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Financial planning and analysis for startups in the e-health sector
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Orientador(es)
Resumo(s)
A saúde electrónica está a ganhar um impulso à escala global, respondendo às necessidades anteriormente não satisfeitas. O seu objectivo é facilitar as actividades do sector da saúde e oferecer uma maior ergonomia para os profissionais e uma acessibilidade mais fácil para os pacientes. Esta é a missão da Doctolib, o líder em saúde electrónica na Europa. Tive a oportunidade de realizar um estágio de 6 meses em Paris no departamento de Planeamento e Análise Financeira desta empresa. Fiz parte da equipa de Business Partners, que geriu os custos da empresa.
Este relatório de estágio visa dar uma visão dos desafios do planeamento e análise financeira no sector da saúde electrónica, apresentando a literatura existente que engloba este tópico e explicando as tarefas da equipa de gestão de custos realizadas dentro deste departamento.
Visa também explicar a organização dentro do departamento financeiro da Doctolib, concentrando-se na forma como os custos são geridos, previstos, e controlados. Através deste relatório, procuro demonstrar a estreita interligação entre os conhecimentos académicos adquiridos no âmbito do Mestrado em Finanças do ISEG - Escola Superior de Economia e Gestão de Lisboa, Universidade de Lisboa, e o trabalho de estágio, realizado no âmbito da empresa de saúde em linha Doctolib. Através do meu estágio, participei nas tarefas diárias de um Planeador & Analista Financeiro no seio da equipa de Parceiros de Negócios. Participei no encerramento mensal, na previsão das despesas da Doctolib e nos relatórios mensais. Pude também utilizar os meus conhecimentos académicos para optimizar um processo interno dentro da Doctolib.
Nowadays, e-health is gaining momentum on a global scale by responding to the previously unaddressed needs for a better healthcare system. It aims to facilitate the healthcare sector's activities and to offer greater ergonomics for practitioners and easier accessibility for patients. This is the mission of Doctolib, the leader in e-health in Europe. I had the opportunity to undertake a 6-month internship in Paris within the Financial Planning and Analysis department of this company. I was part of the Business Partners team, which managed the company’s costs. This internship report aims to provide insight into the challenges of financial planning and analysis in the e-health sector by presenting the existing literature that encompasses this topic and by explaining the tasks of the cost management team performed within this department. It also aims to explain the organization within the finance department of Doctolib by focusing on how costs are managed, forecasted, and controlled. Through this report, I attempt to demonstrate the close interconnection between the academic knowledge I have acquired within the Master´s degree program in Finance at the ISEG – Lisbon School of Economics and Management, Universidade de Lisboa, and the internship work, conducted within the e-health start-up company Doctolib. Through my internship, I took part in the daily tasks of a Financial Planner & Analyst within the Business Partners team. I participated in the monthly closing, the forecasting of Doctolib’s expenses and the monthly reporting. I have also been able to use my academic knowledge to optimize an internal process within Doctolib.
Nowadays, e-health is gaining momentum on a global scale by responding to the previously unaddressed needs for a better healthcare system. It aims to facilitate the healthcare sector's activities and to offer greater ergonomics for practitioners and easier accessibility for patients. This is the mission of Doctolib, the leader in e-health in Europe. I had the opportunity to undertake a 6-month internship in Paris within the Financial Planning and Analysis department of this company. I was part of the Business Partners team, which managed the company’s costs. This internship report aims to provide insight into the challenges of financial planning and analysis in the e-health sector by presenting the existing literature that encompasses this topic and by explaining the tasks of the cost management team performed within this department. It also aims to explain the organization within the finance department of Doctolib by focusing on how costs are managed, forecasted, and controlled. Through this report, I attempt to demonstrate the close interconnection between the academic knowledge I have acquired within the Master´s degree program in Finance at the ISEG – Lisbon School of Economics and Management, Universidade de Lisboa, and the internship work, conducted within the e-health start-up company Doctolib. Through my internship, I took part in the daily tasks of a Financial Planner & Analyst within the Business Partners team. I participated in the monthly closing, the forecasting of Doctolib’s expenses and the monthly reporting. I have also been able to use my academic knowledge to optimize an internal process within Doctolib.
Descrição
Mestrado Bolonha em Finanças
Palavras-chave
Finanças Empresariais Finanças Planeamento e Análise Financeira Startup Saúde E-saúde Tecnologia da Saúde Software como Serviço Corporate Finance Finance Financial Planning & Analysis Health E-health Health tech Software as a Service
Contexto Educativo
Citação
Ayed, Skander Ben (2022). "Financial planning and analysis for startups in the e-health sector". Dissertação de Mestrado. Universidade de Lisboa. Instituto Superior de Economia e Gestão.
Editora
Instituto Superior de Economia e Gestão