Description

Consulente Financial Planning, M&A e Strategy

Supporto imprenditori, PMI e investitori nelle decisioni finanziarie critiche: pianificazione, crescita, acquisizioni e ristrutturazioni. Approccio pragmatico, orientato ai risultati e basato su analisi numerica rigorosa.

Chi sono

Professionista in ambito Finance e Strategia con esperienza in analisi finanziaria, valutazione di investimenti e supporto a operazioni straordinarie. Lavoro con aziende che devono prendere decisioni importanti in tempi rapidi e con informazioni incomplete, fornendo modelli chiari, scenari realistici e raccomandazioni operative.

Servizi offerti

Financial Planning & Analysis (FP&A)

Business plan e piani finanziari (3-5 anni)
Budget e forecast
Analisi dei flussi di cassa
Pianificazione della liquidità
Analisi di redditività e marginalità
Supporto a decisioni di investimento
Modelli finanziari in Excel

M&A e Operazioni Straordinarie

Valutazione d'azienda
Analisi di acquisizioni e cessioni
Supporto alla due diligence finanziaria
Preparazione di materiali per investitori
Modelli finanziari per operazioni M&A
Analisi di convenienza economica

Strategy & Decision Support

Analisi di fattibilità economica
Definizione di strategia finanziaria
Valutazione di nuovi progetti o linee di business
Analisi scenari e sensitivity
Supporto decisionale per management e imprenditori

Come lavoro

1. Comprensione del problema e degli obiettivi

2. Raccolta dati essenziali

3. Costruzione di un modello semplice e verificabile

4. Analisi degli scenari e dei rischi

5. Raccomandazioni operative chiare

Output tipici

Modello finanziario in Excel
Business plan completo
Analisi di investimento
Valutazione d'azienda
Dashboard finanziaria
Report decisionale sintetico

Modalità di collaborazione

Progetti a ore
Progetti a prezzo fisso
Supporto continuativo (fractional / part-time)
Interventi rapidi su esigenze specifiche

Languages

Italian
Native or bilingual
English
Fluent
Spanish
Conversational

Workplace preferences

Can work on-site

Milan (up to 50km)

VSL Club
Investment Associate
PRIVATE EQUITY
May 2024 - Today (2 years and 3 months)
Milan, Metropolitan City of Milan, Italy
Full exposure to the investment cycle: involved in over 10 buy-side and sell-side transactions, covering origination, financial analysis, valuation, due diligence, and negotiations in industrial and logistics industries.
Active involvement in portfolio management: contributed to a ~30% increase of the firm's NAV since June 2024 through portfolio monitoring, strategic initiatives, and add-on opportunity identification.
Regular exposure to senior stakeholders: presented performance analyses to the Board of Directors and represented the firm at Shareholders' Meetings.
Strategic initiatives: supported firm-level projects, including optimization of the private equity fee and commission framework to strengthen investor alignment, facilitate capital raising, and drive long-term value creation.
Supported advisory activities for other companies and private equity firms: conducted 5 business due diligence assignments and took part in several sell-side mandates as M&A advisor.
Due Diligence M&A Strategic planning Portfolio Strategy Corporate Finance
MBS Consulting
Business Analyst
CONSULTING AND AUDITS
December 2022 - May 2024 (1 year and 5 months)
Milan, Metropolitan City of Milan, Italy
For a market leader in long-term car rental: contributed to post-merger integration with another leading player in the Italian Market; supported the development of a new sales channel; participated in the redesign of service model and customer care processes.
For one of the main Italian insurance companies: designed go-to-market and distribution model for long-term (car) rental products through the company sales channels.
Corporate Strategy Strategic planning Business Plan Development

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MSc in Management and Corporate Finance
BOCCONI UNIVERSITY
2023
MSc in Management and Corporate Finance
BSc in Management
BOCCONI UNIVERSITY
2020
BSc in Management

Finance Executive

Umberto Botto Polanski

Consulente Financial Planning | M&A | Strategy

About Umberto

Consulente Financial Planning, M&A e Strategy

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