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

Via Montenapoleone 42, 20121 Milan (MI), Italy

Partita IVA: IT09876543210

Registro Imprese di Milano: MI-2019-004521

CAP: 20121 | PEC: [email protected]

Tel: +39 02 8765 4321 | Email: [email protected]

Numero / Number: INV-2025-00847

Data / Date: 15 June 2025

Scadenza / Due: 15 July 2025

PAID – CONFIRMED

Billed To (Cliente)

Alpina Capital Group S.p.A.

Via della Spiga 18, 20121 Milan (MI), Italy

Partita IVA: IT01234567890

Attn: Dr. Marco Bellini, Chief Financial Officer

Service Reference

Contract No.: MFA-ACG-2025-012

Service: Financial Analyst – Q2 2025

Period: 1 April 2025 – 30 June 2025

Location: Milan, Italy (On-site & Remote)

# Description of Financial Analyst Services Tax Code Hours Rate (EUR) Amount (EUR)
1 Senior Financial Analyst – Quarterly Financial Modeling & Forecasting for Alpina Capital Group portfolio operations in Milan, Italy. Includes revenue projections, cash flow analysis, and variance reporting for Q2 2025. TH 120 95.00 11,400.00
2 Financial Analyst – Due Diligence Support for M&A Transaction (Project "Lombardia"). Comprehensive financial statement analysis, ratio benchmarking, and risk assessment conducted at the Milan headquarters. TH 80 110.00 8,800.00
3 Financial Analyst – Regulatory Compliance & IFRS Reporting. Preparation of consolidated financial statements in accordance with Italian Civil Code (Codice Civile) and IFRS standards for the Milan-based subsidiary group. TH 60 105.00 6,300.00
4 Financial Analyst – Budget Planning & Strategic Advisory. Development of the FY2026 operating budget, capital expenditure planning, and strategic financial advisory sessions held in Milan, Italy. TH 40 120.00 4,800.00
5 Financial Analyst – Data Analytics & Dashboard Development. Implementation of automated financial reporting dashboards using Power BI for real-time performance monitoring of Milan-based business units. TH 30 90.00 2,700.00
Subtotal (Imponibile) 34,000.00 EUR
VAT / IVA (22%) 7,480.00 EUR
TOTAL DUE (Importo Totale) 41,480.00 EUR

Payment Terms & Notes (Condizioni di Pagamento)

Payment Method: Bank Transfer (Bonifico Bancario) within 30 days from the invoice date.

Bank Details: Meridian Financial Advisory S.r.l. – IBAN: IT60 X054 2811 1000 0000 0123 456 – BIC/SWIFT: BLOPIT22

Bank: Banca Intesa S.p.A., Via Turati 9, 20121 Milan, Italy

Reference: INV-2025-00847 – Financial Analyst Services – Q2 2025

Late Payment: In accordance with Italian Legislative Decree 231/2002, a late payment interest of 1.5% per month (18% per annum) will be applied to overdue amounts. Additionally, a fixed compensation of EUR 40 shall be due for recovery costs.

Tax Note: This invoice is issued in compliance with Italian tax regulations (D.P.R. 633/1972). The VAT rate of 22% is applied as per the standard rate in Italy. The service is classified under ATECO code 70.22.00 (Business and Management Consulting).

Service Location: All Financial Analyst services referenced in this invoice were performed primarily at the client's offices in Milan, Italy, with supplementary remote work conducted in compliance with Italian labor and data protection regulations (GDPR / D.Lgs. 196/2003).

Dispute Resolution: Any disputes arising from this invoice shall be resolved under the jurisdiction of the Court of Milan (Tribunale di Milano), Italy, in accordance with Italian civil law.

Meridian Financial Advisory S.r.l. – P.IVA IT09876543210 – Via Montenapoleone 42, 20121 Milan (MI), Italy

This invoice is issued electronically in accordance with Italian electronic invoicing regulations (Fattura Elettronica – Sistema di Interscambio SDI).

Document generated on 15 June 2025 | Page 1 of 1 | Invoice INV-2025-00847

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