CV - Midnight Blue (Bright Partners, Quifel Holdings, Portugal Residence), SAS Inc., Novabase, Staal Bankiers, Achmea, FBTO, Médis, Millennium BCP; Maastricht school of management, Poltec, General Motors Gr., Iberomoldes, Universidade Nova de Lisboa, Reg. Comandos

1. Filipe Fonseca Oliveira
Ir. F.J. (FILIPE) FONSECA OLIVEIRA, MBA
April 1, 1963
30, Woudseweg, NL – 5275 JK Den Dungen, The Netherlands
 (M) +31 6 21 99 39 35  fjo@ziggo.nl
PROJECT MANAGER / BUSINESS DEVELOPER / MARKETEER / ADVISOR
Seasoned senior project manager and business developer, with a passion for marketing; strategic
and analytical thinker; effective at aligning, on a cross functional basis IT and commercial strategies
with corporate goals.
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International expert at both private and listed international organisations combines,
business, technical and commercial aspects, with strong leadership skills.
Experienced, personable, empathic manager with a strong track record in change and
crisis management.
Experienced leader of teams of specialists.
Executes restructuring projects of departments and companies.
Experienced professional, in the IT, banking, insurance and real estate industries.
Successfully establishes new ventures (green field operations), negotiates and
implements change processes and integrates teams and organisations.
Experienced in managing purchase and sales processes.
Reputation for confident leadership within rapidly changing and highly competitive industries.
 International and cross border project management and consulting experience in English, Dutch,
Spanish, Portuguese and French  Excellent business acumen  Sensitive to organizational
dynamics  Strategic thinking  Global perspective and track record  Operates in multidisciplinary
teams  Process improvement  Restructuring  International Leadership  No nonsense approach 
Team player, interaction at all hierarchical levels  Manages by influencing  High ethical standards
PROFESSIONAL EXPERIENCE
March 2006 – September 2013
MIDNIGHTBLUE, LTD.,
Partner (co-owner) – A privately owned consultancy company, specialising in Project Management &
Interim Management, more specifically:
IT:
For a niche Consulting, focused in Project and Portfolio Management, Lisbon, Portugal (1year)
 Product and market development of IT solutions (Microsoft Project Server and SharePoint
Server); cloud solutions and internationalization; full sales cycle, from cold call to proposals;
PPM / PMO implementations; integration with SAP systems;
For a Private Equity Group, Lisbon – Portugal (4 years)
 Advising on IT architecture and infrastructure issues, as well as business issues and
improvements in this context; management of IT infrastructures;
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Management of several IT projects:
- Selection and implementation of a budget, plan (control and reporting) and consolidation
solution, SAP BPC;
- Selection and implementation of an ERP solution, PHC - (Microsoft Dynamics
Architecture);
ResOctober-2013
mail:
fjo@ziggo.nl
mob:
+31 6 21 99 39 35
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2. Filipe Fonseca Oliveira
Real Estate:
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Project development, financing and brokerage, Alcácer do Sal, Portugal (7 years):
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Management of the construction & services department of the Municipality of Alcácer do Sal,
in Portugal.
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December 2004 – February 2006
SAS Institute Inc., Lisbon, Portugal
The Portuguese affiliate of the market leader in business analytics / business intelligence software,
with a global $2,87 billion in annual sales. http://www.sas.com/offices/europe/netherlands/index.html
Insurance Business Developer
Responsible for the insurance market. Participating in all phases of the commercial process; involved
in the marketing of several solutions:
 The launching and market introduction of new products (SAS FI, and SAS AML-Anti Money
Laundry) for Banks and Insurers; coordination of the international partnership with Accenture,
on Anti Money Laundry.
 Involvement in the commercial process of SAS Risk Management for Banking and Insurance
(Basel II and Solvency II).
 Functional and commercial involved in the SW development of a new solution, IIS-Agency
Management, with the UK and India based development teams.
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January 2002 – November 2004
Novabase Consulting SA, Lisbon, Portugal
Full fletch ICT Company, being the biggest system integrator in the country
http://www.novabase.pt/en
Manager - Insurance Market (Marketing / Sales / Consulting), Reporting to the Partner
 Responsible for global sales in the insurance market, development of a complete ICT solution
set for the insurance market,;
 Refinement of the market strategy and successfully executing the go-to-market plan, including
the preparation of complex proposals, either on an RFI or RFP basis.
 Successfully managing the sales process of the ICT solutions in the insurance market.
 Participation in the evaluation and acquisition of an already existing and deployed Core
Insurance ERP Software package and assuming the existing maintenance activities and
further developments at existing clients
 Participation in several projects as project director, involved in the strategic process of the
clients, often in a restructuring and change management context
 Successfully participating in partnerships with various companies such as Microsoft, Oracle,
Microstrategy, SAS, Schlumberger, Documentum, Kofax, SAP and Siebel.
 In Mozambique, helped EMOSE Insurance by:
 Reviewing their strategy and their implementation plans; provides EMOSE Insurance
with an implementation roadmap.
 Supporting the Executive Board, either in insurance specific and in change management
issues; including training of the management team.
 Advises on the feasibility study for the first health insurance product in the country: from
strategy, operational analysis and implementation roadmap, to negotiations with possible
health providers, client and the supervisor.
Senior Project Manager – Enterprise Project Management
ResOctober-2013
mail:
fjo@ziggo.nl
mob:
+31 6 21 99 39 35
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3. Filipe Fonseca Oliveira
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Participation in the review of the strategy and the restructuring of the Group, improving
Project Management (PM) and client orientation, by directly helping in the projects and giving
training on good PM practices. Is part of the Project Management Office - Enterprise Project
Management team.
Participation in the creation of “vertical markets”, mixing business with commercial
knowledge. Assuming responsibility for programs / clients at risk (both commercially as well
as technically), executing “Trust and Recovery Plans”.
Providing support on the preparation of commercial tenders, including bridging the gap
between the financial and the technical groups.
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September 2000 – November 2001
Internet Start-up, Den Haag, The Netherlands
Self-service mortgage advisory internet business concept
Interim Manager / Consultant – As freelancer
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As lead of this internet start-up team, supporting all activities. Business focus on the development
of a Self Service tool for Mortgage Advice, involving loans with a life insurance and stock portfolio.
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September 1996 – August 2000
Achmea Holding N.V., Zeist, The Netherlands
Financial services group with a strong offer in insurance, market leader in health insurance. Partner in
Eureko B.V. – an alliance of European insurance companies. www.achmea.nl/over-achmea
Staal Bankiers N.V., in Den Haag
Project Manager Financial Planning / Consultant
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Participation, as an all-round consultant, in the core team that was responsible for the re-launch of
the whole new Staal Bankiers operation, from the definition of the new image and marketing
positioning, to the HR policy and recruiting, passing by the physical branch network, as well as IT
issues, namely some phases of the Core Banking Transactional System implementation and
CRM implementation. Reporting to Director responsible for the re-launch.
Participation in the spreadsheet modelling (and updating) of the business model, development of
a new business plan.
Support of top management on specific issues.
Management of the process definition and implementation of the ICT tools, namely to support the
Financial Planning, in close cooperation with the Private Bankers, IT department and external
providers, like AFIN, CMG, Fiserv and McKinsey.
Achmea Holding N.V., Amsterdam
Reporting to the Holding Director
Project Manager In-store Banking (with Schuitema-C1000)
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Management of the approach and jointly with the retail partner, the execution of feasibility tests for
the distribution of financial products and /or services, in a retail (supermarket) environment.
Negotiations on products and margins, commissioning, branding issues, needed tools and
implementation costs.
Coordination and successful completion of a European Benchmarking study on existing and
possible hybrid retail models.
Consultant in Marketing and Financial Planning Systems
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Studying the possible improvements of the face to face distribution channels of the group (in
relation with direct channel brands, like FBTO, Centraal Beheer and Eurocross).
ResOctober-2013
mail:
fjo@ziggo.nl
mob:
+31 6 21 99 39 35
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4. Filipe Fonseca Oliveira
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Analysis of possible retail models, taking into account investments needed, client interests,
segments, profitability, and the actual available product portfolio within the Group.
Development and tests of 2 shop concepts, with corresponding market research
Coordinating “Objective” segmentation studies as well as Emotional Segmentation (focused on
perceptions over money and risk).
Participation on the internal product negotiations characteristics, acceptance criteria, consumer
prices, marketing and support materials, and processes.
Participation in the recruitment, training, process definition and attitude building (client, commercial
and advising oriented), and in the opening of a Pilot Shop.
Coordination of several activities, with external parties, like KPMG, Cambridge Technology
Partners, Sensydiam, Nipo, GfK, and Booz & Co.
FBTO Insurance (Direct Writer), Leeuwarden – The Netherlands
Manager Database Marketing
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Managing a small team of marketing specialists.
Coordination of extended segmentation studies (client, product and risk characteristics). For
example, through analyzing the database of accidents, we found a group of clients where we
could give a discount and, at the same time, be more profitable.
Improving the Client Loyalty Program, by better rewarding the client’s mix of: money spent, the
years of permanence and the number of products.
Implementation of several measures in the Database Marketing current plan, to reinforce a crossselling strategy.
Implementation of a “Know Your Customer” program, gathering more client data, linked to the
Commercial Plan.
Project Manager - IT for Marketing and Sales Support (CRM + Contact Center)
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Review of the existing goals and project definitions, with top management and implementation of
the changes resulting from such review as further set forth hereunder:
Advising on a course of action, in a politically sensitive environment, as well as the drafting of a
project plan.
Management of an RFI and the responses, together with the IT and business representatives,
refining the project goals and keeping close contact with the CEO.
Management of an RFP and the selection process of the responses with the team, including visits
and reference cases, reporting results to the management.
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January 1992 – August 1996
Millennium BCP S.A., Lisbon, Portugal
Financial services group offering full scope financial products, with presence in multiple geographies.
Partner in Eureko B.V. – an alliance of European insurance companies.
http://ind.millenniumbcp.pt/en/institucional
Médis - Health Insurance S.A, Lisbon
Marketing Manager / Consultant - Reporting to the Company Director
 As part of the core team, building Médis from scratch. This company was created to reengineer and consolidate the health insurance activities of the Group, by going through
radical change. Highly sensitive project. Intensive interaction with McKinsey.
 Within the team, responsible for the marketing activities and materials, positioning with Clients
and also with Providers. Marketing Plan, including Media.
 As an all-round team member, participating in many other launching activities..
Ocidental Seguros S.A., Lisbon
Product Manager for the Private Banking / High net worth individuals segment – Reporting to
the Marketing Director
ResOctober-2013
mail:
fjo@ziggo.nl
mob:
+31 6 21 99 39 35
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5. Filipe Fonseca Oliveira
 Participating in the Marketing and Communication mix, interaction with Agencies, marketing
materials, follow-up of campaigns, for the Segment.
 Supporting the marketing and sales process, with product training, sales arguments, tax info
and other relevant items for the account managers including updating the IT processes and
tools.
 Defining and negotiating price and other product characteristics with the commercial
distribution channels (commercial perspective) and with the Actuaries (risk and return
perspective).
 Acting as Liaison / Project Manager, representing Ocidental (the Insurance company of the
group), in the first group’s CRM project, focussing on cross-selling, based on an All Finance
philosophy.
Banco Comercial Português SA, Lisboa
Senior Internal Consultant of Group Quality Department – Reports to the Department Director
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As part of the core team establishing of the department that started the groups wide Quality
Improvement Process. The Department Director reported directly to the President of the
Group.
Responsibility for the support on quality improvement projects of several Group Divisions, like
the IT, the Administrative and Support Divisions, the Insurance Sub-holding, Ocidental
Seguros, and the Leasing Division. Liaison for the management of each of these divisions
and their staff.
Involved in other improvement projects: the corporate credit process, of the database
marketing, the human resources evaluation review.
Responsible within the group quality department for linking the results of extensive market
research which drove the quality improvement process: First the external clients evaluate the
group and their contacts, then the distribution network evaluate their internal providers and all
employees evaluate their managers, colleagues and the group policy.
Involved in the improvement and implementation of the Group’s Management Control
System.
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January 1990 – August 1990
POLTEC, LDA - Lisbon, Portugal
Innovative venture mixing creativity and design, with engineering (AutoCAD) and industrial services
As Marketing & Sales Manager, reporting to the CEO, managed commercial relations with existing
clients and prospects. Launched new software product in France.
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June 1988 – December 1989
General Motors Group – Cablesa, Lisbon, Portugal
Biggest factory of the group, mass production of electric systems for the automotive industry, with
clients like Opel, Mercedes, Audi, BMW. Reporting to the Quality Director
Worked as:
 Statistical Quality Control Engineer
 Reliability Engineer
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November 1987 – May 1988
IBEROMOLDES Group - Anibal H. Abrantes, Leiria, Portugal
Biggest factory of the group, unit production of steel moulds for plastic injection for clients like Volvo
and Hasbro. Reporting to the General Manager
As Quality Manager implementing control procedures for:
 The project design phase
 Supplier’s control of purchased parts and outsourced services
 Involved in final tests and customer contacts
ResOctober-2013
mail:
fjo@ziggo.nl
mob:
+31 6 21 99 39 35
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6. Filipe Fonseca Oliveira
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EDUCATION
Master of Business Administration (MBA), Specialization in IT (1990/1991)
Maastricht School of Management (RVB-MSM), Maastricht University, The Netherlands
Master in Science in Materials Engineering, specializing in Quality Management (1982/1988)
Technology and Sciences Faculty from the New University of Lisbon, Portugal
Military Officer’s course and military instructor (as Second Lieutenant - 1984/1985)
Commandos Regiment, in Lisbon, Portugal
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PROFESSIONAL DEVELOPMENT
Training (Courses, Seminars and Workshops)
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PPM and PMO implementations with Microsoft Project Server - May 2011
PHC – ERP Functionalities Update (Microsoft Dynamics Architecture) – Sept 2010
SAP-BPC (Budget, Planning and Consolidation) Functionality and Implementation - Jan 2010
National Trainer Certification (CAP) - Jul 2007
Preparation and Certification Exam – Certified Real Estate Broker – Oct 2006
Solvency II – The impact in the operations (Insurance Association) – Apr 2004
Financial Planning & Private Banking (Capital Consult & Coaching, Nederland) – May 2000
AFIN Pro (FIGLO, Nederland) – Software for Supporting Financial Planning - 1999
Discontinuities & Innovation (Gary Hamel, London) – 1998
Direct Marketing Association– Congress, at Maastricht, fall 1997
Project Management & IT - Guidelines (Achmea) - 1997
Core Technical Life and non-Life Insurance Competencies (3 weeks - Ocidental Ins.) - 1995
Quality Function Deployment (Juran Institute) – 1993
Business Process Re-Engineering (Juran Institute) – 1992
Presentation Techniques – EGOR – 1992
Positive attitude / behavior - Tracy International– 1992
Market Studies and Satisfaction Surveys – TARP - 1992
Core Technical Banking Competencies (6 weeks - BCP Bank) – 1992
Training Given (Courses, Seminars and Workshops)
 AML - Anti Money Laundry – A new challenge to Banking (SAS)
 Project Management (several)
 Quality by Service Design (Juran Institute)
 Quality Technics for Improvement Teams
 Introduction to Quality in the Financial Services
 Statistical Quality Control
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PERSONAL INFORMATION
Divorced, three children (17, 15 and 9 years old)
Dutch & Portuguese nationalities
Hobbies: sports, reading, real-estate
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LANGUAGES
Portuguese (Native)
Spanish (Fluent)
ResOctober-2013
Dutch (Fluent)
French (Fluent)
mail:
fjo@ziggo.nl
mob:
English (Fluent)
Italian (Passive)
+31 6 21 99 39 35
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