Functional Skills
M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Visualization / Reports
Software Skills
Dax
Google Sheets
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
PowerBI
Quickbooks
Tableau
Certifications
FMVAFinancial Modeling and Valuation Analyst
Sector Experience
Consumer Goods
Retail
Technology
Transportation & Logistics
Experience
D'Errico Financial Services LLC
Finance
Founder & CEO
9/2019 - Present
• Experienced in the use of advanced functions, scenario analysis and Power Query/Power Pivot in Excel
• Have earned a 4.9-star rating with a 100% Job Success Score and designated as a Top-Rated freelancer on the freelance website, UpWork.
• Construct DCF valuation models and provide analysis for investor relations; produced $25M+ in funding and acquisitions for small businesses
• Perform monthly FP&A for small businesses; this includes cash flow analysis, budget planning and pitch deck presentations
• Collaborated with AR leadership team at large pre-IPO company to transform their reporting process; created custom reports and developed deep dive model that reduced up to 10 hours per month across 3 to 4 employees in manual updating and provide greater analysis for executive leadership
• Have earned a 4.9-star rating with a 100% Job Success Score and designated as a Top-Rated freelancer on the freelance website, UpWork.
• Construct DCF valuation models and provide analysis for investor relations; produced $25M+ in funding and acquisitions for small businesses
• Perform monthly FP&A for small businesses; this includes cash flow analysis, budget planning and pitch deck presentations
• Collaborated with AR leadership team at large pre-IPO company to transform their reporting process; created custom reports and developed deep dive model that reduced up to 10 hours per month across 3 to 4 employees in manual updating and provide greater analysis for executive leadership
UTC Overseas, Inc
Finance
Financial Reporting Specialist
5/2018 - 12/2020
• Was responsible for reporting company Profit & Loss statements monthly and uploading to Microsoft SharePoint for executive review
• Used Microsoft Power BI to create KPI dashboards for financial and data analysis
• Established an electronic database using Excel that contains monthly financial reports for every domestic office for the last four years
• Developed dynamic a Budget Forecast Model in Excel for our 2020 financial analysis
• Used Microsoft Power BI to create KPI dashboards for financial and data analysis
• Established an electronic database using Excel that contains monthly financial reports for every domestic office for the last four years
• Developed dynamic a Budget Forecast Model in Excel for our 2020 financial analysis