Curriculum Vitae Financial Analyst in Italy Milan – Free Word Template Download with AI

PEDRO MONTALTO

Via Giuseppe Verdi 15, 20100 Milan, Italy | +39 348 123 4567 | [email protected] | www.linkedin.com/in/pedromontalto

A highly motivated Financial Analyst with over 7 years of experience in financial modeling, risk assessment, and strategic business planning. Specializing in supporting multinational corporations and local enterprises in Italy Milan to optimize their financial performance. Proficient in leveraging advanced analytical tools and industry-specific knowledge to deliver actionable insights. Adept at navigating the complexities of the Italian market while maintaining a strong focus on compliance with EU regulations.

Senior Financial Analyst

Finanzia Italia S.p.A., Milan, Italy | January 2019 – Present

• Conducted in-depth financial analysis for over 50+ Italian SMEs and multinational corporations, providing strategic recommendations to improve profitability and operational efficiency.
• Developed dynamic financial models to forecast cash flows, evaluate investment opportunities, and assess risk exposure within the context of Italy Milan’s economic landscape.
• Collaborated with CFOs and executive teams to create budgeting frameworks aligned with the company’s long-term goals, ensuring compliance with Italian accounting standards (OIC) and EU directives.
• Managed a team of 5 junior analysts, fostering a culture of continuous learning and professional development focused on financial best practices in Italy.

Financial Analyst

Banca Popolare di Bergamo S.p.A., Milan, Italy | June 2015 – December 2018

• Supported the credit risk department by analyzing loan portfolios and identifying potential financial risks for clients operating in Italy Milan’s industrial and service sectors.
• Prepared monthly financial reports for stakeholders, highlighting key trends in revenue, expenses, and profitability across different business units.
• Contributed to the development of a cost-saving initiative that reduced operational costs by 12% through process optimization and data-driven decision-making.
• Provided training sessions on financial software (e.g., SAP, Excel) to employees in Italy Milan, enhancing their analytical capabilities and efficiency.

Internship – Financial Analyst

Euroinvest Srl, Milan, Italy | September 2014 – May 2015

• Gained hands-on experience in financial planning and analysis for startups and SMEs in Italy Milan’s tech and manufacturing sectors.
• Assisted in the preparation of annual budgets and financial statements, ensuring adherence to Italian legal requirements.
• Supported the due diligence process for potential mergers and acquisitions, evaluating financial health and growth potential of target companies.

MSc in Finance

Università Cattolica del Sacro Cuore, Milan, Italy | 2012 – 2014

• Specialized in corporate finance, investment analysis, and financial regulation with a focus on the European market.
• Published a thesis titled “Financial Risk Management in Italian SMEs: A Case Study Approach,” which received recognition from the Faculty of Economics.

BSc in Economics

Università degli Studi di Milano, Milan, Italy | 2009 – 2012

• Technical Skills: Advanced proficiency in Excel (VBA, pivot tables), SQL, Python (for data analysis), and financial software (SAP, Oracle).
• Financial Expertise: Budgeting, forecasting, variance analysis, cost-benefit analysis, and risk assessment.
• Industry Knowledge: Deep understanding of Italy Milan’s economic environment, including the automotive sector (e.g., Fiat Chrysler), fashion industry (e.g., Gucci, Prada), and financial services.
• Languages: Italian (native), English (fluent), French (intermediate).

• Chartered Financial Analyst (CFA) Level III – CFA Institute | 2017
• Professional Certificate in Financial Modeling and Valuation – Wall Street Prep | 2016
• Certified in Risk and Information Systems Control (CRISC) – ISACA | 2018

• Associazione Analysti Finanziari Italiani (AAFI) – Member since 2019
• European Financial Management Association (EFMA) – Member since 2018
• Italian Association of Corporate Finance Professionals (AIFC) – Active participant in Milan-based networking events.

• Italian: Native
• English: Fluent (IELTS 7.5)
• French: Intermediate (B1 level)

Professional Projects:

• Contributed to a 2019 study on the impact of Brexit on Italian SMEs, published by the Milan Chamber of Commerce.
• Coordinated a financial literacy initiative for startups in Italy Milan, funded by the European Union’s Horizon 2020 program.

References: Available upon request.