Functional Skills
M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Visualization / Reports
Budgeting
Business Analysis
Business Intelligence
Corporate Finance
Data Analysis
Data Management
Software Skills
Dax
Google Sheets
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
PowerBI
Quickbooks
Tableau
SQL
Sharepoint
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
BetterRx
Finance
Senior Financial Analyst
12/2024 - Present
•Maintain monthly financial reports and provide analysis to senior leadership
•Responsible for ad-hoc financial modeling to support the various departments
•Recreated several operational models implementing more automation through Power Query/Power Pivot that reduced more than six hours a month of manual processes
•Collaborate with CFO and senior leadership across the business units of the company to create new budget forecast model that has provided greater insights, more accurate forecasting and increased automation
•Build Tableau reports and KPI dashboards for the Customer Experience, Sales, and Finance teams.
•Lead the process of monthly forecasts; reviewed departments performance of actuals to budget with department leaders
•Responsible for ad-hoc financial modeling to support the various departments
•Recreated several operational models implementing more automation through Power Query/Power Pivot that reduced more than six hours a month of manual processes
•Collaborate with CFO and senior leadership across the business units of the company to create new budget forecast model that has provided greater insights, more accurate forecasting and increased automation
•Build Tableau reports and KPI dashboards for the Customer Experience, Sales, and Finance teams.
•Lead the process of monthly forecasts; reviewed departments performance of actuals to budget with department leaders
USAL
Finance
Financial Analyst II
5/2023 - 11/2024
•Maintained monthly financial reports and provide analysis to senior leadership
•Responsible for ad-hoc financial modeling to support the various departments
•Recreated several operational models implementing more automation through Power Query/Power Pivot that reduced more than five hours a month of manual processes
•Collaborated with FP&A manager and senior leadership across the business units of the company to create new budget forecast model that provided greater insights, more accurate forecasting and increased automation
•Partnered with Business Intelligence department to create Power BI reports and KPI dashboards for the Finance department using SQL to connect with the data warehouse
•Lead the process of quarterly forecasts; reviewed departments performance of actuals to budget with department leaders and worked with operations and business development teams for updated volume and revenue forecasts
•Participated in a beta test group for a new learning platform to adopt enterprise-wide for data literacy training
•Responsible for ad-hoc financial modeling to support the various departments
•Recreated several operational models implementing more automation through Power Query/Power Pivot that reduced more than five hours a month of manual processes
•Collaborated with FP&A manager and senior leadership across the business units of the company to create new budget forecast model that provided greater insights, more accurate forecasting and increased automation
•Partnered with Business Intelligence department to create Power BI reports and KPI dashboards for the Finance department using SQL to connect with the data warehouse
•Lead the process of quarterly forecasts; reviewed departments performance of actuals to budget with department leaders and worked with operations and business development teams for updated volume and revenue forecasts
•Participated in a beta test group for a new learning platform to adopt enterprise-wide for data literacy training
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