Purchase Order Financial Analyst in Italy Milan –Free Word Template Download with AI
PO No. IT-MIL-2025-04872
Date of Issue: 15 June 2025
Valid Until: 15 July 2025
Procurement of Financial Analyst Services — Milan, Italy
Reference: Department of Corporate Finance & Strategic Planning
Purchasing Entity (Buyer)
Company: Lombardy Corporate Holdings S.p.A.
Address: Via Montenapoleone 42, 20121 Milan, Italy
VAT Number: IT01234567890
Contact: Dr. Elena Marchetti, Head of Procurement
Email: [email protected]
Phone: +39 02 8765 4321
Service Provider (Vendor)
Company: FinAnalyst Consulting Group S.r.l.
Address: Corso Buenos Aires 88, 20124 Milan, Italy
VAT Number: IT09876543210
Contact: Mr. Giacomo Ferrante, Account Director
Email: [email protected]
Phone: +39 02 5544 3322
1. Description of Procured ServicesThis Purchase Order is issued by Lombardy Corporate Holdings S.p.A. to formally engage the professional services of a qualified Financial Analyst to be deployed at the vendor's office located in Italy Milan. The Financial Analyst shall provide comprehensive financial modeling, variance analysis, budget forecasting, and investment portfolio evaluation services in support of the buyer's annual strategic planning cycle. The engagement is specifically tailored to the regulatory and market environment of the Milan financial district, ensuring full compliance with the Italian Civil Code (Codice Civile) and the guidelines issued by the Banca d'Italia and CONSOB.
2. Scope of Work & Deliverables| Item No. | Description of Service | Quantity | Unit | Unit Price (EUR) | Total (EUR) |
|---|---|---|---|---|---|
| 01 | Senior Financial Analyst — Monthly Retainer (Full-time, on-site in Milan, Italy) | 12 | Months | 8,500.00 | 102,000.00 |
| 02 | Quarterly Financial Performance Reports & Variance Analysis (4 reports per year) | 4 | Reports | 3,200.00 | 12,800.00 |
| 03 | Investment Portfolio Risk Assessment & Stress Testing (Milan Stock Exchange focus) | 2 | Assessments | 5,750.00 | 11,500.00 |
| 04 | Annual Budget Forecasting & Capital Expenditure Planning | 1 | Project | 14,000.00 | 14,000.00 |
| 05 | Ad-hoc Financial Advisory & Board Presentation Support (up to 40 hours) | 40 | Hours | 185.00 | 7,400.00 |
| SUBTOTAL | 147,700.00 | ||||
| VAT (22% — Italian Standard Rate) | 32,494.00 | ||||
| GRAND TOTAL (EUR) | 180,194.00 | ||||
All services under this Purchase Order shall be rendered at the vendor's principal office located at Corso Buenos Aires 88, 20124 Milan, Italy, or at the buyer's headquarters on Via Montenapoleone 42, 20121 Milan, Italy, as mutually agreed upon in writing. The Financial Analyst is expected to be physically present in the Milan metropolitan area for a minimum of four (4) working days per week. Remote work from within the city of Milan, Italy, is permissible for up to one (1) day per week, subject to prior approval by the buyer's project manager.
4. Payment TermsPayment shall be made via bank transfer (bonifico bancario) to the vendor's designated IBAN account in accordance with Italian banking regulations. Invoices shall be submitted monthly in arrears. Payment terms are Net 30 days from the date of invoice receipt. Late payments shall accrue interest at the rate prescribed by Article 634 of the Italian Civil Code. All payments are denominated in Euros (EUR) and are subject to the applicable Italian withholding tax (ritenuta d'acconto) of 20% on professional services, where legally required.
5. Terms and Conditions- This Purchase Order is governed by and shall be construed in accordance with the laws of the Italian Republic, with exclusive jurisdiction of the Courts of Milan, Italy.
- The Financial Analyst engaged under this Purchase Order must hold a minimum of five (5) years of verifiable experience in corporate finance, investment analysis, or a closely related discipline, and must be registered with the relevant Italian professional body (Ordine dei Dottori Commercialisti e degli Esperti Contabili).
- The vendor warrants that the Financial Analyst shall maintain all necessary professional indemnity insurance with a minimum coverage of EUR 1,000,000 per claim, valid throughout the duration of this Purchase Order.
- Confidentiality: All financial data, proprietary models, and strategic information shared with the Financial Analyst in the course of performing duties in Milan, Italy, shall be treated as strictly confidential and shall not be disclosed to any third party without prior written consent from the buyer.
- Intellectual Property: All reports, models, analyses, and deliverables produced by the Financial Analyst under this Purchase Order shall be the exclusive property of Lombardy Corporate Holdings S.p.A. upon full payment.
- Termination: Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of termination, the buyer shall be liable only for services rendered up to the effective date of termination.
- Force Majeure: Neither party shall be liable for failure to perform obligations under this Purchase Order due to events beyond reasonable control, including but not limited to natural disasters, government sanctions, or public health emergencies affecting the Milan, Italy region.
- Compliance: The vendor and the Financial Analyst shall comply with all applicable Italian labor laws, anti-money laundering regulations (D.Lgs. 231/2007), and data protection requirements under the GDPR and the Italian Privacy Code (D.Lgs. 196/2003).
By signing below, both parties acknowledge and agree to all terms, conditions, and specifications set forth in this Purchase Order for the engagement of a Financial Analyst in Milan, Italy. This document constitutes a binding commercial agreement upon execution by both authorized representatives.
For and on behalf of the Buyer:
Lombardy Corporate Holdings S.p.A.
_______________________________
Dr. Elena Marchetti
Head of Procurement
Date: _______________
For and on behalf of the Vendor:
FinAnalyst Consulting Group S.r.l.
_______________________________
Mr. Giacomo Ferrante
Account Director
Date: _______________
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