organizational goals. Operates well in a highly-competitive
environment in wich leadership is the key to sucess.

WORK EXPERIENCE

November 2031 - December 2033 Junior Financial Services Consultant


Capgemini, Australia
Providing strategic advice across a variety of financial products and services (debt
management, cash management, insurance coverage, investments);
Assessing client’s overall financial picture, understand their needs and develop a solid
financial plan;
Guiding clients towards a profitable and secure financial decision;
Cultivate client base and build win-win relationships;
Overseeing the course of the financial plan and update it, if necessary, to ensure
profits.

December 2029 - November 2031 Horse Riding Instructor


Gooromon Park Riding Centre, Wallaroo, Australia
Teaching people of all ages, giving lessons to people with physical or learning
disabilities;
Teaching different disciplines, like vaulting, show jumping and dressage;
Schooling young horses, so that they respond to the rider's commands and promote
rider-horse trust;
Feeding the horses regularly and exercise them, making sure they are healthy and in
good condition;
Ordering supplies, handling accounts and writing progress reports, making sure all
the stable's paperwork is done, so it can function smoothly.

August 2022- August 2028 Waitress (only summers)


Taberna do Gigante, Arruda dos Vinhos, Portugal
Welcoming and seating clients;
Presenting the menu and providing detailed information when asked;
Offering recommendations to upsell appetizers, desserts, or drinks, when asked;
Taking clients orders, and communicating them effectively to the kitchen;
Delivering checks and collect bill payments;
Providing excellent customer service to clients.

EDUCATION

September 2027 - July 2029 Master's degree in Mathematics Applied to Economics and Management
Lisbon's University, Lisbon, Portugal
Analysis of investment projects
Financial management
Probability and statistics
Computational mathematics
September 2024 - July 2027 Bachelor's degree in Aplicated Math
Porto's University, Porto, Portugal

September 2021 - June 2024 High School Graduation in Sciences and Technology
Externato João Alberto Faria, Arruda dos Vinhos, Portugal

PERSONAL SKILLS

Mother tongue Portuguese

Other Languages Understanding Speaking


Writing
Listening Reading Spoken Interaction Spoken Production
English C2 C2 C2 C1 C1
Spanish B2 B2 B1 A2 A1
Russian A1 A2 A2 A1 A1
French A1 A2 A2 A1 A1

Communication skills Communicate with credibility and confidence;


Delegate with clearly defined responsibility and authority;
Display strength in negotiating;
Promote relationships of trust and respect.

Organisational/managerial skills Manage paperwork efficiently and effectively;


Uses the most penetrating and objective evaluations to arrive at decisions;
Effectively develop individual departmental and organizational goals to obtain
objectives;
Work cooperatively toward the identification of areas needing improvements;
Show dynamic leadership qualities;
Place organizational interest ahead of personal convenience;
Demonstrate superior executive ability under a variety of circumstances.

Job-related skills Methodical in planning and performing;


Excel in handling tough situations;
Display a winning personality;
Excel in developing action plans;
Strive to grow professionally through continuous study and participation.

Digital skills
Self-assessment
Information processing Communication Content Creation Problem Solving
Money Tree Software Proficient user Independent user Proficient user Independent user
eMoney Advisor Proficient user Independent user Proficient user Independent user

Other skills Horse Riding - aquired at riding lessons since 2020;


Extensive knowledge of playing piano - aquiered at music lessons since 2018;
Extensive knowledge of playing flute - aquiered at music lessons since 2011 and
band participation since 2015;
Participation in acting, dancing and raising fundas activities - aquiered by being
part of "Grupo cénico de CRDA" since 2007;
Learning new languages;
Reading classic and modern literature.

Drivers licence B (in Portugal and in Australia);


D (in Portugal) and HR (in Australia);
ADDITIONAL INFORMATION

Publications The way to the country club, Koehler Books, Ohio, 2030;
A importância do microcrédito nos mercados emergentes, Faculdade de
Ciências da Universidade de Lisboa, Losbon, 2029.

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