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Marco LuisinhoML
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Marco Luisinho

@marcoluisinho

IT Manager at KPMG Portugal who developed a global FATCA and CRS reporting solution.

Portugal
Message

At KPMG Portugal, I’ve worked on a global AEoI tax reporting solution for FATCA, CDOT, and the OECD Common Reporting Standard. As project manager, team leader, and architect, I contributed to a solution used by financial institutions worldwide.

I’ve also participated in developing tax solutions including a DAC6 processor, and earlier worked on BPM and software development projects at SAFIRA and PT Sistemas de Informação, S.A. My work has included coordinating development teams and designing technical and architectural guidelines.

Experience

Work history, roles, and key accomplishments

KPMG Portugal logoKP
Current

Senior Manager

KPMG Portugal

Oct 2022 - Present (4 years 1 month)

Worked as Senior Manager at KPMG Portugal.

KPMG Portugal logoKP
Current

Manager

KPMG Portugal

Oct 2016 - Present (10 years 1 month)

Automatic Exchange of Information (AEoI) Reporting: development of a global tax reporting solution for FATCA, CDOT and the OECD Common Reporting Standard (CRS), encompassed in the suite of tools of AEoI, which is designed to help and simplify financial institutions’ path to compliance to meet their tax reporting obligations.
Project manager, team leader and architect for KPMG’s AEOI - Automated E

KPMG Portugal logoKP

Manager

KPMG Portugal

Nov 2019 - May 2020 (6 months)

Participation in the development of several tax solutions mainly the DAC 6 processor, that allows to initially identify potentially reportable arrangements, to evaluate their actual reportability based on the established national DAC6 Hallmarks in each EU country and to generate the final reports.
PT Team leader and developer for DAC6 solution.

Software/Technologies: ASP.NET Zero framework – ASP.

KPMG Portugal logoKP

Senior Advisor

KPMG Portugal

Apr 2015 - Sep 2016 (1 year 5 months)

Automatic Exchange of Information (AEoI) Reporting: development of a global tax reporting solution for FATCA, CDOT and the OECD Common Reporting Standard (CRS), encompassed in the suite of tools of AEoI, which is designed to help and simplify financial institutions’ path to compliance to meet their tax reporting obligations.

SAFIRA logoSA

Senior Software Engineer

SAFIRA

May 2014 - Mar 2015 (10 months)

BPM technical analyst at Davivienda Bank (Colombia) Digital Credital Process iniciative. Responsible for architectural and technical guidelines that may be adopted for the implementation of the Digital Credit process regarding the integrations between the IBM BPM solution and the external systems.

Safira logoSA

Software Engineer

Safira

May 2010 - Feb 2014 (3 years 9 months)

Working at BES's BPM initiative in Generic Workflows Platform.
Technical and team leader. Responsible for coordinating the development team in implementation of process flows, integration services, business logic and user interface. Troubleshooting, root cause on application issues and application support.
The main technologies are Lombardi Teamworks (TW), IBM Websphere Application Server, JAVA/J2

PS

Software Development Consultant

PT Sistemas de Informação, S.A.

Oct 2006 - May 2010 (3 years 7 months)

Developer of several applications which the main technologies were:

.NET (C#)
SQL
Oracle
JavaScript
HTML
JAVA/J2EE

Education

Degrees, certifications, and relevant coursework

SA

Scrum Alliance

Scrum Master Certified (SMC)

Nov 2017

SA

Scrum Alliance

Certified Scrum Product Owner (CSPO)

Nov 2016

Universidade Nova de Lisboa logoUL

Universidade Nova de Lisboa

Licentiate degree, Informatics

2001 - 2006

IB

IBM

000-170: IBM BPM Blueprint: IBM WebSphere Lombardi Edition V7.1, Process Fundamentals

IB

IBM

000-276: IBM Certified BPM Application Developer - Business Process Manager Express or Standard Edit

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