Brian Francesangelo,美国俄亥俄州克利夫兰市金融专家
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Brian Francesangelo

Verified Expert  in Finance

Finance Expert

Location
Cleveland, OH, United States
Toptal Member Since
November 21, 2018

Brian是一名注册会计师和注册财务规划师,在为大型国际公司的初创企业和家族企业提供服务方面拥有丰富的经验. 他有会计方面的专业知识, financial planning and analysis, projections, efficient bookkeeping, and helping clients save money. 作为一名对财务有深刻理解的注册会计师, 布莱恩可以为他的客户增加更多的价值,并寻求最大限度地提高他们的财务业绩或未来的计划.

Career Highlights

Senior Manager
Ernst & Young
CPA Owner
Self-employed
Manager
Deloitte

Education Highlights

Bachelor's Degree
John Carroll University

Certification Highlights

CPA | PFS
美国注册会计师协会
Certified Public Accountant (CPA)
美国注册会计师协会
项目管理专业人员(PMP)
Project Management Institute (PMI)

Work Experience

Senior Manager

2011 - PRESENT
Ernst & Young
  • 与美国知名机构的c级高管密切合作,提供账户估值模型分析, preparing financial statements, forecasting cash flows, 并协助募集资金,为4亿美元的交易提供材料, $650 million, and $1 billion.
  • 建立并评估500 - 3亿美元并购的估值模型以及资产减值测试模型, joint ventures, purchase accounting, and other transactions; also prepared related presentations for communications to stakeholders.
  • 创建并管理150美元的财务预算,000至500多万美元的服务项目, 实现70%以上的利润率和10%以上的利润率提升.
  • 准备并向董事会提交报告, committees, 大型财务报表项目的高级管理人员, finance implementations, 并对对冲基金的金融持股进行独立评估, private equity, and venture capital investments.
  • 为80多亿美元和200多亿美元的医疗服务提供商规划和执行复杂的财务数据分析和相关分析, 准备并将结果交付给c级高管.
  • 完成目标企业和新收购实体的财务尽职调查,重点是识别包括应收账款在内的关键领域的财务风险, accounts payable, payroll, fixed asset capitalization, accrual accounting, and financial policies. 关键的产出包括盈利分析的质量, identification of unusual items, application of accounting, business trends, and working capital.
  • Advised on the design, development, 对应付账款执行有效的财务流程, accounts receivable, and PP&E as well as M&A and debt transactions.
  • 制定并执行财务会计准则的复杂实施评估,包括收入确认, leases, investments, and health care valuations, 关注组织影响, 以及对董事会和委员会的教育.
Focus areas: Revenue & Expense Projections, Corporate Finance, Financial Systems, Valuation, Data Analysis, Due Diligence, Forecasting, Budgeting, Internal Audits, Management, Audits, Control Audits, Financial Model Auditing, Financial Asset Impairment Models, Financial Planning & Analysis (FP&A), Financial Modeling, Financial Reporting, Three-statement Modeling, Internal Control, Accounting, Auditing

CPA Owner

2009 - 2018
Self-employed
  • 为寻求扩张资金的非营利性创业公司完成财务分析和预测.
  • 定期与客户就复杂的财务问题进行沟通, 帮助简化财务并专注于为公司和所有者节省资金.
  • 定期与客户就复杂的财务问题进行沟通, 包括分析和场景规划.
重点领域:会计,税务,财务分析,建模,收入 & Expense Projections

Manager

2007 - 2011
Deloitte
  • 为170多亿美元的医疗系统和数十亿美元的员工福利投资基金执行大规模财务认证业务,分析包括对冲基金在内的另类投资, private equity, venture capital, 还有房地产和估值.
  • 建立了用于跟踪财务绩效的复杂预算模型, timelines, 以及收入超过10亿美元的组织的报告指标.
  • 为一个由100多个地点组成的全球组织构建了多个产品和货币的数据分析模型, 评估营运资金和公司范围内的减值模型.
  • 为向美国证券交易委员会提交子公司备案的公司开发和评估财务减值模型, 支持50多家子公司的全公司评估结论.
  • 为涉及多个国家的项目创建财务预测,并为一个400万美元的项目创建项目收入和盈利能力的其他数据输入,使首席执行官和董事会可见.
  • 为关键利益相关者,董事会和委员会精心制作演示文稿.
重点领域:管理,审计,控制审计,交易建模,估值建模,利润 & Loss (P&L)、公司财务、预测、预算、现金流模型、财务规划 & Analysis (FP&A)、财务咨询、财务系统、财务报告、三报表模型
2000 - 2004

Bachelor's Degree in Accounting

约翰卡罗尔大学-克利夫兰,OH,美国

NOVEMBER 2015 - PRESENT

CPA | PFS

美国注册会计师协会

OCTOBER 2006 - PRESENT

Certified Public Accountant (CPA)

美国注册会计师协会

NOVEMBER 2004 - PRESENT

项目管理专业人员(PMP)

Project Management Institute (PMI)

Finance

会计,财务建模,财务规划 & Analysis (FP&A), Three-statement Modeling, Controller, Certified Public Accountant (CPA), Internal Financial Reporting, Year-end Accounts, Personal Finance, Trial Balance, Statement of Cash Flows, Internal Audits, GAO Audits, Control Audits, Chartered Accountant (CA), Mergers & Acquisitions (M&A)现金流量,租赁会计,购买价格分配,现金 & Cash Equivalents Disclosure, Financial Systems, Pro Forma Financial Statements, Financial Asset Impairment Models, Financial Reporting, Financial Model Auditing, Budgeting, Forecasting, Due Diligence, Data Analysis, Valuation, Corporate Finance, Revenue & 费用预测,财务咨询,现金流模型,利润 & Loss (P&L),估价模型,交易模型,税收

Output Software

微软Word,微软Excel,微软PowerPoint

Industry Expertise

医疗保健,专业服务,健康,健康保险

Geographic Expertise

United States

Data & Analysis Software

Intuit QuickBooks, QuickBooks在线

Other

Process Documentation, Financial Statement Preparation, Audits, GAAP, Process Control, Financial Statements, Close Procedures, Revenue Recognition, 项目管理专业人员(PMP), Interim Controller, Internal Control, Internal Control Evaluation, Internal Audit Function, Auditing, Interim Reviews, Compilation of Accounts, Audit Analytics, Analytical Review, Documentation, Income Statements, GAAP Compliance, Financial Closing, QuickBooks ProAdvisor, Acquisitions, Financial Forecasting, Data Analytics, Joint Ventures, PPE Disclosure, Management, SEC Financial Reporting, Financial Analysis, Modeling

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