Brian Francesangelo, Finance Expert in Cleveland, OH, United States
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Brian Francesangelo

Verified Expert  in Finance

Finance Expert

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

Brian is a CPA and certified financial planner with significant experience serving startups and family-owned businesses to large international corporations. He has expertise in accounting matters, financial planning and analysis, projections, efficient bookkeeping, and helping clients save money. As a CPA with a deep understanding of finances, Brian can add much more value to his clients and look to maximize their financial performance or plan for the future.

Career Highlights

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

Education Highlights

Bachelor's Degree
John Carroll University

Certification Highlights

CPA | PFS
American Institute of Certified Public Accountants
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Project Management Professional (PMP)
Project Management Institute (PMI)

Work Experience

Senior Manager

2011 - PRESENT
Ernst & Young
  • Worked closely with C-level executives at well-known US organizations providing account valuation model analysis, preparing financial statements, forecasting cash flows, and assisting with capital raise offering materials for transactions of $400 million, $650 million, and $1 billion.
  • Built and assessed valuation models for mergers of $5 to $300 million as well as models utilized for asset impairment testing, joint ventures, purchase accounting, and other transactions; also prepared related presentations for communications to stakeholders.
  • Created and managed financial budgets for $150,000 to $5+ million service projects, achieving profit margins of more than 70% and margin improvements of more than 10%.
  • Prepared and delivered presentations to boards, committees, and senior management for large-scale financial statement projects, finance implementations, and the independent assessment of financial holdings in hedge fund, private equity, and venture capital investments.
  • Planned and executed complex financial data analytics and related analysis for $8+ billion and $20+ billion health providers, preparing and delivering the results to C-level executives.
  • Completed financial due diligence for target businesses and newly acquired entities with a focus on the identification of financial risk within critical areas including accounts receivable, accounts payable, payroll, fixed asset capitalization, accrual accounting, and financial policies. The critical outputs include a quality of earnings analysis, identification of unusual items, application of accounting, business trends, and working capital.
  • Advised on the design, development, and execution of effective finance processes for accounts payable, accounts receivable, and PP&E as well as M&A and debt transactions.
  • Developed and executed complex implementation assessments for financial accounting standards including revenue recognition, leases, investments, and health care valuations, focusing on the organizational impact, and the education of boards and committees.
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
  • Completed financial analysis and projections for nonprofit startups seeking grant money for expansion.
  • Engaged routinely with clients on complex financial matters, helping simplify finances and focusing on saving money for companies and owners.
  • Engaged routinely with clients on complex financial matters, including analysis and scenario planning.
Focus areas: Accounting, Taxation, Financial Analysis, Modeling, Revenue & Expense Projections

Manager

2007 - 2011
Deloitte
  • Executed large-scale financial attestation engagements for a $17+ billion health system and a multi-billion employee benefit investment fund analyzing alternative investments including hedge funds, private equity, venture capital, and real estate as well as valuation.
  • Built complex budgeting models used to track financial performance, timelines, and reporting metrics for $1+ billion revenue organizations.
  • Constructed a data analysis model for multiple products and currencies for a global organization comprised of 100+ locations, assessing working capital and impairment modeling company-wide.
  • Developed and assessed financial impairment models for firms filing with the SEC at the subsidiary level, supporting company-wide assessment conclusions for 50+ subsidiaries.
  • Created financial projections for projects involving multiple countries and other data inputs to project revenue and profitability for a $4 million project with CEO and board visibility.
  • Crafted presentations for key stakeholders, boards, and committees.
Focus areas: Management, Audits, Control Audits, Transaction Modeling, Valuation Modeling, Profit & Loss (P&L), Corporate Finance, Forecasting, Budgeting, Cash Flow Modeling, Financial Planning & Analysis (FP&A), Financial Advisory, Financial Systems, Financial Reporting, Three-statement Modeling
2000 - 2004

Bachelor's Degree in Accounting

John Carroll University - Cleveland, OH, USA

NOVEMBER 2015 - PRESENT

CPA | PFS

American Institute of Certified Public Accountants

OCTOBER 2006 - PRESENT

Certified Public Accountant (CPA)

American Institute of Certified Public Accountants

NOVEMBER 2004 - PRESENT

Project Management Professional (PMP)

Project Management Institute (PMI)

Finance

Accounting, Financial Modeling, Financial Planning & 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), Cash Flow, Lease Accounting, Purchase Price Allocation, Cash & 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 & Expense Projections, Financial Advisory, Cash Flow Modeling, Profit & Loss (P&L), Valuation Modeling, Transaction Modeling, Taxation

Output Software

Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Industry Expertise

Healthcare, Professional Services, Health, Health Insurance

Geographic Expertise

United States

Data & Analysis Software

Intuit QuickBooks, QuickBooks Online

Other

Process Documentation, Financial Statement Preparation, Audits, GAAP, Process Control, Financial Statements, Close Procedures, Revenue Recognition, Project Management Professional (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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