financial analyst
Self-employed
Total years of experience :36 years, 1 Months
Corporate and financial analysis of companies as an investment target
Managing a 5-employees team and several free lance consultants engaged in fulfilling all the accounting obbligations and fiscal compliances of the company: accounts receivables and payables, electronic invoicing, debt collection, cash forecast and monitoring 65 bank accounts balances (one for each project). Relationship and bargaining with 15 banks with the objective of rationalizing the funds tied to each project, avoiding negative balances and maximizing yields (€ 200 million as average cumulated positive balances of the company). Preparing the quarterly and annual reports of the company. Reporting package to the head office. Relationship with the board of auditors and various other control bodies of the head office. Fiscal compliances and annual reports carried out with the support of tax specialists; supply and other contracts drawn up with the support of lawyers. Payroll managed with the support of a payroll specialist. Accounting system SAP.
* Audit on investments reported back by big primary Italian companies which were granted by the Italian and European government with dedicated funds to improve their efficiency and competitiveness.
Managing a 3-employees team and 2 free lance consultants engaged in fulfilling all the accounting obligations and fiscal compliances of the company: accounts receivables and payables, debt collection, invoicing, bank accounts management and payments, cash forecast and monitoring bank balances, budgeting and annual and quarterly reports, reporting package to the head office. Relationship with the board of auditors and various other control bodies of the head office. Fiscal compliances and annual reports carried out with the support of tax specialists; supply and other contracts drawn up with the support of lawyers. Payroll managed with the support of a payroll specialist. Accounting system SAP.
Managing a team of 6 staff employees and 15 free lance consultants in providing government grants and management support to 700 small companies all over Sardinian territory in order to facilitate their growth process. Total budget: € 15 million
* scouting and selecting applying companies for minority stake private equity operations
* audit/analysis of reliability and consistency of actual and forecasted data (Business Plan)
* discussing with the management of the company and possible finalizing the financial transaction
* issuing a report-proposal to the Board of the Bank
* analyzing application and related reports and documents, visiting the company
* credit evaluation and loan proposal
* Administrative, procedural and financial check-ups on companies;
* Company evaluations;
* Due diligencies;
* Preliminary financing on companies applying for medium-long term loans from the Credito Industriale Sardo.
Managing 7 people team with the following tasks:
* operating budgets and preclosures;
* monthly reporting of actual revenues and costs for each department and operating unit;
* cost analysis for each product;
* montly reports to Head Office and departments;
* specific reports and analysis requested by the Top management.
Financial analysis for the evaluation of companies as possible investments. Steps of the work:
* visit to the company and audit on actual data,
* discussing forecasted data on the basis of the provided business plan,
* analyzing all the collected information and evaluation of the company,
* issue of the "Due Diligence report" to the Top Management of the Group.
Other M&A operations carried out alongside the Corporate Development of the Group.
Managing 2-3 people teams with the following tasks: Auditing the Balance sheets of the subsidiaries
Auditing the data filed in the Management Reporting Package
Verifying the compliance to the group policies Carried out internal audits on the following subsidiaries of the Olivetti Group:
- Olivetti Finfactoring - MILAN (finance)
- Ciesse Control System - PADOVA (commercial and maintenance)
- Olivetti Advanced Technology Center - CUPERTINO (California) - U.S.A. (research center)
- Software Sistemi S.p.a. - BARI (software house)
- Decision Data Group - PARIS, LONDON, DÜSSELDORF, BRUXELLES, ROTTERDAM (commercial) - Armaco S.p.a. - MILAN (commercial)
- Olivetti Singapore - SINGAPORE (manufacturing) - Hermes Holland - ROTTERDAM (commercial and maintenance)
- Ruf and Sonotec - PARIS (commercial)
Master of Business Administration with emphasys in Corporate Finance.
Bachelor's degree. 4 years course of study.