Skill set (15)
Luca in a few words
An ACCA qualified accountant with expertise in investment research, financial planning and analysis, business valuations, financial modelling, corporate strategy, and all aspects of stakeholder liaison.
Excellent verbal and written communicator. Strong track record of building effective relationships, and substantial experience in delivering complex projects within tight deadlines.
Experience
- Smart CommunicationsFinance Business PartnerTELECOMMUNICATIONSNovember 2019 - September 2022 (2 years and 10 months)London, United KingdomSupported our indirect sales team with their growth and expansion by creating new compensation packages driven by new performance metrics.Collaborated with our professional services division to ensure they grasped their results and thus could better analyse their performance versus budget; inherently leading to better budgeting.Influenced heads of departments and ELT members via financial analysis and insights; having the difficult conversations with the appropriate stakeholders whenever necessary.Responsible for all finance related matters when negotiating Master Service Agreements with new customers, requiring cross-functional collaboration with the sales, commercial, and legal teams.Acted as the finance representative on all partner agreements, agreeing and executing operational processes and providing financial “sense checks” on the deals.Supported senior management with adhoc commercial planning & analysis when making key business decisions.Prepared quarterly board decks on behalf of the CFO to present company performance.Implemented an automated Sales Order system, allowing the company to capture key financial information at the start of a contract, leading to better revenue and cashflow forecasting.Created a comprehensive data model using Microsoft Power BI, integrating the CRM, finance, and HR systems; resulting in uniformed and interactive company-wide reporting.Built bottom-up annual budgets and analysed actual performance against the budget.Owned the company’s ARR & revenue, ensuring the company’s key metrics of Growth, Churn and CAGR are accurate and reliable.Modelled and integrated two strategic company acquisitions.Collaborated with the customer management team to integrate all contract renewal opportunities into Salesforce, eliminating the need to manage spreadsheets outside of the CRM system.Supported the wider finance team in the production and reporting of monthly management information.
- CitigroupInvestment AnalystBANKING & INSURANCEAugust 2018 - August 2019 (1 year)New York, United StatesPrepared detailed investment proposals summarising investment thesis, highlighting merits and drawbacks, and comparing attribution with appropriate peers and benchmarks.Worked with colleagues to support sales process at each stage, from sourcing and due diligence, through to preparing investment committee memos and answering banker/client queries.Collaborated with marketing team to prepare internal/external information decks.Assisted with monthly monitoring of hedge fund managers to ensure client money was safeguarded and that appropriate checks were in place to meet regulatory requirements.Prepared and delivered presentations to bankers and investment counsellors on hedge fund operations and the process of leveraging expertise to identify funds and negotiate favourable terms.Attended hedge fund manager meetings to understand their offering and assess investment suitability.Assisted with ad hoc quantitative/qualitative analysis, interviews, macroeconomic research, report generation, valuation models and data aggregation support as needed.Developed strong client relations with hedge fund staff and maintained on going rapport.Attended capital introduction conferences to identify attractive investment opportunities.
- BM AdvisoryConsultantCONSULTING & AUDITSMarch 2018 - July 2018 (5 months)London, United KingdomEngaged directly with lender clients to analyse and review financial forecasts and DCF models, assessing companies’ ability to continue as a going concern, with some specialist work on technology companies in research and development phase as targets of potential acquisition activity.
Recommendations
Education
- MSc Professional AccountancyUniversity College London2017
Certifications
- ACCAAssociation of Chartered Certified Accountants2017