Purchase Order Financial Analyst in Italy Rome –Free Word Template Download with AI
Professional Services Procurement Document
Reference: PO-ROME-FA-2025-0047
Issuing Company (Buyer)
Mediobanca Financial Group S.p.A.
Via del Corso, 28
00186 Rome, Italy
VAT Number: IT02453101004
Contact: [email protected]
Phone: +39 06 4890 1234
Service Provider (Seller)
FinExpert Consulting S.r.l.
Via Nazionale, 142
00184 Rome, Italy
VAT Number: IT09876541007
Contact: [email protected]
Phone: +39 06 5551 8899
| Purchase Order Number: | PO-ROME-FA-2025-0047 |
| Date of Issue: | 15 June 2025 |
| Required Commencement Date: | 1 September 2025 |
| Contract Duration: | 24 months (1 September 2025 – 31 August 2027) |
| Place of Performance: | Rome, Italy – Primary Office, Via del Corso, 28 |
| Currency: | Euro (EUR) |
| Payment Terms: | Net 45 days from invoice date |
| Governing Law: | Italian Civil Code (Codice Civile) and applicable EU regulations |
This Purchase Order is issued by Mediobanca Financial Group S.p.A. (hereinafter referred to as the "Buyer") to FinExpert Consulting S.r.l. (hereinafter referred to as the "Seller") for the provision of specialized Financial Analyst professional services. The Financial Analyst engaged under this Purchase Order shall be based and perform all duties at the Buyer's principal office located in Italy Rome, specifically at Via del Corso, 28, 00186 Rome. The scope of work encompasses comprehensive financial modeling, portfolio performance analysis, risk assessment, market research, and the preparation of quarterly and annual financial reports in compliance with Italian and European Union regulatory standards.
The Financial Analyst contracted through this Purchase Order shall deliver the following services on a full-time basis (40 hours per week) at the Italy Rome headquarters:
- Development and maintenance of complex financial models for equity, fixed income, and derivative instruments.
- Preparation of monthly, quarterly, and annual financial performance reports for the Board of Directors.
- Conducting due diligence analyses for potential mergers, acquisitions, and joint ventures within the Italian and European markets.
- Monitoring and reporting on regulatory compliance in accordance with CONSOB, Banca d'Italia, and ESMA directives applicable in Italy Rome.
- Providing strategic financial advisory support to the Chief Financial Officer and senior management team.
- Collaboration with internal audit and external audit teams during annual and interim review periods.
| Item No. | Description | Quantity | Unit Price (EUR) | Total (EUR) |
|---|---|---|---|---|
| 01 | Senior Financial Analyst – Monthly Professional Fee (including all labor costs, social contributions, and employer obligations under Italian labor law) | 24 months | €8,500.00 | €204,000.00 |
| 02 | Specialized Financial Software Licenses (Bloomberg Terminal, FactSet, and proprietary risk modeling tools) – Annual subscription | 2 years | €12,000.00 | €24,000.00 |
| 03 | Onboarding, Training, and Regulatory Compliance Certification (CONSOB-registered analyst certification renewal) | 1 instance | €3,500.00 | €3,500.00 |
| 04 | Office Equipment and Workspace Provision at Italy Rome headquarters (workstation, dual monitors, secure data terminal) | 1 set | €4,200.00 | €4,200.00 |
| 05 | Professional Liability Insurance and Data Protection Compliance (GDPR) – Annual premium | 2 years | €2,800.00 | €5,600.00 |
| TOTAL CONTRACT VALUE (excl. VAT) | €241,300.00 | |||
| VAT (22% – Italian Standard Rate) | €53,086.00 | |||
| GRAND TOTAL (incl. VAT) | €294,386.00 | |||
- Acceptance: This Purchase Order shall become binding upon written acceptance by the Seller within ten (10) business days of the date of issue. Failure to respond within this period shall constitute a rejection of this Purchase Order.
- Performance Location: All services described herein shall be performed exclusively at the Buyer's office in Italy Rome. The Financial Analyst shall be present on-site a minimum of five (5) days per week, with the possibility of up to two (2) remote working days per week subject to prior written approval by the Buyer's Human Resources department.
- Payment Schedule: Invoices shall be submitted monthly in arrears. Payment shall be made via bank transfer to the Seller's designated account within forty-five (45) calendar days of receipt of a valid invoice. Late payments shall accrue interest at the rate prescribed by Article 1284 of the Italian Civil Code.
- Confidentiality and Data Protection: The Financial Analyst shall be bound by strict confidentiality obligations in accordance with Italian Legislative Decree 196/2003 (as amended by GDPR Regulation EU 2016/679). All financial data, client information, and proprietary models accessed during the performance of this Purchase Order shall be treated as strictly confidential and shall not be disclosed to any third party without prior written consent from the Buyer.
- Termination: Either party may terminate this Purchase Order with a written notice of ninety (90) days. In the event of material breach, termination may be effected with thirty (30) days' notice. Upon termination, the Seller shall return all proprietary materials, data, and equipment provided by the Buyer at the Italy Rome office.
- Dispute Resolution: Any dispute arising from or in connection with this Purchase Order shall be resolved by the competent courts of Rome, Italy. The parties agree to attempt mediation through the Camera di Commercio di Roma prior to initiating any judicial proceedings.
- Compliance: The Seller warrants that the Financial Analyst engaged under this Purchase Order holds all necessary professional qualifications, registrations, and certifications required to perform financial analysis activities in Italy Rome, including but not limited to CONSOB registration where applicable.
- 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, pandemics, government sanctions, or acts of war affecting the Italy Rome region.
This Purchase Order for the engagement of a Financial Analyst in Italy Rome is authorized and executed by the undersigned representatives of both parties, each acting within their respective corporate authority.
For and on behalf of the Buyer:
Mediobanca Financial Group S.p.A.
Chief Procurement Officer
Date: _______________
For and on behalf of the Seller:
FinExpert Consulting S.r.l.
Managing Director
Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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