Purchase Order Financial Analyst in Italy Naples –Free Word Template Download with AI
Professional Services Procurement — Financial Analyst Engagement
PO-2025-NAP-0472
| Field | Details |
|---|---|
| Company Name | Apulia Professional Consulting S.r.l. |
| Address | Via Santa Chiara 42, 80134 Naples (NA), Italy |
| VAT / P.IVA | IT07931450631 |
| Contact Person | Dott.ssa Elena Marchetti — Director of Professional Services |
| [email protected] | |
| Telephone | +39 081 555 2347 |
This Purchase Order is issued by Meridian Capital Advisory S.r.l. (hereinafter referred to as the Client) to Apulia Professional Consulting S.r.l. (hereinafter referred to as the Service Provider) for the engagement of a qualified Financial Analyst to be based and performing duties in Italy Naples. The Financial Analyst shall be responsible for conducting comprehensive financial modelling, portfolio performance analysis, risk assessment, and the preparation of quarterly and annual financial reports for the Client’s institutional investors and internal management committee.
The scope of the Financial Analyst engagement includes, but is not limited to: (a) daily monitoring of equity, fixed-income, and derivative positions held by the Client’s managed portfolios; (b) preparation of variance analyses and budget-to-actual reconciliations; (c) development of discounted cash flow (DCF) models and comparable company analyses for potential acquisition targets; (d) coordination with the Client’s internal audit team located in the Naples office; and (e) presentation of analytical findings to the Client’s Board of Directors no fewer than four times per calendar year.
| Ref. | Description | Duration | Unit Rate (EUR) | Quantity | Amount (EUR) |
|---|---|---|---|---|---|
| 01 | Senior Financial Analyst — Full-time engagement, on-site at Naples office (Via Toledo 187) | 12 months | 8,500.00 | 12 | 102,000.00 |
| 02 | Financial Analyst — Specialised Risk Modelling Module (VaR, stress testing, Monte Carlo simulations) | 3 months | 6,200.00 | 3 | 18,600.00 |
| 03 | Financial Analyst — Regulatory Reporting Support (CONSOB / Banca d’Italia compliance filings) | 12 months | 3,800.00 | 12 | 45,600.00 |
| 04 | Onboarding, IT provisioning, and workspace setup at the Italy Naples premises | One-time | 2,450.00 | 1 | 2,450.00 |
| 05 | Annual professional indemnity insurance covering the Financial Analyst’s activities in Italy Naples | 12 months | 1,900.00 | 1 | 1,900.00 |
| Subtotal | 170,550.00 | ||||
| VAT (22% — Italian standard rate) | 37,521.00 | ||||
| TOTAL AMOUNT DUE (EUR) | 208,071.00 | ||||
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the Italian Republic. Any disputes arising from or in connection with this Purchase Order shall be subject to the exclusive jurisdiction of the competent courts of Naples, Italy.
- Commencement Date: The Financial Analyst shall commence duties no later than 1 July 2025 at the Client’s office located in Italy Naples. The Service Provider shall ensure that all onboarding procedures, including background checks and confidentiality agreements, are completed prior to the commencement date.
- Payment Terms: Invoices shall be submitted monthly in arrears. Payment shall be made within thirty (30) calendar days of receipt of a valid invoice via bank transfer to the Service Provider’s designated account. Late payments shall accrue interest at the rate prescribed by Article 634 of the Italian Civil Code.
- Confidentiality and Data Protection: The Financial Analyst shall handle all Client data in strict compliance with the EU General Data Protection Regulation (GDPR) and the Italian Data Protection Code (D.Lgs. 196/2003 as amended by D.Lgs. 101/2018). A separate Non-Disclosure Agreement (NDA) shall be executed prior to the commencement of services.
- Performance Standards: The Financial Analyst shall adhere to the International Financial Reporting Standards (IFRS) and the reporting guidelines issued by CONSOB. All deliverables shall be reviewed and approved by the Client’s Chief Financial Officer before final submission.
- Termination: Either party may terminate this Purchase Order with sixty (60) days’ written notice. In the event of material breach, the non-breaching party may terminate immediately upon written notice. Upon termination, the Service Provider shall be compensated for all services rendered up to the effective date of termination.
- Work Location: All services under this Purchase Order shall be performed primarily at the Client’s premises in Italy Naples. Remote work shall not exceed twenty percent (20%) of total working hours and requires prior written approval from the Client’s Human Resources department.
- Force Majeure: Neither party shall be liable for failure to perform obligations due to events beyond reasonable control, including but not limited to natural disasters, governmental actions, or public health emergencies affecting the Naples metropolitan area.
This Purchase Order constitutes a binding procurement instrument upon signature by both parties. The Service Provider acknowledges receipt of this Purchase Order and confirms its capacity to deliver the Financial Analyst services as described herein, in full compliance with all applicable Italian labour regulations, tax obligations, and professional standards applicable to financial services in the Naples region.
For and on behalf of the Client:
Meridian Capital Advisory S.r.l.
Dott. Francesco De LucaChief Executive Officer
Date: _______________
For and on behalf of the Service Provider:
Apulia Professional Consulting S.r.l.
Dott.ssa Elena MarchettiDirector of Professional Services
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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