Eric Turri, Finance Expert in San Francisco, CA, United States
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Eric Turri

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, United States
Toptal Member Since
February 27, 2017

Eric is a finance and operations professional with a background in investment banking. He co-founded and acted as the CFO of a natural foods business before moving to an operational role at a software startup. On the side, he has consulted and built financial models and presentations for startups and small investment banks. Eric enjoys freelancing because it allows him to work with interesting companies.

Transaction AdvisoryValuationComparable Company AnalysisRevenue & Expense ProjectionsMergers & Acquisitions (M&A)Financial Planning & Analysis (FP&A)Financial ReportingFinancial ModelingFundraisingEquity ResearchVenture CapitalCapital MarketsProject FinanceCorporate Finance ConsultantData Analysis Consultant

Work Experience

Senior Manager of Finance and Operations

2016 - PRESENT
Venture-backed SaaS Startup
  • Tasked with lowering the average customer service response time from 40 hours to 8. Reached this goal in two months by adding an on-demand, outsourced workforce while staying $10,000 under budget.
  • Led a group of internal stakeholders in examining the company's Gainsight customer success platform integration. Recommended that we renew our license and negotiated our cost down from $46,000 to $31,000.
  • Created a bottoms-up 2017 budget for all departments managed by the chief revenue officer. Established key indicators and thresholds to determine staffing needs for each team in 2017.
Focus areas: Price Analysis, Budgeting, Cost Benchmarking, Mergers & Acquisitions (M&A), Customer Lifetime Value, Valuation, Valuation Modeling, Market Research, Financial Management, Strategic Planning & Execution, Three-statement Modeling, Financial Data, Financial Planning & Analysis (FP&A), Financial Modeling

Co-founder | CFO

2010 - 2016
Grassroots Jerky
  • Sourced and managed relationships with USDA processing facilities for production and distribution.
  • Managed distributor accounts to enhance retail and online sales channels.
  • Handled a host of operating duties including finance, accounting, and human resources.
Focus areas: Operations Analytics, Strategy, Cost Reduction & Optimization, Three-statement Modeling, Working Capital Management, Valuation Modeling, Market Research, Venture Funding, Fundraising, Revenue & Expense Projections, Growth Capital Raising, Customer Lifetime Value, Capital Raising, Cost Benchmarking, Business Planning, Budgeting, Price Analysis, Data Analysis, Entrepreneurial Finance, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Angel/Seed Funding

Investment Banking Analyst

2008 - 2010
Perella Weinberg Partners
  • Served as the sell-side financial advisor for a $1.1 billion sale for Kroll, a subsidiary of Marsh & McLennan Companies.
  • Engaged in all aspects of advising the client on the potential sale of Kroll—including developing and managing a dynamic financial model, compiling a buyer list, and coordinating post-bid due diligence with potential acquirers.
  • Collaborated with the client's senior management to prepare a management presentation and other buyer-facing materials.
Focus areas: Valuation Modeling, Valuation Multiples, Valuation, Three-statement Modeling, Investor Relations, Growth Capital Raising, Venture Funding, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Capital Structure Analysis, Capital Raising, Comparable Company Analysis, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Mergers & Acquisitions (M&A)

Investment Banking Analyst

2007 - 2008
Lehman Brothers
  • Developed an in-depth knowledge of industry trends and their impact on the technology landscape.
  • Valued public and private companies using discounted cash flow, equity value, leveraged buyout, public and acquisition comparables, multiple analyses, and sum-of-the-parts valuation methodologies.
  • Worked directly with clients to create and analyze comprehensive operating models in financing, acquisition, and divestiture scenarios including accretion/dilution, capacity to pay, leverage capacity, and internal rates of return.
  • Was awarded the top-tier ranked analyst for 2008.
  • Worked as the sell-side financial advisor in the sale of 6 separate internet assets for Landmark Communications.
  • Conducted initial buyer screening and analysis—implementing due diligence, creating the marketing documents, organizing management presentations, and coordinating post-bid due diligence with potential acquirers.
  • Led bi-weekly status calls with the management and participated in diligence trips at the client headquarters.
Focus areas: Valuation Multiples, Valuation Modeling, Valuation, Three-statement Modeling, Investor Relations, Growth Capital Raising, Venture Funding, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Capital Raising, Comparable Company Analysis, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Mergers & Acquisitions (M&A)
2003 - 2006

Bachelor's Degree in Finance

Georgetown University - Washington, D.C., USA

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